351 Results for

Financial Advisory Jobs in California

Jobs

New!

Long Beach, CA1 day ago

$110,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Join our growing advisory team as a Manager, playing a key leadership role in delivering high-quality accounting support and strategic financial insights to clients.

New!

Los Angeles, CA1 day ago

$220,000–$270,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Minimum of 10 years of experience in public accounting or (and min 2 years in leadership), with a focus on auditing government and nonprofit entities.

New!

La Jolla, CA3 days ago

$135,000–$145,000

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. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Morgan Hill, CA3 days ago

$110,000–$155,000

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.

New!

San Diego, CA3 days ago

$95,000–$110,000

New!

San Dimas, CAToday

$80,000–$110,000 Per Year

Under the direction of the Finance Planning & Analysis Manager, the Financial Analyst is responsible for conducting financial analysis, supporting budgeting and forecasting activities, and ensuring the accuracy and integrity of financial reporting. The ideal candidate is a self-starter who thrives in a deadline-driven environment and communicates effectively across all levels of the organization.

New!

Santa Ana, CA1 day ago

Manage asset accounting and lifecycle tracking within ERP systems, including capitalization and depreciation processes. Support month-end close activities, including accruals, reconciliations, and inventory adjustments in compliance with GAAP.

New!

Davis, CAToday

$100,000–$300,000 Per Year

You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams. This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community.

San Francisco, CA27 days ago

Remote

Full-time
Employee

Financial services industry experience: Prior work in banking, asset management, insurance, fintech, or financial operations — particularly in areas such as procurement, accounts payable, compliance, or risk management — is strongly preferred. This contract-to-hire opportunity is ideal for a practitioner who combines deep technical expertise in LLM agent architectures with strong analytical thinking and the communication skills to engage senior stakeholders.

Cupertino, CA11 days ago

Full-time
Employee

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.

Newport Beach, CA7 days ago

The candidate must possess at least 10 years’ experience in trust and estate planning or administration and in-depth technical expertise in multiple areas, including, but not limited to, estate planning, tax optimization, philanthropy, multigenerational wealth transfer, retirement planning, business succession, and insurance planning. Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients working in estate planning or trust and estate administration with significant exposure to UHNW clients ($ 30 M+ net worth) required.

Newport Beach, CA26 days ago

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

New!

Inland Empire, CA3 days ago

Remote

$140,000–$150,000

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. ???????Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Los Angeles, CA3 days ago

$140,000–$170,000

San Jose, CA30+ days ago

Remote

$105,000–$120,000 Per Year

BrightPlan is a leader in Total Financial Wellness, delivering a comprehensive global solution that supports employees’ financial health at every stage of life, empowering HR teams to enhance the employee experience and better attract, retain, and engage talent. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

Los Angeles, California30+ days ago

$100,000–$130,000 Per Year

Responsibilities & 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.

Los Angeles, California14 days ago

$80,000–$95,000 Per Year

This role will be responsible for providing financial and analytical support for the firm, as well as preparing recurring and ad-hoc financial analysis and reports related to client statistics and firm financial metrics. We’d love to hear from you if you: Possess well-developed and professional interpersonal skills, including excellent written and verbal communication, with the ability to interact with people at all organizational levels.

San Jose, California30+ days ago

$100,000–$120,000 Per Year

Overview: 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 position has a salary range of $100,000 - 120,000, is benchmarked with ranges in the San Jose, San Francisco and San Diego markets and depends on matching qualifications.

Los Angeles, California30+ days ago

$115,000–$145,000 Per Year

The 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.

Los Angeles, California30+ days ago

$155,000–$170,000 Per Year

The 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.

San Francisco, California12 days ago

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.

San Francisco, California12 days ago

Los Angeles, CA23 days ago

$250,000–$400,000 Per Year

Leads complex deal related issues and provides 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. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

New!

San Francisco, CA1 day ago

$125,000–$175,000 Per 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.

Irvine, California12 days ago

Los Angeles, CA23 days ago

$180,000–$280,000 Per Year

Examines 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. 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.

Los Angeles, California8 days ago

Los Angeles, CA30+ days ago

Full-time

Meeting 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.

Los Angeles, CA30+ days ago

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.

San Francisco, CA30+ days ago

Full-time

Carpinteria, CA30+ days ago

$62,000–$68,000

With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team. The primary responsibility of the Retail Sales & Partner Development Support Specialist is to provide support to the VP of Retail Sales and Advisory Recruiting teams.

Irvine, California11 days ago

As a key advisor to senior stakeholders, this role provides counsel on privacy risk, regulatory developments, and privacy by design principles, and supports product, technology, and business initiatives through effective privacy governance. Act as the Company's primary privacy SME, providing legal and strategic guidance to business, technology, product, and operations teams to ensure compliance with applicable privacy, data protection, information security and consumer protection/advertising laws.

Los Angeles, CA30+ days ago

An industry accounting professional with broad knowledge of US GAAP, including purchase accounting, derivatives, complex debt, and equity securities, stock-based compensation, revenue recognition, and lease accounting, seeking to get into client services/consulting. In addition to demonstrating a strong work ethic and a capability to lead teams and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint.

San Francisco, CA8 days ago

$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.

San Francisco, CA30+ days ago

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.

San Francisco, CA30+ days ago

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.

New!

Woodland Hills, NC1 day ago

$145,000–$185,000

You’ll also lead tax planning initiatives, support mergers and acquisitions activity, advise on entity structuring and restructuring strategies, prepare and review tax provisions and consolidated filings, and act as a trusted advisor to clients navigating complex financial decisions. For tax professionals who enjoy both the technical and relationship-building side of public accounting, this role offers an exciting blend of leadership, advisory work, practice growth, and long-term advancement potential within a highly respected firm environment.

San Francisco, CA30+ days ago

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.

Irvine, CA30+ days ago

Our client is the premier technical advisory services firm in California that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mid-market companies to large multi-national Fortune 1000 firms. Active improving technical and project management skills through on the job feedback, performance evaluations, mentoring and firm-sponsored formal training programs including monthly CPE and Subject Matter Expert (SME) training.

Century City, CA30+ days ago

Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities. The Transaction Advisory Services Senior Manager will be responsible for managing financial due diligence engagements for middle market strategic and financial (private equity) acquirers.

San Francisco, MA30+ days ago

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.

San Francisco, CA30+ days ago

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).

San Francisco, CA30+ days ago

Experience advising commercial companies in one or more of the following areas: finance optimization, operations improvement, business process improvement, change management, program or project management, data analytics, robotic process automation (RPA). Manage client accounts, projects, and engagements, including: work plans, staffing, deadlines, and budgets throughout all lifecycle phases – strategy, goal-setting, deliverables, and maintaining an integrated project plan.

San Francisco, MA30+ days ago

New!

Los Angeles, CA4 days ago

$120,000–$180,000

We are seeking an experienced professional help grow our Rail & Transit practice with their deep expertise in areas such as O&M cost modelling, business planning/modelling, ancillary revenue forecasting, preparation and due diligence of financial models, and P3 advisory. Demonstrated success in growing commercial advisory services, working directly with clients and senior decision-makers and leading projects that tackle complex transportation and rail challenges.

San Francisco, CA30+ days ago

This role is ideal for a strategic thinker with entrepreneurial energy to expand client relationships, lead large-scale engagements, and generate $3M+ in new consulting revenue annually through high impact, trusted advisory work. You’ll shape the future of how life sciences organizations launch, grow, and optimize their portfolios — blending scientific rigor with commercial insight to create measurable value for clients across the pharmaceutical and biotech ecosystem.

San Diego, CA30+ days ago

Demonstrated experience identifying and addressing client needs: actively participating in client discussions and meetings; communicating a broad range of Firm services; managing engagements including preparing concise, accurate documents and balancing project economics management with the occurrence of unanticipated issues. Demonstrated experience as a team leader: creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues.

San Diego, CA30+ days ago

We support our clients develop and maintain appropriate business systems and controls, devise solutions, develop training and compliance programs and provide dispute resolution involving pricing, costing and administration of contracts. Our client's Federal Government Contracting Practice provides sound regulatory and strategic compliance and business consulting solutions to clients who contract with the United States Federal Government and their Agencies.

New!

Los Angeles, CA5 days ago

Strong Japanese proficiency, both written and verbal, to communicate effectively with Japanese clients including expats and local employees and colleagues. Holds a current and valid CPA’s license, or is working toward obtaining the license by taking and passing the applicable state CPA exam.

San Francisco, CA30+ days ago

Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a management consulting firm. Education Bachelor’s degree (or higher) in Accounting, Business, Finance or other technical discipline.

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Financial Advisory Jobs in California

Jobs

Accounting & Advisory ManagerJobot

Audit Director - Government & Nonprofits - Assurance & AdvisoryJobot

Accounting Advisory ManagerVaco LLC

Financial AnalystVaco LLC

Senior Financial AnalystVaco LLC

Financial AnalystKinetic Personnel Group

Financial Analyst 2Epitec, Inc

Home Loan Consultant - Financial Services Background PreferredGenerations Home Loans

Anthropic AI Consultant- Financial Domain IndustryCensus InfoTech Inc

Financial AnalystAmbow Education Inc

Senior Family Wealth StrategistBeacon Pointe Advisors LLC

Senior Tax PlannerBeacon Pointe Advisors LLC

Controller x 140K - 150K + bonus x Inland EmpireVaco LLC

Finance Manager x 140K - 160K + bonus x LA / flexVaco LLC

Project Manager, Financial Advisory & EducationConfidential Company

Senior Strategic Advisory and Financial AnalystLatham & Watkins LLP

Strategic Advisory and Financial AnalystLatham & Watkins LLP

Accounting and CFO Advisory Services Senior AssociateFrank Rimerman and Co LLP

Senior Associate - Transaction Advisory / Financial Due DiligenceAndersen

Manager - Transaction Advisory / Financial Due DiligenceAndersen

Senior Manager, CFO Advisory - Financial ServicesBaker Tilly Advisory Group, LP

Manager, CFO Advisory - Financial ServicesBaker Tilly Advisory Group, LP

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligencebdo consulting

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

Managing Director - CFO Accounting AdvisoryBaker Tilly Advisory Group, LP

Director, Transaction Advisory Services - Healthcare Financial Due Diligencebdo consulting

CFO Advisory Services PrincipalBaker Tilly Advisory Group, LP

PEPI: Senior Associate, 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

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

Retail Sales & Partner Development Support (Advisory)PlanMember Financial Corporation

Senior Counsel, Privacy and AdvisoryHyundai Capital America

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