50 results for Financial Analyst Entry Level in Walnut Creek, CA

Financial Analyst - Entry Level We are offering a short term contract employment opportunity for a Financial Analyst - Entry Level in Foster City, California. This role is primarily in the wealth management sector where the candidate will be expected to aid in a significant project. Responsibilities: • Ensure the accuracy of data within investment management accounts and trades. • Leverage Salesforce and Excel for efficient data management and comprehensive reporting. • Contribute significantly to the success of the project within a detail oriented wealth management setting. • Identify and highlight discrepancies in data comparisons. • Execute heavy data analysis using Excel and other accounting software systems. • Carry out auditing and budget processes as part of the job function. • Utilize CRM and the Salesforce platform for effective customer relationship management. • Apply data mining techniques to gather relevant information. • Perform capital management and other accounting functions as necessary. • Use ADP - Financial Services and Crystal Reports for financial operations.

Financial Analyst Colleen McAuliffe from Robert Half is offering an exciting opportunity for a 100% remote Financial Analyst with Headquarters in SAN JOSE, California. As a Financial Analyst, you will be expected to analyze financial data, create reports, and contribute to our strategic planning process. This role will be integral in supporting our decision-making process and helping us achieve our business objectives. although remote, this role will require working traditional business hours in a high connect environment. Responsibilities:• Conduct thorough analysis of financial data to identify key trends, variances, and drivers of performance• Develop and maintain Excel models for financial scenarios, promotions, and commission incentives• Assist in the financial forecasting and budgeting process, providing accurate projections and strategic recommendations• Utilize Tableau or similar BI tools to enhance data visualization and decision-making• Collaborate with Sales, Marketing, and Operations teams to align financial goals with business strategies• Prepare and distribute financial reports, including KPIs, highlighting actionable insights• Identify and evaluate opportunities for cost-saving and revenue growth• Present complex financial data in a clear, compelling manner to influence decision-making• Continually review financial results and recommend improvements based on data-driven insights• Foster a culture of financial accountability and transparency across the organization.

Financial Analyst One of our clients in the Brentwood area is looking for a Financial Analyst for a 3 months contract. <ul><li>Analyze financial data and trends to support strategic planning.</li><li>Prepare forecast models, budgets, and variance reports.</li><li>Collaborate with department leads to analyze financial performance and recommend improvements.</li><li>Provide insight and analysis for key business initiatives.</li><li>Create and maintain dashboards to track key performance indicators (KPIs).</li><li>Perform ad-hoc reporting and analysis as requested.</li></ul>

FP&A Sr. Analyst Jackie Meza with Robert Half is recruiting for an FP& A Sr. Analyst. This role is instrumental in aligning the company's financial performance with strategic objectives. The FP& A Sr. Analyst will be tasked with providing valuable insights derived from financial data analysis to senior leadership, as well as steering the company's financial decision-making. This role will collaborate with different departments to bolster business initiatives and foster financial growth. Contact Jackie Meza at 209.227.6563 for information about the role. Responsibilities • Conducting comprehensive financial planning, budgeting, and forecasting processes• Analyzing financial data for actionable insights and presenting these to senior leadership• Guiding financial decision-making processes within the company• Collaborating with various departments to support business initiatives• Driving financial growth through effective analysis and strategic planning• Utilizing Accounting Software Systems for efficient financial management• Implementing Adaptive Insights for streamlined financial planning and analysis• Managing accounting functions to ensure accurate and timely financial reporting• Overseeing the annual budget to align with the company's strategic goals• Streamlining budget processes for improved financial efficiency

Senior Revenue Analyst We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions. Responsibilities<ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>

Financial Planning & Analysis Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS SR. FINANCIAL ANALYST - hybrid role of finance and some accounting Responsibilities:Perform highly specialized and complex financial analysis, budget analysis, and related fiscal functions for a large and diverse hospital service line/department or is responsible for coordinating a major budget/financial analysis program in the Hospital Finance Department. Duties include financial planning, forecasting and modeling, budget development, performance monitoring and management reporting. Prepareand provide complex analysis for special and high-level reports for review at the executive level. Track expenses for various cost centers. Provide leadership in the fiscal planning process and recommends process improvements.

Investment Analyst - San Francisco; Hybrid Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Investment Analyst at a mission-driven investment firm. This full-time, permanent role is based in San Francisco with a hybrid schedule. Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities. Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment. Responsibilities:<ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Investment Analyst at Investment Firm (2+ years) Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Investment Analyst at a mission-driven investment firm. This full-time, permanent role is based in San Francisco with a hybrid schedule (3 days in). Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities. Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment. Responsibilities:<ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Coordinator We are offering a long-term contract employment opportunity for a Financial Coordinator in Palo Alto, California. As a Financial Coordinator, your primary focus will be on managing insurance authorizations for genetic testing. You will be part of a small team, handling various tasks such as maintaining accurate records, processing applications, and providing top-notch customer service. while the Financial Coordinator role is remote, you must reside in California. Responsibilities:• Coordinate the payor referral and service authorization process for laboratory testing• Secure authorizations for laboratory testing and verify patient benefits• Maintain an Excel sheet to track insurance authorization submissions and their status• Communicate with patients and ordering providers about the status of the benefit investigation and authorization• Investigate insurance eligibility and obtain detailed insurance benefit verification• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested• Follow up on pending authorization and referral requests to ensure timely completion• Process appeals and arrange for the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals• Perform other duties as assigned.

Senior Analyst, Portfolio Finance - VC Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Analyst, Portfolio FinanceEmployment Type: Full-TimeLocation: Menlo Park/San Francisco (Hybrid)Salary: $120-150k base + bonus We are partnering with a top-tier Venture Capital firm located in Silicon Valley, specializing with early state and growth companies. They are looking for a Senior Analyst, Portfolio Finance Associate to join the team. Responsibilities:<ul><li>Portfolio Monitoring (60%): Oversee the ongoing tracking and analysis of portfolio performance, identifying trends and areas of opportunity or concern. Assist in the implementation and integration of Foresight Data software to streamline portfolio monitoring workflows, with the goal of transitioning time toward more value-add activities.</li><li>Fund Analytics & Valuation (20%): As the portfolio software becomes fully operational, allocate increased time to in-depth fund analysis and valuation work. This includes assessing fund performance, benchmarking, and supporting internal decision-making processes.</li><li>Operations (20%): Support day-to-day operational functions across the investment lifecycle. Collaborate closely with internal teams to ensure efficient processes and seamless execution of operational activities.</li><li>Culture & Team Contribution: Embrace a low-ego, collaborative environment by approaching tasks with humility and a willingness to learn. Demonstrate a hands-on attitude—no task is too small—and contribute to a culture of ownership, transparency, and continuous improvement.</li></ul>

Accounting Supervisor We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities. Responsibilities:<ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>

Family Office Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Private Family Office - Senior Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Accounts Payable Manager Alison Brenchley has an exciting opportunity in the heart of San Jose, California for an Accounts Payable Manager. This candidate will play a key role in our financial operations within the industry, ensuring all payable transactions are processed accurately and efficiently. Responsibilities:• Ensuring the efficient handling of all accounts payable (AP) transactions.• Accurately reconciling account balances on a regular basis.• Overseeing the preparation and execution of check runs.• Performing data entry tasks with a high level of accuracy.• Processing invoices with precision and in a timely manner For more information regarding this position please reach out to Alison Brenchley at Robert Half

Banking Associate Job Title: Banking Associate (Contract)Location: Los Altos, CA; Onsite Job Description:Robert Half is seeking a highly skilled and motivated Banking Associate to join a thriving financial services organization in a contract capacity. The ideal candidate will have a solid understanding of banking operations, strong analytical skills, and expertise in client account management. As a Banking Associate, you will contribute to ensuring smooth banking transactions, regulatory compliance, and exceptional client service while supporting the organization’s business goals. Key Responsibilities:<ul><li>Assist with day-to-day banking operations, including account management, fund transfers, deposits, loans, and payment processing </li><li>Perform client account reconciliations and resolve discrepancies in a timely and accurate manner </li><li>Monitor and ensure compliance with federal and state banking regulations, including anti-money laundering (AML) and Know Your Customer (KYC) requirements</li><li>Collaborate with internal teams to support lending operations and provide detailed reports on loan activity and portfolio performance </li><li>Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring service excellence </li><li>Process wire transfers and ACH payments, ensuring accuracy and adherence to internal controls</li><li>Analyze banking procedures and identify improvements to enhance operational efficiency and reduce risks </li><li>Maintain accurate documentation of client transactions, contracts, and account activity </li><li>Support audit preparation and respond to inquiries from regulatory agencies during compliance reviews.</li></ul>

Senior SEC Manager We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>

Tax Manager - Public We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.

VP/Director of Finance We are offering an exciting opportunity in the San Joaquin County. We're on the lookout for a VP/Director of Finance who will be instrumental in managing the financial and accounting functions, ensuring compliance, and supervising the finance department. Call Edgar Gonzalez if interested 209.395.2259. Responsibilities: • Oversee the internal controls in Accounts Payable, Accounts Receivable • Ensure tax reporting compliance• Supervise the recording of manual journal entries and other finance-related processes to maintain accurate accounting records• Manage and maintain budgeting and forecasting procedures, including operating budget, monthly forecasting, capital budget, and cash flow analysis• Handle show-related financial activities such as settlements, accounting, and event reporting• Be responsible for the hiring, training, and retention of finance and accounting staff.• Collaborate with external auditors to complete the annual audit and issue audited financial statements• Prepare various financial reports and analyses• Manage the organization's cash flow needs• Supervise all Payroll, Accounts Payable, & Accounts Receivable functions

Finance & Operations Associate – Asset Management Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Finance & Operations Associate – Asset Management FirmEmployment Type: Full-TimeLocation: San Mateo; 5 days in officeSalary: $110-150k (DOE) + Bonus Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing. We are partnering with a well-established asset management firm seeking a Finance & Operations Associate to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations. Key Responsibilities:<ul><li>Assist with accounts payable processes, ensuring timely and accurate payments.</li><li>Serve as a vendor liaison, coordinating with external partners and financial institutions.</li><li>Support payroll processing, benefits administration, and HSA plan management.</li><li>Assist with internship program onboarding and offboarding, including background checks.</li><li>Manage financial transactions, including wires and ACH transfers.</li><li>Assist with compensation and benefits administration, including annual statements and insurance renewals.</li><li>Provide accounting and tax support, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to budgeting and forecasting efforts, as well as financial statement reviews.</li></ul>

Revenue Manager We are offering a long-term contract employment opportunity for a Revenue Manager located in Milpitas, California. The successful candidate will join our team and play a crucial role in managing our revenue processes, including maintaining financial records, processing applications, and interacting with customers. Responsibilities: • Manage the process of month-end journal entries and balance sheet reconciliations for contra-revenue accounts and rebates.• Handle the monthly calculation and validation of program reserves.• Review and analyze earned rebates.• Oversee the preparation of SOX controls and cater to internal and external PBC requests.• Utilize Power BI, Model N, and SAP to support the revenue function.• Manage and resolve any issues related to deferred revenue and rebates.

Fund Accounting Manager - Reputable Venture Firm Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Fund Accounting Manager at a Top Innovative Venture Capital Firm. This is a full-time permanent role based in Menlo Park with a Hybrid schedule. Our client, is dedicated to empowering startups from inception to IPO and beyond. They are seeking a talented professional to join their dynamic team and collaborate closely with finance, partners, and team leads. This hybrid role offers a unique blend of traditional accounting responsibilities alongside strategic initiatives. Enjoy a competitive benefits package, comprehensive insurance, a Phantom share plan, and unlimited PTO. Responsibilities:<ul><li>Review weekly transactions and manage investment documentation.</li><li>Calculate capital call allocations.</li><li>Track and report cash and stock distributions.</li><li>Analyze partners’ quarterly and year-to-date capital allocations.</li><li>Mentor and develop the accounting staff.</li><li>Conduct and document technical research for complex transactions.</li><li>Update limited partner interest transfers and contact information.</li><li>Prepare and document quarterly valuation analyses for portfolio companies.</li><li>Stay informed on industry best practices and valuation guidance.</li><li>Identify key assumptions in valuation models and communicate findings.</li><li>Assist with the quarterly close and preparation of financial statements.</li><li>Coordinate audit requests and prepare year-end financial statements and notes.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

CFO We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management. Property Operations Responsibilities:<ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul>Estate Planning Responsibilities:<ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul>Partnership Accounting Responsibilities:<ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul>

Financial Planning & Analysis Manager Jackie Meza with Robert Half has an exciting opportunity for a Financial Planning & Analysis Manager in Stockton, California. In this role, you will be engaging with various accounting software systems, overseeing budget processes, and conducting financial analysis. You will collaborate with team members to manage capital and plan projects efficiently. Contact Jackie Meza at 209. 227.6563 for details and consideration. Responsibilities:• Utilize accounting software systems to ensure smooth financial operations• Implement and monitor Adaptive Insights for effective financial planning• Oversee accounting functions to maintain financial accuracy and transparency• Prepare and manage the annual budget to align with the company's financial goals• Streamline budget processes to improve fiscal efficiency• Administer capital management strategies to optimize resource allocation• Conduct comprehensive financial analysis for informed decision-making• Oversee budgeting and forecasting activities to predict financial trends accurately• Manage cost accounting tasks to track and control expenditures• Prepare monthly financial statements for review and analysis• Coordinate project planning activities to ensure timely and cost-effective completion.

FP&A Manager We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis. Responsibilities: • Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives. • Construct and manage financial models to examine revenue, costs, profitability, and trends. • Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies. • Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities. • Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs). • Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making. • Enhance and simplify financial processes and reporting systems to boost efficiency and precision. • Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business. • Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.

Tax Manager for Family Office Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Family Office Tax Manager at a an esteemed venture capital firm. This is a full-time permanent role based in Palo Alto with a Hybrid schedule. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development. With a commitment to a true work-life balance, the firm promotes a standard 40-hour work week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move. Responsibilities:<ul><li>Overseeing tax returns for family office clients</li><li>Nurturing client relationships</li><li>Conducting and reviewing tax assessments, extensions, and returns</li><li>Performing in-depth tax issue research and responding to notices</li><li>Assisting the CFO and Directors on special projects</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.