30 results for Associate Financial Planner in San Francisco, CA

Financial Planner

Menlo Park, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Senior Financial Planner

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Lead Financial Planner | CFP Required

Mountain View, CA
onsite
Permanent
130000 - 150000 USD / Yearly
Jennifer Fukumae is seeking a talented Lead Financial Planner to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans. Responsibilities<ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul>
2026-03-16T00:00:00Z

Financial Planner - CFP required

Alamo, CA
onsite
Permanent
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Planner - Fee-Only RIA

San Mateo, CA
onsite
Permanent
120000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Financial Planning and Analysis Manager

Mountain View, CA
remote
Temporary
22.952 - 26.576 USD / Hourly
We are looking for an experienced Financial Planning and Analysis Manager to join our team on a long-term contract basis in Mountain View, California. This role requires a skilled individual with strong attention to detail who can deliver actionable insights through financial modeling, forecasting, and data analysis. The ideal candidate will contribute to strategic decision-making by managing expenses, analyzing financial data, and ensuring accurate reporting. Responsibilities: • Develop and maintain complex financial models to support strategic planning and decision-making. • Conduct detailed analyses of financial data to identify trends, variances, and opportunities for improvement. • Oversee the forecasting process, ensuring accurate predictions of expenses and revenue. • Manage monthly close activities, including reconciliations and reporting. • Utilize business intelligence tools to analyze data and generate actionable insights. • Collaborate with cross-functional teams to align budget processes with organizational goals. • Monitor and manage expense data to ensure adherence to financial plans. • Provide ad-hoc financial analysis to support various business initiatives. • Prepare detailed reports and presentations to communicate findings to stakeholders. • Identify areas for process improvement and implement solutions to optimize financial operations.
2026-03-23T00:00:00Z

Senior Financial Planner | Marin, CA

San Rafael, CA
onsite
Permanent
140000 - 170000 USD / Yearly
This role is for wealth management professionals with a growth mindset who excel in a collaborative, people-first environment, this is a chance to elevate your skills through top-tier mentorship. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a fast-growing, client-focused firm to recruit a Financial Planner to join their dynamic team. The OpportunityThis is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence. Responsibilities<ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul>
2026-03-16T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-03-20T00:00:00Z

Financial Planner | RIA in Walnut Creek

Concord, CA
onsite
Permanent
120000 - 150000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base. Responsibilities<ul><li>Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies</li><li>Participate in client meetings as a resource for specialized financial planning topics</li><li>Support the design, presentation, and execution of sophisticated financial plans</li><li>Conduct research on financial planning concepts, regulations, and strategies as needed</li><li>Maintain and update client data within financial planning software platforms</li><li>Establish and manage departmental policies, processes, and operational procedures</li><li>Provide guidance to Advisors on financial planning best practices</li><li>Monitor industry developments and communicate relevant financial planning updates to the advisory team</li></ul>
2026-03-15T00:00:00Z

Financial Planner | RIA $4B AUM!

Walnut Creek, CA
onsite
Permanent
115000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base. Responsibilities<ul><li>Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies</li><li>Participate in client meetings as a resource for specialized financial planning topics</li><li>Support the design, presentation, and execution of sophisticated financial plans</li><li>Conduct research on financial planning concepts, regulations, and strategies as needed</li><li>Maintain and update client data within financial planning software platforms</li><li>Establish and manage departmental policies, processes, and operational procedures</li><li>Provide guidance to Advisors on financial planning best practices</li><li>Monitor industry developments and communicate relevant financial planning updates to the advisory team</li></ul>
2026-03-09T00:00:00Z

Financial Associate - Tax

San Francisco, CA
onsite
Permanent
120000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. Ren Friedman 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 Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-03-13T00:00:00Z

Financial Advisor - $1B AUM RIA

San Ramon, CA
onsite
Permanent
100000 - 150000 USD / Yearly
About the OpportunityThis is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area. You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you. What You’ll Do<ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul>Why Join Us?<ul><li>Established Client Base: Start with a meaningful book of business from day one</li><li>Supportive Culture: Work alongside seasoned professionals in a collaborative environment</li><li>Growth Potential: Opportunities to expand your practice and develop professionally</li><li>Impact: Make a real difference in clients’ financial lives while building a rewarding career</li></ul> Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2026-03-13T00:00:00Z

Financial Advisor - RIA w/ low turnover

San Mateo, CA
onsite
Permanent
110000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Fee-Only RIA | Foster City | Hybrid Our client is a nationally recognized, fee-only RIA serving high-net-worth individuals and families with complex financial needs. The firm is known for its fiduciary approach, collaborative culture, and strong commitment to long-term client relationships. This is an opportunity to join a growing, supportive team with direct mentorship from experienced advisors and a clear path for career growth and potential ownership. You’ll have the time and support to build meaningful relationships and deliver thoughtful planning. Responsibilities<ul><li>Manage and advise a book of 80–100 client relationships</li><li>Develop and implement comprehensive financial plans</li><li>Partner with clients’ external advisors on complex planning needs</li><li>Build strong client relationships and drive referrals</li><li>Contribute to client experience initiatives and firm growth efforts</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Operations Associate | Wealth Management Firm

Mill Valley, CA
onsite
Permanent
110000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families. The firm has an average client relationship exceeding $15M. They are seeking an Operations Associate to support their team! Responsibilities <ul><li>Trade Execution: Process trades across custodial platforms, resolve discrepancies, and ensure timely settlement.</li><li>Data Oversight: Maintain accurate data across portfolio reporting systems, CRM, and custodians.</li><li>Reconciliation: Review and reconcile transactions, cost basis, and holdings across client accounts.</li><li>Account Support: Assist with account setup and system integrations, ensuring proper configuration and data flow.</li><li>Client Reporting: Prepare and distribute quarterly performance reports.</li><li>Operational Support: Provide general support to advisors and contribute to process improvements and efficiency initiatives.</li></ul>
2026-03-20T00:00:00Z

Financial Advisor - Flex work structures!

San Mateo, CA
onsite
Permanent
140000 - 200000 USD / Yearly
Jennifer Fukumae with Robert Half's Finance and Accounting is partnering with a growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients. Key Responsibilities<ul><li>Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance</li><li>Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations</li><li>Advise on retirement planning, investment strategy, and insurance.</li><li>Identify opportunities to deepen client relationships and introduce additional planning solutions</li><li>Partner with senior advisors on complex client needs while maintaining a high-touch service model</li><li>Support onboarding and integration of new clients into the firm</li><li>Maintain accurate client records and financial plans within CRM and planning systems</li><li>Stay current on market trends and evolving financial planning strategies</li></ul>
2026-03-17T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-03-13T00:00:00Z

Paraplanner | RIA Firm

Mill Valley, CA
onsite
Permanent
100000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a Paraplanner to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies. Responsibilities<ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul>
2026-03-10T00:00:00Z

Financial Analyst

Burlingame, CA
onsite
Temporary
35 - 40 USD / Hourly
🧾 Financial Analyst – Consulting Role (Robert Half Loan Staff Practice)Robert Half is seeking a detail-oriented Financial Analyst to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing financial analysis and reporting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with financial planning, forecasting, reporting, and business analysis while gaining experience across different industries, financial systems, and organizational environments. 💼 What You’ll Do:Prepare and analyze monthly, quarterly, and annual financial reports for client organizationsDevelop financial models to support budgeting, forecasting, and strategic planningPerform variance analysis to identify trends, risks, and opportunities in financial performanceAssist with the annual budgeting process and periodic financial forecastsAnalyze operating results and provide actionable insights to managementPrepare dashboards, KPIs, and management reporting packagesSupport month-end and quarter-end close by analyzing financial results and preparing supporting schedulesConduct profitability, cost, and margin analysis to support business decision-makingCollaborate with accounting, operations, and leadership teams to ensure accurate financial dataAssist with financial system implementations, reporting automation, and process improvementsSupport audit requests and assist with documentation for internal and external reviewsProvide ad-hoc financial analysis and reporting for special projects and strategic initiatives
2026-03-10T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
38 - 48 USD / Hourly
Financial Analyst (Hybrid, San Francisco)• Hybrid Financial Analyst role based in San Francisco supporting day‑to‑day financial planning, analysis, and reporting activities• Assists with preparing financial reports, forecasts, budget updates, and routine management reporting to support business visibility• Analyzes financial data to identify trends, variances, performance drivers, and areas needing follow‑up or deeper review• Supports month‑end and quarter‑end close processes, including reconciliations, variance explanations, and preparation of supporting schedules• Partners with cross‑functional teams to gather information, understand business needs, and assist with decision‑making and strategic planning• Helps maintain financial models and templates used for reporting, scenario analysis, and operational planning• Provides general analytical and administrative support to keep finance processes running efficiently and ensure accuracy across deliverables
2026-03-09T00:00:00Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-03-02T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
42 - 49 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes. Responsibilities: • Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement. • Develop and maintain financial models to support business planning and forecasting. • Perform ad hoc financial analysis to address specific business needs or challenges. • Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts. • Utilize data mining techniques to extract, analyze, and interpret large datasets. • Collaborate with cross-functional teams to deliver actionable financial insights. • Support strategic planning by providing in-depth analysis and recommendations. • Present findings and reports to stakeholders in a clear and concise manner. • Ensure accuracy and integrity in all financial data and analyses. • Stay updated on industry trends and best practices to enhance analytical methods.
2026-03-23T00:00:00Z

Wealth Analyst

San Ramon, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z