7 results for Presentation Designer in San Jose, CA

Financial Planner for RIA Firm $4B+ AUM!

Walnut Creek, CA
remote
Permanent
115000.00 - 130000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established East Bay RIA managing $4B+ in AUM to add a Financial Planner to their growing team. This is a high-impact opportunity for a CFP® professional who enjoys building comprehensive financial plans, working directly with Advisors, and contributing to a collaborative, client-first environment—with only 2 days onsite! What You’ll Be Doing• Lead the development of comprehensive, customized financial plans for high-net-worth clients• Partner closely with Advisors and actively participate in client meetings as a financial planning expert• Drive the design, presentation, and execution of sophisticated planning strategies across retirement, tax, estate, and equity compensation• Conduct in-depth research on planning strategies, regulatory updates, and industry trends• Maintain and optimize client data within financial planning platforms• Help shape and refine internal planning processes, policies, and best practices• Act as a key resource to Advisors on complex planning scenarios and evolving client needs
2026-03-27T23:33:45Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent
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.
2026-03-30T19:33:45Z

Financial Planner - RIA Firm - East Bay 2 days Onsite

Walnut Creek, CA
remote
Permanent
120000.00 - 140000.00 USD / Yearly
Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.This is not just another planning role—this is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move. Why this role stands out:<ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul> What You’ll Do<ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul>
2026-03-31T04:28:46Z

Director of Finance

Oakland, CA
onsite
Permanent
120000.00 - 130000.00 USD / Yearly
We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future. Responsibilities:<ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
2026-04-07T17:59:03Z

Accounting and Reporting Manager

Emeryville, CA
onsite
Permanent
145000.00 - 155000.00 USD / Yearly
We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records. Responsibilities:<ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
2026-03-23T17:24:03Z

Trade Associate - RIA Firm - San Ramon; 1 day onsite

San Ramon, CA
remote
Permanent
70000.00 - 85000.00 USD / Yearly
Reach out to Jennifer Fukumae with Robert Half's Financial Services Division to learn about this opportunity. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a Trading Associate to support their advisory and investment teams.This is a great opportunity for someone who thrives in a fast-paced, detail-driven environment, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers strong mentorship and long-term stability. What You’ll Do<ul><li>Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed</li><li>Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity</li><li>Ensure data accuracy and clean trade entry across all transactions</li><li>Collaborate directly with custodians’ trading desks to resolve discrepancies and execution issues</li><li>Monitor daily trading activity and escalate any operational or risk-related concerns</li><li>Partner with the investment team on reporting, ad hoc analysis, and process improvements</li><li>Help enhance and streamline trading workflows as the firm continues to scale</li></ul> Why This Role<ul><li>Join an established firm that is still actively growing</li><li>Work in a team that emphasizes mentorship and professional development</li><li>Gain exposure to trading operations within a true RIA environment</li><li>Structured early schedule (6:30am–2:30pm) </li><li>Opportunity to build a foundation in investment operations and trading execution</li></ul>
2026-03-31T04:43:44Z

Senior Merchandise Coordinator

San Francisco, CA
onsite
Permanent
1000.00 - 125000.00 USD / Yearly
Natalie Lue with Robert Half is recruiting a Senior Merchandise Coordinator to support forecast accuracy and product flow for perishable CPG items. Role includes analyzing sales trends, managing demand plans, coordinating with sales and supply chain, and preparing reporting to ensure the right product, in the right place, at the right time. Ideal for someone detail‑oriented with experience in perishables, demand planning, or merchandising. The company works hybrid a minimum of 3 days onsite in San Francisco.
2026-04-07T17:59:03Z