109 Results for

Financial Advisory Jobs in Presidio, CA

Jobs

New!

San Francisco, CA2 days ago

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.

New!

San Francisco, CA2 days ago

$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.

New!

San Francisco, CA1 day ago

$127,000–$250,000

10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

San Francisco, CA13 days ago

Full-time
Employee

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.

Menlo Park, CA8 days ago

Full-time
Employee

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.

San Francisco, California27 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, California27 days ago

New!

San Francisco, CAToday

$146,700–$335,100 Per 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.

San Francisco, CA16 days 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.

San Francisco, 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

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.

San Francisco, CA9 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

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).

Kailua, HI30+ days ago

When you refer a candidate who is hired and successfully completes their introductory period, youll receive a generous referral bonus as a thank-you for helping us grow our talented team. Evaluate, install, and perform preventive maintenance on imaging equipment, while providing advanced-level troubleshooting and repair of electronic, mechanical, and network-related issues.

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, MA30+ days ago

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.

Raleigh/Duirham, NC30+ days ago

The FSE provides frontline support by resolving customers' concerns and issues through technical expertise, troubleshooting, repairs, calibrations, and verifications of the performance of complex and intricate diagnostic imaging equipment while providing regular communications to internal and external customers. Consults by phone, Teams, and e-mail with Director of Service, Service Manager, and technical staff to communicate information regarding system troubleshooting, diagnosing the problem, and determining best practice to resolve issue; effectively communicates system status and time of escalation per Avante Escalation Procedure.

San Francisco, CA30+ days ago

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.

San Francisco, CA30+ days ago

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.

New!

South San Francisco, California1 day ago

Employee

Fletcher, NC20 days ago

Full-time

OCCASSIONAL (up to 33%): stooping, kneeling squatting, body twisting, sense of touch, climbing on/off truck, gripping, lifting over 10 lbs. to 50 lbs., reaching, lifting, carrying, pushing, pulling, climbing ladders, balancing, lifting over 50 lbs. The groundperson is responsible for gathering and feeding brush & debris into a woodchipper, scanning areas from trip and fall hazards, ensuring other workers stay out of the path of travel.

Toronto, ON30+ days ago

Remote

Should also have completed multiple S/4HANA implementations with EWM scope and strong end-to-end knowledge of warehouse management processes specifically inbound, outbound, and internal movements. Our Toronto based client is seeking an experienced SAP Extended Warehouse Management (eWM) Lead to join their project immediately and will run for 6 months, with possibility of an extension.

Sunnyvale, CA14 days ago

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.

San Francisco, CA30+ days ago

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.

Foster City, CA13 days ago

$115,000–$150,000 Per 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).

New!

Foster City, CA1 day ago

$150,000–$225,000 Per 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.

San Francisco, California22 days ago

San Francisco, CA26 days ago

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.

SF, CA30+ days ago

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.

San Francisco, California27 days ago

$61,000–$250,000 Per 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.

San Francisco, California30+ days ago

San Francisco, CA14 days ago

$155,000–$180,000 Per Year

You'll be at the forefront of Bloomberg’s expanding equity index business, focusing on the West Coast region in San Francisco, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services.

San Francisco, California22 days ago

San Francisco, CA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

San Francisco, CA28 days ago

$75,000–$110,000 Per Year

Conducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs. **Desired competencies include:** + Functional experience in at least one of the following areas desired, but not required: · + Proficiency with data science analytical techniques and familiarity using multiple public datasets including BLS, BEA, NAICS data, ACS and other geographically-defined socioeconomic datasets.

San Francisco, CA18 days ago

$100,000–$150,000 Per Year

Conducting business modelling (market sizing, segmentation, penetration, adoption) and investment analysis by building custom discounted cash flow (DCF) Excel models to calculate revenue, cost-benefit analyses (CBA), EBITDA, NPV, IRR, CAGR for client’s policies, projects and programs. **Desired competencies include:** + Functional experience in at least one of the following areas desired, but not required: + Proficiency with data science analytical techniques and familiarity using multiple public datasets including BLS, BEA, NAICS data, ACS and other geographically-defined socioeconomic datasets.

San Francisco, CA30+ days ago

$21–$25
Contractor

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Mountain View, CA13 days ago

Full-time
Employee

You will own the end-to-end financial life-cycle of regional investments, from modeling partnerships and agreement renewals, to designing frameworks that measure long-term business impact. By advocating AI-driven process innovations and fostering cross-functional collaboration, you will act as a trusted advisor to leadership, ensuring our marketing strategy is both operationally efficient and data backed.

Sunnyvale, CA21 days ago

Full-time
Employee

The Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Sunnyvale, CA15 days ago

Full-time
Employee

From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. Lead the consolidation and analysis of the monthly forecast for gTech, identifying trends, risks, and opportunities to ensure leadership has the most up-to-date financial outlook.

New!

Sunnyvale, CA6 days ago

Full-time
Employee

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Kirkland, WA, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. Technical Infrastructure (TI) is the backbone of Google - the global data centers, networks and integrated hardware and software that power both Google customer products and services, including Google Cloud, and our internal operations.

Walnut Creek, California27 days ago

San Francisco, California11 days ago

Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. 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.

San Francisco, CA22 days ago

$110,000–$170,000 Per Year

We are recruiting for this role in the following locations: **Los Angeles, CA; San Francisco, CA; Denver, CO; Chicago, IL.** Building off AECOM’s considerable expertise in infrastructure design and implementation, AECOM Advisory is a trusted adviser to senior level clients and executive teams on their most pressing enterprise and strategic needs. + Drive (outline, supervise, and provide quality control over) delivery teams comprised of 5-8 Consultants and Senior Consultants across multiple and inter-dependent workstreams in: + Applying existing and hypothesizing new solution frameworks to deconstruct, dimensionalize, and analyze client problems.

San Francisco, CA23 days ago

$55,000–$75,000 Per Year

The services will include the analysis of documents associated with a complex transaction or series of transactions; as well as obtaining and analyzing financial, banking, accounting, and tax records in order to trace the movement of funds, identify assets to pursue for collection or to assess a debtor’s ability to make payments. Will perform detailed review of relevant financial information, including financial statements, credit reports, tax returns, insurance information, real property escrow and lending materials, bank statements and loan applications to third parties, with a view to determining the collectability of assets.

San Francisco, California30+ days ago

San Francisco, California26 days ago

Remote

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

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Financial Advisory Jobs in Presidio, CA

Sr. Financial Analyst Vaco LLC

Financial Analyst Kforce Inc.

Director, Wealth Advisor BNY

Senior Financial Analyst Company Confidential

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

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

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

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

Fund Advisory Specialist Career Launch AI

Accounting Advisory Senior Associate Regal Executive Search

Manager- Accounting Advisory / Technical Accounting Regal Executive Search

Field Service Engineer- CT/MRI(GE) Healthcare Technical Staffing, LLC

Partner - Accounting Advisory Regal Executive Search

Senior Manager - Accounting Advisory / Technical Accounting Regal Executive Search

Accounting Advisory - Consultant Regal Executive Search

Field Service Engineer - CV/CT(Philips, Siemens) Healthcare Technical Staffing, LLC

Senior Consultant - Accounting Advisory Regal Executive Search

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

Decision Analytics Consultant - Digital & Technology Advisory ZS

Groundperson - NON-UNION Asplundh Tree Expert

SAP Extended Warehouse Management (eWM) Lead High Cliff Partners Inc.

Cloud Controller, Commercial Deal Advisory and Assurance Google

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

Financial Advisor Summitry

Senior Financial Advisor Summitry

Senior Consultant Transactions Advisory Services Baker Tilly Advisory Group, LP

Financial Advisor Valued Merchant Services

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

Financial Advisor Northwestern Mutual

2026 Real Estate Advisory Analyst - Valuations Baker Tilly Advisory Group, LP

Equity Index Solutions Specialist, Enterprise Sales - Financial Solutions Bloomberg

Senior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LP

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Consultant, Advisory AECOM

Senior Consultant, Advisory AECOM

Financial Analyst Jobot

Financial Analyst, Pixel Marketing Finance Google

Financial Analyst, Technical Infrastructure Google

Financial Analyst, gTech Google

Financial Analyst, Data Center Technology Systems Google

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

IT Audit, Cybersecurity & Risk Advisory Senior Consultant Baker Tilly Advisory Group, LP

Manager, Advisory AECOM

Financial Analyst Cameo Consulting Group, LLC

Risk Advisory Services Managing Director Baker Tilly Advisory Group, LP

Financial Advisor City National Bank

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