10 accounting jobs found in San Ramon, 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...

Technology Audit & Advisory Manager | San Francisco (Hybrid) Robert Half is 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 seeking broader client exposure, increased ownership, and a collaborative consulting environment, this could be an excellent next step. Key Responsibilities Lead technology audit and advisory engagements for a diverse client portfolio. Advise clients on IT risk, governance, internal controls, cybersecurity, and emerging technology initiatives. Serve as a trusted advisor while building and maintaining strong client relationships. Mentor and develop consultants and senior consultants. Support business development and practice growth efforts. Qualifications 5+ years of experience in Technology Audit, IT Risk, Internal Audit, SOX, or IT...

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...

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 •...

LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities: Partner with business leaders to provide financial analysis and support decision-making. Build financial models for forecasting, pricing, profitability, and investments. Analyze monthly results, identify variances, and recommend improvements. Support budgeting, forecasting, and long-range planning. Standardize and improve financial processes, reporting, and analytics. Automate reporting and enhance data quality through continuous improvement. Prepare KPI dashboards, management reports, and executive presentations. Collaborate with operations,...

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...

Key Responsibilities • Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies. • Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures. • Prepare and review workpapers, ensuring proper documentation and support for conclusions. • Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable. • Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments. • Work on affordable housing engagements, including low-income housing entities and related compliance matters. • Assist with engagements for homeowners associations; prior HOA experience a plus. • Draft and review financial statements, footnote disclosures, management letters, and internal control communications. • Supervise, train, and mentor staff, providing clear instructions and timely feedback. • Monitor...

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...

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...