46 finance jobs found in Walnut Creek, CA

We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders. Responsibilities: Support annual budgets, forecasts, and long-term financial planning. Build financial models to analyze sales channels, promotions, margins, and growth. Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs. Track profitability and margin performance to support operations and planning. Prepare monthly financial reports, KPI dashboards, and variance analyses. Provide insights and recommendations to improve spending,...

We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support. Responsibilities: • Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting. • Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities. • Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management...

We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear...

We are looking for a strategic finance leader to guide financial planning, reporting, and operational oversight for our organization in Oakland, California. This role will shape budgeting practices, strengthen internal controls, and provide executive leadership with clear financial insight to support business decisions. The ideal candidate brings deep expertise in accounting operations, financial systems, and cross-functional collaboration within a fast-paced environment. Responsibilities: Lead financial reporting, regulatory filings, month-end close activities, account reconciliations, and compliance with banking and reporting requirements. Coordinate annual CPA-reviewed financial statements and ensure accurate expense classification and financial controls. Manage inventory accounting, cost analysis, reconciliations, and profitability reporting to support operational performance. Direct cash management, forecasting, budgeting, treasury activities, and financial planning...

Description Thank you for your interest in the position of Finance Director  with the City of Vallejo! For information about this position, please review our brochure, which can be found here.  To be considered for this position, interested candidates must submit a cover letter and resume no later than Monday , September 14, 2026.  To apply, please visitor click here.    Should you have any questions regarding this position or the recruitment process, please contact:  Maria Hurtado at  or by phone at (866)912-1919. Work for Warriors is a no-cost employment program of the California Military Department for Service Members, Veterans, and military family members. The Veteran Staffing Consultant for City of Vallejo is Philip Downs.

🚨 Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA 💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE) 📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services . If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an...

Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA 💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE) 📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services . If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an owner...

We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities: Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment Deliver strategic financial analysis and updates to executives, Board, and investors Partner with the CFO on capital markets activities and lead financing diligence Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation Build dashboards and reporting to track key financial and operational metrics Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure Robert Half...

Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA 💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE) 📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services . If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an owner ,...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Director of Finance| Private Equity | San Francisco | 4 days onsite Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations. This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.   Key Responsibilities Oversee all financial operations, including treasury...

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an excellent opportunity to work with complex private equity fund structures while partnering with a lean, highly technical finance team. The position provides exposure to both fund accounting and tax, along with meaningful visibility across the organization, technically challenging work, outstanding compensation and benefits, and strong...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days!  Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.  This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. Prepare and review complex federal and state tax returns for high-net-worth individuals. Review...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies. Responsibilities The Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm. Tax & Planning Oversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities. Develop and review federal and state tax...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Location: Alamo, CA Salary: $85,000 - $100,000 Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management . Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities Provide day-to-day administrative and operational support to two Wealth Advisors. Serve as a primary point of contact for client service requests, ensuring timely and...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a Operations Associate to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time. Business & Operations Manage relationships and day-to-day coordination with external service providers and business partners. Review, reconcile, and maintain operational files, reports, and documentation. Coordinate wires and other financial transactions in accordance with established processes and controls. Manage contracts, including key dates, renewals, and documentation. Support recurring operational processes and identify opportunities to improve efficiency. Partner with internal stakeholders and...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Manager to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies. Responsibilities The Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm. Tax & Planning Oversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities. Develop and review federal and state tax...

Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Some operations roles are about keeping the lights on. This one is about helping shape how a growing $2B wealth management firm operates. California Financial Advisors is a well-established, rapidly growing RIA in San Ramon—and they’re looking for an Operations Manager to step into a high-impact role created through a planned succession. 💰 $90K–$110K + Bonus + 3% 401(k) Match 📍 San Ramon 📈 $2B AUM | ~30 years in business 🚀 Why This Role Is Different You’ll work directly with the COO and current Operations Manager , receiving hands-on training and significant knowledge transfer as you grow into the role. This isn't a narrow operations position. You’ll have visibility across operations, HR, technology, compliance coordination, process improvement, and firmwide initiatives. You’ll be expected to spot...

We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage...

BASIC FUNCTION Under the direction of the Chief Systems and Services Officer, the Executive Director of Technology and Learning Systems provides strategic leadership, operational oversight, and enterprise governance for the District's technology environment. This role is responsible for ensuring that technology systems are secure, reliable, fiscally sustainable, and aligned with instructional priorities and operational needs. The Executive Director modernizes and coordinates the District's technology infrastructure, digital systems, cybersecurity strategy, and service delivery model to support student learning and district performance. The Executive Director serves as the primary executive accountable for technology planning, technology investments, cybersecurity risk mitigation, and enterprise system integration. This position maintains the confidentiality of all personnel and management matters; some duties involve access to confidential information concerning employer-employee...