54 results for Financial Analyst in Oakland, CA

Financial Analyst - Entry Level We are offering a short term contract employment opportunity for a Financial Analyst - Entry Level in Foster City, California. This role is primarily in the wealth management sector where the candidate will be expected to aid in a significant project. Responsibilities: • Ensure the accuracy of data within investment management accounts and trades. • Leverage Salesforce and Excel for efficient data management and comprehensive reporting. • Contribute significantly to the success of the project within a detail oriented wealth management setting. • Identify and highlight discrepancies in data comparisons. • Execute heavy data analysis using Excel and other accounting software systems. • Carry out auditing and budget processes as part of the job function. • Utilize CRM and the Salesforce platform for effective customer relationship management. • Apply data mining techniques to gather relevant information. • Perform capital management and other accounting functions as necessary. • Use ADP - Financial Services and Crystal Reports for financial operations.

Financial Analyst One of our clients in the Brentwood area is looking for a Financial Analyst for a 3 months contract. <ul><li>Analyze financial data and trends to support strategic planning.</li><li>Prepare forecast models, budgets, and variance reports.</li><li>Collaborate with department leads to analyze financial performance and recommend improvements.</li><li>Provide insight and analysis for key business initiatives.</li><li>Create and maintain dashboards to track key performance indicators (KPIs).</li><li>Perform ad-hoc reporting and analysis as requested.</li></ul>

Financial Analyst Colleen McAuliffe from Robert Half is offering an exciting opportunity for a 100% remote Financial Analyst with Headquarters in SAN JOSE, California. As a Financial Analyst, you will be expected to analyze financial data, create reports, and contribute to our strategic planning process. This role will be integral in supporting our decision-making process and helping us achieve our business objectives. although remote, this role will require working traditional business hours in a high connect environment. Responsibilities:• Conduct thorough analysis of financial data to identify key trends, variances, and drivers of performance• Develop and maintain Excel models for financial scenarios, promotions, and commission incentives• Assist in the financial forecasting and budgeting process, providing accurate projections and strategic recommendations• Utilize Tableau or similar BI tools to enhance data visualization and decision-making• Collaborate with Sales, Marketing, and Operations teams to align financial goals with business strategies• Prepare and distribute financial reports, including KPIs, highlighting actionable insights• Identify and evaluate opportunities for cost-saving and revenue growth• Present complex financial data in a clear, compelling manner to influence decision-making• Continually review financial results and recommend improvements based on data-driven insights• Foster a culture of financial accountability and transparency across the organization.

Fund Accountant / Financial Analyst - Venture Capital *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Fund Accountant / Financial AnalystSan Francisco Bay AreaHybrid - 2 Days on-site$110k-115k Base + Generous Bonus + Carry! Ready to break out of public accounting? Join a top Venture Capital firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Manage deal lifecycle, reporting, and collaboration with legal teams.</li><li>Evaluate deal terms, structure transactions, and support exits.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>

FP&A Sr. Analyst Jackie Meza with Robert Half is recruiting for an FP& A Sr. Analyst. This role is instrumental in aligning the company's financial performance with strategic objectives. The FP& A Sr. Analyst will be tasked with providing valuable insights derived from financial data analysis to senior leadership, as well as steering the company's financial decision-making. This role will collaborate with different departments to bolster business initiatives and foster financial growth. Contact Jackie Meza at 209.227.6563 for information about the role. Responsibilities • Conducting comprehensive financial planning, budgeting, and forecasting processes• Analyzing financial data for actionable insights and presenting these to senior leadership• Guiding financial decision-making processes within the company• Collaborating with various departments to support business initiatives• Driving financial growth through effective analysis and strategic planning• Utilizing Accounting Software Systems for efficient financial management• Implementing Adaptive Insights for streamlined financial planning and analysis• Managing accounting functions to ensure accurate and timely financial reporting• Overseeing the annual budget to align with the company's strategic goals• Streamlining budget processes for improved financial efficiency

Financial Accounting Analyst - Venture Capital Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Associate at a venture capital firm in San Francisco. This is a full-time, permanent role with a hybrid schedule (1-2 days in the office). Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Financial Planning & Analysis Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS SR. FINANCIAL ANALYST - hybrid role of finance and some accounting Responsibilities:Perform highly specialized and complex financial analysis, budget analysis, and related fiscal functions for a large and diverse hospital service line/department or is responsible for coordinating a major budget/financial analysis program in the Hospital Finance Department. Duties include financial planning, forecasting and modeling, budget development, performance monitoring and management reporting. Prepareand provide complex analysis for special and high-level reports for review at the executive level. Track expenses for various cost centers. Provide leadership in the fiscal planning process and recommends process improvements.

Financial Planning & Analysis Analyst We are offering an exciting opportunity for a Financial Planning & Analysis Analyst in the CPG Industry . As a Financial Planning & Analysis Analyst, you will play a pivotal role in our Finance team, focusing on budgeting, forecasting, and delivering financial insights that will aid decision-making across the company. This role involves close collaboration with various teams, offering financial guidance to optimize profitability and maintain the financial stability of the business. Responsibilities:• Provide precise financial analysis to support decision-making at all levels within the company• Utilize financial modeling to forecast and evaluate potential business scenarios• Collaborate with cross-functional teams to offer financial insights that guide decision-making and optimize profitability• Ensure accuracy of customer credit records and efficient processing of credit applications• Use Accounting Software Systems and CRM tools to manage accounting functions and customer data• Lead annual budget processes and capital management to ensure the financial health of the business• Leverage tools such as Adaptive Insights for advanced financial analysis and forecasting• Communicate complex financial data in a clear and actionable manner to various stakeholders

Investment Analyst - San Francisco; Hybrid Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Investment Analyst at a mission-driven investment firm. This full-time, permanent role is based in San Francisco with a hybrid schedule. Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities. Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment. Responsibilities:<ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Analyst We are offering an exciting opportunity for an Analyst in the Manufacturing industry. As an Analyst, you will be tasked with the responsibility of managing financial reports, supporting end-of-month tasks, and creating ad hoc financial statements. Responsibilities:• Oversee the creation and management of ad hoc financial statements.• Provide support during end-of-month close operations.• Conduct financial reporting tasks, ensuring accuracy and efficiency.• Utilize CRM, Maps API, Microsoft Excel, Microsoft Word for day-to-day tasks.• Implement detail-oriented skills to maintain and develop relationships.• Utilize 'About Time' and 'AB Testing' tools for efficient work management.• Conduct regular audits to ensure financial accuracy and adherence to budget processes.• Take part in capital management activities to ensure the financial health of the organization. For more information regarding this position please reach out to Alison Brenchley.

Operations Analyst We are seeking a dedicated Operations Analyst to join our team in San Jose, California. In this role, you will play a key role in our manufacturing industry operations, focusing on a variety of analytical tasks including evaluating quotations, cost analysis, and facilitating decision-making processes related to purchasing, materials, and production costs. Responsibilities: • Conduct thorough evaluations and analysis of supplier quotations to ensure cost-effectiveness and alignment with company budgets. • Engage in negotiations with vendors to secure favorable terms and pricing. • Regularly monitor and analyze costs associated with raw materials, production processes, and supply chain logistics. • Identify potential cost-saving opportunities and recommend process improvements. • Develop and maintain detailed cost models to support pricing strategies. • Assist in forecasting material requirements based on production schedules and sales projections. • Oversee efficient inventory management by balancing stock levels and minimizing waste. • Collaborate with procurement teams to enhance purchasing processes. • Assess production workflows and identify inefficiencies. • Provide data-driven insights to support lean manufacturing and process optimization initiatives. • Track and report on key performance indicators (KPIs) related to production costs and efficiency. • Prepare detailed reports and presentations for senior management, highlighting findings and actionable recommendations. • Act as a liaison between operations, procurement, and finance teams to align goals and strategies.

Investment Analyst at Investment Firm (2+ years) Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Investment Analyst at a mission-driven investment firm. This full-time, permanent role is based in San Francisco with a hybrid schedule (3 days in). Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities. Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment. Responsibilities:<ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Finance & Operations Associate – Asset Management Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Finance & Operations Associate – Asset Management FirmEmployment Type: Full-TimeLocation: San Mateo; 5 days in officeSalary: $110-150k (DOE) + Bonus Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing. We are partnering with a well-established asset management firm seeking a Finance & Operations Associate to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations. Key Responsibilities:<ul><li>Assist with accounts payable processes, ensuring timely and accurate payments.</li><li>Serve as a vendor liaison, coordinating with external partners and financial institutions.</li><li>Support payroll processing, benefits administration, and HSA plan management.</li><li>Assist with internship program onboarding and offboarding, including background checks.</li><li>Manage financial transactions, including wires and ACH transfers.</li><li>Assist with compensation and benefits administration, including annual statements and insurance renewals.</li><li>Provide accounting and tax support, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to budgeting and forecasting efforts, as well as financial statement reviews.</li></ul>

Financial Coordinator We are offering a long term contract employment opportunity for a Financial Coordinator in Palo Alto, California. As a Financial Coordinator, your primary focus will be on managing insurance authorizations for genetic testing. You will be part of a small team, handling various tasks such as maintaining accurate records, processing applications, and providing top-notch customer service. Responsibilities:• Coordinate the payor referral and service authorization process for laboratory testing• Secure authorizations for laboratory testing and verify patient benefits• Maintain an Excel sheet to track insurance authorization submissions and their status• Communicate with patients and ordering providers about the status of the benefit investigation and authorization• Investigate insurance eligibility and obtain detailed insurance benefit verification• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested• Follow up on pending authorization and referral requests to ensure timely completion• Process appeals and arrange for the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals• Perform other duties as assigned.

Business Analyst One of our clients in the Pleasanton area is looking for a Business Analyst for a Contract to hire opportunity Responsibilities:• Analyze and interpret data related to sales, deductions, and promotional sales to provide actionable insights.• Utilize Microsoft Excel for cost analysis and to support business decision-making.• Conduct Gap Analysis to identify areas of improvement in business processes and functions.• Work extensively with Atlassian Jira and CRM tools to manage, track and report on projects and tasks.• Participate in Agile methodologies to ensure timely and effective project completion.• Use Microsoft Word for creating reports, proposals, and other essential documents.• Apply AB Testing methods to improve and optimize business processes.• Provide sales analysis and reporting to assist in strategic decision-making.

Multi-Strategy Investment Firm - Sr. Tax Analyst Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable opportunity to join a vibrant team within a prestigious organization, offering the chance to make a significant impact while advancing your career in in-house tax services and strategy. Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. Responsibilities:<ul><li>Prepare and review tax work papers and returns for hedge funds, private equity funds, real estate funds, and special purpose vehicles (SPVs).</li><li>Review estimated tax calculations.</li><li>Prepare and review investor tax documents and reports.</li><li>Manage relationships with external accounting, tax, and legal firms.</li><li>Conduct research and analysis on investor tax inquiries, providing appropriate responses.</li><li>Coordinate with other departments and external audit firms regarding audited financial statements, including ASC 740 (formerly FIN 48) analysis.</li><li>Conduct research and analysis on tax law changes affecting the asset management industry.</li></ul>

CFO We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management. Property Operations Responsibilities:<ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul>Estate Planning Responsibilities:<ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul>Partnership Accounting Responsibilities:<ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul>

Senior Analyst - Venture Capital Firm Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Analyst opportunity with a leading venture capital firm based in Menlo Park / San Francisco. Known for backing bold ideas and industry-shaping founders, this firm has invested in hundreds of companies across technology, life sciences, AI and more. With a thoughtful, collaborative culture and a sharp focus on innovation, this is an incredible environment for someone looking to grow in the world of venture capital. This isn’t your typical back-office role. As a Senior Analyst, you'll be at the pulse of the portfolio—diving into board materials from cutting-edge companies, refining fund performance metrics, and helping shape the way the firm monitors and values its investments. If you're energized by data, excited by innovation, and ready to join a team that genuinely values curiosity and teamwork, this is your opportunity. Add in excellent benefits, a hybrid schedule, and a culture that actually walks the walk on work-life balance—and you've got a compelling next step. Responsibilities:<ul><li>Gather and review financials, forecasts, and key metrics from portfolio companies</li><li>Set up new companies in the system and keep data accurate and up to date</li><li>Create easy-to-read internal reports and dashboards</li><li>Run ad hoc analyses to support team needs</li><li>Track and report fund performance, including IRR and investment multiples</li><li>Assist with investor presentations and firm-wide materials</li><li>Help prepare quarterly valuations and build supporting models</li><li>Communicate valuation results to internal teams and auditors</li><li>Look for ways to improve systems and automate manual work</li><li>Support audits and contribute to special projects across the firm</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Accounting Manager We are looking for a highly organized and detail-oriented Accounting Manager to join our team. Based in Novato, California, 94949, United States, this role involves managing accounting functions, ensuring compliance with regulations, and overseeing financial operations. The position offers an opportunity to contribute to financial reporting, process improvement, and strategic planning within the organization. Responsibilities • Prepare comprehensive monthly and periodic financial statements, ensuring accuracy and adherence to Generally Accepted Accounting Principles (GAAP). • Oversee billing, collections, and accounts payable transactions, providing guidance and training to staff as needed. • Develop and implement workflows for data integration between the ERP system and other internal systems. • Establish and enforce internal controls and guidelines for accounting transactions and processes. • Conduct financial analysis to support decision-making and organizational goals. • Identify opportunities for scaling financial infrastructure to accommodate organizational growth. • Ensure compliance with local, state, and federal regulations related to financial operations. • Lead system upgrades and manage the implementation of new accounting software. • Create user-friendly dashboards and graphical representations of financial data for stakeholders. • Monitor departmental budgets and assist with forecasting efforts. • Implement cost accounting practices and track expenditures in a dynamic environment.

Family Office Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

FP&A Manager We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis. Responsibilities: • Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives. • Construct and manage financial models to examine revenue, costs, profitability, and trends. • Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies. • Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities. • Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs). • Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making. • Enhance and simplify financial processes and reporting systems to boost efficiency and precision. • Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business. • Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.

Private Family Office - Senior Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Accounting Supervisor We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities. Responsibilities:<ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>

Tax Manager - Public We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.

Financial Planning & Analysis Manager Jackie Meza with Robert Half has an exciting opportunity for a Financial Planning & Analysis Manager in Stockton, California. In this role, you will be engaging with various accounting software systems, overseeing budget processes, and conducting financial analysis. You will collaborate with team members to manage capital and plan projects efficiently. Contact Jackie Meza at 209. 227.6563 for details and consideration. Responsibilities:• Utilize accounting software systems to ensure smooth financial operations• Implement and monitor Adaptive Insights for effective financial planning• Oversee accounting functions to maintain financial accuracy and transparency• Prepare and manage the annual budget to align with the company's financial goals• Streamline budget processes to improve fiscal efficiency• Administer capital management strategies to optimize resource allocation• Conduct comprehensive financial analysis for informed decision-making• Oversee budgeting and forecasting activities to predict financial trends accurately• Manage cost accounting tasks to track and control expenditures• Prepare monthly financial statements for review and analysis• Coordinate project planning activities to ensure timely and cost-effective completion.