We are looking for a detail-oriented Accountant to support core accounting operations for a team based in Phoenix, Arizona. This contract position with potential for a permanent opportunity is ideal for someone who can manage daily financial activity with accuracy, maintain organized records, and contribute to a dependable month-end close process. The role offers the opportunity to work across both payables and receivables while strengthening general ledger integrity and supporting ongoing accounting needs.<br><br>Responsibilities:<br>• Process vendor invoices, verify supporting documentation, and ensure timely completion of accounts payable activities.<br>• Manage customer billing and cash application tasks while keeping accounts receivable records accurate and up to date.<br>• Prepare and post journal entries with proper backup to support routine accounting transactions and period-end close.<br>• Reconcile bank accounts and investigate discrepancies to maintain accurate cash reporting.<br>• Maintain general ledger balances by reviewing account activity and resolving inconsistencies as they arise.<br>• Assist with monthly and year-end closing tasks, including account analysis and financial record cleanup.<br>• Support reporting needs by organizing accounting data and providing clear documentation for internal review.<br>• Contribute to process improvements within accounting workflows, including updates tied to system or operational changes when needed.
We are looking for a Cost Accountant to support manufacturing finance operations in Salt Lake City, Utah. This Long-term Contract position focuses on delivering accurate cost data, maintaining standard costing practices, and providing analysis that helps improve financial visibility across production activities. The ideal candidate will bring strong experience in cost accounting within a manufacturing setting and the ability to turn detailed cost information into practical business insight.<br><br>Responsibilities:<br>• Prepare, review, and maintain product costing records to ensure reliable financial reporting for manufacturing operations.<br>• Analyze production expenses, material usage, labor, and overhead to identify cost trends and explain variances.<br>• Support the development, upkeep, and validation of standard costs for inventory and manufactured goods.<br>• Partner with finance and plant operations teams to monitor performance and improve the accuracy of cost-related data.<br>• Perform recurring and ad hoc cost analysis to help management evaluate profitability, spending patterns, and operational efficiency.<br>• Reconcile inventory and manufacturing cost activity within accounting records and resolve discrepancies in a timely manner.<br>• Assist with month-end close activities related to cost accounting, including journal entries, reporting, and variance review.<br>• Contribute to process improvements involving costing methods, reporting practices, and internal financial controls when needed.
<p>We’re partnering with a multi-site manufacturing organization seeking a Senior Cost Accountant to support plant operations, financial reporting, and cost visibility across the business. This role sits close to both finance leadership and operations and plays a key part in driving cost accuracy and decision support.</p><p><br></p><p>Responsibilities:</p><p>Own and maintain standard costing across products and production processes including bills of materials, labor, and overhead allocations</p><p>Lead annual review of standards in partnership with plant leadership to ensure accuracy and full cost absorption</p><p>Prepare and analyze cost variances across production, labor, and overhead with clear insight into drivers</p><p>Build and maintain reporting and KPI dashboards to support operational and financial decision making</p><p>Support month-end close including inventory valuation, journal entries, and reconciliations</p><p>Partner on budgeting and forecasting cycles with a focus on cost modeling and production planning</p><p>Oversee inventory controls including cycle counts, physical inventory, and variance analysis across multiple locations</p><p>Identify process improvements across reporting, systems, and internal controls</p>
<p>Kyle Clarke with Robert Half of Buffalo is working with a client who is looking for an experienced Senior Accountant to join a growing organization in New York. In this role, you will help ensure the accuracy of financial reporting, oversee key accounting activities, and contribute to timely close cycles. This opportunity is ideal for someone with strong attention to detail who is comfortable managing reconciliations, supporting payroll-related processes, and maintaining compliance with established accounting standards and internal policies.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and post journal entries to maintain accurate and complete general ledger records.</p><p>• Perform detailed reconciliations for bank accounts and balance sheet accounts, researching and resolving discrepancies promptly.</p><p>• Support monthly and annual closing activities by reviewing financial data and helping finalize reporting on schedule.</p><p>• Maintain organized financial records and verify transactions to promote accuracy across accounting operations.</p><p>• Assist with payroll administration by reviewing related data and helping ensure timely and accurate processing.</p><p>• Monitor accounting activities for alignment with company procedures and applicable regulatory requirements.</p><p>• Work within the ERP system to update records, track transactions, and support efficient financial workflows.</p>
<p>Senior Tax Accountant opportunity to join a growing CPA firm in the Harrisburg area. This position supports a varied client portfolio by managing tax preparation, compliance activities, and planning support for both individuals and business entities. The role offers the opportunity to work closely with clients and internal team members in a collaborative public accounting environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review federal, state, and local tax filings for individual taxpayers as well as business clients.</p><p>• Contribute to tax planning efforts by gathering information, analyzing tax matters, and supporting compliance initiatives.</p><p>• Respond to client questions promptly and provide clear, thorough guidance throughout the tax engagement process.</p><p>• Partner with colleagues across the tax team to organize workloads and deliver assignments within established deadlines.</p><p>• Assist with the preparation of financial statements and related supporting documentation as needed.</p><p>• Use QuickBooks and other accounting tools to maintain accurate financial records and support tax reporting activities.</p>
<p><strong>Senior Accountant</strong></p><p>We are seeking a Senior Accountant to join an organization in Stamford, Connecticut. This role will support the close process, maintain general ledger accuracy, assist with financial reporting, and help improve accounting procedures within a collaborative finance team.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support monthly and quarterly close activities, including journal entries and general ledger maintenance</li><li>Prepare account reconciliations and resolve discrepancies across assigned balances</li><li>Assist with financial statements, reporting schedules, and variance analysis</li><li>Provide ad hoc reporting and analysis to finance leadership</li><li>Support improvements to accounting procedures, internal controls, and process efficiency</li><li>Identify opportunities for workflow enhancements and automation</li></ul><p><br></p>
We are looking for an experienced operations leader to support the growth and effectiveness of practice management programs for financial professionals in Carpinteria, California. This role focuses on designing and delivering high-impact learning experiences, consulting with business owners on operational improvement opportunities, and partnering across teams to strengthen performance and consistency. The ideal candidate brings strong financial services knowledge, a practical understanding of business operations, and the ability to translate complex needs into clear, actionable programs.<br><br>Responsibilities:<br>• Design, update, and manage a comprehensive practice management curriculum for new and established financial professionals and Financial Center owners.<br>• Partner with sales, recruiting, marketing, and other internal stakeholders to identify operational skill gaps and create learning solutions that address business needs.<br>• Produce instructional content in multiple formats, including guides, presentations, digital courses, videos, and reference materials, to support varied learning preferences.<br>• Lead virtual and in-person training sessions, workshops, and orientation programs that help participants improve productivity, consistency, and long-term business performance.<br>• Evaluate the needs of Financial Centers and advisors, then develop tailored annual practice management plans supported by coaching, resources, and follow-up documentation.<br>• Advise business owners on growth strategies, service expansion opportunities, and practice development initiatives that can increase revenue and enterprise value.<br>• Maintain high standards for instructional design, program quality, and learner engagement across all training materials and facilitation methods.
<p>We are looking for a Controller to lead accounting operations for a construction-focused organization in San Leandro, California. This role oversees financial reporting, cost tracking, and internal controls while supporting accurate project-based accounting. The ideal candidate brings strong expertise in construction finance, work-in-progress analysis, and accounting systems to help guide sound business decisions.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop financial strategies aligned with company goals</li><li>Oversee accounting functions (AP/AR, reporting, tax, budgeting, cash flow)</li><li>Prepare and present financial reports to leadership</li><li>Use Sage 100 and integrated systems to improve processes and accuracy</li><li>Track industry trends to support decision-making</li><li>Manage relationships with CPAs, TPAs, brokers, and regulators</li></ul>
<p>Brad Stewart with Robert Half Finance & Accounting is looking for an experienced Accounting Manager to support a client in Sparks, Nevada. This position will oversee all core accounting activities while partnering closely with leadership on financial reporting and special projects. The ideal candidate brings strong technical accounting expertise, excellent judgment, and a high level of discretion in handling sensitive financial information.</p><p><br></p><p>Responsibilities:</p><p>• Lead the monthly close cycle and produce accurate financial statements with supporting schedules for a portfolio of related entities.</p><p>• Maintain the general ledger, review journal entries, and complete detailed account reconciliations to ensure reliable financial records.</p><p>• Track and balance intercompany and related-party activity, resolving discrepancies promptly and documenting transactions clearly.</p><p>• Provide day-to-day guidance to a staff team member supporting accounting and administrative tasks, helping ensure work is completed accurately and on time.</p><p>• Partner with leadership to deliver financial insights, respond to ad hoc requests, and contribute to priority initiatives.</p><p>• Assist with trust-related funding transactions and help prepare and organize associated records and supporting documentation.</p><p>• Serve as a key point of coordination with outside professionals, including tax advisors, legal counsel, banking contacts, and investment partners.</p><p>• Support treasury functions by monitoring accounts, overseeing cash activity, and facilitating wire transfers with appropriate controls.</p><p>• Organize and safeguard confidential financial files while helping maintain adherence to internal accounting standards and applicable requirements.</p>
<p>We are looking for an experienced Finance Manager to lead financial operations within a complex, project-based environment. This role partners closely with senior leadership and project teams, overseeing finance, accounting, and cost functions while driving financial performance, compliance, and disciplined risk management across the business.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead Finance, Accounting, and Cost teams, creating a high-performing organization through coaching, mentoring, training, and structured performance management</li><li>Serve as a strategic business partner to senior leadership and operations, providing financial insight, analysis, and guidance to support project execution and growth initiatives</li><li>Develop, analyze, and present financial statements, forecasts, and operating reports to support planning, decision-making, and performance tracking</li><li>Oversee cash management, billing, collections, and receivables while driving profitability, liquidity, and working capital efficiency</li><li>Ensure compliance with GAAP, internal controls, and financial policies, with a strong focus on risk management and ethical financial practices</li><li>Continuously improve financial systems, processes, and reporting to enhance efficiency, accuracy, and scalability</li></ul>
<p>We are looking for an experienced Public Tax Manager. This position is suited for a detail-oriented tax specialist who can oversee a range of compliance and provision activities while supporting clients with accurate, timely guidance. The role offers the opportunity to work across business and individual tax matters, with a strong emphasis on technical knowledge, organization, and client service.</p><p><br></p><p><strong><u>Qualified candidates can send resumes to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and review of annual income tax provisions for a diverse client portfolio.</p><p>• Manage corporate and individual tax return engagements from planning through final filing, ensuring accuracy and compliance with current regulations.</p><p>• Oversee sales and use tax processes, including filings, research, and resolution of tax-related issues.</p><p>• Utilize CCH ProSystem Fx and related tax applications to coordinate workflows, maintain records, and support reporting needs.</p><p>• Advise clients on entity formation considerations and tax implications for new and existing business structures.</p><p>• Provide tax guidance to clients in the construction sector, addressing industry-specific reporting and compliance requirements.</p><p>• Review S-corporation tax matters and ensure filings are completed correctly and on schedule.</p><p>• Collaborate with internal teams and clients to identify tax risks, recommend solutions, and improve overall engagement delivery.</p>
<p>We are looking for a dedicated Staff Accountant to join our team. In this role, you will handle a variety of financial and accounting tasks to support high net-worth clients. This position offers an opportunity to work in a dynamic environment while contributing to key financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee accounting tasks to accurately report on the financial status of ultra-high net-worth clients.</p><p>• Handle accounts payable functions, including vendor coordination, invoice processing, and wire preparation for approval.</p><p>• Develop and maintain cash flow plans, budgets, and forecasts for clients.</p><p>• Generate timely and precise financial reports and analyses.</p><p>• Conduct ad-hoc financial analyses and manage special projects as needed.</p><p>• Administer payroll processes for client households.</p><p>• Build and nurture collaborative relationships with internal service team members.</p><p>• Ensure compliance with accounting standards and maintain high levels of confidentialit</p>
<p>We are looking for a highly skilled and detail-oriented Senior Accountant to join our team. In this role, you will manage financial reporting and accounting functions for high-net-worth clients, ensuring accuracy and compliance. The ideal candidate is proactive, possesses strong attention to detail, has expertise in QuickBooks, and is committed to delivering exceptional client service.</p><p><br></p><p>Responsibilities:</p><p>• Manage and execute all accounting tasks to accurately report the financial position of select high-net-worth clients.</p><p>• Oversee the bill payment process, ensuring timely and accurate transactions.</p><p>• Handle accounts payable operations, including vendor management, invoice review, and preparing wire transfers for approval.</p><p>• Develop and maintain cash flow plans, including budgeting and forecasting, tailored to clients' financial needs.</p><p>• Prepare and meticulously review financial reports and analyses to ensure accuracy and timeliness.</p><p>• Conduct ad hoc financial analyses and complete special projects as required.</p><p>• Administer household payroll for clients, ensuring compliance and accuracy.</p><p>• Train and supervise entry-level staff to uphold high standards in maintaining financial records.</p><p>• Foster strong working relationships with internal service teams to streamline operations and communication.</p>
<p><strong>Senior Accountant – Manufacturing / Distribution</strong></p><p>📍 Hauppauge, Long Island, NY (On-site)</p><p><strong>Anna Parson at Robert Half </strong>is partnering with a growing small to mid-sized Manufacturing client seeking a <strong>Senior Accountant</strong> with a strong background in <strong>manufacturing or distribution environments</strong>. This is an exciting opportunity to join a hands-on team where your work will directly impact operations and financial performance.</p><p><strong>As the Senior Accountant, you will: </strong></p><ul><li>Assist in the <strong>monthly and year-end close process</strong></li><li>Prepare and review <strong>journal entries, account reconciliations, and financial statements</strong></li><li>Support SOX and management reporting </li><li>Work with the AP team to ensure proper expense coding</li><li>Analyze inventory, cost of goods sold, and variances</li><li>Leverage your strong Excel skills including pivot tables and lookups to prepare meaningful analyses</li><li>Ensure compliance with GAAP and internal controls</li></ul><p>Opportunity offers excellent mentors, great work culture and competitive compensation and benefits</p><p>Contact <strong>Anna Parson at Robert Half for immediate and confidential consideration. </strong></p><p><br></p>
We are looking for an experienced Chief Financial Officer to lead the organization’s financial strategy and daily accounting operations in Weirton, West Virginia. This position is ideal for a finance leader who can guide high-level planning while also remaining directly involved in core accounting activities as the department continues to grow. Working closely with the Chief Executive Officer and leadership team, this individual will deliver financial insight that supports sound decisions across the organization.<br><br>Responsibilities:<br>• Direct the full scope of finance and accounting activities, ensuring reliable reporting and effective support for organizational operations.<br>• Partner with the Chief Executive Officer, leadership team, and Board of Directors by providing clear financial analysis, forecasts, and performance updates.<br>• Manage budgeting, financial statement preparation, cash flow oversight, tax-related activities, payroll coordination, and grant accounting responsibilities.<br>• Establish and strengthen internal controls, financial procedures, and reporting systems to protect assets and maintain data accuracy.<br>• Oversee fiscal staff by leading recruitment, coaching, performance management, and team development efforts.<br>• Remain actively involved in day-to-day accounting tasks while helping expand processes, structure, and resources within the finance function.<br>• Support strategic planning and participate in major organizational decisions by translating financial information into practical business guidance.<br>• Ensure compliance with applicable government reporting obligations, grant billing requirements, data security standards, and relevant regulatory expectations.<br>• Guide the administration and improvement of financial software and related service systems to support efficient business operations.
We are looking for a dedicated Controller to join a leading international construction company in Denver, Colorado. This role offers the opportunity to lead a major business unit, collaborate closely with executive leadership, and oversee a team of finance professionals. The ideal candidate will demonstrate expertise in financial management, compliance, and operational oversight.<br><br>Responsibilities:<br>• Prepare and manage accurate financial reports to ensure compliance with applicable regulations and standards.<br>• Oversee cash management processes, ensuring optimal resource allocation and liquidity.<br>• Provide leadership to the finance and accounting team, offering guidance and setting strategic objectives.<br>• Maintain compliance with GAAP and other relevant accounting principles.<br>• Supervise project accounting activities to ensure financial accuracy and accountability.<br>• Collaborate with executive leaders to align financial strategies with organizational goals.<br>• Manage insurance requirements, ensuring adequate coverage and risk mitigation.<br>• Assist with tax planning and compliance to meet regulatory requirements.<br>• Support the maintenance and improvement of internal financial systems and processes.
• Collaborate with project manager on accounting aspects of the project from proposal to close out<br>• Validate project proposals, project PO, and internal project setup documents are complete and accurate<br>• Set up and maintain client projects within the project accounting system to ensure accurate billing and financial reporting<br>• Understand types of billing and the specifics of how the information on the invoice should be presented to the client (i.e. cost-plus, cost-plus-to-a-max, lump-sum)<br>• Prepare, review, and submit client invoices on a timely and accurate basis<br>• Review and approve project-related vendor purchase orders and invoices<br>• Conduct frequent project reviews to include validating estimated cost-to-complete calculations, month-end over/under WIP, and project variances<br>• Understand multi-company project postings for revenue and expense<br>• Responsible for project account receivables and collections; researching and resolving cash receipt discrepancies<br>• Understand U.S. sales tax laws as they pertain to professional services and project materials sold<br>• Close out projects upon completion assuring projects have been billed to the extent possible and commitments have been resolve
We are looking for a detail-oriented Staff Accountant to support core accounting operations and help maintain accurate financial records for the organization. This position is well suited for someone who is comfortable working across general ledger activity, cash management, and financial reporting support. The ideal candidate brings a strong foundation in accounting principles and can manage routine processes while contributing to the efficiency of treasury-related functions.<br><br>Responsibilities:<br>• Maintain the accuracy of general ledger accounts by reviewing transactions, preparing reconciliations, and resolving discrepancies in a timely manner.<br>• Prepare and post journal entries to support monthly accounting activity and ensure financial data is complete and properly documented.<br>• Perform bank reconciliations regularly, investigating variances and coordinating follow-up actions when needed.<br>• Assist with daily and periodic treasury tasks, including monitoring cash activity and supporting fund movement processes.<br>• Contribute to treasury operations by helping track balances, payments, and other cash-related transactions.<br>• Support treasury activities as needed by coordinating financial information and maintaining organized records across accounts.<br>• Partner with internal stakeholders to gather supporting documentation and ensure accounting entries align with established policies.<br>• Help improve accounting workflows by identifying process gaps and supporting operational updates when required.
We are looking for a detail-oriented and motivated Staff Accountant to join our team in Denver, Colorado. This permanent role is essential for ensuring the accuracy and integrity of our financial processes. The ideal candidate will bring a strong knowledge of accounting principles and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Maintain and reconcile general ledger accounts to ensure financial accuracy and completeness.<br>• Prepare and review journal entries as part of month-end and year-end closing activities.<br>• Oversee inventory accounting processes, ensuring accurate valuation and cost tracking.<br>• Manage multi-state sales tax reporting and compliance to meet regulatory requirements.<br>• Assist in the preparation and filing of corporate tax returns, ensuring accuracy and timeliness.<br>• Utilize NetSuite for managing financial data and supporting accounting workflows.<br>• Collaborate with various departments to provide accounting insights and support operational objectives.<br>• Conduct in-depth financial analyses to identify trends and inform strategic decisions.<br>• Ensure compliance with relevant accounting standards and internal policies.<br>• Identify and implement process improvements to enhance efficiency and accuracy in financial operations.
We are looking for a skilled and experienced Tax Manager to join our team in the Northwest Suburbs. This role is ideal for someone who is detail-oriented, thrives in a collaborative environment, and is passionate about delivering exceptional tax and accounting services. As part of our team, you will play a key role in assisting clients with tax planning and compliance, ensuring accuracy and timeliness in financial reporting. <br> Responsibilities: Handle the preparation and review of advanced tax filings across business entities, individuals, and trusts, ensuring accuracy and completeness. Build trusted client relationships by offering clear guidance and consistently high-quality service. Analyze nuanced tax questions and present practical recommendations to both clients and internal leadership. Partner with senior team members on assurance engagements to support thorough, well-executed deliverables. Lead annual tax provision work and monitor compliance with applicable reporting requirements. Leverage professional tax and workflow software to enhance accuracy, organization, and productivity. Coordinate multiple concurrent assignments, balancing timelines while upholding strong quality standards. Contribute to outreach and growth efforts aimed at attracting new business. Mentor entry level team members through coaching, training, and day-to-day support. Adhere to professional guidelines and regulatory expectations in all work performed.
We are looking for a Staff Accountant to join a growing organization. This position is ideal for an accounting specialist who enjoys maintaining accurate financial records, supporting day-to-day accounting operations, and collaborating with colleagues across the business. The role offers the opportunity to contribute to core accounting processes while helping ensure compliance and financial integrity.<br><br>Responsibilities:<br>• Prepare and post journal entries to support accurate and timely month-end and year-end close activities.<br>• Reconcile general ledger accounts and investigate discrepancies to maintain reliable financial reporting.<br>• Assist with accounts payable functions, including reviewing transactions and ensuring proper coding and documentation.<br>• Support corporate tax and sales tax activities by organizing data, preparing schedules, and assisting with filings.<br>• Maintain the integrity of accounting records by reviewing transactions for accuracy, completeness, and policy compliance.<br>• Work closely with internal team members to resolve accounting issues and improve the efficiency of routine processes.<br>• Contribute to the preparation of financial reports and other supporting analyses requested by management.
We are looking for an experienced Sr. Accountant to support accurate financial reporting and month-end close activities for multiple entities in Amherst, New York. This role focuses on maintaining strong general ledger integrity, preparing insightful financial analysis, and delivering timely reporting for leadership and stakeholders. The ideal candidate brings a solid background in reconciliations, journal entries, and financial statement preparation, along with the ability to identify meaningful variances and performance trends.<br><br>Responsibilities:<br>• Manage monthly and quarterly reconciliations across several entities, preparing adjusting entries when needed to maintain accurate records.<br>• Review financial performance by comparing current results against prior periods and budget expectations, then explain notable variances.<br>• Prepare and examine company-level financial statements, including balance sheets, profit and loss statements, and cash flow reporting.<br>• Oversee monthly general ledger close activities to confirm transactions are recorded completely before the final business day cutoff.<br>• Compile quarterly consolidated financial reporting and perform analytical reviews to validate accuracy and highlight key observations.<br>• Evaluate financial data to identify patterns, risks, and opportunities for operational or reporting improvements.<br>• Develop detailed financial reports and presentation materials for internal leaders and external audiences, summarizing performance and critical metrics.<br>• Contribute to the annual budgeting cycle by assessing historical results and current financial information to support planning.
We are looking for an accomplished Interim CFO to provide executive-level financial leadership for a healthcare-focused organization in Charlotte, North Carolina. This Long-term Contract opportunity is ideal for an experienced finance executive who can quickly assess priorities, stabilize core financial operations, and guide strategic decision-making during a period of leadership transition. The position requires deep expertise in forecasting, reporting, cash management, and revenue cycle performance within complex nonprofit or hospital environments.<br><br>Responsibilities:<br>• Direct the organization’s finance function, offering senior leadership on fiscal strategy, operational performance, and risk management.<br>• Oversee cash flow planning, capital utilization, and short- and long-range financial forecasting to support sound business decisions.<br>• Lead accurate and timely month-end close activities and ensure the delivery of reliable financial statements and management reports.<br>• Evaluate budgeting processes and strengthen financial planning practices to improve visibility into organizational performance.<br>• Provide oversight of healthcare revenue cycle operations, identifying opportunities to improve collections, reimbursement trends, and financial outcomes.<br>• Monitor government grant funding and related financial compliance requirements, ensuring appropriate tracking, reporting, and stewardship.<br>• Support executive leadership and the board with clear financial insights, scenario analysis, and recommendations on strategic priorities.<br>• Maintain strong nonprofit accounting practices and reinforce internal financial controls, policies, and reporting standards.
We are looking for an experienced Division Controller to guide the financial direction of our Energy/Natural Resources business in York, Pennsylvania. This position serves as a key partner to senior leadership, delivering accurate financial oversight, actionable analysis, and recommendations that support operational and strategic goals. The ideal candidate brings strong controllership expertise, a practical leadership style, and the ability to improve visibility into performance across a dynamic, growth-focused environment.<br><br>Responsibilities:<br>• Direct the full scope of accounting and finance activities, ensuring timely close processes and reliable financial statements.<br>• Lead the planning cycle by preparing annual budgets, periodic forecasts, and longer-term financial outlooks for the division.<br>• Evaluate financial results and operating trends to provide leadership with insights that inform business decisions and profitability initiatives.<br>• Design, strengthen, and monitor internal control practices to support compliance, accuracy, and sound financial governance.<br>• Work closely with operational leaders and executive stakeholders to identify opportunities for efficiency, margin improvement, and stronger business performance.<br>• Manage and mentor the accounting team, setting clear expectations and supporting skill development.<br>• Oversee cost accounting processes and analyze manufacturing or project-based performance drivers to improve financial transparency.<br>• Support the adoption and effective use of financial systems and reporting tools to enhance decision-making and process consistency.
<p>Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.</p><p>📍 Walnut Creek, CA (Hybrid – 2 days onsite)</p><p>💰 $175,000 – $220,000 base salary DOE</p><p>⏰ Family Fridays – the firm closes at 1PM every Friday</p><p>An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.</p><p>The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.</p><p><strong>What This Role Looks Like</strong></p><p>This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.</p><p>You will:</p><ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul><p><strong>Responsibilities</strong></p><p>As the Financial Planning Manager, you will:</p><ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul><p><br></p>