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6 results for Portfolio Manager in Stockton, CA

Project Manager II

San Ramon, CA
remote
Temporary / Contract
44.19 - 66.35 USD / Hourly
Robert Half is seeking a Project Manager II / Scrum Master to support the Salesforce build and delivery team. This role operates in a fast‑paced, high‑pressure environment, managing three concurrent Salesforce releases at any given time. Success in this role requires exceptional communication, tight planning, strong data analysis, and the ability to provide clear visibility across complex, parallel efforts. Team & Environment<ul><li>Dedicated Scrum Team of 4–5 Salesforce Developers, QA, BA, and BSA</li><li>Highly process-driven and data-focused delivery model</li><li>Multiple workstreams and releases running simultaneously</li><li>Tight timelines with frequent change and shifting priorities</li></ul>What You’ll DoSalesforce Delivery & Release Management<ul><li>Plan, manage, and execute multiple concurrent Salesforce releases</li><li>Create detailed release and sprint plans spanning multiple epics and workstreams</li><li>Track scope, schedule, dependencies, and risks with precision and transparency</li><li>Ensure work is well-defined up front by partnering closely with business stakeholders and technical teams</li></ul>Scrum Leadership<ul><li>Facilitate all Agile ceremonies: Sprint Planning, Daily Stand‑ups, Backlog Refinement, Reviews/Demos, and Retrospectives</li><li>Maintain strong team cadence while balancing delivery pressure and sustainability</li><li>Act as the central point of coordination across developers, QA, business partners, and leadership</li></ul>Communication & Visibility (Critical)<ul><li>Provide clear, consistent, and highly detailed communication on progress, risks, and dependencies</li><li>Ensure stakeholders have real‑time visibility into delivery status, timelines, and tradeoffs</li><li>Proactively surface issues and lead conversations around impact, mitigation options, and next steps</li></ul>Data Analysis & Reporting<ul><li>Analyze delivery metrics (velocity, burn-down/up, capacity, LOE, risks) using JIRA, Domo, and other tools</li><li>Translate data into clear insights, explaining what it means, why it matters, and how risks will be mitigated</li><li>Produce accurate status reporting for leadership with actionable recommendations</li></ul>Planning & Dependency Management<ul><li>Identify, document, and actively manage cross-team and cross-release dependencies</li><li>Balance multiple priorities simultaneously in a highly dynamic environment</li><li>Ensure delivery plans account for capacity, complexity, and competing demands</li></ul>
2026-05-08T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
100000 - 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.
2026-05-07T00:00:00Z

Oracle Project Manager

Martinez, CA
onsite
Temporary to Hire
60 - 75 USD / Hourly
We are seeking an experienced Oracle Project Manager to lead the development, implementation, and execution of complex software applications supporting public infrastructure and operational systems. We are seeking an experienced, hands-on Oracle Project Manager to lead a small, multidisciplinary applications and GIS team through several concurrent, high-impact modernization initiatives. This Oracel Project Manager role combines technical leadership, project delivery, and strategic planning. The ideal Oracle Project Manager candidate will serve as the team’s subject-matter expert, establish a clear execution roadmap, and drive complex initiatives forward in a resource-constrained, public-sector environment. <ul><li>Oracle modernization, including a major migration from Oracle 12c to Oracle Cloud</li><li>Current confirmed usage: Oracle Forms & Reports</li><li>Exploration of Oracle APEX as a modernization path, with ambiguity around Oracle-supported migration approaches</li><li>ClickUp implementation for project and work management</li><li>Integration of an in-house Java-based request system with Oracle</li><li>GIS modernization, including:</li><li>Integration of GIS platforms with enterprise systems</li><li>Broader migration of GIS systems to the cloud</li></ul>
2026-05-13T00:00:00Z

Project Accountant

Fremont, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a detail-oriented Project Accountant to support the financial administration of projects in Fremont, California. This role works closely with operations and project teams to maintain accurate project records, support contract compliance, and help ensure reliable revenue and cost reporting. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage project-related financial activity in a fast-paced environment. Responsibilities: • Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately. • Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward. • Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations. • Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required. • Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished. • Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance. • Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues. • Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing. • Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management. • Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
2026-05-12T00:00:00Z

Project Accountant

West Sacramento, CA
onsite
Permanent / Full Time
31 - 34 USD / Hourly
Robert Half is looking for a detail-oriented Project Accountant for a well-established company. In this role, you will oversee financial processes for construction projects, ensuring accuracy and compliance with company policies and industry standards. This position is ideal for someone who thrives in a fast-paced environment and has a strong background in construction accounting. This is a direct hire position that will work in the office in West Sacramento. If you have additional questions, please call Lisa Cole at 916-649-0832. Responsibilities:• Manage project-related financial activities, including tracking budgets, expenses, and revenues.• Prepare accurate billing and invoicing for construction projects, ensuring timely submissions.• Maintain detailed financial records and ensure compliance with relevant accounting standards.• Collaborate with project managers to review financial performance and address discrepancies.• Generate reports that provide insights into project costs and profitability.• Ensure all financial transactions align with company policies and industry regulations.• Support audits by providing necessary documentation and explanations.• Assist in forecasting and analyzing financial data to support decision-making.• Coordinate with vendors and subcontractors to resolve billing and payment issues.• Monitor cash flow and ensure proper allocation of resources for ongoing projects.
2026-04-16T00:00:00Z

Workday Financials Project Manager

San Ramon, CA
remote
Temporary / Contract
115 - 135 USD / Hourly
Robert Half Management Resources is looking for an experienced Workday Financials Project Manager to lead a critical implementation for one of our clients on an interim basis. This long-term contract position offers the opportunity to shape key financial systems and processes, utilizing your expertise in Workday ERP solutions. Located in San Ramon, California, this role involves collaboration with cross-functional teams and stakeholders to deliver impactful results. Responsibilities:• Oversee the design, configuration, and testing of Workday Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, and Asset Management.• Partner with stakeholders to analyze business needs and translate them into optimized Workday financial processes.• Manage all phases of the implementation lifecycle, from planning and data conversion to testing and post-production support.• Provide strategic guidance and recommend best practices to ensure successful deployment and avoid common challenges.• Collaborate with integration and reporting teams to align functional designs with technical requirements.• Lead functional workstreams to ensure timely and accurate execution of project goals.• Develop and implement solutions that enhance financial operations and ensure compliance with organizational standards.• Facilitate cross-departmental communication to ensure seamless integration of Workday Financials with existing systems.• Identify risks and develop mitigation strategies to ensure project success.• Deliver training and support to end-users, ensuring smooth adoption of new systems.
2026-05-13T00:00:00Z