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20 results for Financial Planning Analysis Manager in Stockton, CA

Financial Planner
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 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; 1 day onsite</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>
  • 2026-08-28T00:00:00Z
Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 35 - 49.5 USD / Hourly
  • <p>We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP&amp;A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
  • 2026-08-27T00:00:00Z
Finance Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 140000 USD / Yearly
  • <p>We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP&amp;A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
  • 2026-08-26T00:00:00Z
Senior Financial Analyst
  • Fremont, CA
  • onsite
  • Temporary / Contract
  • 70 - 80 USD / Hourly
  • <p>We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&amp;A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.</p><p>• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.</p><p>• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.</p><p>• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.</p><p>• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.</p><p>• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.</p><p>• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.</p><p>• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.</p>
  • 2026-08-01T00:00:00Z
Finance Coordinator
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 33 - 34 USD / Hourly
  • <p> This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.</p><p>• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.</p><p>• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.</p><p>• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.</p><p>• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.</p><p>• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.</p><p>• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.</p><p>• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders</p>
  • 2026-08-31T00:00:00Z
Accounting Manager
  • Union City, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
  • 2026-07-31T00:00:00Z
Finance Director
  • Turlock, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 150000 USD / Yearly
  • <p>We are looking for an experienced finance leader to guide the fiscal strategy and day-to-day financial operations of a mission-driven non-profit organization in the Turlock, California area. This role will oversee budgeting, reporting, forecasting, and compliance while helping leadership make informed decisions that support sustainable growth. The ideal candidate brings strong knowledge of governmental accounting and the ability to manage complex financial processes with accuracy, transparency, and accountability.</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>• Direct the organization’s financial planning activities, including development of the annual budget and ongoing monitoring of performance against approved targets.</p><p>• Lead the monthly close cycle by reviewing financial activity, ensuring timely reconciliations, and producing accurate statements for leadership review.</p><p>• Prepare and present financial reports that translate key results, risks, and trends into clear insights for executive stakeholders and board members.</p><p>• Manage cash flow planning by forecasting near-term and long-range funding needs to support operational stability and strategic priorities.</p><p>• Strengthen budget processes by establishing effective controls, improving financial workflows, and promoting consistency across departments.</p><p>• Oversee accounting practices related to municipalities and other government-connected funding sources, ensuring adherence to applicable standards and regulations.</p><p>• Partner with senior leadership to evaluate financial performance, support decision-making, and align fiscal management with organizational objectives.</p><p>• Maintain compliance with nonprofit and governmental accounting requirements through accurate recordkeeping, policy oversight, and audit-ready documentation.</p>
  • 2026-08-28T00:00:00Z
Sr. Financial Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <p>We are looking for a Sr. Financial Analyst to join a long-term contract opportunity. In this role, you will turn complex financial and operational data into clear reporting, forecasting, and modeling that supports regional and enterprise decision-making. This position works closely with finance partners, operational leaders, and governance teams to improve reporting quality, strengthen forecasting accuracy, and deliver insights that guide business performance.</p><p><br></p><p>This is a fully remote opportunity which can start immediately. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Direct the collection, preparation, and alignment of financial and operational data from multiple regions and business areas to support consistent reporting and analysis.</p><p>• Evaluate large datasets to identify patterns, outliers, and performance drivers, then present practical recommendations to finance and operational stakeholders.</p><p>• Produce and oversee regional financial reporting for business partners and leadership, including profitability reviews, variance explanations, and resource allocation insights.</p><p>• Partner with governance and finance teams to strengthen reporting methodologies, maintain standards, and support compliance with company-wide policies.</p><p>• Improve reporting and analysis workflows by introducing automation and scalable processes that increase speed, accuracy, and repeatability.</p><p>• Coordinate with finance business partners and regional leaders to consolidate quarterly forecasts and ensure assumptions reflect current operating conditions.</p><p>• Conduct detailed forecast-to-actual and period-over-period variance analysis, highlighting root causes and implications for business decisions.</p><p>• Build and enhance financial models that support pricing, resource planning, and performance management for regional leaders and finance partners.</p><p>• Contribute to enterprise forecasting and cross-functional planning by aligning regional inputs with broader corporate priorities.</p><p>• Coach entry-level analysts on reporting practices, validation techniques, and analytical approaches to strengthen team capability</p>
  • 2026-08-26T00:00:00Z
Sr. Financial Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 47.5 - 53 USD / Hourly
  • <p>Our professional services client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement (possible contract-to-hire) This position supports regional and cross-functional financial planning, reporting, and forecasting activities while helping leaders make informed business decisions through clear analysis and reliable data. The role is well suited for a finance specialist who combines strong modeling skills with experience improving reporting processes, strengthening governance alignment, and turning complex financial information into practical insights. The role is expected to pay $47.50 - 53.00/hr. DOE and location, and is 100% remote.</p><p><br></p><p>Responsibilities:</p><p>• Lead the coordination and integration of financial and operational data across regions and business functions to support consistent reporting and planning</p><p>• Prepare and deliver detailed financial reports for business partners and operational leadership, with emphasis on profitability, variances, trends, and resource utilization</p><p>• Conduct in-depth analysis to identify performance patterns, explain anomalies, and provide recommendations that support operational and financial decisions</p><p>• Partner with finance, accounting, data governance, and regional stakeholders to maintain reporting accuracy and alignment with enterprise standards</p><p>• Drive process enhancements by introducing automation, streamlining reporting workflows, and improving the speed and reliability of recurring deliverables</p><p>• Support quarterly forecast consolidation by working with regional leaders and finance partners to gather inputs that reflect current business conditions</p><p>• Perform variance analysis against budgets and forecasts, determine root causes, and communicate findings to key stakeholders</p><p>• Contribute to scenario modeling and prepare decision-support datasets for senior finance leaders and business partners</p><p>• Assist with the evaluation and refinement of forecasting and reporting tools to improve scalability, usability, and efficiency</p><p>• Provide guidance to team analysts on reporting practices, data validation techniques, and analytical approaches</p>
  • 2026-09-01T00:00:00Z
Patient Accounting/Finance Manager
  • Angels Camp, CA
  • onsite
  • Temporary / Contract
  • 66.5 - 77 USD / Hourly
  • <p>We are looking for an experienced Patient Accounting/Finance Manager to provide financial leadership for a healthcare-focused organization in California. This Long-term Contract position will direct core finance activities while guiding billing and credentialing functions in partnership with senior leadership and the Board. The role is ideal for someone who is detail oriented and can strengthen financial oversight, support strategic planning, and ensure accurate reporting across a regulated care environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead day-to-day financial operations, including general ledger activity, payroll coordination, accounts receivable oversight, and timely month-end close processes.</p><p>• Develop and manage annual budgets, forecasts, and financial plans that support organizational goals and operational stability.</p><p>• Prepare clear financial statements, analysis, and presentations for executive leadership and the Board to support informed decision-making.</p><p>• Supervise finance-related teams, including billing and credentialing staff, while promoting accountability, accuracy, and efficient workflows.</p><p>• Administer grants, contracts, and fund-based financial activity to ensure proper tracking, reporting, and use of restricted resources.</p><p>• Coordinate audit preparation and maintain strong internal controls to support compliance with nonprofit, healthcare, and funding requirements.</p><p>• Oversee preparation of Medicare and Medi-Cal cost reports and monitor adherence to 340B program expectations where applicable.</p><p>• Ensure financial practices align with applicable government regulations and the standards of external funding agencies.</p><p>• Support the effective use of accounting systems and financial reporting tools to improve accuracy, visibility, and operational efficiency.</p><p><br></p><p>For immediate consideration please contact 209-225-2014</p>
  • 2026-08-18T00:00:00Z
Financial Crimes Analyst - Hybrid
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • <p>Our client, a leading financial institution, is seeking a <strong>Financial Crimes Analyst</strong> to support a <strong>special project</strong> focused on <strong>fraud detection, transaction monitoring, AML compliance, and customer risk review</strong>. This role will be responsible for reviewing potentially suspicious activity, investigating fraud alerts, performing KYC and due diligence activities, and helping ensure compliance with <strong>BSA/AML regulatory requirements</strong> and internal financial crimes policies. This is a HYBRID role. </p><p> </p><p>The ideal candidate will have experience in <strong>fraud operations, AML investigations, KYC/CDD/EDD, transaction monitoring, sanctions screening, and suspicious activity review</strong> within a banking or financial services environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Review fraud, AML, and transaction monitoring alerts to identify unusual or suspicious activity.</li><li>Investigate flagged transactions, account activity, and customer behavior for potential fraud, money laundering, or other financial crimes concerns.</li><li>Conduct <strong>KYC, CIP, CDD, and EDD</strong> reviews for new and existing customers.</li><li>Analyze customer profiles, account history, transactional activity, and external research to assess risk.</li><li>Escalate potentially suspicious activity for case development and SAR consideration, as appropriate.</li><li>Support <strong>BSA/AML compliance efforts</strong> by adhering to regulatory requirements, internal controls, and project guidelines.</li><li>Perform sanctions and watchlist screening reviews, including OFAC-related alert handling where applicable.</li><li>Document investigations thoroughly and maintain accurate case notes in accordance with audit and regulatory standards.</li><li>Partner with compliance, fraud, operations, and risk teams to support issue resolution and case disposition.</li><li>Assist with quality control, remediation, backlog clearance, and project-based review work as needed.</li><li>Identify patterns, trends, and emerging fraud risks and escalate findings to leadership.</li><li>Ensure work is completed within required service-level expectations and productivity metrics.</li></ul><p><br></p>
  • 2026-09-02T00:00:00Z
Accounting Manager | Alternative Investments
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Finance &amp; Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you&#39;re currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm&#39;s general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul><p> </p>
  • 2026-08-15T00:00:00Z
Director of Finance
  • Angels Camp, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 200000 USD / Yearly
  • <p>Robert Half is looking for a strategic finance leader to oversee the organization’s fiscal management for a healthcare organization in Angels Camp. This role partners closely with executive leadership and the board to strengthen financial performance, support long-term planning, and maintain compliance with government and funding requirements. The Director of Finance will guide core accounting operations, reporting, budgeting, and audit activities while providing leadership across finance-related departments. For more information about this position, please call Lisa Cole at 916-646-0832</p><p><br></p><p>Responsibilities:</p><p>• Lead the organization’s financial operations, ensuring sound accounting practices and compliance with applicable regulatory and funding standards.</p><p>• Collaborate with executive leadership and the board to support financial strategy, capital planning, and growth initiatives across programs and services.</p><p>• Establish and maintain strong internal controls, fiscal procedures, and quality assurance measures that protect organizational assets and support accurate reporting.</p><p>• Direct payroll oversight and monitor accounts receivable, collections, adjustments, and balancing processes to maintain financial accuracy and cash flow integrity.</p><p>• Oversee the financial administration of grants and contracts, including ongoing monitoring, reporting, and communication with funding agencies.</p><p>• Prepare and review required government and program filings, including cost reports, tax submissions, and compliance documentation related to healthcare funding programs.</p><p>• Supervise finance, billing, and credentialing team functions, providing leadership, accountability, and operational guidance across departments.</p><p>• Develop annual operating budgets, support budget creation for new proposals, and review periodic financial statements for executive and board-level reporting.</p><p>• Coordinate the annual independent audit, maintain fiscal policies and procedures, and support insurance, investment, and employee benefit plan financial matters.</p><p>• Manage special finance projects and contract-related activities, including support for healthcare and grant-funded program agreements as assigned by senior leadership or the board.</p>
  • 2026-08-26T00:00:00Z
Fraud Analyst
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. Long-term contract/hybrid role. </p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
  • 2026-09-02T00:00:00Z
Fraud Analyst
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We are seeking a detail-oriented Fraud Analyst / AML-BSA Analyst to support fraud detection, transaction monitoring and regulatory compliance efforts. This professional will investigate suspicious activity, review alerts, document findings and help ensure adherence to Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) requirements. <strong>Long-term contract/hybrid role.</strong></p><p><br></p><p>Call Tawnia at (925)274-5416 for more details!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Review and investigate alerts for potential suspicious activity.</p><p>• Determine whether activity should be escalated for further review.</p><p>• Assist in identifying cases that may require Suspicious Activity Report (SAR) filings.</p><p>• Analyze data and document findings in a clear, concise manner.</p><p>• Perform research and investigations while adhering to AML/BSA regulations and policies. </p>
  • 2026-09-02T00:00:00Z
Director of Finance - Path to CFO
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 250000 - 300000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Director of Finance| Private Equity | San Francisco | 4 days onsite</strong></p><p> </p><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> </p><p> </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> </p>
  • 2026-08-15T00:00:00Z
Workday Financials Functional Workstream Lead
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 140 - 175 USD / Hourly
  • <p>Robert Half Management Resources is looking for an experienced Workday Financials Functional Workstream Lead to support a long-term engagement with one of our clients. This position will guide enterprise finance transformation initiatives by aligning Workday Financial Management capabilities with business goals, operating models, and process improvements. The role requires a strong leader who can advise senior stakeholders, coordinate complex delivery efforts, and help organizations move from strategy through deployment and optimization.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead the functional workstream for Workday Financials initiatives, coordinating planning, design, configuration, testing, deployment, and post-launch stabilization activities.</p><p>• Partner with finance and executive stakeholders to shape future-state operating models and translate business priorities into practical Workday solutions.</p><p>• Direct business process redesign across key finance cycles such as record-to-report, procure-to-pay, order-to-cash, cash management, and planning activities.</p><p>• Oversee cross-functional teams and implementation partners to keep delivery milestones, governance, budgets, and risk management on track throughout the program lifecycle.</p><p>• Provide guidance on the functional use of Workday Financial Management modules, including core financials, reporting, expenses, procurement, projects, grants, and planning-related capabilities.</p><p>• Develop recommendations for data conversion, reporting, and system integration approaches connecting Workday with legacy platforms and external applications.</p><p>• Support executive decision-making by presenting status updates, solution considerations, implementation risks, and readiness needs to senior business leaders.</p><p>• Contribute to client-facing planning and solution discussions by helping define scope, estimate workstreams, and shape approaches for finance transformation programs.</p>
  • 2026-09-02T00:00:00Z
Paraplanner
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 85000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Paraplanner | Wealth Management Firm | Walnut Creek</strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> known for thoughtful financial planning, personalized client service, and a collaborative culture. As the <strong>first dedicated Financial Planning Analyst</strong>, you&#39;ll have the opportunity to help shape the function while working directly with experienced advisors.</p><p>This is an excellent opportunity for an early-career professional passionate about <strong>personal finance, markets, and investment research</strong>.</p><p> </p><p>You&#39;ll gain broad exposure across <strong>financial planning, portfolio analysis, and client strategy</strong>, with strong mentorship, licensing support, and a clear path toward <strong>senior planning or advisory roles</strong>. The firm also offers company-paid health and dental coverage, retirement contributions, PTO, and strong professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support advisors in preparing and updating <strong>comprehensive financial plans </strong></li><li>Gather and analyze client financial information </li><li>Conduct <strong>investment, market, and economic research </strong></li><li>Analyze portfolios, <strong>asset allocation, and performance </strong></li><li>Research client-specific planning questions and prepare recommendations </li><li>Prepare materials and analysis for advisor and client meetings </li><li>Maintain accurate client data within planning software and CRM systems </li><li>Monitor market and regulatory developments </li><li>Support special projects across financial planning and investments </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-29T00:00:00Z
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.<br><br>Responsibilities:<br>• Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data.<br>• Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks.<br>• Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements.<br>• Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends.<br>• Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones.<br>• Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units.<br>• Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions.<br>• Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels.<br>• 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.
  • 2026-08-21T00:00:00Z
Workday Financials Testing Specialist
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 70 - 85 USD / Hourly
  • <p>Robert Half Management Resources is looking for a Workday Financials Testing Specialist to support one of our clients on an interim basis. This position focuses on ensuring the quality, accuracy, and reliability of Workday Financial Management processes through a combination of structured test planning, hands-on execution, and close coordination with project stakeholders. The ideal candidate brings strong functional knowledge of Workday Financials and can independently manage testing activities in a fast-moving remote project environment.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Create and execute comprehensive test scenarios for Workday Financial Management functions, using both automated and manual approaches to confirm system performance and business process accuracy.</p><p>• Develop and maintain scalable test assets in Kainos Smart Test to support repeatable validation across financial modules and related system changes.</p><p>• Evaluate end-to-end financial workflows, including areas such as general ledger, accounts payable, accounts receivable, fixed assets, and procurement, to verify expected outcomes.</p><p>• Validate integrations between Workday and connected platforms to ensure reliable data exchange, accurate processing, and operational stability.</p><p>• Record, prioritize, and follow through on defects, partnering with technical teams and implementation stakeholders to confirm issues are resolved and retested successfully.</p><p>• Lead regression testing efforts for enhancements, releases, and tenant updates so that existing configurations and business rules continue to function as intended.</p><p>• Review system configurations, security-related impacts, and functional dependencies to identify testing risks and improve coverage across the implementation lifecycle.</p>
  • 2026-09-02T00:00:00Z