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34 results for Senior Financial Data Analyst in Stockton, CA

Senior Financial Analyst
  • Emeryville, CA
  • remote
  • Permanent
  • 110000.00 - 120000.00 USD / Yearly
  • <p>We are looking for a Senior Financial Analyst to join our team in Emeryville, California. In this role, you will play a vital part in analyzing financial data, creating detailed models, and providing actionable insights to support decision-making. The ideal candidate will bring expertise in financial analysis and modeling, coupled with a strong ability to interpret complex data and drive strategic recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and improve driver-based expense planning models; integrate into operating practices across Sales, Operations, Marketing, Finance, and Accounting.</li><li>Collaborate with business leaders to translate operational activities into financial forecasts and actionable insights.</li><li>Develop, monitor, and update annual budgets and forecasts throughout planning cycles.</li><li>Analyze and communicate cost variances during monthly reporting and support expense close processes (accruals, reclasses).</li><li>Prepare recurring financial reports using advanced modeling and analytics; maintain Workday Adaptive for efficiency.</li><li>Collect and present financial data for board reporting.</li><li>Advise cost center owners on expense coding for invoices, Concur, and journal entries.</li><li>Drive best practices and process improvements to enhance accuracy and productivity.</li><li>Build strong cross-functional relationships and handle ad hoc tasks as needed.</li></ul><p><br></p>
  • 2025-12-05T22:08:35Z
Senior Financial Analyst
  • Mountain View, CA
  • onsite
  • Temporary
  • 45.00 - 60.00 USD / Hourly
  • <p>The Senior Financial Analyst with automation expertise is responsible for advanced financial analysis, forecasting, and reporting while leveraging automation tools to streamline and enhance processes. This role will identify opportunities for efficiencies, lead automation initiatives, and support strategic decision-making with accurate, timely financial insights. The ideal candidate combines strong analytical abilities with hands-on experience implementing automation solutions within finance operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial reports, forecasts, and budgets to support business objectives.</li><li>Drive automation of financial reporting, data collection, and analytical processes using relevant platforms and technologies.</li><li>Develop and maintain dashboards and automated models for monitoring key performance indicators.</li><li>Identify and implement process improvements to enhance efficiency, accuracy, and productivity within the finance organization.</li><li>Collaborate cross-functionally to gather and synthesize data, supporting both routine and ad hoc reporting needs.</li><li>Participate in or lead automation-focused projects within finance, working closely with IT and business stakeholders.</li><li>Ensure compliance with internal policies and external regulations in reporting and analysis activities.</li><li>Present complex financial findings to executive leadership in a clear, actionable manner.</li></ul><p><br></p>
  • 2025-12-29T21:18:49Z
Sr. Financial Analyst
  • Rancho Cordova, CA
  • remote
  • Temporary
  • 34.00 - 38.50 USD / Hourly
  • <p>We are looking for a Senior Accountant to join our healthcare team. This is a long-term contract position offering an excellent opportunity for an experienced, detail-oriented individual to contribute to financial operations and analysis in a dynamic environment. The ideal candidate will leverage their expertise in accounting and finance to support month-end close processes, prepare detailed financial reports, and collaborate effectively with cross-functional teams.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely journal entries for the monthly general ledger close in adherence to established accounting principles and organizational procedures.</p><p>• Conduct detailed account reconciliations and balance sheet analysis, utilizing advanced knowledge of accounting.</p><p>• Develop and generate comprehensive financial reports, employing intermediate to advanced computer and software skills.</p><p>• Collaborate with department leaders and other staff to identify operational issues, recommend solutions, and monitor their implementation.</p><p>• Compile and analyze complex financial data for internal and external reporting purposes, including regulatory filings and audits.</p><p>• Oversee the financial close process for assigned hospitals, including accruals, variance analysis, communication with facility personnel, and final reporting.</p><p>• Actively participate in team efforts, fostering a collaborative environment to achieve departmental goals.</p><p>• Identify and resolve operational challenges by analyzing business practices and recommending efficiency improvements to the general ledger or other departments.</p><p>• Post routine journal entries independently, prioritize tasks to meet deadlines, and evaluate best practices for analytical reviews.</p><p>• Provide guidance and mentorship to team members, ensuring adherence to organizational policies and supporting their detail-oriented growth.</p>
  • 2025-12-24T18:38:42Z
Sr. Fund Operations & Data Analyst - Prestigious VC Firm
  • Palo Alto, CA
  • onsite
  • Permanent
  • 130000.00 - 160000.00 USD / Yearly
  • <p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect and explore this opportunity with you!</p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the intersection of fund operations, technology, and data analytics, ensuring systems and processes scale effectively as the organization grows. The ideal candidate combines financial expertise with strong technical skills in data management, automation, and platform implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain data pipelines and integrations across multiple systems to ensure accuracy and efficiency.</li><li>Develop dashboards and reporting frameworks to deliver actionable insights.</li><li>Drive process optimization through workflow automation in finance and operations.</li><li>Execute data migrations and platform upgrades as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
  • 2025-12-12T16:29:03Z
VC - Senior Fund Operations and Data Analyst
  • Palo Alto, CA
  • onsite
  • Permanent
  • 130000.00 - 160000.00 USD / Yearly
  • <p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
  • 2025-12-05T15:23:38Z
Financial Analyst
  • Folsom, CA
  • onsite
  • Temporary
  • 32.46 - 37.59 USD / Hourly
  • We are looking for an experienced Financial Analyst to join our team in Folsom, California. In this role, you will leverage your expertise to analyze complex financial data, create insightful reports, and support strategic decision-making processes. This is a long-term contract position offering an opportunity to work closely with various departments and contribute to impactful budgeting efforts.<br><br>Responsibilities:<br>• Consolidate budget spreadsheets from multiple California State departments and perform detailed analyses.<br>• Develop dynamic Power BI reports to present financial insights effectively.<br>• Monitor and evaluate budget variances by comparing actuals against forecasts.<br>• Assess legislation to determine potential budgetary implications.<br>• Integrate data from Access reports to generate comprehensive executive-level summaries.<br>• Collaborate with department heads to forecast budgetary requirements and provide access to relevant financial information.<br>• Conduct in-depth financial modeling and variance analysis to support operational goals.<br>• Utilize advanced data mining techniques to uncover actionable insights from complex datasets.<br>• Provide ad hoc financial analysis to support leadership in strategic planning.
  • 2025-12-10T20:28:48Z
Director of Finance
  • Oakland, CA
  • onsite
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
  • 2025-12-15T16:08:37Z
Senior Accountant
  • Mountain View, CA
  • onsite
  • Temporary
  • 45.00 - 55.00 USD / Hourly
  • <p><strong>Job Description:</strong></p><p>The Senior Accountant with automation and AI expertise is responsible for overseeing complex accounting functions and leveraging advanced technologies to improve efficiency in financial operations. This role focuses on automating routine accounting tasks, implementing AI-driven solutions for data analysis, and ensuring accurate, timely financial reporting. Key duties include managing the general ledger, supporting month-end and year-end close, driving process improvements, and collaborating with IT and finance teams to integrate technology into accounting workflows.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead automation initiatives to streamline accounting processes and reduce manual workload.</li><li>Design and maintain AI-driven financial models and analytics tools for enhanced decision-making.</li><li>Oversee month-end and year-end close activities, including journal entry review and account reconciliation.</li><li>Ensure accuracy and compliance of all financial data and reports.</li><li>Collaborate cross-functionally with technology, operations, and finance on system enhancements and technology adoption.</li><li>Identify and implement process improvements using automation and AI technologies.</li><li>Support audit processes and compliance requirements.</li><li>Provide mentorship to staff on the use of automation and AI tools in accounting.</li></ul><p><br></p>
  • 2025-12-29T21:03:55Z
Finance Analyst
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 28.00 - 29.00 USD / Hourly
  • <p><br></p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable packages on a bi-weekly basis, ensuring timely approvals and accurate coding of invoices.</p><p>• Oversee lease administration processes, including reviewing agreements and maintaining compliance with terms.</p><p>• Perform annual reconciliations, analyzing financial data and resolving discrepancies from January through June.</p><p>• Prepare and deliver accurate financial reports for a portfolio of clients and properties.</p><p>• Handle large data sets, utilizing Excel to organize, analyze, and present information effectively.</p><p>• Collaborate with team members to complete project-based financial tasks after reconciliation periods.</p><p>• Apply cash and accrual accounting principles to maintain accurate financial records.</p><p>• Communicate professionally with stakeholders, addressing inquiries and providing clear financial insights.</p><p>• Support problem-solving efforts by identifying and addressing issues within financial processes.</p><p>• Ensure compliance with organizational standards and procedures in all financial activities.</p>
  • 2025-12-09T16:04:38Z
Accounting Manager/Supervisor
  • Sacramento, CA
  • onsite
  • Contract / Temporary to Hire
  • 39.59 - 45.84 USD / Hourly
  • We are looking for a skilled Accounting Manager to join our team in Sacramento, California. In this Contract to permanent position, you will oversee critical financial operations, including payroll, accounts payable, and accounts receivable, while ensuring compliance with accounting standards and organizational policies. This role requires a results-driven, detail-oriented individual with strong leadership abilities to guide a team and support month-end and year-end financial processes.<br><br>Responsibilities:<br>• Lead and supervise team members handling payroll, accounts receivable, accounts payable, and revenue accounting functions.<br>• Review and approve timecards, vacation requests, and schedules for team members, ensuring adherence to company policies.<br>• Conduct performance evaluations, mentoring, and disciplinary actions for supervised staff.<br>• Manage payroll operations, including system troubleshooting, funding, and reviewing payroll data.<br>• Oversee accounts receivable processes, including data entry, collections, and reconciliation.<br>• Monitor accounts payable systems, approving payments, analyzing aging reports, and validating credit card transactions.<br>• Approve contract billing invoices and collaborate with program directors to manage budget allocations.<br>• Analyze and resolve general ledger discrepancies, errors, and reclassification needs.<br>• Provide support for internal and external audits, ensuring compliance with reporting requirements.<br>• Assist in training contract staff, maintaining accounting systems, and enhancing team performance through ongoing development.
  • 2025-12-17T21:34:11Z
Accounting Manager | Financial Services
  • Dublin, CA
  • remote
  • Permanent
  • 110000.00 - 145000.00 USD / Yearly
  • <p>lin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
  • 2025-12-20T00:19:07Z
Accounting Manager/Supervisor
  • Concord, CA
  • onsite
  • Permanent
  • 115000.00 - 120000.00 USD / Yearly
  • We are looking for an experienced Accounting Manager/Supervisor to lead our financial operations in Concord, California. This role requires a strategic thinker who can oversee accounting functions while ensuring compliance with financial regulations and organizational standards. The ideal candidate will excel in managing teams, analyzing financial data, and presenting accurate financial reports to stakeholders.<br><br>Responsibilities:<br>• Manage daily activities within the accounting department, ensuring smooth operations and adherence to organizational policies.<br>• Supervise accounts payable and receivable processes, general ledger maintenance, account reconciliations, and financial reporting systems.<br>• Implement and maintain internal controls to safeguard revenue, costs, and budget expenditures.<br>• Prepare accurate and timely financial statements and reports for review by stakeholders.<br>• Monitor and evaluate accounting data to identify trends and areas of improvement.<br>• Coordinate and oversee audit processes to ensure compliance with regulatory requirements.<br>• Align grant and program budgets with expenditures throughout the funding period, maintaining consistent financial oversight.<br>• Recruit, train, and mentor team members to encourage growth and enhance departmental capabilities.<br>• Develop and promote a positive work environment by strengthening communication and collaboration within the team.<br>• Present financial reports and insights to the board of directors when necessary.
  • 2025-12-09T19:18:53Z
Accounting Manager
  • Sacramento, CA
  • onsite
  • Temporary
  • 59.38 - 68.75 USD / Hourly
  • <p>We are looking for an experienced Accounting Manager. This role involves overseeing the financial operations of multiple investment entities, primarily focused on real estate and multifamily development projects. The ideal candidate will bring expertise in managing accounts and ensuring accurate financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Manage month-end close processes, ensuring timely and accurate completion.</p><p>• Maintain and reconcile the general ledger for multiple investment entities.</p><p>• Prepare detailed financial statements and support audits as needed.</p><p>• Handle account reconciliations and ensure data accuracy across systems.</p><p>• Record journal entries and oversee day-to-day accounting operations.</p><p>• Utilize QuickBooks Online and bill.com to manage financial workflows.</p><p>• Apply construction accounting principles to track and report on project costs.</p><p>• Oversee financial activities related to real estate and condominium investments.</p><p>• Collaborate with stakeholders to ensure compliance with financial regulations</p>
  • 2025-12-31T00:34:01Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
  • 2025-12-10T16:48:57Z
CFO
  • Sunnyvale, CA
  • onsite
  • Permanent
  • 250000.00 - 300000.00 USD / Yearly
  • <p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
  • 2025-12-15T22:08:37Z
Director/Manager Financial Reporting
  • Fremont, CA
  • onsite
  • Permanent
  • 180000.00 - 220000.00 USD / Yearly
  • We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
  • 2025-12-16T17:04:46Z
Sr. Relationship Manager | Wealth Management
  • Berkeley, CA
  • remote
  • Permanent
  • 140000.00 - 170000.00 USD / Yearly
  • <p>If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em></strong> is partnering with a high-growth, relationship-centered firm to identify a Sr. Relationship Manager to join their team.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
  • 2025-12-31T17:28:38Z
Revenue Operations Analyst
  • Mountain View, CA
  • onsite
  • Temporary
  • 32.00 - 45.00 USD / Hourly
  • <p>The Revenue Operations Analyst is responsible for supporting organizational forecasting, pipeline analytics, and margin analysis to drive strategic business decisions. This role works collaboratively with cross-functional teams and utilizes CRM and ERP systems such as NetSuite, SAP, and Salesforce to collect, analyze, and report on revenue-related data. The ideal candidate brings strong analytical skills, technical proficiency across enterprise platforms, and a proactive approach to process improvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze forecasts to support strategic planning and business growth initiatives.</li><li>Conduct pipeline analytics to identify sales trends, opportunities, and risks.</li><li>Perform margin analysis and present actionable insights to management.</li><li>Gather, interpret, and report data using CRM and ERP tools (NetSuite, SAP, Salesforce).</li><li>Partner with sales, finance, and operations teams to ensure data accuracy and reporting consistency.</li><li>Develop and maintain dashboards and reporting tools to enhance transparency and decision-making.</li><li>Participate in process improvement initiatives aimed at increasing operational efficiency.</li><li>Support month-end, quarter-end, and year-end revenue close processes.</li></ul><p><br></p>
  • 2025-12-29T21:24:03Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 140000.00 - 155000.00 USD / Yearly
  • <p>We are high-growth startup in the SaaS/AI space looking for an experienced Accounting Manager to oversee financial operations and ensure accuracy in all accounting processes. This role is based in San Francisco, California, and offers an opportunity to lead key functions such as general ledger management and month-end closings. The ideal candidate will bring a strong attention to detail and a commitment to maintaining compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional deliverables.</li><li>Review journal entries and account reconciliations prepared by internal teams and external partners.</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI reconciliations.</li><li>Ensure the accuracy and completeness of the general ledger across revenue, equity, expenses, and assets.</li><li>Oversee accounting for foreign entities, ensuring compliance with local GAAP and alignment with U.S. GAAP.</li><li>Review intercompany reconciliations and consolidation entries.</li><li>Collaborate with the Controller to prepare consolidated financial statements.</li><li>Support foreign currency remeasurement, translation adjustments, transfer pricing, and intercompany analyses.</li><li>Support technical accounting assessments related to revenue, equity, capitalization, and leases.</li><li>Draft technical accounting memos and compile supporting documentation.</li><li>Ensure accounting policies are effectively implemented within systems and operational workflows.</li><li>Support revenue processes and consistent application of ASC 606.</li><li>Review schedules and analyses prepared by senior accountants or external consultants.</li></ul>
  • 2025-12-16T00:58:41Z
Accounting Manager | Property | SF
  • San Francisco, CA
  • remote
  • Permanent
  • 95000.00 - 130000.00 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half’s Finance & Accounting practice is partnering with a leading real estate investment firm in San Francisco seeking a <strong>Senior Property Accountant. </strong>This role offers full ownership of day-to-day property accounting, lease administration, and project-related financial support in a collaborative, hands-on environment. You’ll work closely with a seasoned property management team and have exposure to construction, leasing, and renovation accounting as the property undergoes major upgrades.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Manage full-cycle property accounting and financial reporting.</li><li>Handle lease administration, CAM reconciliations, and tenant billings.</li><li>Support construction draws, project cost tracking, and lender reporting.</li><li>Collaborate with management to improve systems and processes.</li></ul><p><br></p>
  • 2025-12-26T23:13:52Z
Accounting Manager at Leading Financial Institution
  • East Bay, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>leading financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>This person will be build and <strong>optimize reconciliation processes</strong> across the organization. This role is ideal for someone who enjoys <strong>implementing technology solutions</strong> (like BlackLine), driving efficiencies, and strengthening internal controls. You’d report directly to the VP of Finance and have the opportunity to make a real impact on how the accounting function operates.</p><p> </p><p>They offer excellent benefits and a <strong>supportive culture that values growth and wellbeing</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-12-12T15:34:00Z
Accounting Manager – Growing REIT Organization
  • Emeryville, CA
  • onsite
  • Permanent
  • 135000.00 - 155000.00 USD / Yearly
  • <p><strong>Ready to Take the Next Step?</strong></p><p>If this opportunity aligns with where you want your career to go, apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong>—let’s connect and explore how this role can help you level up.</p><p><br></p><p><strong>Accounting Manager – Real Estate Development</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Accounting Manager</strong> to lead financial oversight across multiple real estate development projects. In this role, you’ll manage job cost accounting, budgeting, forecasting, and financial reporting while ensuring strong compliance and internal controls. You’ll work closely with project managers and senior leadership in a fast‑paced, evolving environment where each project brings new challenges and opportunities to grow.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Oversee job cost processes and maintain budget controls using the <strong>Yardi Voyager Job Cost</strong> module</li><li>Lead monthly and quarterly job cost meetings; provide reporting for sales transactions and cash flow forecasting</li><li>Review construction contracts for accuracy and compliance</li><li>Manage accruals, vendor setup, and contract closeouts</li><li>Support annual budgeting, quarterly reforecasts, and audit preparation</li><li>Research and document accounting treatments for complex or unusual transactions</li><li>Identify opportunities to enhance processes and strengthen internal controls</li></ul><p><br></p><p><strong>Why Join Us</strong></p><ul><li>Work on diverse, high‑impact projects shaping the future of real estate development</li><li>Collaborate with a forward‑thinking, entrepreneurial leadership team that values innovation</li><li>Benefit from clear growth opportunities in a rapidly expanding organization</li><li>Enjoy competitive compensation and a comprehensive benefits package</li></ul>
  • 2025-12-18T15:28:44Z
VP/Director of Finance
  • Sacramento, CA
  • onsite
  • Permanent
  • 100000.00 - 140000.00 USD / Yearly
  • <p>We are looking for an experienced Regional Finance Manager for an international company to lead financial operations, compliance, and reporting across its subsidiaries, to include Latin American countries. This strategic leadership role supports financial integrity, drives operational efficiency, and enables profitable business growth through sound financial management and regional oversight.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Oversee financial operations across subsidiaries, ensuring compliance with internal policies, local regulations, and international accounting standards.</li><li>Supervise and support local finance teams in areas such as budgeting, internal controls, financial planning, and reporting.</li><li>Ensure accurate and timely reporting of financial results, capital expenditures, and cash flow; analyze variances against forecast and budget.</li><li>Manage tax, audit, treasury, and financial compliance processes across the region in coordination with global finance leadership.</li><li>Enforce strong internal controls and implement risk mitigation practices including segregation of duties and cybersecurity awareness.</li><li>Support intercompany transactions and transfer pricing compliance aligned with local tax regulations.</li><li>Drive finance-related digital transformation initiatives and system implementations to improve data accuracy, reporting speed, and operational efficiency.</li><li>Provide strategic financial insights and recommendations to enhance profitability, optimize working capital, and manage foreign exchange exposure.</li><li>Monitor key performance indicators (KPIs) including revenue growth, ROI, DSO, and net cash position; utilize tools such as Microsoft Excel for modeling, analysis, and reporting.</li><li>Lead and mentor a regional finance team, fostering professional development, continuous improvement, and cross-functional collaboration.</li></ul><p><br></p>
  • 2025-12-05T15:18:37Z
Accounting Manager
  • Gold River, CA
  • onsite
  • Permanent
  • 100000.00 - 110000.00 USD / Yearly
  • <p>We are looking for a skilled Accounting Manager to oversee financial operations and reporting for multiple entities in Gold River, California. This role requires an experienced and detail-oriented individual with expertise in complex accounting processes, budgeting, and compliance. The ideal candidate will excel in leadership, process improvement, and providing strategic financial insights.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounting operations across multiple entities, ensuring accurate oversight of accounts payable, accounts receivable, and general ledger activities.</p><p>• Prepare and review financial statements, including profit-and-loss reports, expense documentation, and consolidated financial summaries.</p><p>• Develop comprehensive budgets and monitor financial performance through monthly, quarterly, and annual reporting.</p><p>• Conduct internal audits to ensure compliance with policies and tax regulations, maintaining precision in recordkeeping.</p><p>• Analyze and refine accounting workflows to enhance efficiency and resolve discrepancies, including historical transaction cleanup.</p><p>• Supervise specialized accounting tasks such as journal entries, accruals, amortizations, and depreciation.</p><p>• Oversee complex financial transactions related to real estate, including self-funded loans and partner capital sales.</p><p>• Mentor and lead the accounting team, fostering a culture of accountability and detail-oriented development.</p><p>• Collaborate with senior leadership to deliver strategic insights and financial guidance.</p><p>• Prepare and maintain multi-entity cash flow forecasts to ensure optimal financial planning.</p><p><br></p><p>If you possess the above skills and experience and are looking for a great opportunity to work for a quickly growing company, please send your resume through LinkedIn to Howard Santos today!</p>
  • 2025-12-12T15:34:00Z
Accounting Manager | RE Development
  • Oakland, CA
  • remote
  • Permanent
  • 135000.00 - 165000.00 USD / Yearly
  • <p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p>
  • 2025-12-20T00:19:07Z
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