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18 results for Financial Data Analyst in Stockton, CA

Sr. Financial Analyst
  • Rancho Cordova, CA
  • remote
  • Temporary / Contract
  • 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>
  • 2026-05-11T00:00:00Z
Sr. Financial Analyst
  • Dublin, CA
  • onsite
  • Temporary / Contract
  • 60 - 75 USD / Hourly
  • <p>Our manufacturing client in Dublin is seeking a Sr. Financial Analyst for a 3-6 month engagement. This role is ideal for a finance specialist who can translate complex operational and financial data into practical guidance for leadership and cross-functional teams. The role will focus on reporting, planning, cost performance, and inventory insight while partnering closely with operations to improve decision-making and business results. This is a hybrid role requirings 3 days/week onsite in Dublin and is expected to pay between $60-$75/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and deliver recurring financial reports, forecasts, and performance updates that help site leadership evaluate operational results and business priorities</p><p>• Analyze spending patterns, manufacturing costs, and performance gaps to identify root causes and provide practical recommendations for improvement</p><p>• Maintain the accuracy of financial records by overseeing journal entries, reconciliations, and adherence to established reporting and compliance standards</p><p>• Work with operations finance and local stakeholders to improve reporting workflows, increase efficiency, and expand the use of automation in financial processes</p><p>• Partner with operations leaders to support cost reduction, productivity improvement, and stronger financial visibility across the site</p><p>• Coordinate the annual planning cycle for operations functions, consolidating inputs and helping departments align budgets with business objectives</p><p>• Build and support dashboards, scorecards, and analytical reporting tools that strengthen performance monitoring and management discussions</p><p>• Track inventory-related metrics such as turnover, valuation, and utilization, and collaborate with supply chain and manufacturing teams to improve inventory effectiveness</p><p>• Share financial insights, benchmarking ideas, and process improvement opportunities that contribute to operational excellence across the broader manufacturing network</p>
  • 2026-04-30T00:00:00Z
Financial Reporting Specialist
  • Rancho Cordova, CA
  • remote
  • Temporary / Contract
  • 40 - 50 USD / Hourly
  • We are looking for a Financial Reporting Specialist to support a healthcare organization in Rancho Cordova, California through a Long-term Contract engagement. This position focuses on managing unclaimed property compliance activities across multiple entities and jurisdictions while helping reduce financial exposure and maintain strong regulatory readiness. The role works closely with accounting, revenue cycle, payroll, accounts payable, legal, and compliance teams to investigate outstanding items, prepare required filings, and strengthen reporting accuracy.<br><br>Responsibilities:<br>• Lead the review and tracking of unclaimed property items such as patient refunds, vendor payments, payroll checks, credit balances, and overpayment-related transactions.<br>• Research aged balances, stale-dated checks, unapplied amounts, and account discrepancies to determine proper resolution and compliance treatment.<br>• Prepare and submit state reporting and remittances within required deadlines, ensuring all filings align with applicable unclaimed property regulations.<br>• Maintain organized supporting documentation, reconciliations, and audit-ready records in accordance with internal retention standards.<br>• Partner with teams across accounting, patient financial services, payroll, treasury, accounts payable, legal, compliance, and IT to confirm ownership details and disposition decisions.<br>• Create and refine procedures, controls, and workflows that improve consistency in unclaimed property administration and reduce future exposure.<br>• Analyze root causes behind recurring outstanding property items and recommend process improvements that strengthen financial operations.<br>• Support internal reviews and external examinations by assembling schedules, responding to requests, and providing accurate compliance documentation.<br>• Serve as a resource for internal questions related to unclaimed property requirements, due diligence practices, and regulatory interpretation.<br>• Deliver guidance to business partners on best practices for handling refunds, overdue payments, and related compliance-sensitive transactions.
  • 2026-05-11T00:00:00Z
Entry Level Analyst
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 24.5 - 28.5 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. Recent graduates with internship experience welcome!</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>
  • 2026-04-28T00:00:00Z
Entry Level Analyst
  • Lafayette, CA
  • onsite
  • Temporary / Contract
  • 24.5 - 28.5 USD / Hourly
  • <p>Are you an eager 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. Recent graduates with internship experience are welcome to apply!</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>
  • 2026-04-28T00:00:00Z
Entry Level Analyst
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 23.275 - 26.95 USD / Hourly
  • <p>We are looking for an Accounts Receivable Analyst to join our client on a Contract to hire basis in Contra Costa County. This role supports account analysis, billing activity, and payment application. The ideal candidate brings strong Excel skills, sound accounting knowledge, and the ability to manage high-volume financial data with accuracy and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Manage large and complex data in Microsoft Excel - using formulas </p><p>• Record incoming payments </p><p>• Prepare and issue invoices and resolve variances, shortages, or unresolved balances.</p><p>• Transfer, receive, organize, and maintain electronic files and related records </p><p>• Reconcile cash receipts against bank reporting and compile accurate totals for general ledger updates and month-end accounting support.</p><p>• Investigate outstanding receivable balances, calculate related charges such as damages or adjustments, and assemble backup for billing support.</p><p> </p>
  • 2026-05-11T00:00:00Z
Entry Level Analyst
  • Pleasanton, CA
  • onsite
  • Temporary / Contract
  • 24.5 - 28.5 USD / Hourly
  • <p>Are you eager 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. Recent graduates with internship experience are welcome to apply!</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>
  • 2026-04-28T00:00:00Z
Entry Level Analyst
  • Lafayette, CA
  • onsite
  • Temporary / Contract
  • 25 - 28.5 USD / Hourly
  • <p>Our client is looking for a motivated and detail-focused Entry Level Accounting Analyst to join their expanding team in a temporary-to-hire capacity. This opportunity is well suited for an early-career accounting professional who is excited to build practical experience, strengthen analytical abilities, and grow in a supportive, team-oriented environment. 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>
  • 2026-04-28T00:00:00Z
Sales Analyst
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p>Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct research to identify potential leads and compile prospecting lists for the business development team.</p><p>• Assist in the creation of sales proposals, presentations, and responses to client inquiries.</p><p>• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.</p><p>• Develop and implement strategies to optimize sales workflows and enhance team productivity.</p><p>• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.</p><p>• Maintain accurate documentation of sales activities, business development progress, and operational processes.</p><p>• Identify areas for improvement within sales operations and propose solutions to streamline efforts.</p><p>• Provide support in post-sales activities, including quoting and follow-up.</p><p>• Prepare executive-level presentations to communicate sales performance and strategic objectives. </p>
  • 2026-04-15T00:00:00Z
Workday Reporting Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 70 - 85 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>
  • 2026-05-11T00:00:00Z
Accounts Receivable Analyst
  • Concord, CA
  • onsite
  • Temporary to Hire
  • 23.75 - 27.5 USD / Hourly
  • <p>We are looking for an Accounts Receivable Analyst to join a service-focused organization in Concord, California on a contract basis with the potential for a permanent position. In this role, you will oversee a portfolio of enterprise customer accounts, drive timely payment activity, and partner across teams to resolve billing and payment issues efficiently. This position is ideal for someone who combines strong collections expertise with a customer-centered approach and the ability to manage complex account activity in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage a designated group of enterprise accounts receivable balances, tracking payment status and taking proactive steps to improve collection results.</p><p>• Conduct day-to-day commercial collections activities, including customer outreach, follow-up on overdue balances, and coordination of account resolution efforts.</p><p>• Investigate payment delays by identifying underlying issues and working with internal teams and customers to remove barriers to prompt remittance.</p><p>• Reconcile detailed customer account activity, resolve discrepancies, and ensure account records accurately reflect invoicing, cash activity, and adjustments.</p><p>• Prepare and support customer-specific billing requests while addressing questions related to invoices, refunds, disputes, and account corrections.</p><p>• Build productive working relationships with sales teams, customer support, branch personnel, and external customers to support efficient issue resolution and a positive service experience.</p><p>• Negotiate practical payment arrangements when needed, including structured payment plans or settlements that align with company guidelines.</p><p>• Assist customers with payment portal access and alternative payment options to help accelerate collections and improve ease of payment.</p><p>• Maintain accurate documentation in internal systems to support collection efforts, customer communications, and account status reporting.</p><p>• Contribute to additional projects and operational assignments as business needs require.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
  • 2026-05-05T00:00:00Z
HRIS Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 95000 - 115000 USD / Yearly
  • <p>Lisa Cole with Robert Half is partnering with a large local company that is hiring for an HRIS Analyst. The HRIS Analyst manages and optimizes enterprise HR systems, ensuring data accuracy, system integrity, and strong reporting capabilities. This role serves as the primary HRIS point of contact, partnering with HR, IT, Payroll, Finance, and vendors to support system configuration, reporting, troubleshooting, and process improvement. </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain employee, job, and organizational data with strict accuracy and confidentiality</li><li>Manage HRIS workflows supporting performance, compensation, and other core HR programs</li><li>Ensure data integrity through audits, reconciliations, governance standards, and security controls</li><li>Build dashboards, reports, and workforce analytics to support leadership and compliance needs</li><li>Provide HRIS support, training, documentation, and lead process optimization initiatives</li></ul><p><br></p>
  • 2026-05-01T00:00:00Z
Workday Payroll Business Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 65 - 80 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>
  • 2026-05-11T00:00:00Z
Pension Analyst
  • Pleasanton, CA
  • onsite
  • Temporary / Contract
  • 30 - 33 USD / Hourly
  • <p>Robert Half&#39;s client is seeking a Pension Analyst to support pension operations and member service activities in Pleasanton, California. This is a contract position focused on researching pension-related inquiries, maintaining accurate records, and assisting with administrative processes that help the team respond effectively to member needs. The role is primarily operational and analytical, with occasional direct interaction with members, and is well suited to someone who is comfortable working with data, numbers, and service-driven communication.</p><p><br></p><p>Pension Analyst Duties:</p><p>• Investigate pension-related questions by reviewing records, validating information, and providing accurate findings to internal team members.</p><p>• Enter, update, and maintain pension data with a high level of accuracy to support ongoing administrative and service activities.</p><p>• Monitor shared mailboxes, organize incoming requests, and respond or route inquiries in a timely and thorough manner.</p><p>• Partner with pension team staff and member services personnel to help resolve issues and support daily workflow needs.</p><p>• Prepare and review spreadsheets, reports, and supporting documentation to assist with tracking, analysis, and case follow-up.</p><p>• Provide courteous assistance during occasional in-person interactions with members while ensuring questions are addressed clearly and appropriately.</p><p>• Apply sound numerical reasoning when reviewing pension information, identifying discrepancies, and escalating concerns when needed.</p><p><br></p><p>If you are interested in this Pension Analyst role, please submit your resume today!</p>
  • 2026-05-08T00:00:00Z
Accounting Specialist
  • Walnut Creek, CA
  • onsite
  • Temporary to Hire
  • 25 - 35 USD / Hourly
  • <p>We are looking for an Accounting Specialist to join our client in Walnut Creek, California on a contract basis with the potential for a permanent role. This position supports essential accounting operations by managing payment-related documentation, handling exception-based requests, and maintaining accurate financial records. The right candidate brings strong attention to detail, confidence working through high-volume transactional tasks, and the ability to communicate clearly when information needs to be clarified.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit banking and vendor documentation by entering required information into forms and external portals, ensuring materials are complete through final internal approval.</p><p>• Work through unique vendor submission formats and portal requirements, using sound judgment to resolve issues and keep requests moving efficiently.</p><p>• Evaluate write-off requests from internal stakeholders, confirm they meet established guidelines, and record approved transactions accurately in the accounting system.</p><p>• Handle large volumes of write-off activity with speed and precision while maintaining consistent data quality.</p><p>• Monitor the bank portal for stop payment activity, reverse related entries as needed, and share complete updates with the appropriate collections contacts.</p><p>• Review checks received in the Walnut Creek, California office, including supporting payment details, to help ensure proper application of funds.</p><p>• Organize complex remittance data into clear, standardized spreadsheet formats that support timely and accurate posting.</p><p>• Follow up with internal teams or external clients when payment instructions are missing, unclear, or no longer valid to ensure accurate processing.</p>
  • 2026-05-04T00:00:00Z
Accounting Specialist
  • Sacramento, CA
  • onsite
  • Temporary / Contract
  • 29 - 31 USD / Hourly
  • <p>Robert Half Contracts Finance &amp; Accounting is hiring an AP/AR Clerk to join a corporate office of a Food Distribution company in Sacramento. This company has great work culture and a busy accounting department! Tasks would include:</p><p><br></p><p>Provide support to accounts receivable and accounts payable staff.</p><p>Accountants for General Journal entries; insure proper recording of new purchases and disposals.</p><p>Assist with 1098’s and 1099’s year-end processes.</p><p>Perform data entry, data collection, routine communications with college representatives and employees.</p><p>Tracking certain receivables, including deposits, and billings.</p><p>Generating receivable aging reports for internal use.</p><p>Assists in the month-end, quarter-end, and year-end closing processes.</p><p><br></p><p>This is a full-time position that is 100% onsite and would start right away! The ideal candidate would have 2-3 years of accounting experience, ERP software knowledge and would be able to work well in a busy environment. If you feel this is the job for you, apply today!</p>
  • 2026-05-06T00:00:00Z
Financial Advisor - $1B AUM RIA
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 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
Financial Planner
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 150000 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>
  • 2026-05-07T00:00:00Z