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86 results for Financial Planning Amp Analysis Manager in Berkeley, CA
- Livermore, CA
- onsite
- Permanent / Full Time
- 150000 - 203000 USD / Yearly
- We are looking for an experienced finance leader to guide planning, forecasting, and performance analysis for a growing technology and manufacturing organization in Livermore, California. This onsite role offers strong visibility with senior leadership and requires someone who is detail oriented and can translate financial data into actionable business recommendations. The position combines strategic influence with hands-on execution, making it well suited for someone who can strengthen FP&A operations while supporting long-term business growth.<br><br>Responsibilities:<br>• Direct company-wide budgeting cycles, rolling forecasts, and long-range financial planning to support operational and strategic objectives.<br>• Build and refine financial models that inform investment decisions, scenario analysis, and business performance evaluations.<br>• Deliver clear reporting packages, dashboards, and presentations for executives to support timely and informed decision-making.<br>• Work closely with leaders across departments to measure results, uncover performance drivers, and improve profitability.<br>• Monitor financial trends, highlight potential risks, and recommend opportunities for cost control and operational efficiency.<br>• Oversee periodic financial reporting activities to ensure data accuracy, consistency, and on-time delivery.<br>• Evaluate finance processes, reporting tools, and internal controls, then implement improvements that enhance effectiveness and scalability.<br>• Lead and develop FP&A team members, fostering strong analytical capabilities and preparing the function for future growth.<br>• Coordinate with global finance partners and international operations to align planning efforts and improve organizational visibility.<br>• Apply advanced technologies, including AI-enabled approaches, to enhance analysis, reporting quality, and decision support.
- 2026-11-09T00:00:00Z
- Concord, CA
- onsite
- Temporary / Contract
- 26 - 32 USD / Hourly
- <p>We are looking for an Administrator with analytical skills to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.</p><p>• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.</p><p>• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.</p><p>• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.</p><p>• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.</p><p>• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.</p>
- 2026-11-13T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 95000 - 110000 USD / Yearly
- <p>We are looking for an Accounting Manager to lead core accounting operations and support the financial health of our Oakland, California organization. This role will manage cash activity, oversee reporting and compliance processes, and ensure accurate month-end and year-end close activities. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to keep financial operations organized, accurate, and timely.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily cash operations, cash flow forecasting, and account funding.</li><li>Handle electronic payments, including payroll, tax remittances, and other transfers.</li><li>Reconcile bank accounts and maintain accurate financial records.</li><li>Prepare monthly and year-end financial statements and operational cash reports.</li><li>Monitor accounts payable, accounts receivable, and overall cash activity.</li><li>Review and process tax obligations, including sales, property, and income taxes.</li><li>Support audits and prepare financial information for banks, lenders, and other stakeholders.</li><li>Oversee company insurance programs and maintain accounting policies and procedures.</li></ul>
- 2026-10-26T00:00:00Z
- Palo Alto, CA
- onsite
- Permanent / Full Time
- 150000 - 180000 USD / Yearly
- <p>Sr. Accounting Analyst - R&D</p><p><br></p><p>Newly created position for a Sr. Accounting/Financial Analyst to support the financial planning and accounting activities tied to clinical operation for a growing biotech company. This position works closely with Clinical Operations and will managing complex clinical accounting and clinical trial budgets and financial forecasts.</p><p>Responsibilities:</p><p>-Lead the financial oversight of clinical studies by building budgets, updating forecasts, and analyzing spending trends across active programs.</p><p>- Create and maintain financial models that reflect enrollment assumptions, site activation timelines, monitoring needs, and study closeout costs.</p><p>- Clinical trial budgets, forecasting, expense tracking, CRO/vendor financial management, and clinical program financial modeling.</p><p>- Clinical accruals, monthly close support, invoicing and reconciliations, and financial reporting accuracy.</p><p>-Provide strategic FP&A and business partnership for long-range planning, scenario modeling, executive reporting, and financial support for clinical operations decisions.</p><p>-Manage clinical trial accounting across multiple studies and trials that tracks and analyzes expenses with clinical research organizations (CROs), clinical sites, third party vendors</p><p>-Ensure accurate monthly clinical expense accruals and financial reporting in accordance with U.S. GAAP</p><p>• Direct accrual calculations and support month-end activities by preparing reconciliations and ensuring clinical expenses are recorded accurately.</p><p>• Review study-related expenditures against approved budgets, vendor agreements, and milestone expectations to confirm appropriate cost tracking.</p><p>• Track key indicators related to enrollment, site activity, and overall trial spend to improve visibility into financial performance.</p><p>• Prepare recurring and ad hoc reporting for leadership, including scenario analysis and forward-looking insights to support strategic planning.</p><p>• Identify opportunities to improve efficiency, reduce avoidable costs, and strengthen financial processes connected to clinical development.</p><p>• Contribute to long-range planning efforts by modeling different operational and financial scenarios across the development portfolio.</p>
- 2026-11-10T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 140000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Manager</p><p>📍 San Francisco, CA (Hybrid, Market Hours | start @ 7am)</p><p>🏢 Alternative Investment Solutions Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Our client is a highly respected alternative investment solutions firm that partners with sophisticated hedge funds, venture capital firms, private equity funds, and investment managers. Rather than being tied to a single fund, you'll gain exposure to a diverse range of investment strategies, fund structures, and complex operational challenges while serving as a trusted accounting and operations partner to emerging and established investment firms. This is an ideal opportunity for a hedge fund professional who enjoys solving problems, managing client relationships, and operating at the intersection of accounting, operations, investor reporting, fund administration, and CFO-level advisory work.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><p><strong>Lead Hedge Fund Accounting & Client Delivery</strong></p><ul><li>Oversee month-end and quarter-end close, NAV reviews, financial statements, and investor reporting.</li><li>Partner with fund administrators, auditors, tax advisors, custodians, and prime brokers.</li><li>Support valuations, audits, tax reporting, budgeting, and management company oversight.</li></ul><p><strong>Drive Operations & Client Success</strong></p><ul><li>Monitor portfolio reconciliations and trading activity.</li><li>Manage investor requests, operational due diligence, and special projects.</li><li>Collaborate across accounting, operations, compliance, legal, tax, and technology teams.</li></ul><p><strong>Mentor & Develop Staff</strong></p><ul><li>Review team deliverables and provide technical accounting guidance.</li><li>Support training, coaching, and professional development initiatives.</li></ul><p><strong>Why Professionals Love This Opportunity</strong></p><p>🏡 True hybrid flexibility with minimal in-office requirements</p><p>⚖️ Greater stability than working directly for a single fund</p><p>📈 Exposure to multiple hedge funds, strategies, and investment structures</p><p>🧠 Broad operational, accounting, tax, compliance, and CFO-level experience</p><p>🌴 Exceptional PTO package, including four weeks of vacation plus additional sick time</p><p>🤝 Collaborative, entrepreneurial culture that values initiative and accountability</p><p>🚀 Excellent platform for professionals looking to accelerate toward senior management, outsourced CFO, or fund leadership roles</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-09T00:00:00Z
- San Ramon, CA
- remote
- Permanent / Full Time
- 120000 - 150000 USD / Yearly
- <p>We are looking for an experienced Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in San Ramon, California. This role oversees key close activities, maintains the integrity of the general ledger, and helps ensure compliance with internal standards and external reporting requirements. The ideal candidate brings strong analytical judgment, a hands-on approach to reconciliations and journal entries, and the ability to partner effectively across the organization.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead month-end close activities, including entries, reconciliations, account analysis, and issue resolution.</li><li>Review accounting workpapers and ensure accuracy of supporting documentation.</li><li>Analyze complex transactions and recommend proper accounting treatment.</li><li>Ensure compliance with GAAP, SEC regulations, SOX, and internal controls.</li><li>Collaborate with business partners, global teams, and auditors on reporting matters.</li><li>Improve processes through automation, analytics, and technology solutions.</li><li>Support ERP systems, financial data integrity, and system workflows.</li><li>Mentor staff and promote a collaborative, high-performance team environment.</li></ul>
- 2026-10-28T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 180000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid </strong></p><p> </p><p>Join a leading San Francisco venture firm investing across AI, enterprise software, fintech, healthcare, robotics, deep tech, and other complex sectors. With a strong track record and a hands-on model that blends investing with talent and company-building, the firm offers a unique seat at the intersection of venture, finance, and operations.</p><p> </p><p>This role will support accounting, reporting, fund operations, audit, tax, and strategic finance across multiple venture funds and related entities. This is a high-impact, hands-on role with exposure to senior leadership, fundraising, and new fund launches.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund closes across multiple entities</li><li>Oversee capital calls, distributions, fees, carry, and allocations</li><li>Prepare financial statements and investor reporting</li><li>Review investment activity, valuations, and fund waterfalls</li><li>Manage cash, liquidity, commitments, and funding flows</li><li>Coordinate with fund admins, auditors, and tax advisors</li><li>Support new funds, SPVs, and operational improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 48 - 53 USD / Hourly
- <p>Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership.</p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 180000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p><br></p><p>Join a leading private investment firm with a global platform and a strong reputation in alternative investments. The firm offers exposure to sophisticated fund structures, long-term career growth, and a collaborative culture where team members have visibility and impact.</p><p><br></p><p>This is an opportunity to join a <strong>high-performing, well-resourced team</strong> with exposure to complex fund operations, strategic initiatives, and senior leadership. The firm offers <strong>top-tier compensation, excellent benefits, and meaningful opportunities for advancement and professional development</strong>.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external service providers</li><li>Monitor fund cash flows, forecasts, and liquidity</li><li>Review capital calls, distributions, and investor activity</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on key business and operational priorities</li><li>Drive <strong>process improvements and scalable operational enhancements</strong></li><li>Respond to LP requests and support investor reporting</li><li>Advise on <strong>complex transactions, fund structures, and reporting matters</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 100000 - 130000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Operations Analyst | Thriving Investment Management Firm | Menlo Park | Base + Bonus + Profit Sharing + Strong Perks!</strong></p><p> </p><p>Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful responsibility, and exposure to private investments</strong> from day one.</p><p> </p><p>This is a great opportunity for someone looking to move beyond fund accounting into a <strong>broader investment operations role</strong>.</p><p> </p><p>You'll gain hands-on exposure to <strong>private investments, transaction execution, fund operations, and process improvement initiatives</strong>, while working closely with teams across the business.</p><p><br></p><p>Responsibilities</p><ul><li>Support operational workflows across private investment portfolios</li><li>Coordinate subscriptions, capital calls, redemptions, and investment activity</li><li>Manage investment documentation and onboarding processes</li><li>Partner with fund administrators, custodians, and internal teams</li><li>Support funding activities, cash movements, and transaction processing</li><li>Track key deadlines and reporting requirements</li><li>Drive <strong>process improvement and operational efficiency initiatives</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Palo Alto, CA
- onsite
- Permanent / Full Time
- 170000 - 200000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Finance Manager | Venture Capital | Palo Alto | Hybrid | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Our client is a <strong>well-established venture capital firm </strong>backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders.</p><p> </p><p>Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Jose, CA
- onsite
- Temporary to Hire
- 75 - 100 USD / Hourly
- Senior SEC Reporting Manager<br>We are seeking an experienced Senior SEC Reporting Manager to lead all aspects of external financial reporting and regulatory compliance. This role is responsible for the preparation and integrity of SEC filings, technical accounting, equity and stock-based compensation accounting, SOX compliance, and cross-functional coordination with auditors, legal counsel, FP&A, and executive leadership.<br><br>The ideal candidate brings deep public-company reporting experience, strong technical expertise, and the ability to operate hands-on in a fast-paced, deadline-driven environment.<br><br>Key Responsibilities:<br>External Reporting & Filings<br>• Lead preparation and filing of all SEC reports, including 10–K, 10–Q, 8–K, proxy statements, and annual reports<br>• Oversee the preparation and review of quarterly and annual financial statements, including footnotes, EPS calculations, equity rollforwards, and non-GAAP/aEBITDA disclosures<br>• Ensure accuracy, completeness, and integrity of XBRL tagging and SEC filings<br>• Monitor emerging SEC regulations and disclosure requirements and assess impact<br><br>Technical Accounting & Equity<br>• Manage all aspects of stock-based compensation accounting, including equity reconciliations, PSU tracking, and related audit and tax support<br>• Prepare and review capitalized software accounting, including R&D labor deferrals and related journal entries<br>• Conduct technical accounting research and prepare position memos (approximately 4–6 per quarter)<br>• Evaluate investments, equity transactions, and complex financial activities for accounting and disclosure implications<br><br>Audit, Governance & Controls<br>• Lead quarterly review and annual audit processes in coordination with external auditors<br>• Partner with internal and external legal counsel on proxy filings, disclosures, and corporate governance matters<br>• Support domestic and international statutory audits (including UK statutory audit)<br>• Lead quarterly Disclosure Committee meetings and prepare materials for Audit Committee and CFO<br>• Oversee SOX compliance and internal controls related to SEC reporting and collaborate with external SOX partners<br>Corporate Finance & Operations<br>• Oversee cash-related corporate activities, including stock repurchases, dividends, and related filings<br>• Prepare Excise Tax filings and other required corporate filings<br>• Partner with FP&A on quarterly results and earnings support<br>• Lead or contribute to cross-functional accounting and regulatory initiatives<br>Qualifications:<br>• Bachelor’s degree in Accounting, Finance, or related field<br>• 15+ years of progressive accounting experience, including Big 4 and publicly traded company SEC reporting experience<br>• Proficiency with Workiva, Equity Edge Online, and XBRL<br>• Deep knowledge of U.S. GAAP, SEC regulations, and technical accounting standards<br>• Proven ability to manage multiple deadlines and operate effectively in a hands-on capacity<br>• Strong written and verbal communication skills, with experience presenting to executive leadership and audit committees<br>• Advanced Excel and financial reporting systems expertise<br>• Ability and willingness to “roll up sleeves” and consistently meet tight deadlines
- 2026-11-05T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 80000 - 130000 USD / Yearly
- <p>We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half Finance & Accounting is partnering with a <strong>global private equity firm</strong> that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a <strong>public accounting background</strong> to transition into <strong>investment accounting</strong>, take on immediate responsibility, and build a career with <strong>strong growth potential</strong>.</p><p> </p><p>The firm is known for its <strong>supportive, career-focused culture</strong>, offering mentorship, advancement opportunities, and generous rewards for high-quality work.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Manage <strong>Fund and General Partner ledgers</strong>, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review <strong>quarterly and annual financial statements</strong>.</li><li>Support <strong>annual audits and tax filings</strong>.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process <strong>capital calls and distributions</strong> for funds and investments.</li><li>Partner with <strong>Investor Relations</strong> to respond to limited partner inquiries.</li><li>Prepare and deliver <strong>ad-hoc analyses and reports</strong> to support decision-making.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- Palo Alto, CA
- onsite
- Permanent / Full Time
- 110000 - 130000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p> Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an <strong>Accounting Analyst</strong> to join its growing finance team.</p><p> </p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul><p> </p>
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 95000 - 110000 USD / Yearly
- <p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add an Accounting Manager to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. <strong>The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week.</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul>
- 2026-11-13T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Redwood Shores, CA
- remote
- Temporary to Hire
- 36 - 42 USD / Hourly
- <p>We are partnering with a growing organization seeking an experienced <strong>GRC Analyst</strong> with a strong background in <strong>HITRUST assessments and compliance management</strong>. This role will support security and compliance initiatives, with a heavy focus on HITRUST assessments, risk management, and cybersecurity governance activities.</p><p>Responsibilities</p><ul><li>Support and perform HITRUST assessment activities, including readiness, validated, and certification assessments.</li><li>Work directly within the HITRUST MyCSF platform to document controls, collect evidence, and manage assessment workflows.</li><li>Evaluate security controls and compliance requirements against the HITRUST CSF framework.</li><li>Partner with internal stakeholders to identify compliance gaps and remediation activities.</li><li>Assist with risk assessments, audit preparation, and ongoing compliance initiatives.</li><li>Maintain documentation related to cybersecurity, governance, risk, and compliance programs.</li><li>Support regulatory and industry framework initiatives, including HIPAA, NIST, SOC, and related standards.</li></ul><p><br></p>
- 2026-10-19T00:00:00Z
- San Bruno, CA
- onsite
- Temporary / Contract
- 30 - 40 USD / Hourly
- <p>Robert Half is seeking analytical and driven Entry-Level Financial Analysts for contract and contract-to-hire opportunities with growing organizations across the Bay Area. These roles are ideal for recent graduates and early-career professionals looking to develop their skills in financial analysis, reporting, budgeting, forecasting, and business decision support.</p><p><br></p><p>The ideal candidate has a Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field, strong Excel skills, and a desire to build a career in corporate finance, FP&A, or strategic analysis.</p><p><br></p><p>Key Responsibilities</p><ul><li>Assist with budgeting, forecasting, and financial planning activities.</li><li>Analyze financial data and prepare reports for management.</li><li>Build and maintain Excel-based financial models.</li><li>Monitor key performance indicators (KPIs) and business metrics.</li><li>Support monthly, quarterly, and annual reporting processes.</li><li>Perform variance analysis comparing actuals to budgets and forecasts.</li><li>Collect, organize, and analyze large datasets to identify trends and business insights.</li><li>Assist with revenue, expense, and profitability analysis.</li><li>Create dashboards, presentations, and ad hoc reports for leadership teams.</li><li>Support special projects related to financial planning, operations, and strategic initiatives.</li></ul><p><br></p><p><br></p>
- 2026-11-14T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 225000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>📍 <strong>Hybrid </strong></p><p><br></p><p>🚀 <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 150000 - 225000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>📍 <strong>Hybrid </strong></p><p><br></p><p>🚀 <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 150000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Hedge Fund, Senior Fund Accounting Manager | San Francisco; Hybrid - 1 Day Onsite</strong></p><p> </p><p>Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.</p><p>Great opportunity to deepen your hedge fund experience in a <strong>flexible, very hybrid environment </strong>with strong PTO and long-term stability.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-05T00:00:00Z