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88 results for Financial Analyst in Palo Alto, CA

Financial Analyst

Hayward, CA
remote
Temporary / Contract
38.00 - 43.00 USD / Hourly
Our client is seeking a detail-oriented and analytical Financial Analyst to support strategic decision-making through financial planning, forecasting, reporting, and analysis. This role will partner with business leaders to evaluate financial performance, identify trends, and deliver insights that help drive business results. Key Responsibilities:<ul><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Analyze financial results and provide actionable insights to leadership</li><li>Support monthly, quarterly, and annual financial reporting processes</li><li>Monitor key performance indicators and identify trends or risks</li><li>Assist with budgeting, long-range planning, and ad hoc financial analysis</li><li>Partner with cross-functional teams to support business initiatives</li><li>Improve reporting processes and help enhance financial systems and tools</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T15:54:01Z

Financial Analyst

San Mateo, CA
onsite
Temporary / Contract
42.75 - 49.50 USD / Hourly
About the OpportunityA growing technology company is seeking a Financial Analyst to join its Corporate Finance team. This position offers an opportunity to partner with cross-functional business leaders while supporting financial planning, forecasting, reporting, and strategic initiatives. The ideal candidate is analytical, detail-oriented, and eager to learn in a collaborative, fast-paced environment.This role will initially focus on supporting key finance transformation initiatives, including system migrations and improving financial reporting processes through automation and data analysis.Key Responsibilities<ul><li>Support revenue forecasting, recurring revenue metrics, bookings analysis, cash flow projections, and long-range financial planning.</li><li>Maintain and enhance financial models, reporting tools, and large datasets to improve forecasting accuracy and business insights.</li><li>Assist with monthly and quarterly close activities, including reconciliations, reporting, and documentation.</li><li>Analyze financial and operational data to identify trends, anomalies, and opportunities for process improvement.</li><li>Partner with Sales Operations, Finance, Accounting, and other business teams to understand sales activity, pipeline performance, and key business drivers.</li><li>Prepare financial reports, dashboards, and presentation materials for leadership meetings and business reviews.</li><li>Support finance system transformation projects, including data validation, testing, and process improvements.</li><li>Identify opportunities to automate manual reporting and analysis using modern AI and productivity tools.</li><li>Document financial processes and communicate findings clearly to both finance and non-finance stakeholders.</li><li>Perform ad hoc financial analysis and special projects as assigned.</li></ul>
2026-07-08T17:53:41Z

Financial Analyst

Pleasanton, CA
remote
Temporary / Contract
40.00 - 45.00 USD / Hourly
Our client is seeking a detail-oriented and analytical Junior Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The Junior Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. Financial and Cost Analysis<ul><li>Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting.</li><li>Support margin analysis across products and customers to help commercial and operations teams make informed decisions.</li><li>Identify key cost drivers and variances and highlight opportunities for cost optimization.</li></ul>Pricing and Margin Support<ul><li>Support pricing analysis for new and existing products, including customer-specific pricing and margin review.</li><li>Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies.</li><li>Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions.</li></ul>Financial Reporting and Month-End Close<ul><li>Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators.</li><li>Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries.</li><li>Research and help resolve variances between subledgers and the general ledger.</li><li>Assist with budgeting, forecasting, and financial planning processes.</li></ul>Data Integrity and Process Improvement<ul><li>Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis.</li><li>Support improvements to financial reporting templates, reconciliation processes, and analytical workflows.</li><li>Assist with ERP and EPM data extraction, reporting, and reconciliation activities.</li><li>Document processes and support internal and external audit requests as needed.</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T16:04:01Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
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. This role is 100% onsite, and will require up to 10% travel to the various plant locations 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. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-06-25T22:43:41Z

Sr. Financial Analyst

South San Francisco, CA
remote
Temporary / Contract
71.25 - 82.50 USD / Hourly
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-07-08T20:14:01Z

Sr. Financial Analyst -PSO Revenue Finance

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to support PSO Revenue Finance in San Francisco, California. This Contract position will partner closely with business stakeholders to deliver financial insights, strengthen forecasting accuracy, and guide revenue-related decision-making. The ideal candidate brings strong analytical judgment, advanced modeling capability, and the ability to turn complex data into clear recommendations. Responsibilities: • Develop and maintain financial models that evaluate revenue performance, support planning activities, and inform strategic business decisions. • Perform detailed variance reviews to identify trends, explain performance drivers, and highlight risks or opportunities across revenue-related metrics. • Partner with cross-functional teams to provide financial guidance, respond to business questions, and support ongoing revenue finance initiatives. • Conduct ad hoc analysis using large and varied data sets to address emerging priorities and deliver timely decision support. • Gather, organize, and interpret financial and operational data to produce accurate reporting and actionable business insights. • Translate analytical findings into concise presentations and recommendations for finance leaders and key stakeholders. • Improve reporting approaches and analytical processes to increase efficiency, consistency, and visibility into revenue performance.
2026-06-18T18:28:45Z

Financial Analyst

Oakland, CA
remote
Temporary / Contract
45.00 - 50.00 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.
2026-06-20T00:08:44Z

Financial Analyst - Entry Level

Menlo Park, CA
remote
Temporary to Hire
34.10 - 39.48 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team in California on a contract basis with the potential for a permanent position. This role is ideal for someone who enjoys working with budgets, analyzing financial performance, and turning data into clear insights for leadership. The position will support planning activities, cost monitoring, and reporting needs while partnering with stakeholders to help drive informed business decisions. Responsibilities: • Support the full budgeting cycle, including planning, updates, and ongoing financial tracking across workforce and operating expenses. • Compare budgeted figures against actual results, investigate variances, and highlight key drivers affecting financial performance. • Monitor spending trends and cost assumptions, then provide practical recommendations to balance business needs with financial targets. • Prepare clear financial summaries and reporting materials for executive audiences, presenting complex information in a clear format. • Assist with headcount planning by tracking staffing changes, analyzing workforce costs, and maintaining accurate reporting. • Use spreadsheets and financial data tools to organize information, build reports, and contribute to forecasting activities when needed. • Partner with internal teams to gather inputs, validate numbers, and improve the accuracy and timeliness of financial analysis.
2026-07-07T22:43:56Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.50 - 33.00 USD / Hourly
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-07-07T15:28:43Z

Financial Analyst

Hayward, CA
onsite
Temporary / Contract
38.00 - 45.00 USD / Hourly
Position Title: Financial Analyst - Mid LevelEmployment Type: Contract-to-Permanent Compensation: $38 - $45 hourly Position OverviewWe are looking for a detail-oriented and proactive Financial Analyst to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement. Key Responsibilities<ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul>
2026-07-02T17:30:09Z

Financial Analyst

San Leandro, CA
remote
Temporary / Contract
30.00 - 36.00 USD / Hourly
Robert Half is looking for a financial analyst to join a well-known company. This is an entry-level to early-career role best suited for someone with strong data entry skills, solid attention to detail, and the ability to work accurately in a fast-paced environment. The Financial Analyst will primarily support the team through high-volume data entry and validation of financial information. The role will involve reviewing P& L data from revenue through gross profit, identifying discrepancies, and helping research root causes. This position does not require advanced reporting or BI tools, but candidates should be comfortable working in Excel and asking questions to ensure accuracy.
2026-06-23T17:04:41Z

Senior FP&A; Analyst (Expense & Headcount Focus)

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are looking for a Senior FP& A Analyst to provide high-impact financial planning support with a primary emphasis on operating expenses and workforce reporting in San Francisco, California. This Long-term Contract position will partner closely with finance leadership to improve visibility into spending, strengthen forecast accuracy, and reduce time spent on manual reporting activities. The ideal candidate brings strong analytical judgment, communicates effectively with cross-functional stakeholders, and is comfortable working through detailed financial data to support business decisions. Responsibilities: • Produce recurring and ad hoc analysis on operating expenses, highlighting trends, risks, and key drivers for leadership review. • Develop and maintain headcount reports and workforce forecasts to support planning across teams and business functions. • Support budget cycles and rolling forecasts by preparing models, consolidating inputs, and explaining variances against plan. • Assist with month-end activities by preparing financial reporting, investigating differences, and coordinating follow-up items with business partners. • Evaluate transactions to determine appropriate accruals and help ensure expenses are recorded in the proper period. • Analyze open purchase order activity, follow up on outstanding items, and help resolve questions related to vendor invoices and PO closures. • Oversee expense management with particular attention to marketing-related spend, ensuring reporting is accurate and aligned with budgets. • Review, reconcile, and validate financial datasets to improve data quality and support reliable decision-making. • Collaborate with non-finance stakeholders to gather inputs, clarify spending activity, and translate financial information into actionable insights.
2026-07-02T17:30:09Z

Senior Wealth Analyst

Menlo Park, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T14:23:43Z

VP/Director of Finance

Fremont, CA
onsite
Permanent / Full Time
180000.00 - 225000.00 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives. This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight Responsibilities:• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.• Translate complex financial data into actionable insights that align with organizational goals.• Develop and maintain internal control frameworks in coordination with corporate finance standards.• Manage working capital effectively, including oversight of credit and collections performance.• Identify and implement strategies to mitigate financial risks across the regional portfolio.• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.• Support corporate leadership with financial insights that guide strategic planning and execution.
2026-06-12T17:00:21Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000.00 - 155000.00 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-06-08T15:43:46Z

Senior Finance Manager

Oakland, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support. Responsibilities: • Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting. • Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities. • Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review. • Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions. • Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time. • Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration. • Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement. • Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes. • Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
2026-06-26T17:24:02Z

Sr. Manager, Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000.00 - 210000.00 USD / Yearly
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions. • Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments. • Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning. • Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity. • Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
2026-06-25T15:13:44Z

Strategic Finance Manager

San Francisco,, CA
onsite
Permanent / Full Time
180000.00 - 200000.00 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-06-12T15:53:41Z

Entry Level Analyst

Concord, CA
onsite
Temporary to Hire
24.50 - 27.50 USD / Hourly
Are you a detail-oriented professional with a passion for finance/accounting? Our team is seeking an Entry-Level Analyst/Accounting Clerk for a temporary-to-hire opportunity, supporting accounts receivable, payable, reconciliation, and billing functions. Recent graduates with retail or internship experience are welcome to apply! For immediate consideration, please call apply today! Job Duties<ul><li>Process accounts payable and accounts receivable transactions</li><li>Assist with invoice review, coding, and payment processing</li><li>Prepare routine financial reports and spreadsheets</li><li>Support month-end and year-end closing activities</li><li>Verify accuracy of financial documents and resolve discrepancies</li><li>Maintain organized records for audits and compliance</li><li>Assist with payroll data entry and related administrative tasks</li><li>Communicate with vendors, customers, and internal departments regarding billing or payment questions</li><li>Perform basic account analysis and research transaction issues</li><li>Use Excel and accounting software to track and report financial information</li></ul>
2026-06-22T15:48:44Z

Wealth Analyst at thriving Wealth Management Firm

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T17:30:09Z

Wealth Analyst | Build Your Career in Elite Wealth Managemen

San Mateo, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing Location: San Francisco Financial District (Hybrid – 2 days/week) If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for. Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning. This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst. What You'll Do✔ Build and refine comprehensive financial plans ✔ Analyze investment portfolios and prepare client recommendations ✔ Create portfolio models and performance reports ✔ Prepare materials for client meetings and participate in client discussions ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies
2026-06-26T17:08:47Z

Wealth Analyst | High-Growth Opportunity with Partner Track

Oakland, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing Location: San Francisco Financial District (Hybrid – 2 days/week) If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for. Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning. This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst. What You'll Do✔ Build and refine comprehensive financial plans ✔ Analyze investment portfolios and prepare client recommendations ✔ Create portfolio models and performance reports ✔ Prepare materials for client meetings and participate in client discussions ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies
2026-06-26T17:03:56Z

Wealth Analyst | Join a Premier Wealth Management Firm Servi

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing Location: San Francisco Financial District (Hybrid – 2 days/week) If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for. Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning. This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst. What You'll Do✔ Build and refine comprehensive financial plans ✔ Analyze investment portfolios and prepare client recommendations ✔ Create portfolio models and performance reports ✔ Prepare materials for client meetings and participate in client discussions ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies
2026-06-26T17:03:56Z

Financial Reporting Manager

San Mateo, CA
onsite
Temporary / Contract
65.00 - 75.00 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate. Responsibilities: • Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement. • Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results. • Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control. • Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders. • Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts. • Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed. • Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards. • Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
2026-07-06T17:53:41Z

Finance Systems AI Transformation Lead

Menlo Park, CA
remote
Temporary / Contract
61.75 - 71.50 USD / Hourly
We are looking for a Finance Systems AI Transformation Lead to join a Long-term Contract opportunity based in Menlo Park, California. This role sits at the intersection of finance and artificial intelligence, with a focus on improving planning, reporting, and close-related activities through practical automation. You will partner with finance and systems teams to turn complex operational processes into scalable AI-enabled solutions that improve accuracy, speed, and decision support. Responsibilities: • Design and implement AI-driven solutions that simplify core finance activities such as forecasting support, variance review, close coordination, allocation workflows, and workforce planning analysis. • Build intelligent, multi-step automations that interpret financial information, interact with connected tools, and produce traceable outputs suitable for business use. • Develop integrations between AI applications and enterprise finance platforms, planning systems, and data environments to support reliable information exchange. • Create data retrieval pipelines that connect large language model capabilities with structured finance data, including reporting histories, ledger structures, cost center details, and planning records. • Establish controls and validation methods that allow automated solutions to read, verify, and update finance-related data with consistency and audit readiness. • Define and execute evaluation approaches to measure solution quality, including output accuracy, stability, explainability, and risk of failure in finance use cases. • Monitor production performance, investigate issues, and refine workflows based on user feedback, testing results, and observed system behavior. • Partner closely with finance stakeholders, financial systems teams, and technical counterparts to convert manual finance processes into scalable AI-supported operations. • Lead user acceptance testing activities and confirm that delivered solutions meet finance, controllership, and audit expectations before broader rollout.
2026-07-08T20:14:01Z