Financial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
NewSenior Financial Services Analyst LHH USSenior Financial Services AnalystOakland, CA$65–$73 / hourEssential Functions: - Develop and maintain financial trending models to identify patterns - Prepare rolling forecasts and long range financial plans - Support financial evaluation, modeling, and due diligence for development deals and capital projects - Analyze deal economics, project returns, and risk factors - Prepare and maintain financial data, schedules, and disclosures required for credit rating agency submittals - Assist in the preparing of quarterly earnings material and support analysis - Assist in the development of bord presentations - Prepare ad hoc financial analyses and reports - Work with all department heads to gather data, validate assumptions, and align financial narratives Qualifications: - Bachelor's Degree in Finance, Accounting or related field is required - Master's Degre would be a huge plus - Experience in real estate, public policy, city planning would be nice to have - Strong knowledge of GAAP, financial statements, forecasting, cost allocation, budget variance analysis, and flux analysis - Technically proficient in accounting, financial modeling, and benchmarking analysis - Advanced with Microsoft Excel - Excellent communications skills both written and verbal, able to handle PowerPoint presentations - A keen eye for detail, a problem-solver, and organized - Team player, resourceful, helpful, and a positive attitude - Self-starter, reliable, dedicated, and willing to learn Experience: 10 years of experience as a Senior Analytical Professional Employment Type: Temporary (6 months) - Possible Temp to Perm If you are interested in this or other job opportunities available through LHH Recruitment Solutions, please submit your resume today at www. The ideal candidate will have a minimum of 10 years of experience with a drive to understand the why behind the numbers, understanding root causes, proactively seeking information, navigating ambiguity to find practical solutions, and working with staff across the agency.
NewFinancial Services Tax Experienced Manager, State and Local Tax bdo consultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. 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.
NewSenior Financial Analyst - Client Incentive Operations VisaSenior Financial Analyst - Client Incentive OperationsFoster City, CA$129,200–$206,700 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. For roles located in the US, the estimated salary range for this position is $129,200.00 to $ 206,700.00 USD per year, which may include potential sales incentive payments (if applicable).
NewFinancial Counselor - onsite in Greenbrae, CA UnitedHealth GroupFinancial Counselor - onsite in Greenbrae, CAGreenbrae, CA$20.38–$36.44 / hourExcellent computer skills to include Microsoft Outlook, (scheduling meetings and sending e-mails), Microsoft Word (create and send documents) and ability to navigate Window and have excellent keyboarding skills. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewClient Services Associate Thriving Asset Management LLCClient Services AssociatePalo Alto, CA$90,000–$110,000 / yearAre you an experienced client services professional at a wealth management firm who enjoys building lasting relationships, solving problems, and making a meaningful difference for clients? If you're looking for a stable, rewarding career in client service-and not pursuing a financial advisor or sales career-we offer an environment where your expertise is appreciated, and your contributions truly matter.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Francisco, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. 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.
NewTax Experienced Manager, Private Client Services bdo consultingTax Experienced Manager, Private Client ServicesSan Francisco, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewVice President, Gateway Services Products VisaVice President, Gateway Services ProductsFoster City, CA$261,900–$458,000 / yearAs Visa modernizes its core processing platforms through Open VisaNet (OVN), Gateway Services plays a critical role in evolving legacy access models toward API‑driven, scalable, and globally distributed architectures that safely support new payment flows, regions, and business models. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewManager, Risk Advisory Services bdo consultingManager, Risk Advisory ServicesSan Francisco, CA$115,000–$135,000 / yearThe Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Six (6) or more years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
NewAccounting/Finance - Financial Clearance Specialist III VoltAccounting/Finance - Financial Clearance Specialist IIIWalnut, CA$27–$28 / hourThis role requires a high level of independent judgement in order to successfully coordinate and obtain authorization requests for complex managed care patients in a timely and efficient manner. The Financial Clearance Specialist is best defined as a highly independent and flexible resource that focuses on system-specific service lines that are in alignment with the patient experience initiative.
NewRespite Services Program Manager PRC Baker PlacesRespite Services Program ManagerSan Francisco, CAMission Statement: Our mission is to help people affected by HIV/AIDS, substance use, or mental health issues better realize opportunities by providing integrated legal, social and health services that address the broad range of social risk factors that impact wellness and limit potential. Job Description PRC Baker Places is a non-profit organization dedicated to serving the San Francisco community through legal advocacy, workforce development, financial services, and residential treatment programs.
NewStaff Financial Analyst Compunnel, Inc.Staff Financial AnalystLos Gatos, CAAs a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments.
Senior Director of Clinical Nutrition Services Stamford American International HospitalSenior Director of Clinical Nutrition ServicesPalo Alto, CA$94.35–$125.03 / hourLeads the expansion of inpatient, outpatient nutrition services, and virtual nutrition programs while driving innovation and new care models including digital health, population health nutrition, and specialty nutrition programs (i.e., oncology, transplant, metabolic health, and other chronic diseases). In this role, you will provide operational leadership for Clinical Nutrition Services, partnering with the VP – Patient Care Services and Business Clinical Support Services to plan, direct, and continually improve nutrition care, policies, staffing, regulatory compliance, and patient outcomes.
NewTax Senior JobotTax SeniorPacifica, CA$80,000–$115,000 / yearInformation 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. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.
Senior Software Engineer, Backend - Financial Product RipplingSenior Software Engineer, Backend - Financial ProductSan Francisco, CAOur team builds and maintains the core financial products that enable businesses to operate seamlessly, covering areas such as: • Global Payroll: Developing the systems for calculating, filing, and processing payroll across multiple countries, including tax logic, compliance, and direct money movement infrastructure. This platform delivers secure, fault-tolerant, scalable primitives for money movement, billing, reconciliation, compliance, and financial intelligence, enabling rapid launch of financial products with minimal effort, and zero disbursement failures or manual intervention.
NewCFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key Responsibilities Offer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
NewTax Experienced Manager, Core Tax Services bdo consultingTax Experienced Manager, Core Tax ServicesSan Francisco, CA$115,000–$165,000 / yearThe Core Tax Services (“CTS”) Experienced Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Tax Managing Director, Transaction Advisory Services bdo consultingTax Managing Director, Transaction Advisory ServicesSan Jose, CA$250,000–$350,000 / yearThe Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). 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.
Senior Financial Analyst, Corporate Finance and Strategy PlaidSenior Financial Analyst, Corporate Finance and StrategySan Francisco, CA$159,000–$172,800 / year5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Build and operationalize SBC and equity modeling, incorporating HC growth, grant cadence, forfeitures, and refresh cycles — and tie SBC into the path to GAAP profitability, EBITDA, and margin analysis.