47 results for Financial Planning Analysis Analyst in Vacaville, CA

Financial Planning & Analysis Manager

Sacramento, CA
onsite
Permanent
160000 - 180000 USD / Yearly
Robert Half is partnering with a growing multi-state organization that is looking to hire a Financial Planning & Analysis Manager to oversee budgeting, forecasting, and strategic financial planning for our organization. This role requires an experienced, detail-oriented individual with a strong ability to analyze financial data, provide actionable insights, and communicate findings to leadership teams. The ideal candidate will possess exceptional analytical skills and a proven track record in financial planning within a complex, multi-unit environment. For more information on this position, please reach out to Lisa Cole at 916-649-0832. Responsibilities:• Lead the development and execution of annual budgets and long-term financial plans for operations and expenses.• Create and refine predictive forecasting models to support multiple functional areas and organizational goals.• Analyze and report monthly, quarterly, and annual financial results, highlighting variances against budgets and providing actionable recommendations.• Collaborate with department leaders to establish and monitor key performance indicators (KPIs) and provide periodic updates to internal stakeholders.• Conduct deep-dive analyses to identify cost-saving opportunities and drive strategic decision-making.• Prepare ad-hoc financial reports and performance analyses to support special projects and executive decision-making.• Continuously improve financial systems, processes, and tools to enhance forecasting accuracy and reporting efficiency.• Implement business intelligence tools and dashboards to provide real-time financial insights.• Partner with accounting and other departments to ensure accurate and timely quarterly and annual reporting.• Drive initiatives to optimize financial systems and maintain compliance with public company reporting requirements.
2026-03-09T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-03-20T00:00:00Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-03-02T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
38 - 48 USD / Hourly
Financial Analyst (Hybrid, San Francisco)• Hybrid Financial Analyst role based in San Francisco supporting day‑to‑day financial planning, analysis, and reporting activities• Assists with preparing financial reports, forecasts, budget updates, and routine management reporting to support business visibility• Analyzes financial data to identify trends, variances, performance drivers, and areas needing follow‑up or deeper review• Supports month‑end and quarter‑end close processes, including reconciliations, variance explanations, and preparation of supporting schedules• Partners with cross‑functional teams to gather information, understand business needs, and assist with decision‑making and strategic planning• Helps maintain financial models and templates used for reporting, scenario analysis, and operational planning• Provides general analytical and administrative support to keep finance processes running efficiently and ensure accuracy across deliverables
2026-03-09T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
42 - 49 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes. Responsibilities: • Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement. • Develop and maintain financial models to support business planning and forecasting. • Perform ad hoc financial analysis to address specific business needs or challenges. • Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts. • Utilize data mining techniques to extract, analyze, and interpret large datasets. • Collaborate with cross-functional teams to deliver actionable financial insights. • Support strategic planning by providing in-depth analysis and recommendations. • Present findings and reports to stakeholders in a clear and concise manner. • Ensure accuracy and integrity in all financial data and analyses. • Stay updated on industry trends and best practices to enhance analytical methods.
2026-03-23T00:00:00Z

FP&A Analyst

San Francisco, CA
onsite
Temporary
38 - 48 USD / Hourly
Financial Analyst (Hybrid, San Francisco)• Hybrid Financial Analyst role based in San Francisco supporting day‑to‑day financial planning, analysis, and reporting activities• Assists with preparing financial reports, forecasts, budget updates, and routine management reporting to support business visibility• Analyzes financial data to identify trends, variances, performance drivers, and areas needing follow‑up or deeper review• Supports month‑end and quarter‑end close processes, including reconciliations, variance explanations, and preparation of supporting schedules• Partners with cross‑functional teams to gather information, understand business needs, and assist with decision‑making and strategic planning• Helps maintain financial models and templates used for reporting, scenario analysis, and operational planning• Provides general analytical and administrative support to keep finance processes running efficiently and ensure accuracy across deliverables
2026-03-09T00:00:00Z

Accounting Analyst

Pleasanton, CA
onsite
Contract / Temporary to Hire
38 - 44 USD / Hourly
We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting. Responsibilities:<ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul>For immediate consideration, please contact Dennis at 925-271-4809
2026-03-05T00:00:00Z

Accounting Analyst

Concord, CA
onsite
Temporary
25 - 30 USD / Hourly
We are seeking a motivated and detail-oriented Junior Accounting Analyst with a strong focus on Accounts Receivable to join our clients team on a temp-to-hire basis. This role is ideal for someone looking to build a foundation in accounting while gaining hands-on experience in billing, cash applications, and customer account management.This position offers the opportunity to transition into a permanent role based on performance. Key Responsibilities Accounts Receivable (Primary Focus)<ul><li>Generate and issue customer invoices accurately and in a timely manner</li><li>Post and reconcile daily cash receipts, including ACH, wire, and check payments</li><li>Apply payments to customer accounts and resolve unapplied cash</li><li>Monitor aging reports and follow up on past-due balances</li><li>Assist with collections efforts, including customer outreach via email and phone</li><li>Investigate and resolve billing discrepancies, short payments, and disputes</li><li>Maintain accurate customer account records and update billing information as needed</li><li>Support credit reviews and new customer setup</li></ul>
2026-03-20T00:00:00Z

Financial Analyst - Entry Level

San Francisco, CA
onsite
Contract / Temporary to Hire
43 - 50 USD / Hourly
We are looking for an Entry-Level Financial Analyst to join our team in San Francisco, California. This is a Contract position with the possibility of becoming permanent. In this role, you will contribute to financial planning and analysis, providing valuable insights to support the organization's strategic goals. This is an excellent opportunity to grow your career while making a meaningful impact. Responsibilities:• Prepare monthly, quarterly, and annual financial reports, including variance analysis, forecasting, and performance insights.• Support budget creation and management by partnering with department leaders and ensuring accurate financial inputs.• Conduct financial analysis, including trend analysis, cost-benefit assessments, and modeling to support decision-making.• Track grant budgets, monitor expenditures, and prepare required financial reports for grant-funded programs.• Support annual audit preparation by organizing documentation and ensuring compliance with applicable regulations.• Maintain accurate financial records, recommend process improvements, and collaborate with program and department leaders on financial matters.
2026-03-20T00:00:00Z

Financial Analyst - Entry Level

Walnut Creek, CA
onsite
Temporary
23 - 28 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team on a contract basis in Walnut Creek, California. This role will provide essential support during the busy tax season, focusing on financial documentation and tax preparation tasks. Ideal for professionals seeking seasonal work, this position requires strong organizational skills and attention to detail. Responsibilities: • Organize and review client tax documents, ensuring all necessary information is included.• Calculate itemized deductions such as medical expenses, Medicare premiums, and assisted living costs.• Prepare and assemble complete tax packets for final review and filing.• Ensure consistency by referencing prior year tax returns and identifying recurring items.• Analyze and organize key tax forms, including W-2s, 1099s, K-1s, and brokerage statements.• Track income sources, capital gains, and pass-through income accurately.• Utilize established checklists to maintain compliance and completeness.• Maintain detailed records and documentation for all client files.• Navigate Excel spreadsheets effectively, including the use of Pivot Tables.• Use company software to manage files and streamline processing.
2026-03-19T00:00:00Z

Sr. Financial Analyst

Vacaville, CA
onsite
Temporary
42 - 52 USD / Hourly
We are looking for a highly skilled Sr. Financial Analyst to join our client's team on a contract basis in Vacaville, California. In this role, you will play a pivotal part in shaping the financial strategy of their organization. Duties:<ul><li>Support the development and maintenance of annual budgets, forecasts, and long‑range financial plans.</li><li>Prepare and analyze monthly, quarterly, and annual financial statements, ensuring accuracy and consistency.</li><li>Perform variance analysis between actual results, budgets, and forecasts, identifying key drivers and trends.</li><li>Build and maintain financial models to support planning, forecasting, and management decision‑making.</li><li>Collaborate with Accounting and cross‑functional teams to ensure alignment between financial results and forecasts.</li></ul>
2026-03-20T00:00:00Z

Sr. Financial Analyst

San Ramon, CA
remote
Temporary
55 - 60 USD / Hourly
Our client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement. This role has the possibility to convert to full time. In this long-term contract role, you will play a key part in driving financial planning and analysis, supporting strategic decision-making, and ensuring compliance with global reporting standards. This position is ideal for someone with strong attention to detail, excellent analytical skills, and a passion for improving financial processes. The expected pay while a contractor is expected to be $55-$60/hr. DOE and location. This is a 100% remote role. Responsibilities:• Lead the preparation and alignment of financial datasets across regions and departments to support strategic reporting and analysis• Perform in-depth analysis of financial trends, identifying anomalies and providing actionable insights to support operational and strategic decisions• Collaborate with Data Governance teams to ensure all reporting complies with global standards and methodologies• Develop and implement automated workflows to enhance the efficiency and accuracy of financial reporting processes• Prepare detailed financial reports tailored to regional needs, focusing on profitability metrics, variance analyses, and resource allocation• Guide analysts who are new to the field in best practices for data validation, report generation, and financial modeling, fostering team growth and knowledge sharing• Partner with cross-regional teams to align forecast inputs with corporate priorities and governance standards• Conduct detailed variance analyses of quarterly forecasts, identifying key drivers and presenting insights to senior leadership• Work closely with Finance Intelligence & Innovation teams to refine forecasting tools and integrate scalable solutions• Support the creation of scenario models and data inputs for senior analysts and finance business partners
2026-03-06T00:00:00Z

Sr. Financial Analyst

American Canyon, CA
onsite
Temporary
35 - 50 USD / Hourly
Our Full-Time Engagement Professionals (FTEP) program provides clients with access to full-time employees of our company who can step in for critical projects and interim assignments. We are seeking an experienced Senior Financial Analyst to join our FTEP team, delivering advanced finance expertise and strategic business support to organizations across various industries.Primary Responsibilities:<ul><li>Lead and support clients’ budgeting, forecasting, and long-range financial planning processes, ensuring alignment with business objectives.</li><li>Analyze financial results, variances, and trends, providing meaningful insights and recommendations to client leadership teams.</li><li>Develop and maintain complex financial models to evaluate business scenarios, capital investments, mergers/acquisitions, or operational initiatives.</li><li>Prepare detailed management reports, dashboards, and presentations to summarize key findings for stakeholders.</li><li>Collaborate closely with client departments—including Accounting, Operations, and Executives—to gather data and support companywide financial initiatives.</li><li>Work with client teams to implement process improvements, enhance reporting accuracy, and optimize financial decision-making.</li><li>Guide or mentor client staff on best practices in financial analysis and reporting, as needed.</li><li>Maintain strict adherence to client and company confidentiality, compliance standards, and financial controls.</li></ul>
2026-03-19T00:00:00Z

Senior Financial Planner

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Payroll Analyst

San Francisco, CA
remote
Temporary
38 - 44 USD / Hourly
We are looking for a skilled Payroll Analyst to join our team in San Francisco, California, on a long-term contract basis. This role is ideal for professionals who thrive in dynamic environments and possess the expertise to navigate global payroll operations. The position involves addressing payroll inquiries, resolving exceptions, and collaborating across departments to ensure smooth payroll processes in a fast-paced, interruption-heavy setting. Responsibilities: • Handle payroll-related inquiries and provide timely resolutions with a customer-focused approach. • Triage and prioritize payroll tickets, ensuring escalations are addressed effectively. • Manage off-cycle payrolls and exceptions while maintaining accuracy in payroll operations. • Review and analyze payroll reports to identify discrepancies and provide actionable insights. • Collaborate with stakeholders to guide them through payroll processes and resolve urgent issues. • Support gross-to-net payroll calculations, pension schemes, and compliance requirements. • Operate across multiple countries, managing payroll functions in at least three international locations. • Utilize tools like Workday, ADP Workforce Now, and Jira to ensure efficient payroll workflows. • Adapt to frequent changes and shifting priorities in a fast-moving environment. • Contribute to the improvement of payroll processes and cross-functional collaboration.
2026-03-21T00:00:00Z

Financial Planner - CFP required

Alamo, CA
onsite
Permanent
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Wealth Analyst

San Ramon, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Revenue Reporting Analyst

San Francisco, CA
onsite
Permanent
70000 - 90000 USD / Yearly
We are looking for a Revenue Reporting Analyst to join our team in San Francisco, California. In this role, you will play a vital part in ensuring the accuracy and integrity of revenue-related data to support seamless financial reporting processes. The position offers an opportunity to work closely with both internal teams and external partners, leveraging your analytical expertise to create impactful reports and dashboards that drive business insights. For immediate consideration, please contact Daniel Mok directly via Linked-In. Responsibilities:• Manage the import, validation, and analysis of revenue-related data to support accurate financial reporting.• Collaborate with external data providers to ensure timely delivery of statements and resolve data quality issues.• Oversee the onboarding process for new data providers, ensuring proper documentation and technical specifications are maintained.• Work closely with internal accounting and reporting teams to support accurate financial reporting and efficient period-close activities.• Monitor data ingestion logs and reporting dashboards to proactively identify and address discrepancies.• Assist with system upgrades and data migrations, including testing ingestion tools and platforms.• Design and implement data-driven analyses, creating dashboards and reports tailored to key business metrics.• Conduct ongoing evaluations of business performance metrics and provide actionable insights.• Develop and maintain clear documentation of processes and workflows.• Build strong relationships with external and internal stakeholders to facilitate seamless data operations.
2026-02-23T00:00:00Z

Financial Planner | RIA in Walnut Creek

Concord, CA
onsite
Permanent
120000 - 150000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base. Responsibilities<ul><li>Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies</li><li>Participate in client meetings as a resource for specialized financial planning topics</li><li>Support the design, presentation, and execution of sophisticated financial plans</li><li>Conduct research on financial planning concepts, regulations, and strategies as needed</li><li>Maintain and update client data within financial planning software platforms</li><li>Establish and manage departmental policies, processes, and operational procedures</li><li>Provide guidance to Advisors on financial planning best practices</li><li>Monitor industry developments and communicate relevant financial planning updates to the advisory team</li></ul>
2026-03-15T00:00:00Z

Financial Planner | RIA $4B AUM!

Walnut Creek, CA
onsite
Permanent
115000 - 130000 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA overseeing $4B+ in assets under management to hire a Financial Planner. This is an excellent opportunity for a CFP® professional looking to join a collaborative advisory team and work with a strong client base. Responsibilities<ul><li>Collect and evaluate client financial information to support Advisors in developing tailored financial planning strategies</li><li>Participate in client meetings as a resource for specialized financial planning topics</li><li>Support the design, presentation, and execution of sophisticated financial plans</li><li>Conduct research on financial planning concepts, regulations, and strategies as needed</li><li>Maintain and update client data within financial planning software platforms</li><li>Establish and manage departmental policies, processes, and operational procedures</li><li>Provide guidance to Advisors on financial planning best practices</li><li>Monitor industry developments and communicate relevant financial planning updates to the advisory team</li></ul>
2026-03-09T00:00:00Z

Senior Reporting Analyst

Emeryville, CA
onsite
Permanent
110000 - 125000 USD / Yearly
We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities. Responsibilities:<ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
2026-03-04T00:00:00Z

Accounts Receivable Accounting Analyst

Concord, CA
onsite
Temporary
25.65 - 29.7 USD / Hourly
We are looking for a detail-oriented Accounts Receivable Accounting Analyst to join our team in Concord, California. In this contract to hire position, you will play a critical role in managing financial transactions, billing and maintaining large data sets in MS Excel. This is an excellent opportunity to utilize your expertise in accounting and Microsoft Excel to support key business operations.Team oriented company, with excellent benefits upon hire! Responsibilities:• Process monthly reports using advanced Excel techniques, including formulas and large data sets, to ensure accuracy and efficiency.• Apply payments to accounts by downloading daily lockbox details• Generate invoices for outstanding balances, prepare billing documents• Balance monthly receipts against bank statements and compile totals for general ledger updates.• Conduct electronic file transfers, receipt processing, and dependent premium collections.• Research receivable balances and provide supporting documents to identify amounts owed.• Ensure all financial records are accurate, organized, and compliant with organizational standards.
2026-03-20T00:00:00Z

Accounts Receivable Accounting Analyst

Concord, CA
onsite
Temporary
24.225 - 28.05 USD / Hourly
We are looking for a detail-oriented Entry Level Analyst to join our team on a contract basis in Concord, California. In this role, you will handle critical accounting tasks related to billing and receivables This position requires expertise in managing large data sets, ensuring accuracy in financial operations, and maintaining effective communication with participating employers. Responsibilities:• Process complex monthly billing reports in Microsoft Excel • Apply payments to accounts by downloading lockbox details, allocating receipts to appropriate funds, and reconciling differences.• Prepare invoices and discrepancy letters for outstanding balances, ensuring accurate billing and documentation.• Balance monthly receipts with bank statements and compile totals for general ledger updates.• Manage electronic file transfers and collections of dependent premiums efficiently.• Investigate and document receivable balances, providing detailed support for liquidated damages and amounts due.
2026-03-20T00:00:00Z