Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesSan Francisco, CA$124,910–$236,800 / yearBaker 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.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, CA$179,850–$340,970 / yearBaker 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.
Analyst, Financial Advisory (New York and San Francisco) IconiqAnalyst, Financial Advisory (New York and San Francisco)San Francisco, CaliforniaWith over $100B 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 ].
Senior Analyst - Associate, Financial Advisory (New York and San Francisco) IconiqSenior Analyst - Associate, Financial Advisory (New York and San Francisco)San Francisco, CaliforniaWith over $100B 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. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.
Financial Advisory Consulting Associate (Nationwide) Huron Consulting Group IncFinancial Advisory Consulting Associate (Nationwide)CARemote$120,000–$165,000 / yearRequired: • Minimum of three years of experience with business valuation, restructuring & turnaround work, investment banking, financial advisory/consulting, litigation consulting, public accounting or audit-related consulting • Deep financial modeling, financial statement analysis, and data management experience, and ability to identify key operational performance drivers • Demonstrate a high-level of proficiency with: • Business Valuation concepts • 13 week cash flow forecast • 3-statement financial models • Financial reporting (monthly operating reports, statements & schedules) • Operational improvement and overhead analysis • Pitchbook preparation • BS/BA degree in Accounting, Finance, or Economics • Willingness to travel to client sites as needed • Candidates may live anywhere in the contiguous US. Preferred: • Have or working toward one or more of the following certifications: such as Certified Public Accountant (CPA), Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Accredited in Business Valuation (ABV) or Chartered Financial Analyst (CFA).
Managing Director - CFO Accounting Advisory Baker Tilly Virchow KrauseLLPManaging Director - CFO Accounting AdvisoryLos Angeles, CA$215,950–$409,420 / yearUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue. 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.
Financial Analyst, Client Advisory Jordan Park GroupFinancial Analyst, Client AdvisorySan Francisco, CaliforniaThe expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm’s functional areas (e.g., Client Advisory, Investment Team, etc.).
Director, Finance Transformation | Office of CFO Advisory | Corporate Finance FTI Consulting IncDirector, Finance Transformation | Office of CFO Advisory | Corporate FinanceCALead end-to-end Finance Transformation projects across key areas including: Finance function assessments, finance function capability stand-up and optimization, operating model design, service delivery model program design and implementation (i.e. shared services, centers of excellence, outsourcing, and global business services), cost reduction programs, process optimization and automation, and working capital optimization. In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Financial Accounting Advisory Services - Technical Accounting Advisory Group - Senior Ernst & Young Global LtdFinancial Accounting Advisory Services - Technical Accounting Advisory Group - SeniorSan Francisco, CA$90,800–$149,800 / yearIf 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. As part of our Technical Accounting Advisory Group, you will help companies manage the complex financial and accounting issues relating to consolidation and joint ventures, IPOs, business combinations, compensation, revenue recognition, derivatives and hedging, debt vs.
Healthcare Financial Advisory Services Associate Huron Consulting Group IncHealthcare Financial Advisory Services AssociateCARemote$120,000–$165,000 / yearMinimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent financial management missteps and prioritize business decisions that reset the financial trajectory of their organizations.
Senior Associate, Financial Advisory (New York and San Francisco) IconiqSenior Associate, Financial Advisory (New York and San Francisco)San Francisco, CaliforniaWith over $100B 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 ].
Senior Strategic Advisory and Financial Analyst Latham & Watkins LLPSenior Strategic Advisory and Financial AnalystLos Angeles, California$100,000–$130,000 / yearFull timeResponsibilities & Qualifications: Other key responsibilities include: Utilizing analytical skills, expert knowledge of business economics, finance, and accounting, as well as financial systems and business intelligence tools to obtain data, organize the information, and build reports to facilitate effective analysis. Our team, comprising over 20 members from diverse industry backgrounds and located in Hong Kong, London, Manchester, New York, and Los Angeles, is committed to integrity, excellence, and proactive problem-solving to deliver exceptional results for our business partners and the firm.
Financial Consulting Manager - Accounting Advisory RSMFinancial Consulting Manager - Accounting AdvisorySan Francisco, CaliforniaIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Financial Accounting Advisory - Manager RSMFinancial Accounting Advisory - ManagerLos Angeles, CaliforniaIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
NewSan Francisco Internal Audit and Financial Advisory Consultant - 2027 Protiviti IncSan Francisco Internal Audit and Financial Advisory Consultant - 2027San Francisco, CA$75,000–$92,000 / yearInternal Audit and Financial Advisory consultants are hired into one of two areas, including: Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, CaliforniaBaker 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.
Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LPManager, CFO Advisory - Financial ServicesSan Francisco, CaliforniaBaker 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.
Accounting and CFO Advisory Associate - September 2026 - San Francisco Frank Rimerman and Co LLPAccounting and CFO Advisory Associate - September 2026 - San FranciscoSan Francisco, California$83,000–$88,000 / yearFull timeThey provide outsourced accounting, controller and CFO advisory services to early and mid-stage companies until those companies are ready to build their respective in-house teams. Associates will work in small teams alongside ACFO team members, gaining insight into innovative companies across a range of industries.
Accounting and CFO Advisory Associate - September 2026 - San Diego Frank Rimerman and Co LLPAccounting and CFO Advisory Associate - September 2026 - San DiegoSan Diego, California$81,000–$86,000 / yearFull timeThey provide outsourced accounting, controller and CFO advisory services to early and mid-stage companies until those companies are ready to build their respective in-house teams. Associates will work in small teams alongside ACFO team members, gaining insight into innovative companies across a range of industries.
Accounting and CFO Advisory Associate - September 2026 - San Jose Frank Rimerman and Co LLPAccounting and CFO Advisory Associate - September 2026 - San JoseSan Jose, California$83,000–$88,000 / yearFull timeThey provide outsourced accounting, controller and CFO advisory services to early and mid-stage companies until those companies are ready to build their respective in-house teams. Associates will work in small teams alongside ACFO team members, gaining insight into innovative companies across a range of industries.
Financial Consulting Manager - Accounting Advisory RSM US LLPFinancial Consulting Manager - Accounting AdvisorySan Francisco, CA$88,900–$168,300 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Manager - Transaction Advisory / Financial Due Diligence Andersen Tax LLCManager - Transaction Advisory / Financial Due DiligenceCosta Mesa, CA$155,000–$170,000 / yearKnowledge and Skill Requirements: Bachelor's degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential; At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Knowledge of M&A markets, including corporate, private equity, and investment banking; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; Proficient use of technology including MS Excel, Power Point, Power BI, or other analytics software. Youll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
Senior Associate - Transaction Advisory / Financial Due Diligence Andersen Tax LLCSenior Associate - Transaction Advisory / Financial Due DiligenceCosta Mesa, CA$115,000–$145,000 / yearKnowledge and Skill Requirement: • Bachelor's degree required; • Accounting, Finance, Economics or related degree preferred; • Certified Public Accountant credential or in process of obtaining; • At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; • Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; • Strong leadership, multitasking and organizational skills; • Excellent communication skills, both written and verbal; • Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; • Proficient use of technology including MS Excel, Power Point, and Power BI or other analytics software. Senior Associates can expect to: • Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; • Assist in preparing reports and related analysis for clients; • Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; • Participate in meetings and calls with target company management and clients; • Assist in building and maintaining client relationships; • Receive formal training related to Transaction Advisory Services, on the job training, direct feedback from practice leaders and the opportunity to pursue additional training through internal and external resources.
Manager - Transaction Advisory / Financial Due Diligence AndersenManager - Transaction Advisory / Financial Due DiligenceLos Angeles, California$155,000–$170,000 / yearThe Requirements: Knowledge and Skill Requirements: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential; At least 6 years relevant work experience with a Big Four or national accounting firm, including at least 3 years of financial due diligence experience; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Knowledge of M&A markets, including corporate, private equity, and investment banking; Excellent communication skills, both written and verbal; Exceptional interpersonal skills and a natural facilitator; and. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
Senior Associate - Transaction Advisory / Financial Due Diligence AndersenSenior Associate - Transaction Advisory / Financial Due DiligenceLos Angeles, California$115,000–$145,000 / yearThe Requirements: Knowledge and Skill Requirement: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential or in process of obtaining; At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Strong leadership, multitasking and organizational skills; Excellent communication skills, both written and verbal; Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; and. The Role: Senior Associates can expect to: Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; Assist in preparing reports and related analysis for clients; Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships; and.
Accounting and CFO Advisory Services Senior Associate Frank Rimerman and Co LLPAccounting and CFO Advisory Services Senior AssociateSan Jose, California$100,000–$120,000 / yearFull timeOverview: Our Accounting and CFO Advisory Services (ACFO) department provides part time accounting, controller and chief financial officer services to start up companies and growing, established companies in the Bay Area. This role can be based out of the Bay Area or San Diego area with a regular in-office presense in our San Francisco, San Jose or San Diego office.
Financial Accounting Advisory Services - Senior Ernst & Young Global LtdFinancial Accounting Advisory Services - SeniorSan Francisco, CA$90,800–$149,800 / yearIf 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. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
Financial Accounting Advisory Services - Senior Manager - Multiple Cities Ernst & Young Global LtdFinancial Accounting Advisory Services - Senior Manager - Multiple CitiesSan Francisco, CA$146,700–$335,100 / yearIf 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. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
Financial Accounting Advisory Services - Manager - Multiple Cities Ernst & Young Global LtdFinancial Accounting Advisory Services - Manager - Multiple CitiesSan Francisco, CA$112,700–$206,500 / yearIf 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. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)Los Angeles, CAFull timeIdentify 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.
PEPI: Senior Associate, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Senior Associate, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)Los Angeles, CAFull timeMeeting education requirement for CPA certification in the state where you are applying forThe salary range is $ 100,000-$150,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. Identify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team.
PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)San Francisco, CAFull timeIdentify 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.
Managing Director - CFO Accounting Advisory Baker Tilly Advisory Group, LPManaging Director - CFO Accounting AdvisoryIrvine, CaliforniaBaker 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.
Director, Research Advisory Services (Advancement & Financial Sustainability) EAB Global, Inc.Director, Research Advisory Services (Advancement & Financial Sustainability)CA$76,500–$115,000 / yearCombine functional knowledge, with an understanding of higher ed's unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively by: Diagnosing and giving voice to dynamics that are often felt, but not addressed; Supporting leaders as they align effort and teams around institutional priorities; Pathing partners through ranges of viable solutions and their pros and cons; recommending paths for improvement and serving as their guides and accountability Partners as they progress; Connecting partner institutions and creating learning experiences. Deliver EAB's point of view and advice through phone consultations, virtual meetings, conferences, and on campus presentations to: Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.
CFO Advisory Services Principal Baker Tilly Advisory Group, LPCFO Advisory Services PrincipalLos Angeles, CaliforniaBaker 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.
Los Angeles Internal Audit and Financial Advisory Consultant - 2027 Protiviti IncLos Angeles Internal Audit and Financial Advisory Consultant - 2027Los Angeles, CA$75,000–$92,000 / yearInternal Audit and Financial Advisory consultants are hired into one of two areas, including: Business Process Audit and Advisory: Helps companies become more innovative by exploring their business processes, identifying and mitigating emerging risks, developing creative solutions to complex business challenges, and encouraging best practices to enhance business functions. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver high-quality, client-focused outcomes in pursuit of our vision to be the most trusted global consulting firm.
Director, Transaction Advisory Services - Healthcare Financial Due Diligence BDO USA PCDirector, Transaction Advisory Services - Healthcare Financial Due DiligenceCA$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Job Summary: The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
Director, Finance and Accounting Advisory Services Armanino McKenna LLPDirector, Finance and Accounting Advisory ServicesCA$168,800–$230,100 / yearJob 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.
Senior Consultant, Finance and Accounting Advisory Services Armanino McKenna LLPSenior Consultant, Finance and Accounting Advisory ServicesIrvine, CA$79,000–$125,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. 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.
DEBT ADVISORY AND STRUCTURED FINANCE ANALYST Cbre ValuationDEBT ADVISORY AND STRUCTURED FINANCE ANALYSTSan Diego, CAOur collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive.
Partner Manager, Accounting & Advisory Anrok, Inc.Partner Manager, Accounting & AdvisorySan Francisco, CAIdentify and recruit high-value accounting and advisory partners, regional CPA firms, boutique advisory practices, and outsourced CFO providers - whose client bases align with Anroks growth strategy. As our Accounting & Advisory Partner Manager, youll source, build, and scale strategic partnerships with accounting firms, CPA practices, and financial advisory organizations that serve our target customers.
Transaction Advisory Services (TAS) - Private Equity Principal Green Hasson & Janks LLPTransaction Advisory Services (TAS) - Private Equity PrincipalLos Angeles, CA$239,000–$350,000 / yearLeveraging GHJ's established Quality of Earnings platform, strong middle-market reputation, and multidisciplinary service offerings, the successful candidate will expand sponsor relationships, originate buy-side diligence engagements, and strengthen GHJ's presence within the Private Equity community. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN).
Associate, Real Estate Valuation and Advisory Services - Multiple Locations Houlihan Lokey Europe GmbHAssociate, Real Estate Valuation and Advisory Services - Multiple LocationsCA$125,000–$145,000 / yearOur 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. The group is composed of credentialed industry professionals who hold the MAI designation awarded by the Appraisal Institute, Certified Public Accountants, as well as Accredited Senior Appraisers of the American Society of Appraisers (ASA) and professional members of the Royal Institute of Chartered Surveyors (MRICS and FRICS).
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryWalnut Creek, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Managing Director, Transaction Opinions - Valuation Advisory Stout Risius RossManaging Director, Transaction Opinions - Valuation AdvisoryLos Angeles, CaliforniaBoth our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Senior - Transaction Advisory Services Baker Tilly Virchow KrauseLLPSenior - Transaction Advisory ServicesCA$96,290–$144,450 / yearBaker 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. Job Description: 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.
Accounting Advisory Services Senior Associate or Supervisor Weaver And Tidwell LLPAccounting Advisory Services Senior Associate or SupervisorPasadena, CA$80,000–$120,000 / yearThe following are responsibilities of the role: • Maintain client books and records, including bank and credit card reconciliations, invoicing, billing, treasury management, accounts payable, payroll processing, and expense reporting • Perform general ledger accounting and closing of the books • Prepare journal entries and gather support for review • Reconcile account balances to supporting schedules • Conduct investigation on variances • Prepare work papers and financial statements • Research and solve more complex accounting issues • Identify and anticipate problem areas and work to provide solutions • Review and summarize client documents • Assist Managers and Partners with various advisory projects as needed, including audit preparation, financial modeling, and data analysis • Supervise and train Associates on various accounting and finance-related projects • Interact with clients in a professional manner through remote conferencing and/or in-person client meetings, including traveling to client sites as requested. We are seeking a Senior Associate or Supervisor to provide general accounting and financial advisory services to our clients, focusing on fund accounting related jobs.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryWalnut Creek, CATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryCampbell, CATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Senior Analyst - Associate, Family Office Advisory (New York and San Francisco) IconiqSenior Analyst - Associate, Family Office Advisory (New York and San Francisco)San Francisco, New YorkWith over $100B 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. You will support clients across a wide range of family office, operational, and service needs, including: Acting as the point of contact for day-to-day client requests and ensuring a high touch, seamless experience.