15 results for Operations Manager Financial Services in Fairfield, CA

Operations Manager - CSA Manager

Alamo, CA
onsite
Permanent
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Finance Manager

Vacaville, CA
onsite
Permanent
140000 - 170000 USD / Yearly
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
2026-03-23T00:00:00Z

Finance Manager

Emeryville, CA
onsite
Permanent
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>
2026-03-18T00:00:00Z

Finance Manager

Oakland, CA
onsite
Permanent
145000 - 185000 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.
2026-03-14T00:00:00Z

Finance Manager

San Francisco, CA
onsite
Permanent
120000 - 140000 USD / Yearly
Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.Analyze financial performance, support teams, and drive process improvements.Manage working capital, month-end close, and vendor payments.This is a hybrid position in San Francisco and relevant experience is highly preferred.
2026-03-24T00:00:00Z

Finance Manager

San Leandro, CA
onsite
Permanent
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
2026-03-26T00:00:00Z

Finance Manager

San Francisco, CA
onsite
Temporary
60 - 65 USD / Hourly
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling. Responsibilities: • Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review. • Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability. • Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision. • Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance. • Create detailed executive-level financial reports and dashboards to support strategic decision-making. • Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment. • Reconcile and manage large datasets to produce accurate financial reporting and analysis. • Participate in month-end close activities, ensuring timely and accurate financial reporting. • Support senior leadership with data-driven recommendations that enhance organizational strategy. • Continuously refine forecasting processes and models to improve accuracy and efficiency.
2026-03-27T00:00:00Z

Recruiting Manager - FInancial Services

San Francisco, CA
onsite
Permanent
70000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Recruiting Manager - Permanent Placement Robert Half Finance & Accounting - Financial ServicesHybrid; 2 Days in SF | Base + Significant Bonus Potential As a Recruiting Manager, you will grow and manage client relationships, identify new business opportunities, and recruit top finance and accounting professionals for full‑time roles. You’ll deliver exceptional service to clients and candidates, provide career guidance, and attend industry events to strengthen our local presence. Our Financial Services Group serves clients primarily across venture capital, private equity, real estate, hedge funds, family offices, fintech, credit unions, banks, wealth management firms, and RIAs. Responsibilities<ul><li>Develop and expand client relationships via video, phone, and in‑person meetings.</li><li>Recruit, evaluate, and place finance and accounting professionals in permanent positions.</li><li>Provide consistent communication and career guidance to candidates.</li><li>Leverage advanced recruiting technology and AI‑powered tools to source, shortlist, and engage top talent efficiently.</li><li>Participate in industry associations and events to increase visibility and influence.</li></ul>Why Robert Half?<ul><li>Join a 75+ year industry leader with strong client relationships and career stability.</li><li>Competitive pay with bonus potential, health coverage, PTO, parental leave, and 401(k) match.</li><li>Career growth opportunities locally and globally across 300+ locations.</li><li>Access to world‑class training, tools, and technology to help you succeed.</li><li>We’re at the forefront of recruiting technology, using proprietary AI tools that help match candidates and optimize client engagement better than many competitors.</li></ul>
2026-03-08T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent
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>
2026-02-27T00:00:00Z

Recruitment Manager - Financial Services

San Francisco, CA
onsite
Permanent
65000 - 90000 USD / Yearly
Do you have a background in audit, accounting, or finance but enjoy the relationship side of the business and want to stay connected to the industry in a more dynamic role? Jennifer Fukumae and the Robert Half Finance & Accounting Financial Services Division are looking to add a Recruitment Manager to our growing team in the Bay Area. This role is ideal for someone with a finance or accounting background who wants to leverage their industry knowledge while building relationships, helping professionals advance their careers, and partnering with some of the top financial services firms in the Bay Area. Think of it as the best of both worlds—you stay connected to the finance industry while building a career in consultative recruiting and business development. What You’ll Do This role is a dynamic 50/50 blend of business development and recruiting, giving you the opportunity to build both client partnerships and candidate networks.Business Development (50%)<ul><li>Build relationships with leading RIAs, private equity firms, venture capital funds, hedge funds, and investment managers across the Bay Area</li><li>Partner with hiring managers and executives to understand their finance and accounting hiring needs</li><li>Serve as a trusted advisor helping firms build high-performing teams</li><li>Identify new client opportunities and grow existing partnerships</li></ul>Recruiting (50%)<ul><li>Source, interview, and place top accounting and finance talent into direct-hire roles</li><li>Coach candidates through the interview process and guide them through career decisions</li><li>Build long-term relationships with professionals across public accounting, investment management, and corporate finance</li><li>Match the right candidates with the right opportunities</li></ul>Why This Role Is Exciting<ul><li>Stay connected to the finance and accounting industry without being behind a spreadsheet all day</li><li>Work with top-tier Bay Area firms and leadership teams</li><li>Build a strong professional network across the financial services community</li><li>Help professionals make career-changing moves</li></ul>
2026-03-15T00:00:00Z

Operations Specialist

Oakland, CA
onsite
Temporary
26.6 - 30.8 USD / Hourly
We are looking for a dedicated Operations Specialist to join our team in Oakland, California. In this long-term contract position, you will play a vital role in ensuring the seamless daily operations of a school campus, collaborating closely with the Principal and support staff to deliver outstanding administrative and operational services. This is an excellent opportunity to contribute to a dynamic educational environment while overseeing essential functions that support both students and families. Responsibilities: • Coordinate daily campus operations, addressing logistical challenges and providing escalation support as needed. • Supervise and manage onsite staff, including custodial teams, cafeteria personnel, administrative staff, and attendance clerks. • Handle purchasing, budgeting, and supply ordering to ensure the campus is well-equipped. • Maintain and oversee student information systems while ensuring accuracy and compliance. • Support front-office functions, including communication with families and responding to inquiries. • Manage food service operations, including cafeteria coordination and inventory management. • Partner with custodial, maintenance, and security teams to ensure the campus remains safe and operational. • Lead student enrollment efforts, including recruitment activities and fall preparation tasks. • Collaborate with teams on summer school operations and deep-cleaning schedules to prepare for the upcoming academic year.
2026-03-07T00:00:00Z

Operations Specialist

Oakland, CA
onsite
Temporary
27.7115 - 32.087 USD / Hourly
We are looking for an Operations Specialist to join our team in Oakland, California on a contract basis. In this role, you will be responsible for managing operational systems, overseeing facilities and office management, and developing scalable processes to support organizational growth. This position offers the opportunity to play a key role in ensuring efficient operations and fostering a cohesive work environment. Responsibilities: • Develop and implement operational policies and procedures to enhance organizational efficiency and compliance. • Manage facilities across multiple locations, ensuring safety, accessibility, and functionality of workspaces. • Coordinate vendor relationships and oversee procurement of supplies, equipment, and other operational resources. • Supervise administrative staff, providing guidance, coaching, and establishing clear workflows. • Organize logistics for staff travel, including international arrangements, and support planning for organizational events. • Collaborate with the finance team to ensure vendor contracts, expenses, and procurement align with financial policies. • Maintain accurate records and documentation related to facilities, inventory, and operational activities. • Monitor and improve day-to-day operations of both physical and virtual workspaces to support staff productivity. • Ensure shared spaces such as conference rooms and event areas are efficiently managed and utilized.
2026-03-18T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent
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.
2026-03-27T00:00:00Z

Office Manager

Oakland, CA
onsite
Temporary
23.75 - 27.5 USD / Hourly
We are looking for an experienced Office Manager to join a small trucking company in Oakland, California, on a contract basis. This flexible, part-time position involves working approximately 18 hours per week across three 6-hour days, with the potential for future conversion to a permanent role. The Office Manager will play a key role in ensuring smooth administrative and accounting operations while supporting a small team of office and warehouse staff. Responsibilities: • Oversee daily office operations to maintain an efficient and organized work environment. • Handle incoming mail, correspondence, and general communication tasks. • Manage basic accounting duties such as entering transactions into QuickBooks, processing checks, and recording payments. • Maintain accurate and accessible filing systems for administrative and financial documents. • Provide support to office staff and coordinate with warehouse personnel as needed. • Monitor and replenish office supplies to ensure uninterrupted operations. • Assist with accounts payable activities, including invoice processing and payment tracking. • Perform receptionist duties, such as answering calls and greeting visitors. • Address miscellaneous tasks to ensure operational efficiency and team collaboration.
2026-03-07T00:00:00Z

Office Manager

San Francisco, CA
onsite
Permanent
80000 - 100000 USD / Yearly
Office Manager / Assistant – FiDi (Professional Services)Robert Half is partnering with a fast‑paced professional services firm in San Francisco’s FiDi to hire an Office Manager/Assistant. The role supports daily operations, AP/AR, billing, vendor management, and admin tasks. MS Office proficiency required. Hybrid: onsite 4 days/week. Ideal for someone organized, proactive, and ready to grow as the company scales.Apply now—interviews are being scheduled.
2026-03-27T00:00:00Z