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22 results for Wealth Advisor in San Francisco, CA

Wealth Advisor

Mountain View, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Step Into a Lead Planner Role — Real Client Exposure, Real GrowthJennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path. If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation. What You’ll Own<ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
2026-08-11T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-07T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
175000 - 225000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Join a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-29T00:00:00Z

Estate Planning Attorney

Los Gatos, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an Estate Planning Attorney to support clients with a wide range of matters involving estate planning, probate, and trust administration. This role is ideal for a legal specialist who can prepare accurate documentation, manage court-related filings, and communicate clearly with clients and involved parties. The attorney will play a key role in guiding matters from document preparation through filing and administration while maintaining organized case records. Responsibilities: • Develop estate planning instruments, including trusts, wills, and powers of attorney, tailored to client needs and legal requirements. • Prepare and submit pleadings, petitions, and supporting materials for probate proceedings in the appropriate courts. • Compose clear written communications related to probate, trust administration, and estate planning matters for clients, courts, and third parties. • Assemble and file documents required by county offices, ensuring completeness, accuracy, and timely submission. • Draft real property transfer documents, such as deeds, affidavits, and related disclosure forms, in support of estate and trust matters. • Manage legal documentation and case materials through routine administrative support, including scanning, copying, and maintaining organized file records. • Assist with trust and estate administration tasks by tracking required documentation and helping move matters forward efficiently.
2026-07-30T00:00:00Z

Estate Planning Attorney

San Rafael, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
We are looking for an experienced Estate Planning Attorney in San Rafael, California. The position offers a hybrid work environment, with three days in the office and two days working remotely.
2026-08-07T00:00:00Z

Financial Planner, Associate Advisor - Clear Growth

San Francisco, CA
onsite
Permanent / Full Time
145000 - 185000 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams I am partnered with a rapidly growing, ethics first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated advice, and playing a central role in helping clients navigate complex financial decisions. This role will align closely with a Senior Lead Advisor who wants to merge their client needs with your skills, boosting your career growth opportunity significantly. The firm combines the personalized service and white-glove experience of a boutique advisory practice with the resources, infrastructure, and growth trajectory of a larger organization. With a strong commitment to professional development, collaboration, and long-term career growth, the firm invests heavily in helping advisors build successful and rewarding careers. Why This Opportunity Stands Out<ul><li>Direct partnership with highly experienced advisors and leadership</li><li>Opportunity to inherit and transition client relationships from a retiring advisor</li><li>Clear path toward greater client ownership and revenue participation</li><li>Comprehensive planning approach that extends beyond investments</li><li>Collaborative, team-oriented culture with a strong "people-first" philosophy</li><li>Significant opportunities for professional growth and advancement</li><li>Access to sophisticated planning resources and internal specialists</li><li>Stable platform with continued organic and acquisition-driven growth</li></ul>As a Senior Financial Planner / Associate Advisor, you will serve as a trusted partner to both clients and lead advisors, helping deliver comprehensive wealth management advice while taking increasing ownership of client relationships over time. You will play a highly visible role in client engagement, financial planning, relationship management, and practice growth initiatives. This position offers a unique opportunity to work closely with established advisors while building the experience, confidence, and client relationships necessary for long-term success as a lead advisor.
2026-07-31T00:00:00Z

VP of Client Services - Wealth Management

San Francisco, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
A nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization. This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm. The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement. Lead and Develop High-Performing Teams<ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul>Elevate the Client Experience<ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul>Partner Across the Business<ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul>Drive Operational Excellence<ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul>
2026-07-24T00:00:00Z

Trust Accountant

Walnut Creek, CA
onsite
Temporary to Hire
30 - 40 USD / Hourly
We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism. Responsibilities: • Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards. • Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction. • Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments. • Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records. • Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items. • Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership. • Perform bank reconciliations, clear open items, and maintain accurate trust account balances. • Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing. • Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
2026-08-03T00:00:00Z

Fund Accountant | Private Equity Firm

Burlingame, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. A leading investment firm is seeking a Fund Accountant to support fund accounting, financial reporting, and broader finance operations. This role will work closely with the Senior Accounting Manager and Assistant Controller, as well as internal Legal and Investor Relations teams. ResponsibilitiesFund & Management Company Accounting<ul><li>Assist with wires related to capital distributions, redemptions, and expenses.</li><li>Support quarterly and annual close, including financial statements, supporting schedules, and valuation-related work.</li><li>Work closely with the external fund administrator to review and monitor books and records.</li><li>Prepare quarterly investor reports and supporting schedules.</li><li>Assist with complex valuations, public comparable analyses, and liquidation waterfalls.</li><li>Monitor and coordinate the collection of financial data from privately held portfolio companies.</li><li>Maintain documentation in accordance with finance policies and procedures.</li><li>Liaise with external auditors and support year-end audit and tax preparation.</li></ul>Investor & Limited Partner Support<ul><li>Partner with Finance and Investor Relations teams on capital call and distribution allocations.</li><li>Prepare investor notices and related supporting materials.</li><li>Track and prepare Limited Partner and portfolio company audit confirmations.</li><li>Assist with improving and automating the confirmation process.</li></ul>
2026-08-13T00:00:00Z

Property Tax Consultant

Palo Alto, CA
remote
Temporary / Contract
95 - 110 USD / Hourly
We are looking for a Property Tax Consultant to support an early-stage product focused on residential property tax appeal workflows in Florida. This is a Contract position based in Palo Alto, California, offering an independent contractor arrangement with flexible, part-time hours on an as-needed basis. The person in this role will provide practical guidance on appeal procedures, filing rules, and hearing preparation so the product is designed around real-world county practices. This opportunity is ideal for someone with direct hands-on experience who can help shape a legally grounded, operationally effective solution. Responsibilities: • Advise the product team on how Florida residential property tax appeal rules are applied in practice, translating statutory and procedural requirements into usable product guidance. • Explain operational differences among high-volume Florida counties, including how local property appraiser offices and value adjustment boards may vary in their processes and expectations. • Guide the design of filing workflows by outlining key deadlines, notice timing, required forms, submission methods, and payment-related compliance steps. • Help structure hearing preparation features that reflect successful appeal strategies, including evidence timing, comparable property analysis, and property condition arguments. • Review customer and backend authorization flows to identify legal or procedural issues before release to production. • Spot potential process risks and edge cases by drawing on extensive experience across a large number of residential parcels and appeal scenarios. • Collaborate with internal stakeholders to refine filing logic and user pathways so the product aligns with actual appeal practices in Florida. • Provide ongoing subject matter insight on petition handling and adjudicative expectations relevant to special magistrate proceedings.
2026-08-12T00:00:00Z

Financial Analyst

Emeryville, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-08-04T00:00:00Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities:Partner with business leaders to provide financial analysis and support decision-making.Build financial models for forecasting, pricing, profitability, and investments.Analyze monthly results, identify variances, and recommend improvements.Support budgeting, forecasting, and long-range planning.Standardize and improve financial processes, reporting, and analytics.Automate reporting and enhance data quality through continuous improvement.Prepare KPI dashboards, management reports, and executive presentations.Collaborate with operations, engineering, supply chain, and accounting teams.Support audits, compliance, and internal controls.Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.Develop a strong understanding of manufacturing operations and financial drivers.
2026-08-05T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-08-13T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
42 - 55 USD / Hourly
We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.Responsibilities<ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul>
2026-08-13T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary to Hire
33.25 - 38.5 USD / Hourly
We are looking for a Financial Analyst to join a contract opportunity with potential for a permanent role based in California. In this role, you will work closely with finance, investor relations, and business partners to support executive decision-making through thoughtful analysis, clear reporting, and actionable insights. This position is ideal for someone who enjoys translating financial and operational data into meaningful recommendations for senior leadership and board-level audiences. Responsibilities: • Collaborate with investor relations and internal stakeholders to prepare analysis and materials that support quarterly earnings activities and external messaging. • Build a strong understanding of the company’s strategic direction, core offerings, and key financial indicators to inform planning and reporting. • Partner with teams across the organization to evaluate financial performance, highlight emerging risks, and identify areas of opportunity for leadership review. • Analyze business results and operational metrics, then convert findings into concise updates and recommendations for senior executives. • Review external disclosures, market signals, and competitor information to help assess how the business may be viewed by investors and the broader market. • Develop reporting packages, KPI summaries, and supporting analytics that strengthen communication with management and leadership teams. • Recommend process improvements that increase consistency, simplify workflows, and support scalable financial operations as the organization grows. • Create and enhance financial models, reporting tools, and infrastructure that improve automation and support business, operational, and external reporting needs.
2026-08-10T00:00:00Z

Financial Analyst

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with 2-4 years of experience to join our client's growing finance team. This individual will support budgeting, forecasting, financial reporting, variance analysis, and strategic business initiatives. The ideal candidate is highly proficient in Excel, experienced with SQL or Power BI, and able to transform financial data into actionable insights for business leaders. Key Responsibilities<ul><li>Prepare monthly, quarterly, and annual financial reports and analyses.</li><li>Perform budget-to-actual and forecast-to-actual variance analysis.</li><li>Assist with annual budgeting, forecasting, and long-range financial planning.</li><li>Build and maintain financial models to support business decision-making.</li><li>Analyze revenue, expenses, profitability, and key business drivers.</li><li>Partner with Accounting during month-end close activities.</li><li>Develop dashboards and reporting packages for leadership.</li><li>Identify trends, risks, and opportunities through data analysis.</li><li>Support ad hoc financial projects, process improvements, and strategic initiatives.</li><li>Present findings and recommendations to management.</li></ul>
2026-08-06T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-08-13T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are seeking a Fund Accountant to support the accounting and reporting activities of an investment management firm in San Francisco. This hybrid contract role will focus on fund-level accounting, portfolio reconciliations, capital activity, financial reporting, and audit support.Responsibilities<ul><li>Maintain accounting records for assigned investment funds and related entities.</li><li>Prepare and post journal entries for investment, income, expense, and capital activity.</li><li>Reconcile cash, investment positions, and fund activity to custodial and administrator records.</li><li>Calculate or review net asset value and investor allocations.</li><li>Record capital calls, distributions, management fees, and fund expenses.</li><li>Maintain partner capital accounts and investment roll-forward schedules.</li><li>Prepare monthly, quarterly, and annual fund reporting packages.</li><li>Review administrator reports and investigate accounting discrepancies.</li><li>Assist with financial statement preparation and annual audits.</li><li>Coordinate with fund administrators, auditors, custodians, and internal teams.</li><li>Support investor reporting, data requests, and ad hoc accounting projects.</li><li>Document procedures and identify opportunities to improve fund accounting processes.</li></ul>
2026-08-13T00:00:00Z

Sr. Financial Planning & Analysis

Mountain View, CA
onsite
Temporary / Contract
50 - 65 USD / Hourly
We are hiring for a world-renowned client who is seeking a Senior Financial Analyst – FP&A to join their Finance team at their beautiful Mountain View campus. Please be sure to read this job description in its entirety Location: Mountain View, CA (Hybrid – 1-2 days onsite)Role OverviewSupport the Finance Director by managing FP&A operations, improving reporting processes, reducing manual tasks, and delivering accurate financial insights to support business decisions. Key Responsibilities<ul><li>Prepare and analyze expense reports for accuracy and compliance.</li><li>Maintain headcount reporting and support forecasting activities.</li><li>Assist with budgeting and financial planning processes.</li><li>Support month-end close, including journal entries and account reconciliations.</li><li>Identify and record accruals.</li><li>Review and manage open purchase orders (POs) to ensure proper closure.</li><li>Oversee marketing and departmental expenses.</li><li>Validate, analyze, and improve financial data reporting.</li></ul>
2026-08-05T00:00:00Z

Financial Planner | 1 day onsite

San Ramon, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
CFP® Financial Planner – East Bay RIA ($4B+ AUM) Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing $4B+ in assets under management to hire a Financial Planner (CFP®). This is a strong opportunity for a CFP® professional looking to join a collaborative advisory team and work closely with an established client base on comprehensive financial planning. Key Responsibilities• Gather and analyze client financial information to support Advisors in developing tailored financial planning strategies• Participate in client meetings and provide expertise on complex financial planning topics• Assist in the design, presentation, and implementation of comprehensive financial plans• Conduct research on financial planning strategies, regulatory updates, and industry trends• Maintain and update client data within financial planning software platforms• Help establish and maintain internal planning processes, policies, and operational workflows• Provide guidance to Advisors on financial planning best practices• Monitor industry developments and share relevant insights with the advisory team
2026-07-31T00:00:00Z

Grant Accountant

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are seeking a Grant Accountant to support grant billing, financial reporting, compliance, and reconciliation activities for a nonprofit organization in San Francisco. This hybrid contract role will work closely with finance and program teams to ensure grant expenditures are properly recorded and reported.Responsibilities<ul><li>Maintain accounting records for government, foundation, and private grants.</li><li>Prepare grant invoices, reimbursement requests, and supporting schedules.</li><li>Review expenses for compliance with grant agreements and approved budgets.</li><li>Reconcile grant revenue, receivables, expenditures, and deferred balances.</li><li>Prepare journal entries and assist with monthly close activities.</li><li>Monitor grant budgets and communicate potential variances.</li><li>Maintain documentation for audits and funder reviews.</li><li>Assist program managers with grant-related financial questions.</li><li>Prepare grant financial reports and expenditure summaries.</li><li>Support process improvements related to grant tracking and billing.</li></ul>
2026-08-13T00:00:00Z

Grant Accountant

Menlo Park, CA
onsite
Temporary / Contract
57 - 66 USD / Hourly
We are looking for a Grant Accountant to join an investment advisory organization in Menlo Park, California on a Contract basis. This role is well suited for an accounting specialist with nonprofit grant experience who can balance detailed documentation, daily accounting support, and time-sensitive deliverables. The position will play an important part in coordinating grant-related financial activity, maintaining accurate records, and assisting with core accounting tasks during high-volume periods. Responsibilities: • Create complete grant submission packages by gathering financial materials, verifying supporting records, and ensuring documentation is ready for review. • Contribute to day-to-day accounting operations by assisting with ledger maintenance, reconciliations, and related financial tracking activities. • Provide hands-on support for grant administration workflows, especially during periods of increased volume and tighter turnaround expectations. • Manage a substantial weekly grant workload during the fourth quarter, preparing roughly 40 to 50 packets with a high level of accuracy and organization. • Assist with month-end close processes and other recurring accounting assignments to help keep reporting and financial records current. • Use NetSuite and Concur to process, monitor, and maintain grant and accounting information within established procedures. • Coordinate across stakeholders to resolve documentation gaps, answer grant-related questions, and keep deliverables moving on schedule.
2026-08-12T00:00:00Z