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41 results for Financial Planner in San Ramon, CA

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 140000 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.
2026-07-28T00:00:00Z

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 - CFP

San Carlos, CA
onsite
Permanent / Full Time
175000 - 225000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Join 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.
2026-07-29T00:00:00Z

Financial Planner at RIA

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.
2026-07-28T00:00:00Z

Financial Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000 - 185000 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-07-31T00:00:00Z

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.
2026-07-10T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
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>
2026-08-10T00:00:00Z

Financial Planner | 1 day onsite

San Ramon, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
CFP® Financial Planner – East Bay RIA ($4B+ AUM) Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing $4B+ in assets under management to hire a Financial Planner (CFP®). This is a strong opportunity for a CFP® professional looking to join a collaborative advisory team and work closely with an established client base on comprehensive financial planning. Key Responsibilities• Gather and analyze client financial information to support Advisors in developing tailored financial planning strategies• Participate in client meetings and provide expertise on complex financial planning topics• Assist in the design, presentation, and implementation of comprehensive financial plans• Conduct research on financial planning strategies, regulatory updates, and industry trends• Maintain and update client data within financial planning software platforms• Help establish and maintain internal planning processes, policies, and operational workflows• Provide guidance to Advisors on financial planning best practices• Monitor industry developments and share relevant insights with the advisory team
2026-07-31T00:00:00Z

Financial Analyst

Emeryville, 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>
2026-08-04T00:00:00Z

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>Partner 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>
2026-08-03T00:00:00Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities:Partner with business leaders to provide financial analysis and support decision-making.Build financial models for forecasting, pricing, profitability, and investments.Analyze monthly results, identify variances, and recommend improvements.Support budgeting, forecasting, and long-range planning.Standardize and improve financial processes, reporting, and analytics.Automate reporting and enhance data quality through continuous improvement.Prepare KPI dashboards, management reports, and executive presentations.Collaborate with operations, engineering, supply chain, and accounting teams.Support audits, compliance, and internal controls.Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.Develop a strong understanding of manufacturing operations and financial drivers.
2026-08-05T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary to Hire
33.25 - 38.5 USD / Hourly
We are looking for a Financial Analyst to join a contract opportunity with potential for a permanent role based in California. In this role, you will work closely with finance, investor relations, and business partners to support executive decision-making through thoughtful analysis, clear reporting, and actionable insights. This position is ideal for someone who enjoys translating financial and operational data into meaningful recommendations for senior leadership and board-level audiences. Responsibilities: • Collaborate with investor relations and internal stakeholders to prepare analysis and materials that support quarterly earnings activities and external messaging. • Build a strong understanding of the company’s strategic direction, core offerings, and key financial indicators to inform planning and reporting. • Partner with teams across the organization to evaluate financial performance, highlight emerging risks, and identify areas of opportunity for leadership review. • Analyze business results and operational metrics, then convert findings into concise updates and recommendations for senior executives. • Review external disclosures, market signals, and competitor information to help assess how the business may be viewed by investors and the broader market. • Develop reporting packages, KPI summaries, and supporting analytics that strengthen communication with management and leadership teams. • Recommend process improvements that increase consistency, simplify workflows, and support scalable financial operations as the organization grows. • Create and enhance financial models, reporting tools, and infrastructure that improve automation and support business, operational, and external reporting needs.
2026-08-04T00:00:00Z

Financial Analyst

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with 2-4 years of experience to join our client's growing finance team. This individual will support budgeting, forecasting, financial reporting, variance analysis, and strategic business initiatives. The ideal candidate is highly proficient in Excel, experienced with SQL or Power BI, and able to transform financial data into actionable insights for business leaders. Key Responsibilities<ul><li>Prepare monthly, quarterly, and annual financial reports and analyses.</li><li>Perform budget-to-actual and forecast-to-actual variance analysis.</li><li>Assist with annual budgeting, forecasting, and long-range financial planning.</li><li>Build and maintain financial models to support business decision-making.</li><li>Analyze revenue, expenses, profitability, and key business drivers.</li><li>Partner with Accounting during month-end close activities.</li><li>Develop dashboards and reporting packages for leadership.</li><li>Identify trends, risks, and opportunities through data analysis.</li><li>Support ad hoc financial projects, process improvements, and strategic initiatives.</li><li>Present findings and recommendations to management.</li></ul>
2026-08-06T00:00:00Z

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.
2026-08-10T00:00:00Z

Finance Coordinator

Lodi, CA
onsite
Temporary to Hire
26.6 - 30.8 USD / Hourly
We are looking for an Operations and Finance Coordinator to join a manufacturing organization in Lodi, California on a contract basis with the potential for a permanent position. This position supports both finance and customer-facing operations by helping maintain accurate account records, coordinating order-related administration, and assisting with billing and collections activities. The role is well suited for someone who brings solid accounting knowledge, strong attention to detail, and the ability to work effectively across departments in a fast-paced environment. Responsibilities:• Maintain customer account records with a high degree of accuracy, ensuring billing details, payment information, and account updates are entered correctly.• Support order administration by reviewing transactions, coordinating documentation, and helping resolve discrepancies that affect customer accounts.• Prepare and process invoices, monitor outstanding balances, and assist with collection follow-up to promote timely payment activity.• Enter and verify financial and operational data in QuickBooks, Odoo, and related systems to preserve reliable reporting and account integrity.• Serve as a point of coordination between customer service and finance teams to address account questions, payment issues, and order-related concerns.• Assist with daily accounting support functions, including tasks related to accounts payable and accounts receivable coverage as needed.• Review transaction records for completeness and accuracy, identifying errors and escalating issues for resolution when appropriate.• Contribute to ongoing operational processes by organizing records, maintaining documentation, and supporting efficient workflow execution.
2026-08-05T00:00:00Z

Finance Coordinator

Livermore, CA
onsite
Temporary / Contract
33 - 34 USD / Hourly
This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently. Responsibilities:• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders
2026-07-30T00:00:00Z

Estate Planning Attorney

Los Gatos, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an Estate Planning Attorney to support clients with a wide range of matters involving estate planning, probate, and trust administration. This role is ideal for a legal specialist who can prepare accurate documentation, manage court-related filings, and communicate clearly with clients and involved parties. The attorney will play a key role in guiding matters from document preparation through filing and administration while maintaining organized case records. Responsibilities: • Develop estate planning instruments, including trusts, wills, and powers of attorney, tailored to client needs and legal requirements. • Prepare and submit pleadings, petitions, and supporting materials for probate proceedings in the appropriate courts. • Compose clear written communications related to probate, trust administration, and estate planning matters for clients, courts, and third parties. • Assemble and file documents required by county offices, ensuring completeness, accuracy, and timely submission. • Draft real property transfer documents, such as deeds, affidavits, and related disclosure forms, in support of estate and trust matters. • Manage legal documentation and case materials through routine administrative support, including scanning, copying, and maintaining organized file records. • Assist with trust and estate administration tasks by tracking required documentation and helping move matters forward efficiently.
2026-07-30T00:00:00Z

Estate Planning Attorney

San Rafael, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
We are looking for an experienced Estate Planning Attorney in San Rafael, California. The position offers a hybrid work environment, with three days in the office and two days working remotely.
2026-08-07T00:00:00Z

Production Planner

Hayward, CA
onsite
Temporary / Contract
40 - 60 USD / Hourly
We are looking for a Production Planner to support manufacturing operations in Hayward, California by building practical production schedules that align customer demand, material availability, and shop capacity. This Long-term Contract position plays a key role in keeping output on track, improving coordination across departments, and reducing delays that can affect delivery performance. The ideal candidate brings strong planning judgment, data-driven decision-making, and the ability to work closely with manufacturing, purchasing, inventory, quality, shipping, and sales teams. Responsibilities: • Build and maintain production schedules that balance customer requirements, labor availability, equipment capacity, and material supply.• Review forecasts, work orders, inventory data, product specifications, and routing details to determine effective production sequencing and resource allocation.• Track the movement of materials, components, and assemblies across departments to help prevent bottlenecks and support uninterrupted operations.• Partner with production teams to address scheduling conflicts, shortages, delays, and other issues that could impact output or delivery commitments.• Analyze planning and operational performance, then prepare status updates and reports for stakeholders on schedule attainment and related metrics.• Work with quality, shipping, sales, and other cross-functional teams to improve lead times and strengthen on-time delivery results.• Identify opportunities to improve production flow, planning accuracy, and overall process efficiency within the operation.• Support compliance with safety, environmental, and quality management standards while carrying out daily planning activities.• Use ERP and MRP tools, including Microsoft Dynamics 365 when applicable, to manage planning data and support system-related planning activities, including implementation efforts if needed. Please reach out to John Miller for immediate consideration.
2026-08-03T00:00:00Z

Sr. Financial Planning & Analysis

Mountain View, CA
onsite
Temporary / Contract
50 - 65 USD / Hourly
We are hiring for a world-renowned client who is seeking a Senior Financial Analyst – FP&A to join their Finance team at their beautiful Mountain View campus. Please be sure to read this job description in its entirety Location: Mountain View, CA (Hybrid – 1-2 days onsite)Role OverviewSupport the Finance Director by managing FP&A operations, improving reporting processes, reducing manual tasks, and delivering accurate financial insights to support business decisions. Key Responsibilities<ul><li>Prepare and analyze expense reports for accuracy and compliance.</li><li>Maintain headcount reporting and support forecasting activities.</li><li>Assist with budgeting and financial planning processes.</li><li>Support month-end close, including journal entries and account reconciliations.</li><li>Identify and record accruals.</li><li>Review and manage open purchase orders (POs) to ensure proper closure.</li><li>Oversee marketing and departmental expenses.</li><li>Validate, analyze, and improve financial data reporting.</li></ul>
2026-08-05T00:00:00Z

From Tax Compliance to Financial Planning | A Career-Definin

San Ramon, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career? This is a unique opportunity to leverage your tax expertise while expanding into financial planning and wealth management—without the stress of building a book of business or surviving another endless busy season. 💰 Great Base + Bonus📍 San Ramon Why this opportunity stands out This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time. No prospecting. No cold calling. The firm brings you the clients so you can focus on what you do best. What you'll do✔ Identify proactive tax planning opportunities by reviewing client tax returns✔ Prepare tax projections and multi-year planning strategies✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies✔ Participate in client meetings alongside advisors✔ Build cash flow analyses and financial planning recommendations✔ Collaborate with CPAs, EAs, and other client advisors
2026-08-07T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 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>
2026-07-17T00:00:00Z

Grant Accountant

Emeryville, CA
onsite
Temporary / Contract
40 - 42 USD / Hourly
We are looking for a Grant Accountant to support financial oversight for grant-funded programs in Emeryville, California. This Long-term Contract position will focus on maintaining accurate grant records, monitoring fund activity, and helping ensure compliance with government funding requirements. The ideal candidate brings strong accounting experience, a solid understanding of fund administration, and the ability to work confidently with financial systems and reporting tools. Responsibilities: • Oversee day-to-day accounting activity for grant-funded programs, ensuring transactions are recorded accurately and in alignment with funding guidelines. • Prepare and maintain financial reports related to grants, fund balances, and net asset activity for internal and external review. • Reconcile grant accounts and investigate variances to support accurate month-end and period-end close processes. • Track spending against awarded funding and help confirm that expenses are properly allocated and supported by required documentation. • Coordinate with program teams and finance stakeholders to monitor budgets, reporting deadlines, and compliance obligations tied to government grants. • Support fund administration tasks by maintaining organized records, updating financial data, and assisting with audit readiness. • Use accounting platforms such as Abila MIP and NetSuite to manage financial information, reporting, and account analysis. • Assist with financial process updates or system-related changes impacting grant accounting workflows when needed.
2026-07-15T00:00:00Z

Grant Accountant

Menlo Park, CA
onsite
Temporary / Contract
57 - 66 USD / Hourly
We are looking for a Grant Accountant to join an investment advisory organization in Menlo Park, California on a Contract basis. This role is well suited for an accounting specialist with nonprofit grant experience who can balance detailed documentation, daily accounting support, and time-sensitive deliverables. The position will play an important part in coordinating grant-related financial activity, maintaining accurate records, and assisting with core accounting tasks during high-volume periods. Responsibilities: • Create complete grant submission packages by gathering financial materials, verifying supporting records, and ensuring documentation is ready for review. • Contribute to day-to-day accounting operations by assisting with ledger maintenance, reconciliations, and related financial tracking activities. • Provide hands-on support for grant administration workflows, especially during periods of increased volume and tighter turnaround expectations. • Manage a substantial weekly grant workload during the fourth quarter, preparing roughly 40 to 50 packets with a high level of accuracy and organization. • Assist with month-end close processes and other recurring accounting assignments to help keep reporting and financial records current. • Use NetSuite and Concur to process, monitor, and maintain grant and accounting information within established procedures. • Coordinate across stakeholders to resolve documentation gaps, answer grant-related questions, and keep deliverables moving on schedule.
2026-08-06T00:00:00Z

Trust Accountant

Walnut Creek, CA
onsite
Temporary to Hire
30 - 40 USD / Hourly
We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism. Responsibilities: • Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards. • Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction. • Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments. • Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records. • Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items. • Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership. • Perform bank reconciliations, clear open items, and maintain accurate trust account balances. • Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing. • Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
2026-08-03T00:00:00Z