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11 results for Finance Specialist in Stockton, CA

Financial Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 85000 - 100000 USD / Yearly
  • <p>We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
  • 2026-04-03T00:00:00Z
Financial Planner
  • Alamo, CA
  • onsite
  • Permanent
  • 100000 - 140000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-04-16T00:00:00Z
Accounting Specialist
  • Turlock, CA
  • onsite
  • Contract / Temporary to Hire
  • 24 - 31 USD / Hourly
  • <p>We are looking for an Accounting Specialist to join our team in Turlock, California. This Contract to permanent position offers an excellent opportunity to support key financial operations in a dynamic manufacturing environment. The role involves working closely with the Controller and Billing Manager to ensure smooth accounting processes and vendor relationships.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable functions for multiple entities and vendors, ensuring accuracy and adherence to procedures.</p><p>• Analyze workflow processes to identify opportunities for improvement and efficiency.</p><p>• Ensure timely and accurate payment of bills while maintaining compliance with departmental guidelines.</p><p>• Process invoices for payment by comparing purchase orders, prices, payment terms, and additional charges.</p><p>• Perform accounting tasks such as transaction processing, account maintenance, and recording entries.</p><p>• Assist the Controller with bank reconciliation and other financial duties as needed.</p><p>• Maintain strong vendor relationships and address inquiries or issues effectively.</p><p>• Supervise and provide guidance within the accounting and administrative department.</p><p>• Collaborate with team members to ensure seamless communication and coordination of accounting tasks.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
  • 2026-04-13T00:00:00Z
Accounting Specialist
  • Modesto, CA
  • onsite
  • Temporary
  • 22 - 27 USD / Hourly
  • <p>Our manufacturing client in the Modesto market is seeking a detail-oriented Accounts Payable &amp; Receivable Specialist. This is an excellent opportunity for a skilled finance professional who is comfortable in both AP and AR functions. The assignment has potential to be long-term with the possibility of becoming a permanent position. We’re searching for an individual who can support accounting operations and make a meaningful impact on vendor relationships, cash flow, and internal financial processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process vendor invoices in a timely and accurate manner</li><li>Prepare and complete payments, verify invoices, and reconcile discrepancies</li><li>Manage customer billing, payment postings, and collections</li><li>Reconcile accounts and resolve issues promptly with internal and external stakeholders</li><li>Assist with month-end close and support the broader accounting team as needed</li><li>Provide cross-functional support between AP and AR, stepping in flexibly based on changing business needs</li><li>Maintain detailed, organized, and confidential financial records</li></ul><p><strong>Qualifications:</strong></p><ul><li>Prior experience in accounts payable and/or accounts receivable required; cross-functional experience strongly preferred</li><li>Proficiency with accounting software and Microsoft Office Suite (Excel, Outlook)</li><li>Strong attention to detail, accuracy, and organizational skills</li><li>Effective communication and problem-solving abilities</li><li>Ability to adapt to evolving business requirements and thrive in a collaborative, on-site setting</li></ul><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
  • 2026-04-07T00:00:00Z
Cash Applications Specialist
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 25 - 35 USD / Hourly
  • <p>Are you looking to start your career in finance or accounting? Join our fast-paced client in Walnut Creek as an Entry-Level Cash Applications Specialist on a contract to hire basis on a temp-to-hire basis. This is an excellent opportunity to join a growing company, gain hands-on experience, and build your skillset in a supportive environment. This is a hybrid role based in Walnut Creek, offering a blend of in-office and remote work.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Process and accurately apply incoming payments to customer accounts</li><li>Research and resolve payment discrepancies or unapplied cash</li><li>Assist with account reconciliations and month-end close activities</li><li>Communicate with internal teams and external clients to resolve billing/payment issues</li><li>Monitor and update aging reports</li><li>Perform data entry and maintain documentation for audit purposes</li><li>Support other finance and administrative functions as assigned</li></ul>
  • 2026-04-07T00:00:00Z
Accountant - Hedge Fund
  • Concord, CA
  • onsite
  • Permanent
  • 90000 - 105000 USD / Yearly
  • <p>We have an excellent opportunity for a <strong>Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients</strong> who is interested in transitioning into an <strong>industry role.</strong></p><p> Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a <strong>growing investment management firm in San Francisco</strong> that is looking to add a <strong>Staff Accountant</strong> to their team. The firm offers a <strong>collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client <strong>NAVs</strong> on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Utilize <strong>Bloomberg Terminal</strong> to revalue client holdings</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables</li></ul><p><br></p>
  • 2026-04-04T00:00:00Z
Fund Accounting Manager - Private Equity
  • Concord, CA
  • onsite
  • Permanent
  • 155000 - 180000 USD / Yearly
  • <p><strong>Fund Accounting Manager – Real Estate Private Equity</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance &amp; Accounting</strong> is partnering with a <strong>private equity real estate investment firm</strong> seeking a <strong>Fund Accounting Manager</strong> to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.</p><p>The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul><p><br></p>
  • 2026-04-04T00:00:00Z
Sr. Financial Analyst
  • Rancho Cordova, CA
  • remote
  • Temporary
  • 45 - 55 USD / Hourly
  • <p>We are looking for an experienced Senior Financial Analyst to join our team remotely. In this role, you will provide advanced financial insights and recommendations to support strategic decision-making and long-term planning for various departments. This is a contract to hire position within the healthcare industry, offering the opportunity to work on impactful projects and collaborate with executive leadership.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth financial analyses to evaluate actual performance, forecast future trends, and support strategic decision-making.</p><p>• Develop comprehensive financial models and pro formas to assess potential mergers, acquisitions, and other business initiatives.</p><p>• Collaborate with cross-functional teams, including finance, strategy, and executive leadership, to align business objectives and financial goals.</p><p>• Lead high-profile projects, ensuring deliverables meet quality standards and provide actionable insights.</p><p>• Utilize advanced data mining techniques and software tools to extract, analyze, and interpret complex financial data.</p><p>• Prepare detailed reports and presentations to effectively communicate findings and recommendations to stakeholders.</p><p>• Provide guidance and expertise in streamlining processes and implementing best practices for financial operations.</p><p>• Support merger and acquisition activities, including due diligence, model development, and transaction documentation.</p><p>• Identify opportunities for performance improvement and growth within the organization.</p><p>• Ensure compliance with legal and fiscal regulations while conducting financial evaluations.</p>
  • 2026-04-17T00:00:00Z
Sr. Financial Analyst
  • Fremont, CA
  • onsite
  • Permanent
  • 140000 - 155000 USD / Yearly
  • We are looking for an experienced Senior Financial Analyst to join our team in Fremont, California. In this role, you will play a critical part in analyzing financial data, developing models, and supporting key decision-making processes. The ideal candidate will have expertise in cost accounting, financial modeling, and manufacturing operations.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Develop and maintain complex financial models to support strategic planning and forecasting.<br>• Conduct variance analysis to compare actual performance against budgets and forecasts.<br>• Perform ad hoc financial analyses to address specific business challenges or opportunities.<br>• Apply cost accounting principles to evaluate and optimize manufacturing product costs.<br>• Review and analyze inventory costs to ensure accurate reporting and valuation.<br>• Assist in the month-end close process by preparing journal entries and reconciliations.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Utilize NetSuite and other tools to streamline financial reporting and analysis.<br>• Support the development and implementation of standard cost accounting practices.
  • 2026-03-27T00:00:00Z
Director of Finance - PrivateEquity
  • Concord, CA
  • onsite
  • Permanent
  • 200000 - 300000 USD / Yearly
  • <p>Jennifer Fukumae with <strong>Robert Half Finance &amp; Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> </p><p>The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p>If you are interested in learning more about the firm, please message <strong>Jennifer Fukumae with Robert Half on LinkedIn</strong> for quickest consideration.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul><p><br></p>
  • 2026-04-04T00:00:00Z
Financial Advisor - $1B AUM RIA
  • San Ramon, CA
  • onsite
  • Permanent
  • 100000 - 150000 USD / Yearly
  • <p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2026-04-17T00:00:00Z