8 finance jobs found in Walnut Creek, 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 🤝...

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...

About Honey Homes Honey Homes eliminates the hassle of home upkeep, replacing it with comfort and joy. Our 3,500+ members (homeowners) are each paired with a dedicated handyman who manages lightweight upgrades, repairs, and maintenance throughout the year. All of our handymen are full-time employees — hired for their technical expertise, service mindset, and integrity. Because the same professional cares for your home consistently, members experience something rare in home services: reliability, trust, and consistently high-quality care. Behind the scenes, our AI-powered systems help us operate thoughtfully and efficiently at scale. We’re redefining modern homeownership, and we’re just getting started.   The Opportunity As our Growth Lead, you will own and scale Honey Homes’ growth engine by turning paid acquisition into a predictable, efficient, and increasingly scalable driver of business growth. This role is for a quantitative...

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...

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...

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,...

Project Engineer  Our story goes back more than 150 years, to the chilly southern coast of Scandinavia. From our early success in Sweden and Denmark, we’ve grown into the world’s leading specialist producer of plant-based oils, employing more than 4,000 people all across the globe. We work with our customers to make the products you love even better. The oils we produce go into making your chocolate extra-creamy or putting the crunch into your croissant. And it’s not just food — we work across industries to make products that are higher quality, healthier and better for the planet. Everything we do is about Making Better Happen™. Richmond, California, USA This is an on-site role located at AAK's Richmond, California manufacturing plant.  About the role Salary range $190K - $210K The Project Engineer is a vital role in our organization that supports operations through creative design...