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42 results for Chief Financial Officer in Fairfield, CA

Director of Finance, Real Estate Investment Fund
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 250000 USD / Yearly
  • <p>Jeffrey Abrams is recruiting for a dynamic and savvy <strong>real estate private equity investment firm</strong> that seeking a <strong>Director of Finance &amp; Accounting</strong> to serve as the senior finance leader beneath the executive team. This is a highly visible, hands-on role with the opportunity to build the finance infrastructure for a rapidly expanding, multi-fund investment platform.</p><p><br></p><p>What You&#39;ll Lead</p><ul><li>Oversee treasury, <strong>fund finance, FP&amp;A</strong>, accounting and financial reporting across multiple funds and investment entities.</li><li>Manage and mentor the 3-person accounting team (not including offshore team) while strengthening internal controls and scalable processes.</li><li><strong>Lead treasury strategy, cash flow forecasting, liquidity planning</strong>, capital calls, and distributions.</li><li>Partner with firm leadership on <strong>fund launches, capital planning, joint ventures, institutional partnerships</strong>, and investment analysis.</li><li>Oversee audits, tax advisors, fund reporting, and investor financial information.</li><li><strong>Develop financial models</strong> and reporting that connect accounting results with investment performance metrics.</li></ul><p>Why Consider This Role?</p><ul><li>Executive-level visibility and influence on firm strategy.</li><li>Broad leadership scope spanning accounting, finance, treasury, fund operations, and FP&amp;A.</li><li>Opportunity to help build the financial foundation of a growing investment platform.</li><li>Competitive compensation with bonus and potential carried interest.</li></ul>
  • 2026-07-06T00:00:00Z
Finance Manager
  • Woodland, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>We are looking for an experienced and strategic finance manager for a manufacturing company in greater Sacramento. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. In this role, you will oversee financial operations, drive innovation through advanced technologies, and provide critical insights to support organizational success. This position requires a proactive individual with expertise in financial analysis, reporting, and process improvement.</p><p><br></p><p>Responsibilities:</p><p>-Drive the modernization of finance capabilities by embedding emerging tools and data-driven approaches into daily operations, enabling stronger insight and faster, better-informed decisions.</p><p>-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.</p><p>-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.</p><p>-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.</p><p>-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.</p><p>-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.</p><p>-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.</p><p>-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.</p>
  • 2026-06-12T00:00:00Z
Senior Finance Manager
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support.<br><br>Responsibilities:<br>• Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting.<br>• Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities.<br>• Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review.<br>• Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions.<br>• Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time.<br>• Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration.<br>• Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement.<br>• Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes.<br>• Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
  • 2026-06-26T00:00:00Z
Senior Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 250000 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>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-03T00:00:00Z
Strategic Finance Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 200000 USD / Yearly
  • <p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
  • 2026-06-12T00:00:00Z
VP of Accounting & Finance
  • St. Helena, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 240000 USD / Yearly
  • We are looking for an accomplished finance executive to lead the accounting and financial direction of a growing wine business in St Helena, California. This position serves as the senior leader for finance, guiding fiscal strategy, strengthening operational performance, and delivering insights that support executive decision-making. The role combines high-level planning with day-to-day leadership across accounting, forecasting, cash management, compliance, and process improvement.<br><br>Responsibilities:<br>• Partner with the President and leadership team to shape financial strategy, evaluate growth opportunities, and support pricing and performance decisions.<br>• Direct core accounting functions, including the general ledger, payables, receivables, inventory valuation, costing, and month-end close activities.<br>• Lead budgeting, forecasting, long-range planning, and scenario analysis to help the business make informed strategic choices.<br>• Deliver meaningful financial analysis to teams across operations, sales, marketing, and hospitality to improve business results.<br>• Oversee cash flow planning, liquidity management, and capital deployment to align resources with company priorities.<br>• Maintain a strong control environment by advancing financial policies, governance practices, and risk management processes.<br>• Manage accurate and timely financial reporting while coordinating effectively with external auditors, tax partners, and regulatory bodies.<br>• Ensure adherence to applicable financial regulations and industry compliance requirements relevant to the wine sector.<br>• Review cost structures and profitability across production, vineyard activities, and sales channels to identify efficiency and margin improvement opportunities.<br>• Lead the finance organization, develop team capability, and evaluate financial systems and technology that improve reporting and operational effectiveness.
  • 2026-06-08T00:00:00Z
VP of Finance | Investment Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 250000 - 300000 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>VP of Finance | San Francisco (Hybrid) | $250,000–$300,000 Total Cash Compensation + Carry</strong></p><p> </p><p>An established and rapidly growing early-stage investment firm is seeking a <strong>Vice President of Finance</strong> to join its leadership team. This is a highly visible role that will work directly with the firm&#39;s partners and leadership team, helping drive both the financial infrastructure and operational growth of the organization.</p><p> </p><p>The firm manages multiple investment vehicles, is actively raising additional capital, and offers the opportunity to play a meaningful role in scaling the business during an exciting period of growth.</p><p> </p><p><strong>Position Overview</strong></p><p>Reporting directly to senior leadership and partnering closely with an external CFO, the VP of Finance will oversee core finance and accounting functions while also supporting a broad range of strategic and operational initiatives.</p><p>This role is ideal for someone who enjoys wearing multiple hats and wants exposure beyond traditional fund accounting responsibilities.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Finance &amp; Accounting (Approximately 50%)</strong></p><ul><li>Oversee fund and management company accounting activities</li><li>Manage financial reporting, audits, and fund administration relationships</li><li>Review capital calls, distributions, and investor reporting</li><li>Support portfolio valuation processes</li><li>Maintain financial controls and operational best practices</li></ul><p><strong>Operations &amp; Strategic Projects (Approximately 50%)</strong></p><ul><li>Support fundraising and investor relations processes</li><li>Partner with leadership on operational initiatives and special projects</li><li>Evaluate and improve internal systems, workflows, and technology</li><li>Assist with implementation of new tools and automation initiatives, including AI-driven solutions</li><li>Contribute to firmwide operational strategy and scaling efforts</li></ul>
  • 2026-06-19T00:00:00Z
Director, Accounting Operations
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 155000 - 164000 USD / Yearly
  • <p>We are looking for an experienced accounting leader to oversee core financial operations in San Francisco, California as a Director of Accounting Operations. This role will guide the close process, strengthen reporting accuracy, and support a well-controlled accounting environment. The ideal candidate brings strong technical expertise, sound judgment, and the ability to lead teams through complex audit and reporting requirements. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead and develop AP/AR teams; drive accountability, service, and continuous improvement</li><li>Set KPIs/SLAs and manage workloads to meet all deadlines</li><li>Oversee full P2P cycle (vendors, invoices, payments); ensure timely, accurate payments</li><li>Handle vendor inquiries, train staff on PRs, manage T&amp;E, and 1099 compliance</li><li>Lead O2C cycle (billing, cash app, collections); ensure accurate posting and reconciliations</li><li>Manage aging, reduce bad debt, and oversee credit/collections policy</li><li>Drive process improvements and automation; act as ERP SME; maintain controls and procedures</li><li>Oversee AP/AR close, reconciliations, and journal entries</li><li>Ensure GAAP/SOX compliance and support audits</li></ul>
  • 2026-06-12T00:00:00Z
Director of Finance & Operations - Real Estate
  • San Francisco, 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 Finance &amp; Operations | Real Estate, Private Equity | San Francisco; Hybrid | Base + Bonus + Carry</strong></p><p> </p><p>Join a fast-growing real estate investment and development platform focused on <strong>transforming underutilized assets into high-performing properties in supply-constrained markets</strong>. The firm takes a <strong>hands-on, execution-driven approach</strong>, combining <strong>operational discipline, market insight, and creative structuring</strong>.</p><p> </p><p>This is a <strong>high-visibility leadership role</strong> at a scaling platform where finance is central to <strong>strategy, capital formation, and growth</strong>. You’ll partner directly with senior leadership across <strong>finance, treasury, and investments</strong>, with <strong>strong compensation, bonus potential, and long-term upside</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>financial planning, forecasting, and performance reporting </strong></li><li>Build <strong>cash flow and treasury models </strong></li><li>Support <strong>capital allocation and investment decision-making </strong></li><li>Manage <strong>liquidity, cash management, capital calls, and distributions </strong></li><li>Partner with lenders and internal teams on financing needs</li><li>Support <strong>JVs, fund structures, and co-investments </strong></li><li>Oversee <strong>waterfalls, promotes, and distribution modeling </strong></li><li>Track <strong>portfolio performance and returns (IRR, equity metrics) </strong></li><li>Support fund launches, capital raising, and investor analysis</li><li>Improve <strong>systems, reporting, and finance infrastructure </strong></li><li>Partner with legal, tax, and asset management teams</li><li>Advise leadership on investments and strategic initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-02T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 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>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 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>
  • 2026-07-02T00:00:00Z
VP of Finance | Early-Stage Investment Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 250000 - 300000 USD / Yearly
  • <p><strong>If interested, please message Jennifer Fukumae on LinkedIn to start a conversation.</strong></p><p> </p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Compensation:</strong> $250,000–$300,000 Total Cash Compensation + Carry</p><p> </p><p>An established and rapidly growing early-stage investment firm is seeking a <strong>Vice President of Finance</strong> to join its leadership team. This is a highly visible role that will work directly with the firm&#39;s partners and leadership team, helping drive both the financial infrastructure and operational growth of the organization.</p><p> </p><p>The firm manages multiple investment vehicles, is actively raising additional capital, and offers the opportunity to play a meaningful role in scaling the business during an exciting period of growth.</p><p> </p><p><strong>Position Overview</strong></p><p>Reporting directly to senior leadership and partnering closely with an external CFO, the VP of Finance will oversee core finance and accounting functions while also supporting a broad range of strategic and operational initiatives.</p><p>This role is ideal for someone who enjoys wearing multiple hats and wants exposure beyond traditional fund accounting responsibilities.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Finance &amp; Accounting (Approximately 50%)</strong></p><ul><li>Oversee fund and management company accounting activities</li><li>Manage financial reporting, audits, and fund administration relationships</li><li>Review capital calls, distributions, and investor reporting</li><li>Support portfolio valuation processes</li><li>Maintain financial controls and operational best practices</li></ul><p><strong>Operations &amp; Strategic Projects (Approximately 50%)</strong></p><ul><li>Support fundraising and investor relations processes</li><li>Partner with leadership on operational initiatives and special projects</li><li>Evaluate and improve internal systems, workflows, and technology</li><li>Assist with implementation of new tools and automation initiatives, including AI-driven solutions</li><li>Contribute to firmwide operational strategy and scaling efforts</li></ul>
  • 2026-06-26T00:00:00Z
Fund Finance Leader | Venture Capital
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 165000 - 200000 USD / Yearly
  • <p>If you are looking for the next step in your career, send<strong> Jennifer Fukumae with Robert Half Finance and Accounting </strong>a message on <strong>LinkedIn </strong>for immediate consideration.</p><p> </p><p>A leading venture and growth investment platform is seeking a <strong>Fund Accounting &amp; Tax Manager</strong> to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2.2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting activities across multiple investment vehicles </li><li>Oversee quarterly closes, financial reporting, and investor reporting </li><li>Review capital calls, distributions, carried interest allocations, and management fees </li><li>Coordinate with external fund administrators, auditors, and tax providers </li><li>Manage tax compliance and investor tax reporting processes </li><li>Assist with valuation support and portfolio reporting initiatives </li><li>Improve operational processes, controls, and reporting efficiencies </li><li>Support fundraising activities and strategic finance projects </li></ul><p><br></p>
  • 2026-06-26T00:00:00Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 170000 USD / Yearly
  • Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
  • 2026-06-25T00:00:00Z
Senior Manager, Financial Reporting/Technical Accounting
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 149000 USD / Yearly
  • <p>We are looking for an experienced finance leader to oversee external reporting and technical accounting activities for our organization in San Francisco, California. This role is ideal for someone who combines strong knowledge of U.S. GAAP and SEC requirements with the ability to deliver accurate, timely filings and executive-level financial insights. The successful candidate will partner across finance and business teams to strengthen reporting processes, support complex accounting matters, and maintain a high standard of compliance. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead multi-entity consolidations, intercompany eliminations, and financial reporting (monthly/quarterly/annual)</li><li>Prepare disclosures and support MD&amp;A</li><li>Serve as technical accounting expert; research issues, write memos, and implement new standards</li><li>Strengthen controls over consolidations; improve close process and drive automation</li><li>Lead system and process improvement initiatives; partner with IT/ERP teams</li><li>Support acquisitions by integrating entities into reporting structure</li><li>Work with FP&amp;A on accounting impacts to forecasts and budgets</li></ul>
  • 2026-06-12T00:00:00Z
Director, Accounting (Sports)
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 170000 - 180000 USD / Yearly
  • <p>We are looking for an experienced accounting leader to oversee financial operations for a sports-focused organization in San Francisco, California. This role will guide the close process, strengthen reporting accuracy, and support audit readiness while partnering with senior leadership on key financial matters. The ideal candidate brings strong technical accounting expertise, sound judgment, and the ability to lead a high-performing team in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead GL and close processes; ensure accurate financial statements and variance analysis</li><li>Oversee revenue (sponsorships, media, tickets) and lease accounting (ASC 606/842)</li><li>Manage association reporting and ensure compliance</li><li>Serve as technical accounting lead; write memos and communicate issues to leadership</li><li>Manage external audits and ensure timely, accurate deliverables</li><li>Drive process improvements, strengthen controls, and streamline close</li><li>Partner cross-functionally to align accounting with business goals</li><li>Lead and develop team; set clear goals and support growth</li></ul>
  • 2026-06-12T00:00:00Z
Director of Fund Operations and Business Management
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 225000 - 325000 USD / Yearly
  • <p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you&#39;ll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you&#39;ll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm&#39;s long-term growth.</li></ul><p>Compensation &amp; Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You&#39;ll work directly with senior leadership, oversee the firm&#39;s operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
  • 2026-07-01T00:00:00Z
Director/Manager of Treasury
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 80 - 95 USD / Hourly
  • <p>Robert Half Management Resources is looking for an experienced treasury leader to guide one of our client&#39;s treasury operations on an interim basis. This long-term contract position focuses on strengthening treasury operations, improving liquidity practices, and modernizing banking and cash management capabilities across the business. The ideal candidate will combine strategic oversight with hands-on execution, bringing strong expertise in treasury systems, bank relationship management, and team leadership.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Direct treasury operations across daily cash activity, liquidity oversight, and short-range cash forecasting to support informed funding decisions.</p><p>• Lead the deployment and optimization of a treasury workstation, including system setup, workflow design, and coordination with banking platforms and enterprise applications.</p><p>• Review the existing banking structure and execute a streamlined account strategy by reducing unnecessary accounts, establishing new banking relationships where needed, and updating signer access.</p><p>• Supervise treasury personnel in their daily work, provide coaching, evaluate team capabilities, and help expand the function through hiring and onboarding as priorities evolve.</p><p>• Create and formalize treasury procedures, internal controls, and fraud mitigation practices that support consistency and accountability within a distributed team environment.</p><p>• Partner with internal stakeholders to improve cash management processes and strengthen the connection between treasury activities and Workday-related workflows.</p><p>• Oversee banking documentation, portal administration, and operational changes required to support an updated treasury infrastructure.</p><p>• Drive treasury transformation efforts by identifying inefficiencies, recommending practical improvements, and ensuring execution stays aligned with organizational goals.</p>
  • 2026-07-08T00:00:00Z
Financial Analyst
  • San Leandro, CA
  • onsite
  • Temporary / Contract
  • 30 - 36 USD / Hourly
  • <p>Robert Half is looking for a financial analyst to join a well-known company. This is an entry-level to early-career role best suited for someone with strong data entry skills, solid attention to detail, and the ability to work accurately in a fast-paced environment. The Financial Analyst will primarily support the team through high-volume data entry and validation of financial information. The role will involve reviewing P&amp;L data from revenue through gross profit, identifying discrepancies, and helping research root causes. This position does not require advanced reporting or BI tools, but candidates should be comfortable working in Excel and asking questions to ensure accuracy.</p>
  • 2026-06-23T00:00:00Z
Financial Analyst
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p>
  • 2026-06-20T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>Lisa Cole with Robert Half is partnering with a growing manufacturing organization that is seeking a Financial Analyst to support finance with a focus on <strong>cost accounting, inventory forecasting, and operational finance</strong>. This role partners closely with Operations and Supply Chain to improve financial performance, inventory efficiency, and working capital. </p><p>Key Responsibilities</p><ul><li>Own plant cost accounting, including standard costs, BOM/routings, labor and overhead rates, absorption, and inventory valuation</li><li>Analyze manufacturing variances (material, labor, overhead, yield, mix) and communicate drivers</li><li>Develop and maintain inventory forecasts aligned to demand, production, and MRP outputs</li><li>Analyze inventory KPIs including turns, and support reserve modeling</li><li>Support budgeting, forecasting, and long‑range planning for plant operations</li><li>Partner with Operations on OEE, throughput, labor efficiency, and continuous improvement initiatives</li><li>Support capital projects, fixed assets, and depreciation tracking</li></ul><p><br></p><p><br></p>
  • 2026-06-25T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 35 - 50 USD / Hourly
  • <p>Financial analysts help organizations make sound business decisions by evaluating financial data, forecasting trends and providing actionable insights. These professionals play a key role in budgeting, reporting and strategic planning across departments. The Robert Half consulting division is seeking an experienced Financial Analyst in the Sacramento Area.</p><p><br></p><ul><li>Analyzing financial data to identify trends, variances and performance drivers</li><li>Preparing reports, dashboards and presentations for leadership and stakeholders</li><li>Supporting budgeting, forecasting and long-range planning processes</li><li>Conducting profitability, cost and investment analysis to guide decision-making</li><li>Collaborating with cross-functional teams to align financial goals and strategies</li><li>Monitoring key performance indicators (KPIs) and financial metrics</li><li>Building and maintaining financial models to support business initiatives</li><li>Assisting with scenario planning and risk analysis</li><li>Staying current on industry trends, economic developments and financial best practices</li></ul>
  • 2026-07-08T00:00:00Z
Financial Analyst
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 38 - 45 USD / Hourly
  • <p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract-to-Permanent </p><p><strong>Compensation:</strong> $38 - $45 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
  • 2026-06-29T00:00:00Z
Financial Analyst
  • Dublin, CA
  • onsite
  • Temporary / Contract
  • 40 - 45 USD / Hourly
  • <p>Our client is seeking a detail-oriented and analytical <strong>Junior Financial Analyst</strong> to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The Junior Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions.</p><p><br></p><p><strong>Financial and Cost Analysis</strong></p><ul><li>Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting.</li><li>Support margin analysis across products and customers to help commercial and operations teams make informed decisions.</li><li>Identify key cost drivers and variances and highlight opportunities for cost optimization.</li></ul><p><strong>Pricing and Margin Support</strong></p><ul><li>Support pricing analysis for new and existing products, including customer-specific pricing and margin review.</li><li>Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies.</li><li>Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions.</li></ul><p><strong>Financial Reporting and Month-End Close</strong></p><ul><li>Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators.</li><li>Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries.</li><li>Research and help resolve variances between subledgers and the general ledger.</li><li>Assist with budgeting, forecasting, and financial planning processes.</li></ul><p><strong>Data Integrity and Process Improvement</strong></p><ul><li>Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis.</li><li>Support improvements to financial reporting templates, reconciliation processes, and analytical workflows.</li><li>Assist with ERP and EPM data extraction, reporting, and reconciliation activities.</li><li>Document processes and support internal and external audit requests as needed.</li></ul><p><br></p><p>If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.</p>
  • 2026-06-25T00:00:00Z
Financial Analyst
  • Castro Valley, CA
  • onsite
  • Temporary / Contract
  • 38 - 43 USD / Hourly
  • <p>Our client is seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to support strategic decision-making through financial planning, forecasting, reporting, and analysis. This role will partner with business leaders to evaluate financial performance, identify trends, and deliver insights that help drive business results.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Analyze financial results and provide actionable insights to leadership</li><li>Support monthly, quarterly, and annual financial reporting processes</li><li>Monitor key performance indicators and identify trends or risks</li><li>Assist with budgeting, long-range planning, and ad hoc financial analysis</li><li>Partner with cross-functional teams to support business initiatives</li><li>Improve reporting processes and help enhance financial systems and tools</li></ul><p><br></p><p>If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.</p><p><br></p>
  • 2026-06-25T00:00:00Z
Financial Advisor
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you&#39;ll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm&#39;s continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-01T00:00:00Z
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