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61 results for Financial Planning Analysis Manager in Fairfield, CA

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-05-01T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-12T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-05-01T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-05-07T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
100000 - 100000 USD / Yearly
Our client is looking for a Senior Financial Analyst to join our team in San Francisco, California. In this role, you will play a critical part in driving financial planning and analysis efforts, partnering with operations and leadership to deliver actionable insights. Your expertise will help shape strategies that enhance financial performance and operational efficiency. Responsibilities:• Develop and maintain pro forma financial models for new business opportunities and expansion projects.• Conduct scenario and sensitivity analyses to evaluate the financial impact of operational variables, such as labor costs and participation rates.• Assist in the preparation of annual budgets and rolling forecasts to align with organizational goals.• Analyze key cost drivers, including labor, food expenses, and cost per unit, to identify trends and variances.• Collaborate with operations teams to ensure financial performance aligns with service delivery models.• Provide actionable recommendations to improve margins and overall financial health.• Aggregate, validate, and standardize financial and operational data across multiple locations.• Create clear, concise reports and presentations to communicate financial insights to stakeholders.• Partner with leadership and cross-functional teams to support data-driven decision-making.• Perform ad hoc analyses to address specific business challenges or opportunities.
2026-05-05T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
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 cost accounting, inventory forecasting, and operational finance. This role partners closely with Operations and Supply Chain to improve financial performance, inventory efficiency, and working capital. Key Responsibilities<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>
2026-05-05T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
35 - 50 USD / Hourly
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. <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>
2026-05-12T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
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. Responsibilities:<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>
2026-05-08T00:00:00Z

Finance Manager

Emeryville, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a skilled Decision Support Finance Manager to join our healthcare team in Emeryville, California. This role requires a proactive and analytical individual who can oversee financial planning and analysis to support organizational goals. You will play a key role in managing budgets, analyzing variances, and delivering actionable insights to drive financial efficiency. Responsibilities:<ul><li>Lead annual budgeting and monthly variance analysis, identifying trends and areas to bring departments back in line with targets</li><li>Analyze financial, operational, capital, and strategic planning data and present actionable insights</li><li>Monitor position control and labor metrics; partner with cost centers to manage staffing within benchmarks</li><li>Collaborate with departments to drive efficiencies and implement system, process, and performance improvements</li><li>Act as a strategic financial partner, building strong, trusted relationships across the organization</li><li>Produce and maintain profitability, volume, service, and ad‑hoc financial reports</li><li>Use benchmarking and trend analysis to identify performance improvement opportunities</li><li>Oversee decision support systems, ensuring data accuracy, audits, and documentation</li><li>Support capitation rate development, forecasting utilization, risk, and expenditures</li><li>Manage budgeting tools and regulatory reporting</li><li>Partner with actuaries, auditors, vendors, and internal teams to resolve data and coding issues</li></ul>
2026-05-12T00:00:00Z

Finance Manager

Woodland, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
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. Responsibilities:-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.-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.
2026-05-08T00:00:00Z

Finance Manager

Oakland, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Finance Manager

San Leandro, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to lead financial planning and analysis efforts for our organization. This role requires a strategic thinker who can deliver insightful financial models, provide clear analysis, and support decision-making processes. Based in San Leandro, California, you will play a key role in driving corporate financial planning initiatives and ensuring the company’s financial health. Responsibilities:• Own the company’s financial planning cadence and timelines• Lead budgeting, forecasting, and long-range strategy cycles• Manage financial submissions to the parent organization• Oversee and enhance financial planning systems and tools• Build and maintain long-term financial models• Align volume forecasts across Procurement, Operations, Supply Chain, and Commercial teams• Roll out and maintain SAP‑integrated planning software• Train finance teams and budget owners on planning tools and processes
2026-05-01T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing 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. 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. Key Responsibilities:<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><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
135000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing 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. 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. Key Responsibilities:<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><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Fund Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Finance and Accounting Analyst

Richmond, CA
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are seeking a detail-oriented Finance and Accounting Analyst to support the finance function of a multi-entity operating business. This role blends core accounting, financial analysis, and month-end support with hands-on Accounts Payable ownership. It is well-suited for someone who enjoys digging into data, reconciling accounts, improving processes, and ensuring the accuracy of financial results. While Accounts Payable is a meaningful component of the role, this position goes beyond transactional work and offers exposure to financial reporting, balance sheet integrity, and close processes in a dynamic operating environment. What You’ll Be DoingFinance & Accounting Analysis<ul><li>Perform account and balance sheet reconciliations, ensuring accuracy and completeness of financial records</li><li>Support month-end close, including accruals, reconciliations, and variance analysis</li><li>Analyze financial data to identify trends, discrepancies, and opportunities for improvement</li><li>Assist with internal and external audit support through well-documented reconciliations and schedules</li><li>Work in a multi-entity environment, helping ensure consistency and accuracy across companies</li></ul>Accounts Payable (Analytical & Operational)<ul><li>Own day-to-day Accounts Payable activity with a strong focus on accuracy and controls</li><li>Perform three-way matching (PO, invoice, receiving) for product and operational purchases</li><li>Review, code, and process invoices while ensuring proper approvals and documentation</li><li>Analyze AP aging and vendor balances; research and resolve discrepancies</li><li>Reconcile vendor statements and ensure timely and accurate payments</li></ul>Systems & Process Improvement<ul><li>Work extensively in ERP systems and accounting software to maintain accurate records</li><li>Use Excel for reconciliations, reporting, and data analysis (pivot tables, formulas, lookups)</li><li>Identify opportunities to improve accounting workflows, reporting, and internal controls</li><li>Collaborate with operations and other departments to resolve issues and improve efficiency</li></ul>
2026-04-22T00:00:00Z

Fund Accounting Manager - Investment Management Firm

Oakland, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accounting Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Senior Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst with Alteryx experience to join a team in Mountain View, California on a Long-term Contract basis. This position will lead high-level financial planning and analysis efforts, turning complex data into practical recommendations that support business performance. The role will partner with leadership to strengthen forecasting, budgeting, and reporting processes while providing clear insight into financial results and operational trends. Responsibilities:<ul><li>Own financial forecasting and month‑end close support for Professional Services, including revenue, labor costs, margins, and accruals</li><li>Develop and maintain forecasts for headcount, utilization, billable rates, backlog, and project profitability</li><li>Partner with Accounting to ensure accurate revenue recognition and cost allocation in accordance with policy and GAAP</li><li>Prepare and deliver any applicable monthly and quarterly financial reporting packages, highlighting key drivers, risks, and opportunities</li><li>Identify opportunities to improve forecasting accuracy, reporting scale/efficiency, and data transparency (eg PS month-end close / accruals, renewal/retention rate levels of detail, customer account hierarchy alignment)</li><li>Help design, integrate and implement scalable FP&A processes, tools, and dashboards with AI driven solutions (eg Alteryx, other ML models) </li><li>Train finance team members on new tools and automated workflows</li><li>Continuously improve SLA performance, cycle times, and data quality without degrading service</li></ul>
2026-05-13T00:00:00Z

Fund Accounting Manager - Private Equity

Oakland, CA
onsite
Permanent / Full Time
155000 - 180000 USD / Yearly
Fund Accounting Manager – Real Estate Private EquityJennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures. Key Responsibilities<ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul>
2026-05-08T00:00:00Z

Senior Financial Analyst (Sales Finance)

San Leandro, CA
onsite
Permanent / Full Time
105000 - 115000 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies. Responsibilities:<ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
2026-04-24T00:00:00Z

Workday Financials Project Manager

San Ramon, CA
remote
Temporary / Contract
115 - 135 USD / Hourly
Robert Half Management Resources is looking for an experienced Workday Financials Project Manager to lead a critical implementation for one of our clients on an interim basis. This long-term contract position offers the opportunity to shape key financial systems and processes, utilizing your expertise in Workday ERP solutions. Located in San Ramon, California, this role involves collaboration with cross-functional teams and stakeholders to deliver impactful results. Responsibilities:• Oversee the design, configuration, and testing of Workday Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, and Asset Management.• Partner with stakeholders to analyze business needs and translate them into optimized Workday financial processes.• Manage all phases of the implementation lifecycle, from planning and data conversion to testing and post-production support.• Provide strategic guidance and recommend best practices to ensure successful deployment and avoid common challenges.• Collaborate with integration and reporting teams to align functional designs with technical requirements.• Lead functional workstreams to ensure timely and accurate execution of project goals.• Develop and implement solutions that enhance financial operations and ensure compliance with organizational standards.• Facilitate cross-departmental communication to ensure seamless integration of Workday Financials with existing systems.• Identify risks and develop mitigation strategies to ensure project success.• Deliver training and support to end-users, ensuring smooth adoption of new systems.
2026-05-13T00:00:00Z

Sr. Manager, R&D Portfolio Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000 - 210000 USD / Yearly
We are seeking a Senior Manager to collaborate with Project Management, Product Development, Senior Leadership, and Finance teams to increase visibility into pipeline performance and productivity. This role partners with cross-functional teams to develop and review business cases, enhance financial valuation models, support portfolio governance, and deliver ad hoc analysis that provides insight into key portfolio metrics. How You’ll Make an Impact:<ul><li>Oversee financial processes and manage ad hoc portfolio analytics within established timelines.</li><li>Provide financial guidance to project teams and develop business cases that drive measurable value.</li><li>Work closely with Project Management to strengthen financial understanding across teams.</li><li>Evaluate KPIs and identify improved approaches to assess portfolio performance and returns.</li><li>Drive process improvements and implement practical, fit-for-purpose solutions tailored to company groups.</li></ul>
2026-05-13T00:00:00Z

Cost Accounting Manager

Walnut Creek, CA
onsite
Permanent / Full Time
115000 - 135000 USD / Yearly
We are looking for a Cost Accounting Manager to oversee and refine the costing processes for our co-manufactured products. In this role, you will play a key part in ensuring accurate cost analysis, driving operational efficiency, and supporting strategic decision-making. This position offers an exciting opportunity to contribute to the financial success of a dynamic, fast-paced organization. Responsibilities: • Develop and manage standard costing methodologies for all co-manufactured products. • Conduct detailed variance analysis and provide insights into product-level margins. • Review and audit co-manufacturer invoices to ensure compliance with contractual agreements and cost accuracy. • Provide costing inputs for budgeting, forecasting, and financial scenario modeling. • Collaborate with Procurement, Operations, FP&A, and Sales Operations teams to optimize cost strategies. • Lead the month-end costing close process, including inventory reconciliations and reporting. • Ensure the integrity of costing data and identify opportunities for process improvements. • Analyze cost structures and provide recommendations to enhance operational and financial outcomes. • Support strategic pricing and margin optimization efforts through detailed cost analysis. • Partner with external co-manufacturers to streamline costing processes and maintain accuracy.
2026-05-01T00:00:00Z

Grants Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
105000 - 120000 USD / Yearly
Andrew Castillo is recruiting for a mission-driven nonprofit transforming communities across Oakland and Contra Costa County. Their programs touch over 10,000 lives each year—supporting early education, career readiness, financial empowerment, housing stability, arts, and more. Our Client celebrates diversity, fosters growth and creates a workplace where your ideas and expertise can make a real impact. As the Grants Manager, you’ll play a key role in ensuring that programs have the financial backbone to thrive. You’ll manage post-award grant finances, compliance, billing, and reporting, while leading a small but mighty team. If you’re a strategic thinker with a knack for numbers and love helping communities flourish, this role is for you. What You’ll Do: Financial Leadership & Compliance<ul><li>Lead post-award grants and contracts management: budgeting, reporting and ensuring compliance with federal regulations and internal policies.</li><li>Review grant and contract allocations to ensure proper expense coding, allowability, and adherence to administrative cost limits.</li><li>Prepare financial reports for funders, internal leadership, and audits.</li><li>Serve as the go-to expert for Uniform Guidance and fund accounting practices.</li></ul>Billing & Accounts Management<ul><li>Oversee funder billing, invoicing, and cash receipts to ensure accuracy and timeliness.</li><li>Track accounts receivable, reconcile balance sheets and manage month-end procedures.</li><li>Forecast cash flow and support efficient financial operations across programs.</li></ul>Team Leadership & Development<ul><li>Supervise, mentor, and develop a team of finance professionals.</li><li>Recruit and onboard new staff; foster growth through training and goal setting.</li><li>Ensure adherence to internal controls and smooth departmental operations.</li></ul>Perks & Benefits<ul><li>2 weeks paid vacation + sick time + 14 holidays + floating holidays</li><li>Medical, dental, and life insurance</li><li>403(b) retirement plan with employer match</li><li>Commuter benefits and flexible spending accounts</li><li>Development opportunities and a joyful, collaborative workplace</li></ul>
2026-05-01T00:00:00Z