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38 results for Regulatory Reporting Manager in Stockton, CA

Human Resources (HR) Manager

Mountain View, CA
onsite
Permanent / Full Time
150000.00 - 180000.00 USD / Yearly
HR Compliance ManagerWe are looking for an experienced HR Compliance Manager for a fast growing global company. This role connects HR, legal, payroll, and operational teams to strengthen employee data governance, maintain regulatory readiness, and support a positive workplace experience. The ideal candidate will bring deep knowledge of employment compliance, benefits administration, and audit preparation while building reliable processes that scale with the organization. Responsibilities:• Direct the company’s employment eligibility verification program, including reverification activities, record retention, and periodic internal reviews.• Coordinate with cross-functional partners to prepare People-related controls, documentation, and reporting for external compliance audits.• Develop and maintain a yearly compliance schedule covering required training, policy refreshes, and employee handbook updates.• Conduct position classification assessments and exempt status reviews in collaboration with legal and payroll stakeholders.• Track changes in federal and state employment laws and translate them into updated policies, onboarding content, and operational practices.• Oversee policy publication, handbook review cycles, acknowledgment collection, and related documentation management.• Prepare required benefits and employment compliance filings, respond to audit requests, and compile supporting records for internal and external reviews.• Partner with payroll, brokers, facilities, and people operations teams to support wage and hour compliance, benefits reporting accuracy, workplace compliance standards, and data integrity improvements.
2026-09-02T23:48:40Z

Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
110000.00 - 155000.00 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and help maintain accurate, timely financial reporting for our Oakland, California team. This position will oversee key close activities, strengthen general ledger integrity, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to guide processes in a fast-paced environment. Responsibilities:<ul><li>Support daily accounting functions, including ledger maintenance, reconciliations, journal entries, and financial close activities.</li><li>Help prepare accurate financial statements and ensure adherence to GAAP, company policies, and internal controls.</li><li>Assist with product costing, inventory valuation, variance analysis, and inventory reconciliations.</li><li>Evaluate labor, materials, overhead, and production performance to identify efficiency improvements and cost reductions.</li><li>Collaborate with Operations and Finance teams to enhance profitability and optimize processes.</li><li>Serve as a key user of ERP, MRP, and related business systems.</li><li>Contribute to budgeting, forecasting, financial analysis, cash flow planning, and management reporting.</li><li>Monitor business performance and provide insights to support decision-making.</li><li>Assist with audits, tax compliance, regulatory reporting, and maintenance of accurate financial records and documentation.</li></ul>
2026-09-11T15:33:45Z

Senior Accountant | Credit Union

Dublin, CA
remote
Permanent / Full Time
80000.00 - 90000.00 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a well-established, community-focused financial institution seeking a Senior Accountant to join its Finance team. Reporting directly to the VP Controller, this role will take ownership of key accounting and reporting functions while supporting the continued growth and improvement of the Finance organization. This is also a great opportunity for someone who wants to grow into a future management or leadership role. What You’ll Do<ul><li>Own key components of the month-end close, including complex reconciliations and GL analysis.</li><li>Prepare monthly and quarterly financial reporting and support regulatory reporting.</li><li>Perform reconciliations for Federal Reserve, Federal Home Loan Bank, AP, and other significant accounts.</li><li>Review and reconcile daily GL activity involving organizational funds movement.</li><li>Assist with external audits, regulatory examinations, and required filings.</li><li>Partner closely with the VP Controller and Finance team on accounting initiatives.</li><li>Identify opportunities to improve processes, controls, and automation within the accounting function.</li></ul>
2026-09-10T02:03:49Z

Controller

Berkeley, CA
onsite
Permanent / Full Time
180000.00 - 200000.00 USD / Yearly
We are looking for a detail-oriented Controller to support document-focused operations for a non-profit organization in Berkeley, California. This role is centered on maintaining accurate records, organizing high-volume files, and ensuring important materials are properly scanned, compiled, and controlled. The ideal candidate brings a methodical approach, strong organizational skills, and the ability to handle sensitive documentation with care and precision. Responsibilities:<ul><li>Oversee accounting operations, including AP/AR, payroll, general ledger, cash management, fixed assets, and purchasing.</li><li>Lead financial reporting, month-end/year-end close, fund accounting, and GAAP-compliant financial statements.</li><li>Manage grant billing, revenue recognition, collections, and compliance with government funding requirements.</li><li>Coordinate audits, tax filings, regulatory reporting, and maintain audit-ready financial records.</li><li>Oversee cost allocation methods, indirect rates, and program cost compliance.</li><li>Strengthen internal controls, financial processes, and system efficiencies to improve reporting and accountability.</li><li>Supervise and develop accounting staff while promoting strong financial stewardship and continuous improvement.</li></ul>
2026-08-21T16:08:46Z

Payroll Supervisor

Emeryville, CA
onsite
Permanent / Full Time
110000.00 - 120000.00 USD / Yearly
We are looking for an experienced Payroll Supervisor to oversee accurate and timely payroll operations for a large, multi-state workforce in California. This position plays a key role in managing end-to-end payroll activities, maintaining compliance with applicable regulations, and supporting a dependable payroll process for employees across the organization. The ideal candidate brings strong technical expertise, sound judgment, and the ability to guide payroll administration in a high-volume environment. Responsibilities:<ul><li>Administer payroll for a workforce of roughly 200 employees, ensuring accurate and timely processing</li><li>Coordinate employee onboarding, including new hire documentation and system setup</li><li>Prepare and submit certified payroll reports while maintaining compliance requirements</li><li>Support field operations by managing mobile devices, phones, and other technology-related needs</li><li>Generate workforce and labor hour reports for management review</li><li>Process wage garnishments, child support deductions, and other payroll-related withholdings</li><li>Handle employment verification inquiries and related documentation requests</li><li>Manage employee leave and disability claim administration</li><li>Assist with benefits audits by validating employee data and supporting compliance efforts</li><li>Prepare and submit workers’ compensation documentation and reporting</li><li>Provide documentation and administrative support for audit and compliance-related projects</li></ul>
2026-08-27T20:48:54Z

Senior Accountant - Financial Institution

Livermore, CA
onsite
Permanent / Full Time
80000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Accountant | Credit Union | East Bay; Hybrid Join a stable, growing financial institution with a collaborative culture and strong employee tenure. This is an excellent opportunity to join a respected finance team with long-term career growth and strong exposure across accounting and reporting. Reporting to the VP Controller, you'll take ownership of key accounting functions and gain visibility across the organization. The role offers hybrid flexibility, strong work-life balance, competitive compensation + bonus, robust retirement benefits, and a clear path toward future leadership. Responsibilities<ul><li>Lead month-end close, GL reconciliations, and account analysis</li><li>Prepare monthly and quarterly financial reporting</li><li>Support regulatory reporting, audits, and examinations</li><li>Reconcile key accounts and analyze daily GL activity</li><li>Partner with the VP Controller and finance team</li><li>Identify opportunities for process improvement and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T01:28:38Z

Credit Union Senior Accountant

Livermore, CA
remote
Permanent / Full Time
80000.00 - 95000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Accountant | Credit Union | East Bay; Hybrid Join a stable, growing financial institution with a collaborative culture and strong employee tenure. This is an excellent opportunity to join a respected finance team with long-term career growth and strong exposure across accounting and reporting. Reporting to the VP Controller, you'll take ownership of key accounting functions and gain visibility across the organization. The role offers hybrid flexibility, strong work-life balance, competitive compensation + bonus, robust retirement benefits, and a clear path toward future leadership. Responsibilities<ul><li>Lead month-end close, GL reconciliations, and account analysis</li><li>Prepare monthly and quarterly financial reporting</li><li>Support regulatory reporting, audits, and examinations</li><li>Reconcile key accounts and analyze daily GL activity</li><li>Partner with the VP Controller and finance team</li><li>Identify opportunities for process improvement and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T01:34:03Z

Accounting Manager

Hayward, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for the organization in Hayward, California. This role oversees close activities, maintains the integrity of the general ledger, and supports audit readiness through strong controls and detailed analysis. The ideal candidate brings sound technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to guide a high-performing accounting function. Responsibilities:<ul><li>Provide general ledger support and guidance to accounting staff</li><li>Reconcile operating bank accounts and investigate discrepancies</li><li>Support project-related regulatory and contract compliance requirements</li><li>Manage customer billing, collections, and cash application activities</li><li>Process, reconcile, and monitor corporate credit card transactions</li><li>Administer certified payroll submissions and labor compliance documentation</li><li>Prepare and maintain union reports and related records</li><li>Coordinate and submit OCIP reporting requirements</li><li>Serve as backup support for payroll processing functions</li><li>Handle annual 1099 preparation and filing activities</li><li>Deliver training and system assistance for Vista/Viewpoint users</li></ul>
2026-08-27T16:28:48Z

Client Services Leader

Walnut Creek, CA
onsite
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience. The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization. The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience. Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul>
2026-09-03T21:18:45Z

Accounting Manager

Union City, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 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
2026-09-08T17:38:40Z

Controller

Oakland, CA
onsite
Permanent / Full Time
130000.00 - 160000.00 USD / Yearly
Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement. Responsibilities:• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.
2026-08-13T17:48:46Z

Tax Manager - Corporate

Turlock, CA
onsite
Permanent / Full Time
108318.00 - 150000.00 USD / Yearly
We are looking for a Corporate Tax Manager to lead tax planning, compliance, and reporting activities for a multi-entity agricultural organization in Turlock, California. This role is suited for a detail-oriented tax specialist who can navigate federal and state income tax matters as well as indirect tax obligations while supporting accurate, timely filings. The position works closely with internal finance teams and external advisors to strengthen tax processes, maintain compliance, and provide practical guidance on entity-level tax matters. Responsibilities: • Oversee preparation and review of corporate tax returns, income tax provisions, and related filings across multiple legal entities. • Manage federal, state, and indirect tax compliance activities, ensuring deadlines are met and documentation is complete and accurate. • Partner with outside tax advisors and audit teams to support filings, examinations, and technical tax matters. • Analyze tax positions, research regulatory changes, and recommend actions that align with business operations and reporting requirements. • Support entity formation and structural changes by evaluating tax implications and coordinating required registrations and filings. • Improve tax workflows through effective use of tax software and process automation tools, including CCH applications where applicable. • Maintain organized tax records, reconciliations, and supporting schedules to strengthen reporting accuracy and audit readiness. • Collaborate with accounting and finance teams to gather data, resolve issues, and provide tax guidance relevant to agricultural and related business activities.
2026-09-04T13:58:37Z

AML Manager

San Ramon, CA
onsite
Temporary / Contract
51.46 - 59.59 USD / Hourly
We are looking for an experienced AML Manager to lead a team supporting financial crime compliance efforts in San Ramon, California. This Long-term Contract position is suited for a detail-oriented individual who can guide analysts, strengthen investigative quality, and help maintain a strong Bank Secrecy Act and anti-money laundering control environment. The ideal candidate brings proven leadership experience, sound judgment in suspicious activity review, and the ability to drive consistent performance across a high-volume monitoring function. Responsibilities: • Lead, coach, and oversee a team of 8 to 10 AML analysts, setting clear expectations and promoting strong execution across daily casework. • Review team output to ensure investigations, alerts, and escalations are handled accurately, thoroughly, and within required timeframes. • Provide direction on suspicious activity analysis and support the preparation and quality review of Suspicious Activity Reports. • Partner with compliance and operations stakeholders to maintain effective AML and BSA monitoring practices and resolve workflow issues. • Use Actimize Suspicious Activity Monitoring to supervise alert management activities and improve case handling consistency. • Track individual and team performance, deliver feedback, and develop analysts to build a high-performing and accountable unit. • Support procedural updates, training efforts, and process improvements that strengthen regulatory compliance and investigative quality. • Escalate significant financial crime concerns, emerging risk patterns, and control gaps to appropriate leadership teams. • Help manage operational priorities, coverage needs, and reporting metrics to ensure smooth execution of program objectives.
2026-09-10T17:13:44Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T23:38:42Z

Payroll Manager

San Francisco Bay Area, CA
onsite
Permanent / Full Time
165000.00 - 185000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS PAYROLL MANAGER We are looking for an experienced and driven Payroll Manager to lead and enhance the payroll operations for a well-established healthcare organization. This role requires an individual with a strong background in payroll systems, compliance, and team leadership, who can embrace technological advancements and process improvements. The successful candidate will play a pivotal role in ensuring accurate and timely payroll processing while maintaining compliance with all applicable laws and regulations. Responsibilities:• Supervise and mentor a team of 5 payroll specialists to ensure efficient and accurate payroll operations.• Oversee payroll processing for the organization, ensuring compliance with federal, state, and local tax laws and labor regulations.• Collaborate closely with HR and Finance departments to align compensation policies, benefits deductions, and reporting practices.• Review, audit, and approve payroll reports and reconciliations for accuracy and completeness.• Maintain and optimize payroll systems, recommending and implementing software upgrades as needed.• Address and resolve employee payroll inquiries, discrepancies, and concerns in a timely manner.• Ensure timely submission of payroll-related filings and reports to regulatory agencies.• Develop and implement payroll policies and procedures to improve efficiency and ensure compliance.• Stay updated on changes in payroll regulations and best practices to keep the organization compliant.
2026-09-02T23:48:40Z

Tax Director/Manager - Corporate

Turlock, CA
onsite
Permanent / Full Time
149080.00 - 210000.00 USD / Yearly
We are looking for an accomplished corporate tax leader to guide tax planning, compliance, and risk management for a complex, multi-entity organization in Turlock, California. This role is ideal for a strategic specialist who can combine technical tax expertise with sound business judgment and effective executive communication. The position will partner closely with senior leadership to support enterprise decisions, strengthen tax processes, and help the business navigate federal, state, and indirect tax matters with confidence. Responsibilities: • Direct the company’s corporate tax function across multiple entities, ensuring alignment with business objectives and regulatory obligations. • Lead the preparation, review, and oversight of federal and state income tax filings, provisions, and related reporting activities. • Provide strategic guidance on indirect tax matters while identifying opportunities to improve tax efficiency and reduce exposure. • Advise executive stakeholders on the tax implications of business initiatives, organizational changes, and long-term planning decisions. • Support transaction activity such as mergers, acquisitions, asset divestitures, and financing arrangements by assessing tax consequences and recommending practical solutions. • Strengthen tax controls, reporting workflows, and compliance processes to improve accuracy, consistency, and operational effectiveness. • Collaborate with finance and cross-functional teams on tax-related system enhancements, process automation efforts, and implementation activities when applicable. • Monitor legislative and regulatory developments and translate changes into actionable guidance for the organization.
2026-09-04T13:58:37Z

Benefits Manager

San Jose, CA
remote
Temporary / Contract
52.00 - 58.00 USD / Hourly
CONTRACT ROLE: Estimated 3-6 months We are looking for an experienced Benefits Manager to support a client with a contract opportunity, to help provide interim support in benefits, LOA, and lead open enrollment during the estimated 3-6 months coverage period. The client is located in the SF Bay Area and needs someone to work Pacific Standard Time hours, 8:00am to 5:00pm. This role will oversee day-to-day benefits operations, employee communications, leave coordination, and compliance activities while helping ensure a smooth and accurate experience for employees. The ideal candidate brings strong knowledge of benefits administration, open enrollment, vendor partnership, and regulatory requirements, along with the ability to manage multiple priorities in a fast-paced environment. Responsibilities:• Lead benefits onboarding activities for new employees and coordinate annual enrollment efforts, including creating and delivering clear informational materials.• Oversee benefit plan participation updates, qualifying life event changes, and eligibility administration to maintain accurate employee records.• Maintain benefit and payroll documentation while working closely with payroll partners to verify deductions and resolve data discrepancies.• Serve as a primary point of contact for insurance carriers, external administrators, and other benefit vendors to address service issues and support accurate plan administration.• Coordinate leave-related processes, including family, medical, and disability absences, in collaboration with designated leave management partners.• Administer workers’ compensation activities and facilitate ergonomic accommodation requests for employees as needed.• Perform billing reviews, reconciliation activities, compliance reporting, and required filings to ensure deadlines and financial accuracy are met.• Monitor adherence to applicable federal, state, and local benefit regulations by conducting routine audits and supporting compliant administrative practices.• Partner with HR leadership to assess benefit offerings, respond to workforce needs, and support programs aligned with business objectives.
2026-08-19T20:24:08Z

Asset Manager

Stockton, CA
onsite
Temporary / Contract
27.55 - 31.90 USD / Hourly
We are looking for an experienced Property Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards. Responsibilities:• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements. For immediate consideration please call Cortney at 209-225-2014
2026-08-26T17:33:47Z

Controller

El Dorado Hills, CA
onsite
Permanent / Full Time
140000.00 - 175000.00 USD / Yearly
Lisa Cole with Robert Half is currently looking for an experienced Controller to lead the company’s accounting function and provide reliable financial guidance to senior leadership for a company near the El Dorado Hills area. This position plays a central role in maintaining accurate reporting, strengthening financial controls, and delivering insights that support sustainable growth and sound decision-making. The ideal candidate brings strong leadership, hands-on technical accounting expertise, and the ability to improve systems and processes in a project-driven environment. Responsibilities:• Direct day-to-day accounting activities across the general ledger, payables, receivables, payroll, fixed assets, cash activity, and the full close process.• Produce timely financial statements, management reports, and performance analysis that help executives evaluate business results and make informed decisions.• Lead the annual budgeting cycle, ongoing forecasting, cash planning, and financial modeling to support operational and strategic priorities.• Establish and maintain strong internal controls, accounting procedures, and compliance practices aligned with applicable regulatory requirements.• Manage relationships with external auditors and tax partners, and oversee filings and reporting obligations at the federal, state, and local levels.• Supervise project-based accounting activities, including job costing, revenue recognition, and percentage-of-completion reporting for operational workstreams.• Serve as the primary accounting owner for QuickBooks Online and NetSuite, advancing automation, reporting capabilities, and process efficiency.• Collaborate with executive leadership on profitability improvement, business performance, and growth-related initiatives, including potential acquisitions.• Build, coach, and develop the accounting team while promoting accountability, collaboration, and continuous improvement across the function.
2026-09-11T13:13:36Z

Senior Property Manager

Palo Alto, CA
onsite
Temporary / Contract
35.00 - 40.00 USD / Hourly
Senior Property ManagerPosition OverviewWe are seeking an experienced Senior Property Manager to oversee the day-to-day operations, financial performance, maintenance, and tenant relations for a portfolio of residential and/or commercial properties. The ideal candidate will possess strong property management expertise, financial acumen, and exceptional organizational skills. This role is responsible for protecting and enhancing property value while ensuring operational efficiency, regulatory compliance, and a positive tenant experience.Key ResponsibilitiesProperty Operations & Tenant Relations<ul><li>Oversee the daily operations, administration, maintenance, and improvement of assigned properties.</li><li>Serve as the primary point of contact for tenants and resolve complaints, concerns, and service requests in a timely and professional manner.</li><li>Conduct regular property inspections and oversee vacant unit readiness.</li><li>Ensure tenant satisfaction while maintaining compliance with property policies and lease terms.</li><li>Respond to emergencies and coordinate timely resolution of property-related issues.</li></ul>Financial Management<ul><li>Develop, manage, and monitor annual property operating budgets.</li><li>Analyze financial performance, identify variances, and implement corrective actions as needed.</li><li>Oversee rent collection, accounts receivable, and delinquency management.</li><li>Review and approve invoices, payables, and operating expenses.</li><li>Prepare and present monthly, quarterly, and annual financial reports.</li><li>Perform account reconciliations and support month-end close activities.</li><li>Assist with forecasting, expense management, and long-term asset planning.</li></ul>Leasing & Asset Management<ul><li>Manage lease administration, renewals, amendments, and tenant communications.</li><li>Support leasing efforts by preparing lease agreements and negotiating lease terms when necessary.</li><li>Maximize occupancy levels and optimize property performance.</li><li>Monitor market trends and provide recommendations to enhance asset value and competitiveness.</li></ul>Maintenance & Vendor Management<ul><li>Oversee building maintenance programs and capital improvement projects.</li><li>Manage vendor relationships and negotiate service contracts.</li><li>Ensure preventative maintenance programs are executed effectively.</li><li>Supervise third-party contractors and maintenance providers to ensure quality service delivery.</li></ul>Compliance & Risk Management<ul><li>Ensure compliance with federal, state, and local regulations governing property operations.</li><li>Enforce property policies, procedures, and occupancy requirements.</li><li>Coordinate security measures, safety programs, and emergency response procedures.</li><li>Identify and mitigate operational and financial risks.</li></ul>
2026-09-09T17:48:39Z

Client Service Manager - RIA

Walnut Creek, CA
remote
Permanent / Full Time
100000.00 - 130000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support. Responsibilities<ul><li>Lead, mentor, and develop the Client Service Associate team </li><li>Oversee day-to-day client service and operational workflows </li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve scalable processes, procedures, and controls </li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including CRM, reporting, and workflow platforms </li><li>Drive automation, systems improvements, and AI-enabled initiatives </li><li>Help build the operational infrastructure to support continued firm growth </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-11T00:03:46Z

Corporate Controller

Fairfield, CA
onsite
Permanent / Full Time
160000.00 - 200000.00 USD / Yearly
We are looking for an experienced Corporate Controller to lead the organization’s financial operations and provide strategic guidance that supports long-term business growth. Based in Solano County, California, this role will oversee core accounting and reporting activities while delivering timely insights to executive leadership and the board. The ideal candidate brings strong technical accounting expertise, sound business judgment, and the ability to work effectively with leaders and employees across a range of functions and environments. Responsibilities:• Direct the company’s financial planning efforts by shaping budgets, forecasts, and long-range strategies that align with business objectives.• Manage day-to-day accounting operations, ensuring accurate records, reliable reporting, and well-coordinated month-end, quarter-end, and year-end close activities.• Produce and present financial statements and management reports that give leadership clear visibility into performance, trends, and key risks.• Oversee liquidity planning by tracking cash position, evaluating capital needs, and maintaining productive relationships with banking partners.• Establish and strengthen financial controls, policies, and procedures to protect company assets and support consistent compliance practices.• Coordinate external audits, tax-related activities, and advisor relationships while ensuring adherence to applicable federal, state, and local regulations.• Evaluate financial results and translate data into practical recommendations that improve efficiency, profitability, and decision-making.• Partner with senior leadership on strategic initiatives such as investments, acquisitions, business expansion, and board-level financial presentations.• Supervise finance-related administrative functions, which may include payroll, benefits coordination, insurance renewals, risk oversight, and lender reporting obligations.• Lead, develop, and mentor accounting and finance team members while building effective working relationships with both executive stakeholders and operational staff.
2026-09-03T16:38:42Z

Controller

Sacramento, CA
onsite
Temporary / Contract
60.00 - 70.00 USD / Hourly
We are looking for an experienced Controller to provide financial leadership for a multi-entity organization based in Sacramento, California. This Long-term Contract position will oversee accounting operations, strengthen reporting and compliance practices, and support financial planning in partnership with executive leadership. The role offers the opportunity to guide a growing finance function, manage complex entity structures, and deliver clear financial insight that supports strategic decisions. Responsibilities: • Partner closely with the Chief Financial Officer to shape financial plans, evaluate performance, and support organization-wide decision-making. • Direct budgeting and forecasting activities across multiple entities, ensuring financial plans reflect operational priorities and long-term objectives. • Oversee monthly, quarterly, and annual close processes while delivering accurate financial statements and management reports on schedule. • Manage day-to-day accounting operations, including cash oversight, reconciliations, and controls designed to protect assets and reduce risk. • Coordinate external audit and tax preparation activities, serving as the primary contact for auditors and outside advisors throughout the year-end process. • Lead the preparation and filing of required federal, state, and other regulatory reports, including tax and information returns for applicable entities. • Strengthen accounting policies, workflows, and system utilization within Sage Intacct to improve efficiency, compliance, and scalability. • Supervise and develop the finance team by setting expectations, monitoring performance, and providing coaching and training opportunities. • Present financial updates and analysis to leadership, boards, and committees while supporting the distinct needs of nonprofit, political, and for-profit entities.
2026-08-25T00:28:43Z

Director of Finance

Angels Camp, CA
onsite
Permanent / Full Time
160000.00 - 200000.00 USD / Yearly
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 Responsibilities:• Lead the organization’s financial operations, ensuring sound accounting practices and compliance with applicable regulatory and funding standards.• Collaborate with executive leadership and the board to support financial strategy, capital planning, and growth initiatives across programs and services.• Establish and maintain strong internal controls, fiscal procedures, and quality assurance measures that protect organizational assets and support accurate reporting.• Direct payroll oversight and monitor accounts receivable, collections, adjustments, and balancing processes to maintain financial accuracy and cash flow integrity.• Oversee the financial administration of grants and contracts, including ongoing monitoring, reporting, and communication with funding agencies.• Prepare and review required government and program filings, including cost reports, tax submissions, and compliance documentation related to healthcare funding programs.• Supervise finance, billing, and credentialing team functions, providing leadership, accountability, and operational guidance across departments.• Develop annual operating budgets, support budget creation for new proposals, and review periodic financial statements for executive and board-level reporting.• Coordinate the annual independent audit, maintain fiscal policies and procedures, and support insurance, investment, and employee benefit plan financial matters.• 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.
2026-08-26T22:48:40Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T21:28:37Z