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75 results for Financial Planning Analyst in San Rafael, CA

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 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.
2026-08-14T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-08-27T00:00:00Z

Financial Analyst

San Leandro, CA
onsite
Temporary / Contract
45 - 50 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. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-09-01T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite. Responsibilities:• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.
2026-09-02T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 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.
2026-09-03T00:00:00Z

Financial Planner

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. 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.
2026-08-28T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite 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.
2026-08-28T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
The Sr. Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions.Key Responsibilities<ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes.</li><li>Collaborate with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

FP&A Analyst

Burlingame, CA
onsite
Temporary / Contract
36 - 55 USD / Hourly
Full-Time Engagement Professional (FTEP)Location: San Mateo County, CA (Hybrid)Employment Type: Full-Time About the OpportunityJoin Robert Half's Full-Time Engagement Practice and combine the stability of full-time employment with the opportunity to support a variety of organizations across the Peninsula. This role is ideal for a finance professional who enjoys business partnering, forecasting, strategic analysis, and helping leadership make informed decisions that drive growth and profitability.This position offers exposure to diverse industries, executive leadership teams, business transformation initiatives, system implementations, and high-impact financial projects. Position OverviewThe FP&A Analyst/Senior FP&A Analyst will support budgeting, forecasting, financial modeling, management reporting, variance analysis, and strategic planning initiatives. The successful candidate will serve as a trusted business partner to finance and operational leaders, delivering actionable insights that improve business performance and support key decision-making.The ideal candidate possesses strong analytical skills, financial acumen, and the ability to communicate complex financial information to non-financial stakeholders. Key Responsibilities<ul><li>Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Prepare monthly management reporting packages and executive dashboards.</li><li>Perform variance analysis and identify key business drivers impacting performance.</li><li>Build, maintain, and enhance financial models to support strategic decision-making.</li><li>Partner with department leaders to evaluate operational and financial results.</li><li>Analyze revenue, expenses, profitability, headcount, and cash flow trends.</li><li>Support month-end close by partnering with Accounting and Finance teams.</li><li>Prepare board, investor, and executive-level reporting materials.</li><li>Develop KPI reporting and business performance metrics.</li><li>Evaluate investment opportunities and business cases through ROI analysis.</li><li>Support M&A due diligence, integration activities, and strategic initiatives.</li><li>Assist with system implementations, reporting automation, and process improvements.</li><li>Provide ad hoc financial analysis and recommendations to leadership.</li></ul>
2026-09-01T00:00:00Z

Sr. Financial Analyst

Rutherford, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-09-02T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are looking for a Sr. Financial Analyst to join a long-term contract opportunity. In this role, you will turn complex financial and operational data into clear reporting, forecasting, and modeling that supports regional and enterprise decision-making. This position works closely with finance partners, operational leaders, and governance teams to improve reporting quality, strengthen forecasting accuracy, and deliver insights that guide business performance. This is a fully remote opportunity which can start immediately. Responsibilities: • Direct the collection, preparation, and alignment of financial and operational data from multiple regions and business areas to support consistent reporting and analysis.• Evaluate large datasets to identify patterns, outliers, and performance drivers, then present practical recommendations to finance and operational stakeholders.• Produce and oversee regional financial reporting for business partners and leadership, including profitability reviews, variance explanations, and resource allocation insights.• Partner with governance and finance teams to strengthen reporting methodologies, maintain standards, and support compliance with company-wide policies.• Improve reporting and analysis workflows by introducing automation and scalable processes that increase speed, accuracy, and repeatability.• Coordinate with finance business partners and regional leaders to consolidate quarterly forecasts and ensure assumptions reflect current operating conditions.• Conduct detailed forecast-to-actual and period-over-period variance analysis, highlighting root causes and implications for business decisions.• Build and enhance financial models that support pricing, resource planning, and performance management for regional leaders and finance partners.• Contribute to enterprise forecasting and cross-functional planning by aligning regional inputs with broader corporate priorities.• Coach entry-level analysts on reporting practices, validation techniques, and analytical approaches to strengthen team capability
2026-08-26T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary / Contract
47.5 - 53 USD / Hourly
Our professional services client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement (possible contract-to-hire) This position supports regional and cross-functional financial planning, reporting, and forecasting activities while helping leaders make informed business decisions through clear analysis and reliable data. The role is well suited for a finance specialist who combines strong modeling skills with experience improving reporting processes, strengthening governance alignment, and turning complex financial information into practical insights. The role is expected to pay $47.50 - 53.00/hr. DOE and location, and is 100% remote. Responsibilities:• Lead the coordination and integration of financial and operational data across regions and business functions to support consistent reporting and planning• Prepare and deliver detailed financial reports for business partners and operational leadership, with emphasis on profitability, variances, trends, and resource utilization• Conduct in-depth analysis to identify performance patterns, explain anomalies, and provide recommendations that support operational and financial decisions• Partner with finance, accounting, data governance, and regional stakeholders to maintain reporting accuracy and alignment with enterprise standards• Drive process enhancements by introducing automation, streamlining reporting workflows, and improving the speed and reliability of recurring deliverables• Support quarterly forecast consolidation by working with regional leaders and finance partners to gather inputs that reflect current business conditions• Perform variance analysis against budgets and forecasts, determine root causes, and communicate findings to key stakeholders• Contribute to scenario modeling and prepare decision-support datasets for senior finance leaders and business partners• Assist with the evaluation and refinement of forecasting and reporting tools to improve scalability, usability, and efficiency• Provide guidance to team analysts on reporting practices, data validation techniques, and analytical approaches
2026-09-01T00:00:00Z

Sr. Financial Analyst

Petaluma, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
2026-08-28T00:00:00Z

Senior Financial Risk Analyst

Menlo Park, CA
onsite
Temporary / Contract
45.809 - 53.042 USD / Hourly
We are looking for a Senior Financial Risk Analyst to join a Long-term Contract opportunity based in Menlo Park, California. In this role, you will help strengthen the organization’s approach to liquidity and market risk by delivering thoughtful analysis, practical forecasting insights, and decision-ready reporting. The position works closely with partners across Treasury, Finance, Product, Data, and Engineering to support informed risk decisions in a fast-moving business environment. Responsibilities: • Assess enterprise-wide financial exposures and highlight material risk developments for leadership through clear, data-driven analysis. • Examine liquidity and market risk trends by performing quantitative reviews that surface vulnerabilities and emerging areas of concern. • Build, refine, and maintain forecasting approaches and analytical models that support ongoing financial risk evaluation. • Provide treasury-focused analysis related to liquidity positioning, capital considerations, and counterparty risk exposure. • Collaborate with cross-functional teams to identify financial risk implications tied to new business initiatives, products, and strategic changes. • Prepare regular executive-facing reports as well as custom analyses that translate complex findings into actionable insights. • Strengthen risk management processes, reporting routines, and internal controls to improve accuracy, efficiency, and consistency. • Use SQL and Python-based analysis to organize data, test assumptions, and support scalable risk monitoring frameworks.
2026-09-03T00:00:00Z

Fraud Analyst

Concord, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

Fraud Analyst

Benicia, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

Fraud Analyst

San Ramon, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. Call Tawnia at (925)274-5416 for more details! Key Responsibilities:• Review and investigate alerts for potential suspicious activity.• Determine whether activity should be escalated for further review.• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.• Analyze data and document findings in a clear, concise manner.• Perform research and investigations while adhering to AML/BSA regulations and policies.
2026-09-02T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-07T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Anisa Henry is partnered with a growing independent wealth management firm seeking a Financial Advisor to join its expanding team. In this role, you'll provide comprehensive financial planning and investment guidance to an established client base, helping individuals and families achieve their long-term financial goals. You'll develop personalized strategies, build trusted client relationships, and deliver ongoing advice in a highly collaborative, client-focused environment.This opportunity is ideal for an advisor who enjoys working with sophisticated clients and values a culture centered on exceptional service, teamwork, and professional growth. The firm offers a supportive, entrepreneurial atmosphere, strong work-life balance, hybrid flexibility, and the opportunity to make a meaningful impact while advancing your career within a growing organization. Additional Info:<ul><li>AUM is ~$800M.</li><li>Serves all types of clients, average AUM is $2M.</li><li>The team enjoys helping folks become wealthy and don’t just work with the ultra-wealthy.</li><li>14-person firm, 8 advisors</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Financial Advisor

Foster City, CA
onsite
Permanent / Full Time
170000 - 225000 USD / Yearly
Anisa Henry is partnered with a growing independent wealth management firm seeking a seasoned Financial Advisor to join its team. This is an opportunity to work with an established base of high-net-worth clients while helping deepen relationships and deliver comprehensive financial planning and investment guidance. The ideal candidate is an experienced advisor who can operate independently, build trust with clients, and identify opportunities to enhance the client experience.Joining a successful, relationship-driven advisory practice with a loyal client base and strong growth trajectory, you'll work closely with firm leadership while gradually taking ownership of existing client relationships. This role offers long-term career stability, significant professional growth potential, and the opportunity to make an immediate impact within a collaborative and client-focused environment. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z