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24 results for Operations Manager Financial Services in Concord, CA

Operations Manager
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 195000 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>Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-09T00:00:00Z
Operations Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; 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>✨ Branch Operations Manager</p><p>&#128205; San Francisco, CA (On-Site)</p><p>&#127970; Respected Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus </p><p><br></p><p>A well-established and highly respected wealth management and financial services firm is seeking an experienced <strong>Operations Manager</strong> to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p>
  • 2026-10-15T00:00:00Z
Finance Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 90.25 - 104.5 USD / Hourly
  • We are looking for a Finance Manager to support a leading private equity firm in California. This long-term contract opportunity is ideal for a detail-oriented finance specialist with a strong background in alternative investment management and a sharp eye for accuracy. The role combines fund-focused financial oversight with analytical support, reporting, and process improvement in a collaborative, in-office environment from Tuesday through Thursday.<br><br>Responsibilities:<br>• Lead the monthly close process for fund-related activities, ensuring timely and accurate financial results.<br>• Prepare and review financial reports, investor-related schedules, and supporting analyses for private equity fund operations.<br>• Build and maintain forecasting models and financial analyses to support planning, performance tracking, and decision-making.<br>• Oversee key accounting and finance activities related to partnership structures and private equity fund management.<br>• Partner with internal stakeholders to investigate variances, resolve reporting issues, and strengthen financial controls.<br>• Identify opportunities to improve workflows, increase efficiency, and enhance the consistency of finance processes.<br>• Monitor detailed fund data and documentation to ensure completeness, accuracy, and compliance with reporting standards.
  • 2026-10-16T00:00:00Z
Finance Manager
  • Napa, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 155000 USD / Yearly
  • <p>We are seeking an experienced <strong>Finance Manager</strong> to join a well-established and growing wine industry organization in Napa, California. This is a <strong>full-time, onsite position</strong> that plays a key role in ensuring the accuracy and integrity of financial reporting, delivering actionable business insights, and supporting strategic planning initiatives. The Accounting Manager will collaborate closely with accounting leadership, corporate stakeholders, and external advisors to strengthen internal controls, enhance reporting processes, and support the company&#39;s overall financial performance.</p><p><br></p><p><strong>For more information about this opportunity, contact Robyn Rosemon directly at 707-387-0299.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Partner with accounting leadership to maintain the accuracy of the general ledger by reviewing entries, reconciliations, and period-end accruals.</p><p>• Lead the month-end, quarter-end, and year-end close review process to help ensure financial statements are completed accurately and on schedule in accordance with US GAAP.</p><p>• Compile consolidated financial information and deliver reporting packages to the parent organization within required timelines.</p><p>• Serve as a primary liaison between the Napa, California winery team and corporate counterparts to align on reporting expectations, accounting policies, and procedural requirements.</p><p>• Assist with tax-related activities by coordinating information, supporting compliance efforts, and working with outside tax advisors when needed.</p><p>• Evaluate operating results, investigate fluctuations and trends, and present clear recommendations to support leadership decision-making.</p><p>• Work with external accountants and auditors by answering questions, supplying documentation, and helping address audit findings or process recommendations.</p><p>• Support cost accounting activities such as inventory valuation, allocation methodologies, and margin analysis across the business.</p><p>• Use ERP system and Excel to prepare financial reporting, strengthen internal controls, and identify opportunities to improve accounting processes.</p><p>• Contribute to budgeting, forecasting, and cash management activities in partnership with the leadership of Finance.</p>
  • 2026-10-15T00:00:00Z
Management Company Accounting & Finance Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 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>Management Company Accounting &amp; Finance Manager | Venture Capital Firm | Menlo Park; Hybrid (3-4 days onsite)</strong></p><p> </p><p>Join a <strong>highly respected venture capital firm</strong> investing in innovative companies across technology, healthcare, and other transformative sectors. This is a <strong>high-visibility, broad-scope management company role</strong> partnering with leadership across accounting, finance, payroll, benefits, and HR.</p><p> </p><p>Ideal for someone who wants <strong>ownership and the opportunity to be a strategic business partner</strong> in a lean, collaborative environment. <strong>Bonus potential, profit sharing, strong benefits, complimentary meals, and a highly team-oriented culture.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee management company GL, close, reconciliations, AP/AR, and reporting</li><li>Manage cash, budgeting, forecasting, and expenses</li><li>Oversee payroll and employee benefits</li><li>Coordinate with tax, audit, payroll, and HR providers</li><li>Support HR administration, onboarding, and offboarding</li><li>Support tax filings and firm-level compliance</li><li>Partner with leadership on financial analysis and special projects</li><li>Improve accounting and finance processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-21T00:00:00Z
Operations Director - Boutique Wealth Management
  • Mill Valley, 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>Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days)</strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-20T00:00:00Z
Wealth Management Firm - Operations Director
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 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>Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid - 3 Days onsite </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-20T00:00:00Z
Finance Operations Associate - Wealth Management
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><strong> </strong></p><p><strong>Robert Half is partnering with a Registered Investment Firm in the East Bay. They are looking for an Operations Lead </strong>to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.</p><p> </p><p><strong>This is a great opportunity if you&#39;re early in your career and looking to step into a broader operations leadership role, or if you&#39;re an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.</strong></p><p><strong> </strong></p><p>Responsibilities:</p><p>• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.</p><p>• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.</p><p>• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.</p><p>• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.</p><p>• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.</p><p>• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.</p><p>• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.</p><p>• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.</p><p>• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.</p>
  • 2026-10-16T00:00:00Z
Director of Business Operations - Investment Management Firm
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 275000 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>Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits!!</strong></p><p> </p><p>Join a <strong>highly respected, employee-owned investment management firm</strong> with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with <strong>senior leadership</strong> while overseeing a broad range of business functions across <strong>operations, fund administration, compliance, technology, HR, and corporate initiatives</strong>.</p><p> </p><p>This high-impact role offers significant visibility, the opportunity to <strong>drive strategic initiatives and process improvements</strong>, mentor team members, and play a key role in the firm&#39;s continued growth. The firm offers <strong>competitive compensation</strong>, excellent benefits, and a clear path for long-term leadership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee key business operations across <strong>fund administration, compliance, HR, technology, and corporate operations </strong></li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on <strong>finance, compliance, AI, valuation, and business continuity </strong></li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm&#39;s long-term operational strategy</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-20T00:00:00Z
Financial Reporting Manager
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 170000 USD / Yearly
  • <p>Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.</p><p>• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.</p><p>• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.</p><p>• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.</p><p>• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.</p><p>• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.</p><p>• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.</p><p>• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn</p>
  • 2026-10-05T00:00:00Z
Financial Reporting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
  • 2026-10-05T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 175000 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; 1-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></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 partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-20T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 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> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></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 partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-21T00:00:00Z
Director of Business Operations
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 225000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; 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>✨ Director of Business Operations</p><p>&#128205; Larkspur, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Comprehensive Benefits </p><p><br></p><p><strong>About the Opportunity</strong></p><p>A highly respected employee-owned investment management firm is seeking a <strong>Director of Business Operations</strong> to join its leadership team. This is a unique opportunity to partner closely with senior leadership and help oversee key areas of the business, including fund administration, compliance, technology, human resources, and corporate operations.</p><p><br></p><p>The ideal candidate is a strategic and hands-on operator who thrives in an entrepreneurial environment and enjoys working across multiple functional areas. This individual will play a critical role in supporting the firm&#39;s long-term growth, operational excellence, and organizational development. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead fund administration activities, regulatory initiatives, client reporting, and vendor relationships.</li><li>Partner with senior leadership on strategic projects, operational improvements, and business growth initiatives.</li><li>Support compliance oversight, regulatory filings, risk management, and governance processes.</li><li>Coordinate HR-related functions, including recruiting, onboarding, employee development, and performance programs.</li><li>Oversee technology vendors, information security initiatives, system enhancements, and business continuity planning.</li><li>Manage key service provider relationships, contracts, and cross-functional projects across the organization.</li><li>Mentor junior business professionals and help build scalable processes to support the firm&#39;s long-term growth.</li></ul><p><strong>Why Join?</strong></p><ul><li>Collaborative, supportive, and highly professional culture</li><li>Broad exposure across all areas of the business</li><li>Opportunity to partner directly with senior leadership</li><li>High visibility role with significant long-term growth potential</li><li>Diverse and intellectually challenging work</li><li>Leadership team committed to mentorship, knowledge sharing, and employee development</li><li>Competitive compensation, bonus potential, strong benefits, retirement contribution, and long-term equity opportunity</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-14T00:00:00Z
Finance Manager - VC Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 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 Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>growing Bay Area venture capital firm</strong> investing in early-stage <strong>frontier and climate technologies</strong>, with approximately <strong>$800M in AUM</strong> and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the <strong>broad exposure and ownership of a lean investment team</strong>.</p><p> </p><p>Working closely with the <strong>CFO and Controller</strong>, you&#39;ll gain hands-on exposure across the full fund lifecycle, including <strong>capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting</strong>. The firm offers <strong>strong compensation, bonus + carry potential</strong>, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage end-to-end <strong>capital calls and distributions </strong></li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review <strong>American and European waterfall models </strong></li><li>Calculate <strong>carried interest, hurdle rates, and capital statements </strong></li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare <strong>LP and parent company reporting </strong></li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-20T00:00:00Z
Regulatory Accounting Manager
  • Dublin, CA
  • onsite
  • Temporary / Contract
  • 76 - 88 USD / Hourly
  • We are looking for an experienced Regulatory Accounting Manager to support a credit union in Dublin, California through a Long-term Contract engagement. This role will guide regulatory and financial reporting activities, strengthen reporting accuracy, and help ensure compliance with accounting standards and regulatory expectations. The ideal candidate brings deep expertise in regulated financial environments, strong leadership capability, and the ability to turn complex financial data into clear, actionable insight for management.<br><br>Responsibilities:<br>• Direct the end-to-end preparation, validation, and submission of call reports and other required regulatory filings, ensuring completeness and accuracy.<br>• Manage monthly, quarterly, and annual reporting cycles, including financial statements, board-level reporting materials, and analysis of key financial fluctuations.<br>• Maintain adherence to U.S. GAAP, regulatory guidelines, and internal control standards across accounting and reporting activities.<br>• Partner with auditors, examiners, and internal stakeholders to support reviews, resolve questions, and provide required financial documentation.<br>• Evaluate complex accounting issues and determine how new products, transactions, or business initiatives affect financial reporting.<br>• Enhance reporting operations by introducing more efficient processes, stronger data standards, and analytical tools that improve reliability and speed.<br>• Oversee the development and maintenance of reporting data sets, dashboards, and management insights used for business decision-making.<br>• Lead and develop accounting team members by setting expectations, monitoring performance, and encouraging ongoing growth.
  • 2026-10-19T00:00:00Z
Fund Operations Associate
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000 - 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>This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You&#39;ll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes.</p><p> </p><p>The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment.</p><p> </p><p><strong>What You&#39;ll Do:</strong></p><ul><li>Develop an understanding of the firm&#39;s investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul>
  • 2026-10-15T00:00:00Z
Contracts Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
  • 2026-10-19T00:00:00Z
Contracts Manager
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 33.25 - 35 USD / Hourly
  • <p>Legal Operations &amp; Contracts Coordinator</p><p>Join a growing medical device technology company in a dynamic role supporting its Legal and Compliance team. This is an exciting opportunity to contribute to contract management, corporate governance, regulatory compliance, and legal operations while helping implement a new contract lifecycle management (CLM) platform.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate commercial contracts, including agreements with vendors, consultants, and third-party manufacturers.</li><li>Support implementation of a new CLM platform, including migrating records and improving contracting processes.</li><li>Manage business licenses, regulatory filings, insurance policies, and annual renewals.</li><li>Assist with corporate governance, board documentation, stockholder meetings, and proxy filings.</li><li>Support legal operations, including budgets, outside counsel billing, purchase orders, and vendor management.</li><li>Maintain accurate legal records and support compliance with applicable laws, regulations, and company policies.</li></ul><p><br></p>
  • 2026-10-22T00:00:00Z
Office Manager
  • San Jose, CA
  • onsite
  • Temporary to Hire
  • 26.125 - 30.25 USD / Hourly
  • We are looking for an organized Office Manager to support daily administrative operations in California. This contract opportunity is ideal for someone who enjoys creating an efficient workplace, coordinating front-office activities, and keeping essential office functions running smoothly. The person in this role will help maintain a well-organized environment while supporting supply management, vendor coordination, and routine financial administration.<br><br>Responsibilities:<br>• Oversee day-to-day office operations to ensure the workplace remains organized, efficient, and fully supported.<br>• Manage purchasing for office materials and track inventory levels so teams have the supplies they need.<br>• Coordinate with vendors and service providers to maintain smooth administrative and facility-related support.<br>• Handle reception responsibilities by welcoming visitors, answering incoming communications, and directing inquiries appropriately.<br>• Support accounts payable activities, including reviewing invoices and assisting with timely processing of payments.<br>• Maintain administrative records, organize office documentation, and help streamline routine support tasks.<br>• Assist with scheduling, internal coordination, and general office logistics to keep daily operations on track.
  • 2026-10-20T00:00:00Z
Office Manager
  • Richmond, CA
  • onsite
  • Temporary / Contract
  • 27 - 30 USD / Hourly
  • <p>We&#39;re seeking a proactive, organized, and resourceful Office Manager to oversee daily office operations and serve as the central point of coordination across administrative functions. This individual will be responsible for ensuring the office runs efficiently while providing support to leadership, managing vendor relationships, coordinating facilities needs, and fostering a positive workplace environment.</p><p><br></p><p>The ideal candidate is a natural problem-solver who thrives in a fast-paced environment, can manage competing priorities, and brings strong communication and organizational skills. This role requires someone who is comfortable taking ownership of projects, improving processes, and supporting both employees and leadership teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee day-to-day office activities and ensure smooth business operations.</li><li>Manage office supplies, equipment, and inventory, maintaining relationships with vendors and service providers.</li><li>Coordinate office maintenance, repairs, and facilities-related requests.</li><li>Ensure conference rooms, common areas, and office spaces remain professional and organized.</li><li>Provide administrative support to leadership and cross-functional teams.</li><li>Prepare correspondence, reports, presentations, and meeting materials.</li><li>Handle confidential information with professionalism and discretion.</li><li>Serve as the primary contact for vendors, contractors, and building management.</li><li>Manage purchase orders, invoices, and office-related budgets.</li></ul><p><br></p>
  • 2026-10-16T00:00:00Z
Office Manager
  • Redwood Citgy, CA
  • onsite
  • Permanent / Full Time
  • 94000 - 104000 USD / Yearly
  • We are looking for an experienced Office Manager to oversee daily administrative and accounting activities in our Redwood Citgy, California office. This position combines front-office coordination with hands-on financial support, including billing, payroll assistance, and month-end processes. The ideal candidate brings strong organizational skills, confidence with spreadsheets and office systems, and the ability to keep operations running smoothly in a fast-paced environment.<br><br>Responsibilities:<br>• Manage day-to-day office operations, ensuring the workplace remains organized, efficient, and fully supported.<br>• Handle accounts payable and accounts receivable activities, including invoice processing, payment tracking, and account follow-up.<br>• Prepare customer billing and maintain accurate financial records to support timely reporting.<br>• Assist with payroll administration by collecting, verifying, and organizing employee time and payment information.<br>• Support month-end close activities and help compile financial data for regular reporting.<br>• Maintain office inventory by monitoring supply levels, placing orders, and coordinating with vendors as needed.<br>• Provide front-desk and receptionist support by greeting visitors, answering calls, and directing inquiries professionally.<br>• Use Excel and other office technology tools to organize data, create reports, and improve administrative workflows.
  • 2026-10-15T00:00:00Z
Office Manager
  • Half Moon Bay, CA
  • onsite
  • Temporary / Contract
  • 28 - 32 USD / Hourly
  • <p>Office Manager / Accounts Payable Specialist</p><p><strong>Location:</strong> Half Moon Bay, CA</p><p><strong>Schedule:</strong> Full-Time, Monday–Friday, Onsite</p><p>Position Overview</p><p>We are seeking a dependable and organized Office Manager / Accounts Payable Specialist to support daily office operations and manage vendor payments for a growing organization. This role is split approximately 50/50 between office management and accounts payable, making it ideal for someone who enjoys balancing administrative responsibilities with hands-on accounting support.</p><p>The ideal candidate has prior experience working in an office environment, is comfortable communicating with vendors and external partners, and takes pride in keeping both the office and financial processes running smoothly. This individual will also provide direct administrative support to the CEO and assist with coordinating meetings, maintaining documentation, and managing day-to-day office needs.</p><p>Key Responsibilities</p><p><strong>Accounts Payable &amp; Vendor Management</strong></p><ul><li>Process approximately 80 vendor invoices per week during peak periods, ensuring accurate and timely entry and payment.</li><li>Manage relationships with frequently used vendors, including coordinating orders, resolving invoice discrepancies, and responding to payment inquiries.</li><li>Maintain vendor records and communicate with vendors regarding invoices, outstanding balances, and documentation.</li><li>Support recurring vendor relationships throughout the year and help coordinate services as business needs arise.</li><li>Organize and maintain accounts payable records to ensure accurate financial documentation.</li><li>Assist with the annual financial audit by gathering invoices, payment records, and supporting documentation requested by the external CPA firm.</li></ul><p><strong>Office Management &amp; Administrative Support</strong></p><ul><li>Provide day-to-day administrative support to the CEO, including scheduling meetings, coordinating calendars, and helping facilitate Zoom and Microsoft Teams meetings.</li><li>Serve as a point of contact for office-related needs, vendors, service providers, and external stakeholders, including landowners.</li><li>Maintain a professional and organized office environment, ensuring supplies, equipment, and shared spaces are properly maintained.</li><li>Coordinate with IT support providers to resolve technical issues and maintain office equipment and systems.</li><li>Oversee office supplies, coffee machines, equipment servicing, and other general office needs.</li><li>Assist with document collection, organization, filing, and retrieval for internal business needs and external requests.</li><li>Support general office administration and special projects as needed.</li></ul><p><br></p>
  • 2026-10-12T00:00:00Z
Finance Manager at Top Venture Firm
  • 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>
  • 2026-10-20T00:00:00Z