Jobs

Research Analyst

Our client in the financial services industry is looking for a Research Analyst to join their team in Walnut Creek   Job Description: Perform research on investments and financial products Help maintain investment models and various research materials Compile documentation to prepare for quarterly Investment Committee Meetings Assist with business operational duties ...
Dora DangResearch Analyst

Chief Financial Officer

Our client in the financial services industry is looking for a Chief Financial Officer to join their team in Walnut Creek   Job Description: Assist executive management Manage banking relationships Prepare budgets by establishing schedules; collecting, analyzing, and consolidating financial data Provide status of financial condition by collecting, interpreting, and...
Dora DangChief Financial Officer

Staff Accountant

Our client in the financial services industry is looking for a Staff Accountant to join their team in Walnut Creek   Job Description: Responsible for monthly closing process Prepare and review of journal entries Prepare monthly deferred tax calculation Help maintain appropriate documentation and files Prepare financial statements Assist with external audit and tax...
Dora DangStaff Accountant

Treasury Associate

Our client in the financial services industry is looking for a Treasury Associate to join their team in Walnut Creek   Job Description: Responsible for monthly closing process Prepare and review of journal entries Prepare monthly deferred tax calculation Help maintain appropriate documentation and files as support for all transactions Prepare financial statements to...
Dora DangTreasury Associate

Accountant

Our client in the technology industry is looking for an Accountant to join their team in Walnut Creek   Job Description: Assist accounts receivable and billing processes Assist with month-end close activities and review of general ledger activity Prepare account reconciliations Assist with the annual audit and tax filings Requirements: Public/Big 4 accounting...
Dora DangAccountant

Controller

Our client in the financial services industry is looking for a Controller to join their team in Walnut Creek   Job Description: Manage accounting, payroll, treasury, budgeting, audit and tax Perform financial reporting and forecasting Responsible for year-end closes Manage software systems and records Review and suggest improvements to policies and...
Elizabeth ValadezController

Fund Accountant

Our client in the financial services industry is looking for a Fund Accountant to join their team in the Walnut Creek area.   Job Description: Prepare financial statements Help determine company valuations Assist with the internal semi-annual portfolio review process Monitor compliance with partnership agreements Assist with audits and tax return review Determine...
Elizabeth ValadezFund Accountant

Client Service Associate

Our client in the financial services industry is looking for a Client Service Associate to join their team in Walnut Creek   Job Description: Help administer data gathering, investments and service processes Help with account transfers Collect, prepare and review financial data Prepare investment paperwork/reports Assist with the preparation process Provide...
Alex RealClient Service Associate