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10 results for Financial Planning Analysis Manager in Stockton, CA

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planning Associate | Wealth Management | San Ramon Join a growing wealth management firm that takes a truly integrated approach to tax, financial planning, and investment advice for high-net-worth clients. This is an ideal opportunity for a tax professional looking to move beyond compliance and into a more strategic, relationship-driven advisory role. You'll gain hands-on exposure to financial planning, work alongside experienced advisors, and help clients make informed long-term decisions. The firm is happy to train on the wealth management side, and there's no business development or cold calling, allowing you to focus on planning, collaboration, and client impact. Responsibilities<ul><li>Review tax returns and identify proactive tax planning opportunities </li><li>Prepare tax projections, multi-year planning scenarios, and cash flow analyses </li><li>Advise on strategies involving Roth conversions, RMDs, charitable giving, and capital gains </li><li>Partner with advisors to deliver integrated tax and financial planning recommendations </li><li>Participate in client meetings and coordinate with outside tax professionals </li><li>Prepare planning memos and a limited number of tax returns for select clients </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Financial Planning Lead - Wealth Management

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 1 Day ONSITE A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards</li><li>Manage, mentor, and develop the planning team</li><li>Review and refine complex planning deliverables</li><li>Partner with clients and advisors on advanced planning needs</li><li>Improve workflows, processes, and team efficiency</li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Financial Planner at RIA

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

Financial Analyst - Entry Level

Walnut Creek, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment. Responsibilities<ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul>
2026-07-16T00:00:00Z

Finance Coordinator

Fremont, CA
onsite
Temporary / Contract
32 - 35 USD / Hourly
We are looking for a Finance Coordinator to support daily financial operations and cross-functional administrative activities for a hybrid team based in Fremont, California. This Long-term Contract opportunity is well suited for someone who is organized, communicative, and comfortable handling purchasing, invoice-related tasks, and vendor coordination in a fast-paced environment. You will work closely with finance leadership and internal partners to keep processes moving efficiently while contributing to ongoing operational improvements. Responsibilities: • Create and manage purchase orders, ensuring requests are entered accurately and tracked through completion. • Communicate with vendors to address billing questions, confirm details, and support timely resolution of outstanding items. • Review and process invoices in accordance with internal procedures and established financial controls. • Coordinate with the facilities management team and other internal stakeholders to support day-to-day operational needs. • Maintain records, spreadsheets, and supporting documentation to improve visibility into financial activities and open items. • Assist with process improvement efforts, including support for project-related implementations and user training sessions when needed. • Provide administrative and financial support to the broader finance team through research, follow-up, and ad hoc reporting tasks.
2026-07-15T00:00:00Z

Accounting Manager

Union City, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes. Responsibilities:• Direct day-to-day AR, AP, and GL operations• Own month-end close and financial reporting accuracy• Validate journal entries, reconciliations, balances, and variances• Create and deliver financial and KPI reports• Support development of the annual financial plan• Streamline controls, processes, and workflows; ensure proper period close and documentation• Lead financial statements and audit support• Partner with departments on accurate revenue and expense recognition• Hire, coach, and retain accounting staff• Oversee sales tax, returns, 1099s, and regulatory compliance• Assess and implement accounting systems and tools• Ensure compliance with current US GAAP standards• Maintain fixed asset and lease accounting records• Lead and support ad hoc initiatives, process improvements, and system upgrades
2026-06-26T00:00:00Z

Junior Financial Analyst

Concord, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment. Responsibilities<ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul>
2026-07-16T00:00:00Z

Junior Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
Our client is seeking a detail-oriented and analytical entry level Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The entry level Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. Key Responsibilities Financial and Cost Analysis Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting Support margin analysis across products and customers to help commercial and operations teams make informed decisions Identify key cost drivers and variances and highlight opportunities for cost optimization Pricing and Margin Support Support pricing analysis for new and existing products, including customer-specific pricing and margin review Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions Financial Reporting and Month-End Close Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries Research and help resolve variances between subledgers and the general ledger Assist with budgeting, forecasting, and financial planning processes Data Integrity and Process Improvement Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis Support improvements to financial reporting templates, reconciliation processes, and analytical workflows Assist with ERP and EPM data extraction, reporting, and reconciliation activities Document processes and support internal and external audit requests as needed If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809
2026-07-16T00:00:00Z

Accounting Manager/Supervisor

Sacramento, CA
remote
Temporary / Contract
35.625 - 45 USD / Hourly
We are looking for an experienced accounting leader to support financial operations for a long-term contract opportunity based in California. This role is ideal for someone who is detail oriented and brings strong technical accounting knowledge, sound judgment, and the ability to provide structure in a fast-moving environment. The position will oversee core accounting activities, help ensure accurate reporting, and communicate financial insights clearly to leadership. Responsibilities:• Direct the monthly closing cycle to ensure financial results are completed accurately and on schedule.• Oversee general ledger activity, including review of entries, balances, and supporting documentation.• Manage account reconciliations and resolve discrepancies through timely analysis and follow-up.• Prepare and review financial reports to support business decisions and leadership visibility.• Coordinate audit readiness efforts by organizing records, responding to requests, and supporting external review processes.• Strengthen accounting procedures and internal controls to promote accuracy, consistency, and compliance.• Provide day-to-day guidance to accounting staff or cross-functional partners involved in financial processes.• Analyze accounting issues, identify practical solutions, and adapt priorities as business needs evolve.
2026-07-21T00:00:00Z

Accounting Manager/Supervisor

Livermore, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight. Responsibilities: • Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data. • Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks. • Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements. • Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends. • Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones. • Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units. • Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions. • Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels. • Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
2026-07-16T00:00:00Z