Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2026 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

19 results for Senior Financial Data Analyst in Stockton, CA

Senior Financial Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 50 - 65 USD / Hourly
  • <p>We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives.</li><li>Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes.</li><li>Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations.</li><li>Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions.</li><li>Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities.</li><li>Monitor financial performance against plan and identify key business drivers, risks, and opportunities.</li><li>Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency.</li><li>Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance.</li><li>Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making.</li><li>Identify opportunities to improve profitability and operational effectiveness.</li><li>Translate complex financial information into concise recommendations and presentations for executive stakeholders.</li><li>Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives.</li><li>Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities.</li></ul>
  • 2026-06-03T00:00:00Z
Senior Cost Accountant
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • We are looking for an experienced Senior Cost Accountant to join a manufacturing finance team in Livermore, California. This position supports a global organization serving the semiconductor and advanced technology sectors, with a strong focus on cost accuracy, inventory valuation, and financial insight for production activities. The role works closely with operations and finance partners to strengthen reporting, support close activities, and improve visibility into manufacturing performance.<br><br>Responsibilities:<br>• Lead the maintenance and refinement of standard cost models for materials, labor, and overhead to support accurate product costing.<br>• Oversee inventory valuation for raw materials, work in process, and finished goods, ensuring financial records reflect operational activity accurately.<br>• Complete month-end cost accounting tasks, including journal entries, account reconciliations, and close-related analysis.<br>• Review manufacturing results by analyzing production variances, purchase price fluctuations, and work order performance to identify key cost drivers.<br>• Collaborate with operations teams to evaluate plant performance, interpret financial trends, and support informed business decisions.<br>• Assess inventory exposure by identifying slow-moving, excess, or obsolete stock and contributing to reserve calculations.<br>• Support budgeting and forecasting for cost of goods sold, manufacturing expenses, and other plant-related financial measures.<br>• Participate in physical inventory activities, audit preparation, and internal control reviews while helping improve cost accounting and inventory processes, including transition support and knowledge transfer where needed.
  • 2026-06-08T00:00:00Z
Senior Cost Accountant
  • Pleasanton, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 111000 USD / Yearly
  • We are looking for a Senior Cost Accountant to join our team in Pleasanton, California. In this role, you will be responsible for overseeing standard costing systems, analyzing production variances, and providing actionable financial insights to enhance profitability and operational efficiency. You will collaborate closely with plant leadership and cross-functional teams to ensure accurate cost data, inventory management, and compliance with industry regulations.<br><br>Responsibilities:<br>• Analyze and report on production costs, including raw materials, labor, and overhead, to support financial decision-making.<br>• Prepare monthly cost reports and provide insights to plant leadership and finance teams.<br>• Investigate variances between standard and actual costs, offering detailed explanations and recommendations.<br>• Monitor and reconcile inventory balances, ensuring accurate valuation in line with accounting standards.<br>• Maintain and update Bills of Materials (BOMs) in partnership with production teams.<br>• Assist in creating annual budgets and rolling forecasts for manufacturing costs.<br>• Contribute to cost projections for new product launches and trials to support strategic planning.<br>• Identify opportunities for cost-saving and efficiency improvements within production processes.<br>• Ensure compliance with internal controls, industry standards, and company policies.<br>• Support audits related to manufacturing costs and assist in maintaining accurate financial records.
  • 2026-06-12T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>Amanda Warren is looking for a Financial Analyst to join a great team in Sacramento, California. In this role, you will turn financial and operational information into clear insights that support planning, accountability, and sound business decisions. This position also contributes to core accounting activities, budgeting support, and compliance-related reporting in a mission-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial and operational data from the general ledger and related systems to identify patterns, explain performance, and deliver reports, dashboards, and visual summaries for leadership.</p><p>• Build recurring and on-demand financial models, forecasts, and variance analyses that help guide planning and resource allocation decisions.</p><p>• Provide cross-functional accounting support by serving as backup for accounts payable, accounts receivable, and payroll processes while helping ensure accurate ledger coding across multiple cost centers and allocation structures.</p><p>• Prepare journal entries, complete account reconciliations, and assist with month-end close activities to strengthen accuracy and internal controls.</p><p>• Support year-end financial close and contribute to audit preparation, tax-related filings, Form 990 support, and other finance projects as needed.</p><p>• Partner with budget and grant-related stakeholders to develop budgets, monitor spending against funding requirements, and produce financial reporting for grant activity.</p><p>• Build effective working relationships across departments by communicating financial information clearly and establishing trust with employees at all organizational levels.</p><p>• Monitor developments, trends, and process improvement opportunities that may reduce costs, improve reporting quality, or strengthen financial operations.</p><p>• Represent the finance function at organization events and complete additional assignments in support of departmental and organizational needs.</p>
  • 2026-06-01T00:00:00Z
Senior Accountant
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 95000 - 110000 USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to join our team in Lafayette, California. In this role, you will play a key part in ensuring accurate financial reporting and maintaining the integrity of accounting records. Your expertise will contribute to the smooth execution of month-end processes and reconciliation tasks.</p><p><br></p><p>Responsibilities:</p><p>• Complete detailed account reconciliations and analyses, promptly resolving discrepancies and ensuring timely entry of all transactions.</p><p>• Maintain compliance with GAAP and understand key accounting standards such as ASC 606 and ASC 842.</p><p>• Support month‑end and year‑end close activities, including monthly reconciliation and analysis.</p><p>• Assist with annual audit preparation by creating schedules, addressing auditor requests, and coordinating with external audit teams.</p><p>• Identify and support improvements to balance sheet reconciliation processes.</p><p>• Participate in ad‑hoc projects and perform other assigned duties.</p>
  • 2026-05-22T00:00:00Z
Senior Accountant
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <strong><u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Senior Accountant- Management Company| Asset Management | San Francisco; Hybrid; *2 days Per Month</strong></p><p> </p><p>A growing financial services organization is seeking an experienced <b>Senior Accountant </b>to lead accounting operations for a portfolio of management company clients within the <strong>venture capital and private equity industry</strong>. This position offers the opportunity to work closely with sophisticated investment firms while managing client relationships, accounting processes, and a team of accounting professionals.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting operations for multiple management company entities and client engagements.</li><li>Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.</li><li>Manage, mentor, and develop accounting staff, including senior and junior team members.</li><li>Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.</li><li>Oversee accounts payable, expense management, payroll processing, and related reporting activities.</li><li>Prepare and deliver monthly and quarterly financial reports to management and stakeholders.</li><li>Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.</li><li>Support budgeting, forecasting, and financial planning initiatives.</li><li>Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.</li><li>Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.</li><li>Respond to ad hoc financial, operational, and reporting requests from clients and leadership.</li></ul>
  • 2026-06-12T00:00:00Z
Senior Accounting Manager
  • Birds Landing, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p>We are looking for an experienced Senior Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Oakland, California. This role oversees critical close activities, maintains integrity across the general ledger, and partners with internal and external stakeholders during audit processes. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to improving reporting accuracy and control.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead accounting team and oversee AP, AR, payroll, and GL operations</li><li>Manage close processes, reconciliations, and financial reporting</li><li>Ensure team coverage across functions for continuity</li><li>Improve workflows, strengthen controls, and drive process automation</li><li>Maintain procedures, documentation, and cross-training programs</li><li>Support financial reporting, compliance, and audit/tax activities</li><li>Partner with stakeholders and leadership on financial needs</li><li>Contribute to system improvements, special projects, and scaling the function</li></ul><p><br></p>
  • 2026-06-10T00:00:00Z
Senior Accounts Payable Specialist
  • Hayward, CA
  • onsite
  • Temporary to Hire
  • 27.7115 - 32.087 USD / Hourly
  • <p>We are looking for a Senior Accounts Payable Specialist to join our client in Hayward, California in a contract capacity with the potential to become permanent. This position will oversee a high-volume payables environment with a strong emphasis on manufacturing purchases, inventory-related invoices, and supplier account accuracy. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Process a large volume of invoices for both inventory and operating expenses while ensuring each transaction is properly matched to purchasing and receiving records.</p><p>• Investigate pricing, quantity, and receipt differences by working closely with procurement, warehouse, and quality teams to clear exceptions quickly and accurately.</p><p>• Coordinate accounts payable close activities, including preparing receipt-based accruals, reconciling subledger balances to the general ledger, and monitoring manufacturing-related variances.</p><p>• Manage vendor accounts for raw materials and production components by reviewing statements, addressing overdue items, and supporting effective payment scheduling.</p><p>• Help maximize payment efficiency by identifying discount opportunities and assisting with ACH payments and check run processing.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
  • 2026-06-12T00:00:00Z
Sr. Accountant
  • Sacramento, CA
  • onsite
  • Temporary / Contract
  • 34.0385 - 39.413 USD / Hourly
  • We are looking for an experienced Sr. Accountant to join a California team in a contract position. This role will support core accounting operations across revenue, deferred revenue, general ledger activity, intercompany accounting, and financial reporting. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to manage close processes, reconciliations, and reporting responsibilities with accuracy and independence.<br><br>Responsibilities:<br>• Evaluate customer contracts and unique billing terms to help ensure invoices and revenue recognition are recorded correctly.<br>• Reconcile dues, cash activity, deferred balances, and ledger transactions while preparing journal entries to support accurate accounting records.<br>• Create detailed journal entries and supporting workpapers, and contribute to monthly close by delivering schedules, analysis, and documentation on time.<br>• Investigate account variances and reconciliation issues, identify root causes, and resolve discrepancies with minimal oversight.<br>• Assist with preparation of financial statements and internal management reporting by organizing accurate and complete accounting data.<br>• Manage accounting activities related to assigned grants and foundation-related deferred revenue, including monthly intercompany reconciliations.<br>• Provide support for audits, tax-related requests, and budget preparation for multiple entities by compiling schedules and responding to documentation needs.<br>• Strengthen accounting operations by helping document procedures, improve internal controls, and provide backup support for banking, payables, and receivables functions.<br>• Offer guidance to entry-level accounting team members and contribute to other accounting priorities as business needs evolve.
  • 2026-06-04T00:00:00Z
Sr. Accountant
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 102000 USD / Yearly
  • We are looking for an experienced Senior Accountant to join our team in Livermore, California. In this role, you will oversee critical accounting functions, ensuring the accuracy and timeliness of financial records and reports. The ideal candidate will possess strong analytical skills, a detail-oriented mindset, and a commitment to maintaining compliance with accounting standards.<br><br>Responsibilities:<br>• Execute monthly close processes, including preparing and posting journal entries to ensure accurate reflection of transactions.<br>• Prepare detailed financial reports such as balance sheets, income statements, cash flow statements, and profit and loss reports.<br>• Reconcile assigned balance sheet accounts on a timely basis to maintain accuracy and resolve discrepancies.<br>• Monitor daily bank activities, update cash reports, and post necessary journal entries.<br>• Manage accounts payable processes, including invoice coding, payment processing, and verifying charges to appropriate accounts.<br>• Perform weekly bank reconciliations, verify deposits, and address inquiries from banking institutions.<br>• Assist with invoicing duties, including portal submissions, resolving disputes, and handling customer billing inquiries.<br>• Respond to external auditor requests, providing timely and accurate documentation as required.<br>• File tax forms with government agencies at federal, state, and local levels.<br>• Collaborate with software vendors to maintain and improve accounting systems, recommending updates to enhance functionality.
  • 2026-05-22T00:00:00Z
Sr. Accountant
  • Stockton, CA
  • onsite
  • Temporary to Hire
  • 58.9 - 68.2 USD / Hourly
  • We are looking for an experienced Sr. Accountant to support financial operations for a mission-driven non-profit organization in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a finance specialist who can manage core accounting activities, strengthen reporting accuracy, and contribute to sound fiscal planning. The role works closely with leadership while operating with substantial independence to help maintain strong financial controls and support long-term organizational objectives.<br><br>Responsibilities:<br>• Lead month-end close activities, ensuring financial records are completed accurately and on schedule.<br>• Maintain the general ledger and review account activity to support reliable financial reporting.<br>• Prepare and analyze financial statements, budget reports, and other accounting summaries for leadership review.<br>• Reconcile bank accounts and balance sheet accounts regularly to identify and resolve discrepancies promptly.<br>• Oversee expenditure tracking and help ensure spending remains aligned with approved budgets and organizational policies.<br>• Support budgeting, audit preparation, and ongoing financial management for the organization and affiliated entities.<br>• Contribute to the development and refinement of accounting procedures, internal controls, and finance-related policies.<br>• Assist with reviews of vendor proposals, financial documentation, and insurance-related materials as needed.<br>• Partner with executive leadership and department managers to monitor financial performance and support strategic planning efforts.
  • 2026-05-26T00:00:00Z
Sr. Accountant
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 35.5 - 42.5 USD / Hourly
  • <p>Are you a seasoned accounting professional seeking a steady yet dynamic opportunity? Robert Half invites you to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> program as a <strong>Senior Accountant</strong>. This full-time, on-site position in the East Bay Area offers the stability of full-time employment with the excitement of tackling diverse assignments for top-tier clients.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Manage and oversee month-end and year-end close processes.</p><p>·      Prepare, analyze, and present financial statements in accordance with GAAP.</p><p>·      Support budgeting, forecasting, and variance analysis initiatives.</p><p>·      Reconcile complex accounts, consolidate financial data, and maintain the general ledger.</p><p>·      Assist with audits, process improvements, and special financial projects.</p><p>·      Provide mentorship to entry level accounting staff as needed.</p>
  • 2026-06-08T00:00:00Z
Sr. Accountant
  • Pleasanton, CA
  • onsite
  • Permanent / Full Time
  • 35.5 - 42 USD / Hourly
  • <p>Are you an experienced accounting professional seeking a new exciting opportunity that offer variety? Robert Half invites you to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> program as a <strong>Senior Accountant</strong>. This full-time, on-site position in the East Bay Area offers the stability of full-time employment with the excitement of tackling diverse assignments for top-tier clients.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Manage and oversee month-end and year-end close processes.</p><p>·      Prepare, analyze, and present financial statements in accordance with GAAP.</p><p>·      Support budgeting, forecasting, and variance analysis initiatives.</p><p>·      Reconcile complex accounts, consolidate financial data, and maintain the general ledger.</p><p>·      Assist with audits, process improvements, and special financial projects.</p><p>·      Provide mentorship to entry level accounting staff as needed.</p>
  • 2026-06-05T00:00:00Z
Sr. Accountant
  • Hayward, CA
  • onsite
  • Temporary to Hire
  • 45 - 55 USD / Hourly
  • <p>We are looking for a skilled Senior Accountant to join our client in Hayward, California. This role is a possible contract-to-permanent position, offering an opportunity to contribute to critical accounting functions while supporting financial operations. The ideal candidate will focus on improving processes, ensuring accuracy, and maintaining compliance with accounting standards.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage monthly close procedures, ensuring all tasks are completed accurately and on schedule.</p><p>• Reconcile general ledger accounts and resolve discrepancies to maintain financial integrity.</p><p>• Conduct thorough reviews of inventory and provide detailed financial assessments.</p><p>• Prepare and post journal entries while adhering to established accounting practices.</p><p>• Perform bank reconciliations and ensure proper documentation for transactions.</p><p>• Identify opportunities to enhance the close process and implement improvements.</p><p>• Collaborate with the finance team to support cost accounting and FP&amp;A activities.</p><p>• Ensure compliance with accounting standards and organizational policies.</p><p>• Provide financial insights and recommendations to support decision-making.</p><p>• Assist in preparing financial statements and reports for external review.</p><p><br></p><p>Please reach out to John Miller for immediate consideration at 925-271-4819.</p>
  • 2026-06-13T00:00:00Z
Sr. Accountant
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 35.5 - 42.5 USD / Hourly
  • <p>Are you an experienced accounting professional seeking a new and exciting opportunity? Robert Half invites you to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> program as a <strong>Senior Accountant</strong>. This full-time, on-site position in the East Bay Area offers the stability of full-time employment with the excitement of tackling diverse assignments for top-tier clients.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Manage and oversee month-end and year-end close processes.</p><p>·      Prepare, analyze, and present financial statements in accordance with GAAP.</p><p>·      Support budgeting, forecasting, and variance analysis initiatives.</p><p>·      Reconcile complex accounts, consolidate financial data, and maintain the general ledger.</p><p>·      Assist with audits, process improvements, and special financial projects.</p><p>·      Provide mentorship to entry level accounting staff as needed.</p>
  • 2026-06-08T00:00:00Z
Business Systems Analyst IV
  • San Ramon, CA
  • remote
  • Permanent / Full Time
  • 109000 - 165000 USD / Yearly
  • Robert Half is seeking a Business Systems Analyst IV to support and enhance Workday Financials, HCM, and Payroll, with a strong emphasis on Time Tracking, Absence, AP, AR, and General Ledger. This role will lead cross-functional initiatives, drive system improvements, and support integrations in a 100% remote environment (working 8 AM–5 PM PT; open to PT or MT candidates). <br> Key Responsibilities Serve as a senior SME for Workday across Financials and HCM (Time Tracking, Absence, AP/AR, GL). Lead and support integrations, including troubleshooting, enhancements, and post-production support. Partner with business and IT stakeholders to gather requirements, define solutions, and deliver system improvements. Review and guide functional design, system configuration, and process optimization. Provide reporting and status updates to leadership, including risks, timelines, and outcomes. Translate business needs into detailed specifications, process flows, and test plans. Lead cross-functional teams through SDLC lifecycle activities, including implementation and support. Ensure systems and processes are scalable, efficient, and aligned to business objectives. Mentor entry level analysts and support overall team effectiveness.
  • 2026-05-21T00:00:00Z
Senior Client Service Associate | Wealth Management Firm
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>Interested? Please send a message to Jennifer Fukumae on LinkedIn for quickest consideration or if interested in other CSA roles in the pipeline.</p><p><br></p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Senior Client Service Associate</strong> to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.</p><p>The position blends <strong>relationship management, financial planning support, and operational oversight</strong>, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.</p><p>This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul><p><strong>Financial Planning &amp; Client Support</strong></p><ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul><p><strong>Operations &amp; Administration</strong></p><ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul><p><strong>Compliance &amp; Risk Oversight</strong></p><ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul><p><br></p>
  • 2026-06-01T00:00:00Z
Financial Planning Lead - Wealth Management
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 250000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite </strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
VP/Director of Finance
  • Fremont, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 225000 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>
  • 2026-06-12T00:00:00Z