9 finance 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 🤝...

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...

Jeffrey Abrams is looking for an Investment Operations Specialist to support core investment operations activities in Larkspur, California on a hybrid schedule. This role contributes to the accurate movement of trades, cash, and related records across global markets while partnering with external service providers and internal stakeholders. The ideal candidate brings a strong foundation in fund or investment operations, attention to detail, and the ability to manage time-sensitive workflows in a fast-paced environment. Responsibilities: • Coordinate the settlement of domestic and international fund transactions by working closely with custodians, brokers, and fund administrators to ensure timely and accurate completion. • Monitor fund cash activity and maintain visibility into balances, projected flows, and settlement-related movements to support daily operational needs. • Assist with foreign exchange dealing and oversight to meet trading and liquidity requirements tied to...

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,...

We are looking for a dependable Dispatcher to support daily transportation operations in Santa Clara, California. This contract opportunity with potential for a permanent role is ideal for someone who can keep schedules on track, communicate clearly with drivers and customers, and respond quickly when priorities shift. The person in this role will help coordinate the movement of trucks, materials, and equipment while maintaining accurate records and strong service levels. Success in this position requires sound judgment, organization, and the ability to work efficiently in a fast-paced environment. Responsibilities: • Coordinate daily truck and driver assignments to ensure deliveries are completed according to customer timelines. • Arrange transportation for materials, equipment, and heavy machinery while balancing available resources effectively. • Track active deliveries and respond promptly to delays, route issues, and changing schedules to minimize disruption. • Maintain...

Accounting Officer Series California State Personnel Board Specification Series established September 1, 1971 Scope This series specification describes five accounting classes used in State service.   Schem Code Class Code Class JL35 4179 Accountant Trainee JL26 4546 Accounting Officer (Specialist) JL24 4563 Accounting Officer (Supervisor) JL22 4567 Senior Accounting Officer (Specialist) JL20 4569 Senior Accounting Officer (Supervisor) Definition of Series The Accounting Officer series describes the work performed by professional accountants. Incumbents in these classes perform professional accounting duties. A professional accountant typically has responsibility for...