173 Results for

Financial Advisory Jobs in Arco, CA

Jobs

San Francisco, CA

$125,000–$175,000 / year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

19 days ago

San Francisco, CA

$21–$30 / hour

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1 day ago

San Francisco, CA

$60–$65

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

5 days ago

San Francisco, CA

Remote

$115,000–$140,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

5 days ago

San Francisco, CA

Full time

Responsibilities:Analyze key financial metrics, including revenue, costs, operating expenses, and capital expendituresSupport forecasting, budgeting, and long-range planning activitiesPartner with business leaders to evaluate performance and provide actionable financial insightsPrepare executive-level reporting, presentations, and analytical materialsSupport pricing analysis and cost/volume modeling initiativesEvaluate capital investment opportunities and support business case developmentLead or support cross-functional initiatives aimed at improving efficiency and financial performance. Requirements:Bachelor’s degree in Finance, Accounting, or a related quantitative field4+ years of experience in financial analysis, FP&A, or a related roleStrong financial modeling and analytical skillsAbility to interpret financial statements and performance driversStrong communication skills and experience partnering with senior stakeholders.

16 days ago

Cupertino, CA

Full time

Email resume to ambowhr@amboweducation.com or mail it to 10080 North Wolfe Road, SW3-200, Cupertino CA 95014. Perform financial planning and analysis to support the company’s growth, evaluate financial operations, and provide insights to support decisions across its affiliates in the U.S. and internationally.

29 days ago

Menlo Park, CA

Full time

Requirements:Bachelor’s degree in Accounting, Finance, or related field; CPA preferred5+ years of progressive accounting/finance experience, including leadership responsibilitiesExperience in a Controller, Assistant Controller, or Accounting Manager role preferredStrong technical accounting knowledge and financial reporting experienceExperience with capital projects, fixed assets, and operational accounting environments preferredAdvanced Excel and strong analytical skillsProven ability to operate both strategically and hands?onStrong communication, leadership, and problem?solving skills. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

11 days ago

San Francisco, California

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

30 days ago

San Francisco, California

30 days ago

San Francisco, CA

$146,700–$335,100 / year

Skills and attributes for successConsulting with clients on complex accounting issuesCollaborating with partners, senior managers and clients to influence strategy, balancing risk and client expectationsEnsuring our Engagement team thoroughly understands our clients' unique needs, ambitions and expectationsBuilding relationships with colleagues across multiple service lines to provide seamless integrated serviceManaging performance and identifying opportunities to improve our products and processesTo qualify for the role you must haveA bachelor's degree in an accounting, finance or business discipline, and 8+ years of experience as an auditor in a public accounting firmUS CPA licensure in your work stateStrong technical writing skills and advanced risk management knowledgeA deep understanding of the marketplace, as well as commonly used terminology, processes and toolsA proven record of excellence when managing, mentoring and improving a team of high-performing colleaguesThe confidence to research and resolve emerging client issues, including regulations, industry practices and new technologiesIdeally you'll also haveA master's degree in accounting, finance or business disciplineExternal audit experience at a Big 4 accounting firmWhat we look forWe're interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.#J-18808-Ljbffr.

3 days ago

San Francisco, CA

Full time

Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.

30+ days ago

San Francisco, CA

Full time

30+ days ago

san francisco, CA

$95,000–$160,000 / year

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.

30+ days ago

San Ramon, CA

$79,000–$125,000 / year

Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information • Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients • Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K's and proxy statements • Assist in the design and implementation of new accounting policies and procedures • Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes • Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation • Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting • Lead and manage projects while coordinating directly with clients • Foster proactive working relationships with clients and cross-functional departments • Make timely and effective performance feedback and training. • BS degree in Accounting, Finance, Business-related field or relevant work experience • Preference for 2-4 years' experience in a public accounting firm, consulting firm, or operational accounting role • Strong Excel and PowerPoint skills • A strong and up-to-date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus • Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills.

30+ days ago

San Ramon, CA

$168,800–$230,100 / year

Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information • Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients • Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K's and proxy statements • Assist in the in the design and implementation of new accounting policies and procedures • Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes • Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation • Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting • Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting • Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process • Build team culture and environment for scaling a hyper-growth consulting business • Cultivate relationships with senior executives at client companies and private equity sponsors. • BS degree in Accounting, Finance, Business-related field or relevant work experience is required • Minimum 10 years of relevant professional experience working in a client serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level • Strong Excel and PowerPoint skills • A strong and up-to-date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus • Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills • Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well • Able to effectively communicate complex issues and solutions • Full of entrepreneurial spirit and comfortable in a fluid, flat organization.

30+ days ago

San Jose, CA

$96,000–$110,000 / year

30+ days ago

San Francisco, CA

$163,000–$240,000 / year

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsQualifications8+ years'' experience in a large accounting firm in audit, financial advisory or transaction service linesRelevant bachelor's degree in accounting, finance or relatedCertified Public Accountant (CPA) certification preferredHigh motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyIntermediate modeling and excel skills, experience conducting complex quantitativeand qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast pacedenvironment with shifting prioritiesExcellent verbal and written communication, experience presenting analyses tomanagement and ability to lead and drive initiativesAbility to work effectively and thrive in a team environment with all levels of client personnel in various industriesAbility to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefingsThe compensation range for this role is $163,000-$240,000. You will enjoy this role if:You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly IndustriesYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisionsYou value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat You Will Do:Data gathering, document review and preparation of quality of earnings reports.

30+ days ago

san francisco, CA

With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].

30+ days ago

San Ramon, CA

$117,300–$159,900 / year

Lead buy-side and sell-side transaction advisory engagements, providing financial and business due diligence assistance to companies and private equity investors with a focus on private equity deals • Manage and coordinate approach of client, Armanino's engagement teams, and third-party diligence providers throughout the transaction process • Analyze target company data to identify historical and projected financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact the valuation and negotiation with the target company • Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, and indebtedness considerations • Lead and manage projects while coordinating directly with clients • Supervise and mentor staff or make timely and effective performance feedback and training. • BS degree in Accounting, Finance, or another Business-related field is required • Minimum of 4 years' experience in a public accounting firm and operational accounting role • Prior Financial Due Diligence experience • Strong Excel and PowerPoint skills • CPA is preferred • A strong and up-to-date knowledge of US GAAP • Exceptional writing, communication, interpersonal, presentation, organizational, management, analytical, decision-making and research skills.

30+ days ago

San Francisco, CA

Remote

We've built a unique platform that connects researchers and companies with a global pool of participants, enabling the collection of high-quality, ethically sourced human behavioural data and feedback. By providing this crucial human data infrastructure, Prolific is positioning itself at the forefront of the next wave of AI innovation – one that reflects the breadth and the best of humanity.

30+ days ago

Sunnyvale, CA

Full time

You will manage end-to-end accounting for our most significant global customers, ensuring that Google Cloud operates safely and scalably on a global scale, from driving upstream requirements to spearheading automated controls, your work will directly uphold financial reporting integrity and statutory accuracy while enabling rapid market velocity. Expand and lead networks of business and professional leaders in the Enterprise space to collect Accounting best practices and benchmarks and use this knowledge to provide compelling insights to executive leaders and cross-functional partners.

17 days ago

San Francisco, CA

$120,000–$130,000 / year

We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.

5 days ago

Santa Clara, CA

$175,000–$225,000 / year

We are currently seeking a Managing Director to lead our Los Angeles practice, including executing complex technical accounting engagements, assisting as we continue to expand our current client base and building our team to support our growth throughout the region. Remain current with technical accounting literature and train internal employees in areas including: revenue recognition, equity issues, consolidations, derivatives, fair value measurements, EPS calculations, acquisitions, inventory and share based payments .

3 days ago

San Francisco, CA

Full time

MobilityStanding 20% of time Sitting 70% of time Walking 10% of time StrengthPulling up to 10 Pounds Pushing up to 10 Pounds Carrying up to 10 Pounds Lifting up to 10 Pounds Dexterity(F = Frequently, O = Occasionally, N = Never)Typing F Handling F Reaching F Agility(F = Frequently, O = Occasionally, N = Never)Turning F Twisting F Bending O Crouching O Balancing N Climbing N Crawling N Kneeling N . Headquartered in Irvine, California, HQCA has been rapidly expanding its business in North America through the expansion of products and solutions, including distributed energy solutions, direct-to-homeowner solar sales and financing, and EPC services.

5 days ago

San Francisco, CA

$185,000–$200,000 / year

As part of the team, the Associate will have the opportunity to work on a variety of strategic advisory assignments including: sellside and buyside M&A engagements; activism and raid defense; divestitures and spin-off engagements; equity and equity-linked capital-raising; special committee engagements; debt and restructuring advisory and, more broadly, evaluation of strategic alternatives. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure.

5 days ago

San Francisco, CA

Full time

Job SummaryAs a Vice President in Private Capital Advisory & Solutions, you will leverage your experience in developing strong relationships with corporate client and leading global investors, and work across a range of private capital products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

30+ days ago

San Jose, CA

$116,200–$212,900 / year

Identifying and answering complex domestic and international tax issues Providing technical tax advice and planning services to a portfolio of projects Building long-lasting relationships with our clients, developing your understanding of their unique needs and requirements Building and leading a dedicated client service team, providing performance feedback and guaranteeing your people always have the skills, tools and opportunities they need to grow Constantly developing your own knowledge, maintaining your status as a trusted advisor by monitoring emerging trends, technologies and practices Manage overall engagement, engagement economics and engagement teams across the EY global network; help provide growth and learning opportunities to junior professionals while providing clear and direct feedback on overall performance. Location: San Jose, Boston, McLean, Philadelphia, Hoboken, Iselin, Jericho, New York City, Stamford, Portland, San Francisco, Seattle, Denver, Irvine, Las Vegas, Los Angeles, Phoenix, San Diego, Chicago, Cleveland, Detroit, Grand Rapids, Kansas City, Milwaukee, Minneapolis, Pittsburgh, St. Louis, Atlanta, Charlotte, Cincinnati, Miami, Orlando, Raleigh, Tampa, Austin, Dallas, Houston.

30+ days ago

San Jose, CA

$147,400–$336,800 / year

Identifying and answering complex domestic and international tax issues Providing technical tax advice and planning services to a portfolio of projects Building long-lasting relationships with our clients, developing your understanding of their unique needs and requirements Building and leading a dedicated client service team, providing performance feedback and guaranteeing your people always have the skills, tools and opportunities they need to grow Constantly developing your own knowledge, maintaining your status as a trusted advisor by monitoring emerging trends, technologies and practices Manage overall engagement, engagement economics and engagement teams across the EY global network; help provide growth and learning opportunities to junior professionals while providing clear and direct feedback on overall performance. Location: San Jose, Boston, McLean, Philadelphia, Hoboken, Iselin, Jericho, New York, Stamford, Portland, Sacramento, San Francisco, Seattle, Denver, Irvine, Las Vegas, Los Angeles, Phoenix, San Diego, Chicago, Cleveland, Detroit, Grand Rapids, Kansas City, Milwaukee, Minneapolis, Pittsburgh, St. Louis, Atlanta, Charlotte, Cincinnati, Miami, Orlando, Raleigh, Tampa, Austin, Dallas, Houston, New Orleans, San Antonio.

30+ days ago

San Francisco, CA

This isn't about administrative support; its about high-level GAAP application, financial statement reconstruction, and technical memo authorship for organizations undergoing massive structural changes. Financial Statement Preparation: Lead the "heavy lifting" of preparing audit-ready financial statements and SEC filings (10-K, 10-Q, S-1) for companies going public or carved out of parent entities.

30+ days ago

San Francisco, CA

$140,000–$185,000

Fund Advisory Specialists support investment teams, fund managers, and institutional clients by providing advisory services related to fund operations, portfolio monitoring, and strategic capital deployment. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on fund-level advisory, portfolio management support, and client advisory services.

12 days ago

San Francisco, CA

Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies.

30+ days ago

San Francisco, MA

Senior Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. What you might expect: Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.

30+ days ago

San Francisco, CA

Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and dept raises, IPO’s).

30+ days ago

San Francisco, MA

30+ days ago

San Francisco, CA

Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes. As a Director, you will focus on the daily management of these engagements; including meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, management of staff and working closely with the Managing Directors of the firm.

30+ days ago

San Francisco, CA

Key Requirements: • Experience with ERP, CRM, financial reporting, portal, accounting systems • Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector • Strong oral and written communication skills, including high-impact client-facing communications • Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems • Solid understanding of IT application lifecycle, IT general controls and methods • Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations • Building and maintaining client relationships and sales • Basic understanding of Data Privacy regulations • Familiarity with methodologies, tools, and approaches to support the practice • Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word. (RSM US, LLP) is looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.

30+ days ago

San Francisco, CA

$120,000–$250,000 / year

About our Government Sector Services Team:EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, tribal, local and county governmental entities, municipalities, public retirement systems, healthcare systems, non-profits, school boards and districts and more. The ideal candidate will possess extensive industry expertise, a robust network within the State, Local and Education (SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a demonstrated passion for improving government outcomes through innovative services.

30+ days ago

Foster City, CA

$115,000–$150,000 / year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).

1 day ago

Foster City, CA

$150,000–$225,000 / year

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.

4 days ago

San Francisco, CA

Participate in advancing the firm's Accounting Advisory practice through committees and internal initiatives such as recruiting, business development, marketing, and knowledge sharing. Qualifications 5+ years of professional service/client facing consulting experience at a leading consulting firm, Big Four accounting firm, or commensurate experience.

30+ days ago

San Francisco, CA

$92,000–$135,000 / year

The Senior Financial Analyst, FP&A will support the Digital Technology Organization by managing, analyzing, and forecasting global technology spend, including operating expenses, capital investments, and headcount. You will partner with IT and Finance team members to ensure accurate financial reporting, disciplined investment management, and data‑driven decision-making across the Digital Technology portfolio.

30+ days ago

San Francisco, CA

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. Meet with executives referred by JPMorgan investment bankers, private bankers, current Directors, and partners to understand their board aspirations and to onboard them into DAS.

30+ days ago

San Francisco, CA

Full time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

29 days ago

San Francisco, California

25 days ago

South San Francisco, California

4 days ago

san mateo, CA

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

30+ days ago

San Ramon, CA

$120,000–$150,000 / year

Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information • Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients • Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K's and proxy statements • Assist in the in the design and implementation of new accounting policies and procedures • Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes • Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation • Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting • Lead and manage projects while coordinating directly with clients • Foster proactive working relationships with clients and cross-functional departments • Supervise and mentor staff or make timely and effective performance feedback and training. • BS degree in Accounting, Finance, or another Business-related field (or equivalent work experience) • Strong Excel and PowerPoint skills • Minimum of 4 years of experience with a minimum of 2 years of experience in a public accounting firm and operational accounting role • A strong and up-to-date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company • Flexibility to work from home while collaborating in person half the time.

30+ days ago

SF, CA

Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity® value broadly defined.

30+ days ago

San Francisco, California

$61,000–$250,000 / year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

30 days ago

San Francisco, California

30+ days ago

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Financial Advisory Jobs in Arco, CA

Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) bdo consulting

Financial Analyst Jobot

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Sr. Financial Analyst Vaco LLC

Senior Financial Analyst Company Confidential

Financial Analyst Ambow Education Inc

Interim Controller/Financial Analyst (temp to hire) Company Confidential

Senior Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LP

Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LP

Financial Accounting Advisory Services - Senior Manager Ernst & Young Oman

PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Associate, Transaction Advisory Services, Accounting and Financial Reporting - Multiple Locations Houlihan Lokey Frankfurt

Senior Consultant, Finance and Accounting Advisory Services Armanino McKenna LLP

Director, Finance and Accounting Advisory Services Armanino McKenna LLP

Senior Consultant Transactions Advisory Services Baker Tilly Virchow KrauseLLP

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Senior Associate - Vice President, Family Office Advisory New York and San Francisco ICONIQ Capital, LLC

Manager, Transaction Advisory Services Armanino McKenna LLP

Senior Finance Consultant: Corporate Strategy & Research - Remote Advisory (San Francisco) Prolific Academic Ltd

Cloud Controller, Commercial Deal Advisory and Assurance Google

Experienced Analyst - Technology Advisory (Menlo Park or San Francisco) Evercore Inc

Managing Director - Accounting and Transaction Advisory Services Omega Solutions

Manager, Partner Relations & Advisory Qcells

Experienced Associate - Technology Advisory (Menlo Park or San Francisco) Evercore Inc

Investment Banking - Private Capital Advisory & Solutions - Vice President JPMorgan Chase Bank, N.A.

ITTS - International Corporate Tax Advisory Manager - FY26 - HDG #841 Ernst & Young Global Ltd

ITTS - International Corporate Tax Advisory Senior Manager - FY26 Ernst & Young Global Ltd

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Fund Advisory Specialist Career Launch AI

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Director, IP Dispute Resolution (Financial Expert Practice) Ocean Tomo, LLC

Management Consulting Partner - Tech Advisory Solutions RSM US LLP

National Sales Leader, Government Advisory Services (State, Local, Education) TAG EisnerAmper, LLC

Financial Advisor (Foster City) Summitry

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Financial Advisor - Greater San Francisco Bay Area Thrivent Financial for Lutherans

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Analyst/Senior Analyst, IP Dispute Resolution (Financial Expert Practice) Ocean Tomo, LLC

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