Senior Accountant at FInancial Institution

Description

Reach out to Michelle Espejo via email or Linked In for additional information or questions.

Senior Accountant | Financial Institution | Pleasanton | Hybrid

Join a well-established financial institution known for its member-first approach, modern technology, and long-standing community presence. This organization offers stability, meaningful work, and a supportive culture where you can make a real impact.

You'll enjoy strong benefits, professional development, and a collaborative environment that values growth, innovation, and accountability.

What You'll Do

+ Review and analyze daily and monthly general ledger activity

+ Prepare, review, and approve complex reconciliations and resolve discrepancies, reserves, and write-offs

+ Maintain and improve SOPs, process documentation, and flowcharts

+ Partner with teams across the business and provide reliable accounting guidance

+ Support new products and services with strong technical accounting

+ Lead core month-end close tasks, including entries, variance analysis, and balance checks

+ Prepare audit-ready documentation, financial analyses, and technical memos

+ Identify process improvements, strengthen controls, and support automation initiatives

+ Contribute to change efforts, manage multiple priorities, and ensure compliance with policies and regulations

For fastest consideration, reach out to Michelle Espejo via email or Linked In.

Requirements

+ Bachelor's in Accounting or Finance;
Master's is a plus

+ 5+ years in financial services

+ Strong knowledge of GAAP, Codification Standards, and internal controls

+ Expertise in GL reconciliations and Excel

+

Experience with automation tools like Jira or Snowflake is a plus

+ Comfortable managing multiple deadlines in a dynamic setting

Interested or even just curious? Reach out to Michelle Espejo via email or Linked In. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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