2 analyst jobs found in Oakland

Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco. If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to portfolio management, financial planning, investment management, and clients , this could be a great next step. 💰 Up to $115K–$145K base (stretch) + up to 20% bonus + profit sharing 📍 San Francisco Financial District 🏢 Hybrid – 2 days/week in office 🚀 Why This Role Stands Out You'll work directly alongside Wealth Managers and gain exposure across the full wealth management process—not just one narrow piece of it. Your work will include: 📊 Portfolio management & analysis 📈 Investment management 🧮 Financial planning & modeling 📋 Quarterly portfolio reviews 🤝...

We are looking for an experienced Senior SOX Compliance Auditor to join a high-performing team in California. This role is ideal for an audit or accounting specialist who wants to deepen expertise in internal controls and financial compliance within a successful public company. You will work closely with experienced leadership and key stakeholders across the business while contributing to a well-structured compliance environment with strong opportunities for growth. Responsibilities: • Execute SOX 404 control assessments, including planning, walkthroughs, and testing • Evaluate control effectiveness and recommend process and risk improvements • Perform financial statement reviews and targeted audit procedures • Partner with external auditors and support their audit requirements • Contribute to ad‑hoc projects and special initiatives as needed • Stay current on accounting, auditing, and financial reporting standards Robert Half is the world’s first and largest specialized...