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51 results for Financial Analyst in Stockton, CA

Financial Analyst
  • San Lorenzo, CA
  • remote
  • Temporary
  • 45.00 - 50.00 USD / Hourly
  • <p>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. </p><p><br></p><p><strong>Key Responsibilities:</strong> </p><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><p><br></p>
  • 2026-03-27T20:28:43Z
Sr. Financial Analyst
  • American Canyon, CA
  • onsite
  • Contract / Temporary to Hire
  • 35.00 - 50.00 USD / Hourly
  • <p>Our Full-Time Engagement Professionals (FTEP) program provides clients with access to full-time employees of our company who can step in for critical projects and interim assignments. We are seeking an experienced Senior Financial Analyst to join our FTEP team, delivering advanced finance expertise and strategic business support to organizations across various industries.</p><p>Primary Responsibilities:</p><ul><li>Lead and support clients’ budgeting, forecasting, and long-range financial planning processes, ensuring alignment with business objectives.</li><li>Analyze financial results, variances, and trends, providing meaningful insights and recommendations to client leadership teams.</li><li>Develop and maintain complex financial models to evaluate business scenarios, capital investments, mergers/acquisitions, or operational initiatives.</li><li>Prepare detailed management reports, dashboards, and presentations to summarize key findings for stakeholders.</li><li>Collaborate closely with client departments—including Accounting, Operations, and Executives—to gather data and support companywide financial initiatives.</li><li>Work with client teams to implement process improvements, enhance reporting accuracy, and optimize financial decision-making.</li><li>Guide or mentor client staff on best practices in financial analysis and reporting, as needed.</li><li>Maintain strict adherence to client and company confidentiality, compliance standards, and financial controls.</li></ul><p><br></p>
  • 2026-03-19T20:18:50Z
Financial Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 85000.00 - 100000.00 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>
  • 2026-03-02T22:18:39Z
Sr. Financial Analyst
  • Fremont, CA
  • onsite
  • Permanent
  • 140000.00 - 155000.00 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.
  • 2026-03-27T18:08:47Z
Senior Financial Analyst (Sales Finance)
  • San Leandro, CA
  • onsite
  • Permanent
  • 105000.00 - 115000.00 USD / Yearly
  • <p>We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
  • 2026-03-24T17:18:46Z
Senior FP&A Analyst
  • Fremont, CA
  • onsite
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p>We are looking for an experienced Senior FP& A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead all FP& A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP& A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
  • 2026-02-27T16:58:57Z
Accounting Analyst
  • Pleasanton, CA
  • onsite
  • Contract / Temporary to Hire
  • 38.00 - 44.00 USD / Hourly
  • <p>We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul><p>For immediate consideration, please contact Dennis at 925-271-4809</p>
  • 2026-02-26T00:48:41Z
Finance Manager
  • Vacaville, CA
  • onsite
  • Permanent
  • 140000.00 - 170000.00 USD / Yearly
  • • Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
  • 2026-03-23T18:33:44Z
Workday Reporting Analyst
  • San Ramon, CA
  • remote
  • Temporary
  • 70.00 - 85.00 USD / Hourly
  • <p>Robert Half Management Resources is looking for a highly skilled Workday Reporting Analyst to support one of our clients on an interim basis. This role involves designing and delivering complex reports, ensuring data accuracy, and optimizing performance for enterprise-scale operations. As a critical contributor to the ongoing Workday implementation, you will play an integral role in turning data into actionable insights.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.</p><p>• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.</p><p>• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.</p><p>• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.</p><p>• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.</p><p>• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.</p><p>• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.</p><p>• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.</p><p>• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.</p>
  • 2026-02-26T23:08:42Z
Workday Payroll Business Analyst
  • San Ramon, CA
  • remote
  • Temporary
  • 65.00 - 80.00 USD / Hourly
  • <p>Robert Half Management Resources is looking for a detail-oriented Workday Payroll Business Analyst to contribute to a major Workday Financials and Payroll implementation project for one of our clients on an interim basis. This position plays a vital role in transitioning complex payroll operations into a streamlined Workday environment, ensuring compliance with multi-state regulations and union-specific requirements. As a long-term contract opportunity, this role offers the chance to collaborate across Payroll, Finance, and IT teams while addressing the unique operational needs of a healthcare organization.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and maintain Workday Payroll settings, including earnings, deductions, taxes, pay groups, and complex workflows.</p><p>• Facilitate the migration of payroll data from legacy systems such as Lawson S3, PeopleSoft, and Dayforce into Workday.</p><p>• Lead requirements gathering, document system configurations, and oversee user acceptance testing and parallel testing cycles.</p><p>• Develop and manage integrations using Workday EIBs and other tools, while generating advanced reports to support data reconciliation.</p><p>• Map payroll processes to the general ledger and ensure accuracy in financial reconciliations and accruals.</p><p>• Ensure compliance with multi-state taxation laws, garnishment rules, and retro-pay policies.</p><p>• Address unique healthcare workforce needs, including union rules, shift differentials, and 24/7 operational requirements.</p><p>• Provide technical support and troubleshoot payroll interfaces, ensuring seamless data flow across systems.</p><p>• Collaborate with cross-functional teams to align payroll processes with organizational goals and regulatory requirements.</p>
  • 2026-02-26T23:08:42Z
Entry Level Analyst
  • Concord, CA
  • onsite
  • Contract / Temporary to Hire
  • 25.65 - 29.70 USD / Hourly
  • <p>We are looking for a detail-oriented Accounting Analyst to join our team in Concord, California. In this contract to hire position, you will play a critical role in managing financial transactions, billing and maintaining large data sets in MS Excel. This is an excellent opportunity to utilize your expertise in accounting and Microsoft Excel to support key business operations.</p><p>Team oriented company, with excellent benefits upon hire!</p><p><br></p><p>Responsibilities:</p><p>• Process monthly reports using advanced Excel techniques, including formulas and large data sets, to ensure accuracy and efficiency.</p><p>• Apply payments to accounts by downloading daily lockbox details</p><p>• Generate invoices for outstanding balances, prepare billing documents</p><p>• Balance monthly receipts against bank statements and compile totals for general ledger updates.</p><p>• Conduct electronic file transfers, receipt processing, and dependent premium collections.</p><p>• Research receivable balances and provide supporting documents to identify amounts owed.</p><p>• Ensure all financial records are accurate, organized, and compliant with organizational standards.</p>
  • 2026-03-27T14:58:43Z
Senior Tax Accountant
  • Sacramento, CA
  • onsite
  • Permanent
  • 80000.00 - 95000.00 USD / Yearly
  • <p>We are offering an opportunity for a Senior Tax Accountant in Sacramento, California, United States. This role is crucial in managing relationships with clients and handling various accounting tasks within our organization. It is a chance to work in a dynamic environment, where you will be responsible for ensuring the accuracy and efficiency of our financial operations. This opportunity is hybrid and offers a great compensation and benefits package. </p><p><br></p><p>For immediate consideration, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and build relationships with clients.</p><p>• Oversee and perform accounting and bookkeeping tasks.</p><p>• Utilize QuickBooks for various financial operations.</p><p>• Handle inquiries related to tax, payroll, and sales for small businesses.</p><p>• Ensure accurate and efficient processing of customer credit applications.</p><p>• Maintain and update customer credit records regularly.</p><p>• Show initiative in anticipating and resolving potential problems.</p><p>• Exercise good judgment and decision-making skills in handling customer accounts.</p><p>• Prioritize and manage multiple tasks effectively and independently.</p><p>• Implement month-end close procedures for customer accounts.</p>
  • 2026-03-20T13:33:43Z
Director of Finance
  • Oakland, CA
  • onsite
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
  • 2026-03-20T15:53:42Z
VP/Director of Finance
  • Fremont, Ca, CA
  • onsite
  • Permanent
  • 180000.00 - 225000.00 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>
  • 2026-02-27T18:54:06Z
Entry Level Analyst
  • Concord, CA
  • onsite
  • Contract / Temporary to Hire
  • 24.23 - 28.05 USD / Hourly
  • <p>We are looking for a detail-oriented Entry Level Analyst to join our team on a contract basis in Concord, California. In this role, you will handle critical accounting tasks related to billing and receivables This position requires expertise in managing large data sets, ensuring accuracy in financial operations, and maintaining effective communication with participating employers.</p><p><br></p><p>Responsibilities:</p><p>• Process complex monthly billing reports in Microsoft Excel </p><p>• Apply payments to accounts by downloading lockbox details, allocating receipts to appropriate funds, and reconciling differences.</p><p>• Prepare invoices and discrepancy letters for outstanding balances, ensuring accurate billing and documentation.</p><p>• Balance monthly receipts with bank statements and compile totals for general ledger updates.</p><p>• Manage electronic file transfers and collections of dependent premiums efficiently.</p><p>• Investigate and document receivable balances, providing detailed support for liquidated damages and amounts due.</p><p> </p>
  • 2026-03-27T14:58:43Z
Vice President Finance and Accounting
  • Santa Clara, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • We are looking for an experienced Vice President of Finance and Accounting to lead and manage the financial operations of our organization in Santa Clara, California. This role is pivotal in driving strategic financial planning, ensuring compliance with reporting standards, and fostering a culture of continuous improvement. The ideal candidate will possess strong leadership skills and a proven track record in managing complex financial environments.<br><br>Responsibilities:<br>• Develop and oversee the organization’s budgeting, forecasting, and long-term financial planning strategies.<br>• Provide detailed financial analysis and insights to support executive decision-making processes.<br>• Implement pricing strategies, margin improvement initiatives, and cost control measures to optimize financial performance.<br>• Manage multi-entity financial reporting processes, ensuring accuracy and compliance with regulatory requirements.<br>• Strengthen internal controls and ensure audit readiness while addressing any audit findings.<br>• Oversee working capital management, including receivables and inventory, to maintain liquidity.<br>• Partner with operational leaders to enhance financial performance and develop efficient reporting tools.<br>• Lead and mentor accounting, accounts payable, and accounts receivable teams to foster growth and achieve organizational goals.<br>• Drive process improvements, including automation and system enhancements, to increase operational efficiency.<br>• Support acquisition analysis, integration planning, and capital allocation to align with organizational objectives.
  • 2026-03-12T22:44:04Z
Accounts Receivable Analyst
  • Redwood City, CA
  • remote
  • Temporary
  • 45.00 - 50.00 USD / Hourly
  • We are looking for an experienced Accounts Receivable Analyst to join our team on a contract basis in Redwood City, California. This role is ideal for someone with a strong background in commercial collections, cash applications, and customer billing within the healthcare industry. If you have over five years of relevant experience and excel in ensuring accurate and timely financial transactions, we encourage you to apply.<br><br>Responsibilities:<br>• Manage the full accounts receivable process, ensuring timely and accurate billing and collections.<br>• Handle commercial collections by communicating effectively with clients to resolve outstanding balances.<br>• Process cash applications and reconcile payments against invoices to maintain accurate financial records.<br>• Collaborate with internal teams to address discrepancies and enhance customer satisfaction.<br>• Prepare detailed reports on receivables and collections performance for management review.<br>• Monitor aging accounts and develop strategies to minimize overdue balances.<br>• Assist in streamlining processes to improve efficiency within the accounts receivable function.<br>• Ensure compliance with company policies and industry regulations in all financial transactions.<br>• Provide exceptional customer service to resolve client inquiries related to billing and payments.<br>• Support audits and prepare documentation for financial reviews as needed.
  • 2026-03-27T16:04:24Z
Wealth Analyst
  • San Ramon, CA
  • remote
  • Permanent
  • 80000.00 - 120000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-14T03:38:58Z
Budget Analyst
  • Fremont, CA
  • onsite
  • Temporary
  • 27.71 - 32.09 USD / Hourly
  • We are looking for a skilled Budget Analyst for a contract position based in Fremont, California. In this role, you will play a crucial part in managing and analyzing budget data, ensuring its accuracy and consistency. You will collaborate with program leaders and billing teams to streamline processes and produce detailed reports and summaries for managerial review.<br><br>Responsibilities:<br>• Collect and organize budget and billing data from various departments and stakeholders.<br>• Enter, upload, and validate financial data to ensure accuracy and consistency.<br>• Conduct detailed analyses of budgets, identifying discrepancies and proposing solutions.<br>• Prepare comprehensive reports and summaries for review by management.<br>• Collaborate with program leaders to support the development and maintenance of program budgets.<br>• Monitor and manage annual operating budgets, ensuring alignment with organizational goals.<br>• Assist in tracking approved budgets and provide updates on their utilization.<br>• Work closely with billing teams to ensure smooth integration of financial data across systems.<br>• Provide recommendations to improve budget processes and reporting efficiency.
  • 2026-03-10T17:23:48Z
Entry Level Analyst
  • Concord, CA
  • remote
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p>We are seeking a detail-oriented Junior Accounting Analyst to join our clients growing team on a temp-to-hire basis. This role is ideal for someone early in their accounting career who is eager to gain hands-on experience, develop analytical skills, and grow within a collaborative environment.</p><p><br></p><p>This position offers the opportunity to transition into a permanent role based on performance and business needs.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Assist with daily accounting operations, including accounts payable and accounts receivable</li><li>Support month-end and year-end close processes</li><li>Prepare and analyze journal entries and account reconciliations</li><li>Review financial data for accuracy and identify discrepancies</li><li>Assist in maintaining general ledger integrity</li><li>Compile financial reports and support ad hoc analysis</li><li>Collaborate with cross-functional teams to gather financial information</li><li>Help improve processes and support internal controls</li></ul><p><br></p>
  • 2026-03-27T14:58:43Z
Accounting Manager
  • Roseville, CA
  • onsite
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>We are looking for a dedicated Accounting Manager to oversee the daily financial operations of our organization in Roseville, California. This role is pivotal in maintaining accurate financial records, ensuring compliance with regulations, and developing effective internal controls. The ideal candidate will also play a key role in financial reporting, analysis, and supporting leadership in strategic decision-making.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily accounting operations, including accounts payable, accounts receivable, payroll, and cash receipts.</p><p>• Prepare and maintain comprehensive financial reports, including monthly reconciliations, expenditure tracking, and board meeting documentation.</p><p>• Lead fiscal year-end close activities and coordinate with external auditors and tax professionals to ensure compliance.</p><p>• Collaborate with internal teams and external partners to address financial matters and maintain accurate accounts.</p><p>• Establish and enforce internal controls over revenue streams generated through events such as parking, rentals, and food services.</p><p>• Manage cash handling processes, including deposits and check writing, ensuring proper recognition of revenue and expenses.</p><p>• Develop and enhance financial procedures, systems, and internal controls to optimize efficiency and performance.</p><p>• Train staff to utilize financial software effectively and identify opportunities for technology-driven improvements.</p><p>• Monitor cash flow and investment balances while preparing accurate cash flow forecasts.</p><p>• Ensure compliance with generally accepted accounting principles and applicable federal and state regulations.</p>
  • 2026-03-26T17:14:03Z
Accounting Manager/Supervisor
  • San Jose, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • We are looking for an experienced and detail-oriented Accounting Manager to lead our accounting operations and ensure the accuracy and integrity of financial processes. Based in San Jose, California, this role involves overseeing month-end close activities, managing general ledger functions, and supporting financial audits and account reconciliations. The ideal candidate will bring a strong background in accounting principles, leadership experience, and a proactive approach to process improvement.<br><br>Responsibilities:<br>• Supervise and mentor accounting staff, providing guidance on complex accounting issues and fostering growth and development.<br>• Manage monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.<br>• Oversee the preparation and review of general ledger entries, ensuring compliance with accounting standards.<br>• Conduct and review account reconciliations to maintain the accuracy of financial records.<br>• Coordinate and support financial audits, ensuring all necessary documentation and processes are in place.<br>• Monitor and improve internal controls to enhance operational efficiency and compliance.<br>• Collaborate with cross-functional teams on inventory accounting, including costing and variance analysis.<br>• Drive process improvements and implement best practices for accounting and financial reporting.<br>• Utilize advanced Excel and accounting systems to optimize reporting and data management.<br>• Provide technical accounting expertise and guidance to address complex financial matters.
  • 2026-03-10T22:28:44Z
Senior Reporting Analyst
  • Emeryville, CA
  • onsite
  • Permanent
  • 110000.00 - 125000.00 USD / Yearly
  • <p>We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities.</p><p><br></p><p>Responsibilities:</p><ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
  • 2026-03-04T20:48:41Z
Technical Accounting Manager
  • Pleasanton, CA
  • onsite
  • Temporary
  • 85.00 - 100.00 USD / Hourly
  • <p>Our technology client in Pleasanton is seeking an experienced Technical Accounting Manager for a 4 month engagement. In this contract role, you will be responsible for managing complex technical accounting functions, ensuring compliance with regulatory standards, supporting financial reporting processes, and meeting a tight audit deadline. This position offers an excellent opportunity to leverage your expertise in accounting principles and make a meaningful impact on the organization. The role is expected to pay $85-$100/hr. DOE and requires 3-4 days a week onsite work in Pleasanton, California.</p><p><br></p><p>Responsibilities:</p><p>• Interpret and apply evolving accounting standards and regulatory changes to ensure compliance across financial operations</p><p>• Conduct thorough research on intricate accounting issues, such as revenue recognition, lease accounting, and fair value measurements, providing actionable recommendations</p><p>• Develop and maintain accounting policies aligned with current standards and collaborate with the Finance Operations Team to implement necessary processes</p><p>• Assist in the preparation and review of accurate financial statements and disclosures in accordance with applicable accounting standards</p><p>• Provide technical guidance and training to finance and accounting teams on complex accounting matters</p><p>• Collaborate with internal and external auditors during financial audits, ensuring all documentation and explanations are provided effectively</p><p>• Evaluate accounting implications of mergers, acquisitions, and other business transactions, ensuring adherence to relevant standards</p><p>• Identify accounting-related risks and propose strategies to mitigate them</p><p>• Ensure compliance with applicable regulatory requirements, including Sarbanes-Oxley Act provisions</p>
  • 2026-03-21T19:24:03Z
E/L Analyst
  • San Ramon, CA
  • onsite
  • Contract / Temporary to Hire
  • 25.50 - 29.75 USD / Hourly
  • <p>Are you a detail-oriented professional with a passion for working with large data sets? Our team is seeking an Entry-Level Analyst for a temporary-to-hire opportunity, supporting accounts receivable, reconciliation, and billing functions.</p><p><br></p><p>Ready to get started? Please submit your application and resume for immediate consideration.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>·      Analyze and maintain large data sets using Advanced Excel functions, including pivot tables, VLOOKUP, and complex formulas.</p><p>·      Assist with accounts receivable (AR) processes: invoice generation, monitoring payment status, and resolving discrepancies.</p><p>·      Perform daily, weekly, and monthly reconciliations of financial transactions and account balances.</p><p>·      Support the billing cycle by preparing and reviewing invoices, validating data accuracy, and correcting errors as needed.</p><p>·      Collaborate with internal teams to ensure timely and accurate processing of AR and billing transactions.</p><p>·      Help prepare reports on AR aging, billing status, and reconciliations for management review.</p><p>·      Identify trends, variances, or issues in data and recommend solutions to improve process efficiency</p>
  • 2026-03-20T16:08:41Z
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