9 jobs found in Concord, CA

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...

At NorthBay Health, the Sr. Systems Analyst, Oracle HCM, reporting to the Director, Corporate IT Applications, provides technical and strategic expertise in the implementation, configuration, upgrades, optimization, and ongoing support of the Oracle HCM Cloud suite and related administrative systems. This position primarily supports Human Resources, Recruiting, Talent Management, Learning & Development, Performance Management, and Workforce Management, while also providing coverage for other administrative areas as needed. The successful candidate partners closely with business stakeholders across HR, Payroll, and administrative functions to understand operational needs, translate them into system solutions, and drive process improvements. This role plays a key part in digital transformation initiatives, leveraging automation, workflow optimization, and AI-enabled analytics to improve decision-making, workforce management, and overall HR operational effectiveness. The Sr....

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. 💰 $115K–$145K base + 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 🤝 Preparing...

We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Investment Operations Analyst | Investment Management | Marin County; Hybrid Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment. Key Responsibilities Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. Perform reconciliations and research...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn .   Title:  Technology Audit & Advisory Manager | San Francisco (Hybrid) I'm partnering with a leading global consulting firm to identify a Technology Audit & Advisory Manager for its growing San Francisco practice. If you're currently in Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls and are looking for broader client exposure, greater ownership, and a collaborative consulting environment, this could be an excellent next step. What you'll be doing: • Lead technology audit and advisory engagements for a diverse portfolio of clients • Advise organizations on IT risk, governance, internal controls, cybersecurity, and emerging technologies • Build and maintain strong client relationships while serving as a trusted advisor • Mentor and develop consultants and senior consultants •...

We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities: • Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance. • Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results. • Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements. • Measure the performance of credit policies using portfolio trends, key metrics, and...

Description Overview: Do you thrive in fast-paced, customer service-oriented environments? Are you creative, flexible, highly detail-oriented, professional, and an incredible communicator, leader, follower, team member, and customer service guru all in one? Do you live and breathe with a can-do/will-do/let-me-show-you attitude? If so, check out this opportunity. The Deputy Clerk of the Board’s primary responsibilities are to supervise, assign, review, and participate in the work of staff and operations in the Clerk of the Board office, performing Board meeting support functions, ensuring compliance with legislative, regulatory, and statutory mandates for public meetings of the Board of Directors, and to perform a variety of tasks relative to the assigned area of responsibility. The Deputy Clerk of the Board serves as the Clerk of the Board Pro Tem, acting on behalf and in the absence of the Clerk of the Board, attending Board meetings and Board closed...