23 Results for Treasury Analyst Jobs in Fairfield, CA

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Treasury Banking Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Jennifer Fukumae is partnering with a well-established, independent financial institution seeking a Treasury Banking Manager to join its growing team. This role offers the opportunity to make a meaningful impact across the business while playing a key role in the growth of its treasury and digital banking services. This is an ideal opportunity for someone who enjoys working in a smaller, collaborative environment where people wear multiple hats. Rather than being one piece of a large corporate structure, you’ll work closely with Relationship Managers, clients, Digital Banking, and Product Management to help grow the business and develop solutions that meet client needs. What You’ll Do Client & Business Development<ul><li>Work alongside Relationship Managers to understand client needs and uncover opportunities to expand treasury management solutions.</li><li>Act as a key resource for clients and internal teams, recommending tailored solutions to address complex needs.</li><li>Contribute to revenue growth by supporting new business initiatives and expanding adoption of treasury and digital banking products.</li><li>Develop and maintain strong relationships with clients and partners across the organization.</li></ul>Strategy & Solutions<ul><li>Help shape and implement the bank’s treasury and digital banking roadmap.</li><li>Evaluate client feedback and market trends to identify opportunities for new products, improved processes, and enhanced service.</li><li>Collaborate with Product teams to assess, launch, and optimize treasury and digital banking solutions.</li><li>Bring a proactive, innovative mindset to solving business and client challenges.</li></ul>Team Management<ul><li>Manage and develop a small Digital Banking team, including two direct reports.</li><li>Provide day-to-day leadership, coaching, and support to promote accountability and professional growth.</li><li>Collaborate across departments to ensure clients receive a consistent and high-quality experience.</li></ul>
2026-10-15T00:00:00Z

Accounting Analyst

Emeryville, CA
onsite
Temporary / Contract
35 - 46 USD / Hourly
We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight. Key Responsibilities<ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul>
2026-10-13T00:00:00Z

Financial Analyst

Woodland, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Analyst to support manufacturing finance through insightful analysis, practical reporting, and strong cross-functional collaboration. This role will help leaders understand operating results, plan future performance, and make sound decisions by turning complex production and cost data into clear financial recommendations. The position is well suited for someone who enjoys working with detailed information while keeping sight of broader business goals. Responsibilities:• Build and refine financial models, forecasting tools, and reporting resources that support manufacturing planning, labor needs, overhead spending, capital investments, and operating performance.• Work closely with plant leadership and partner teams to create reporting that highlights results across facilities, products, projects, and overall manufacturing activity.• Maintain and enhance recurring dashboards and scorecards that track important measures such as efficiency, output, utilization, quality, safety, productivity, and cost trends.• Evaluate labor hours, payroll spending, staffing patterns, and productivity data to identify key drivers and support workforce planning decisions.• Contribute to annual budgeting and ongoing forecast cycles by analyzing volume assumptions, operating costs, labor requirements, overhead, and capital plans.• Assist with monthly close activities by preparing analyses, investigating variances, and improving processes that strengthen the accuracy and timeliness of financial reporting.• Produce regular financial and operational summaries for leadership, including clear explanations of risks, opportunities, and notable performance changes.• Review manufacturing overhead and departmental expenses to support cost control efforts and improve forecast reliability across the organization.• Support capital planning through business case analysis, return evaluations, project tracking, and follow-up reviews of investment outcomes.• Partner with operations, engineering, project management, and accounting teams to translate business activity into actionable financial insight and recommendations.
2026-10-13T00:00:00Z

Financial Analyst

Sacramento, CA
onsite
Permanent / Full Time
35 - 50 USD / Hourly
The Robert Half consulting practice is seeking financial analysts to 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>
2026-10-05T00:00:00Z

Payroll Analyst

San Ramon, CA
remote
Temporary / Contract
31.35 - 36.3 USD / Hourly
We are looking for an experienced Payroll Analyst to support payroll issue analysis, testing coordination, and resolution efforts in San Ramon, California. This is a Long-term Contract position within the healthcare sector, suited for a hands-on, detail-oriented individual who can investigate discrepancies, interpret payroll results, and work effectively across multiple systems. The role calls for someone who can manage competing priorities, communicate clearly with stakeholders, and help drive payroll defects through to closure in a fast-paced environment. Responsibilities: • Investigate payroll exceptions and system-related issues by reviewing outputs, tracing root causes, and documenting findings clearly for resolution teams. • Support payroll environment setup activities, data conversion validation, and catch-up transaction review to help maintain accuracy across impacted processes. • Compare payroll test and parallel results, reconcile variances, and recommend corrective actions based on identified calculation or data issues. • Manage defect intake by assessing priority, monitoring status, and escalating critical risks or blockers that may affect payroll delivery. • Coordinate testing activities across teams, including planning schedules, validating process flows, and confirming issue remediation through retesting. • Partner with internal stakeholders and external vendors to address integration-related issues affecting payroll data exchange and downstream processing. • Track recurring problems and defect patterns, then provide practical insights to project leaders to support decision-making and risk mitigation. • Prepare reports, summaries, and dashboards that highlight testing progress, defect trends, open issues, and completed corrective actions. • Maintain organized records of test outcomes, resolutions, key decisions, and lessons learned to support future payroll validation efforts.
2026-10-15T00:00:00Z

Payroll Analyst

San Ramon, CA
remote
Temporary / Contract
33 - 40 USD / Hourly
We are looking for an experienced Payroll Analyst to join a healthcare-focused organization remotely, on a Long-term Contract basis. This position is ideal for a detail-oriented payroll specialist who can assess complex payroll issues, uncover underlying causes, and help move solutions forward across UKG Pro. The role calls for strong analytical judgment, hands-on payroll knowledge, and the ability to work effectively with stakeholders in a fast-moving environment where accuracy and timely resolution are essential. Responsibilities:• Investigate payroll discrepancies across payroll platforms and connected applications, document findings, and drive issues through to closure.• Support future-state tenant activities, including build support, data conversion review, and processing of catch-up payroll transactions.• Validate migrated payroll data, reconcile inconsistencies, and partner with impacted teams to address data-related defects.• Review parallel payroll outcomes, compare results, identify variances, perform root cause analysis, and recommend corrective measures.• Manage defect intake by assessing priority, assigning actions, tracking progress, and escalating critical risks or blockers when necessary.• Coordinate testing efforts by organizing plans, timelines, execution activities, and issue follow-up across systems and business workstreams.• Work with internal partners and external vendors to resolve integration-related issues affecting inbound and outbound payroll data flows.• Maintain thorough documentation of test results, issue analysis, resolutions, and lessons learned to support future quality improvement efforts.
2026-10-15T00:00:00Z

Senior Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-09T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
2026-10-15T00:00:00Z

Sr. Financial Analyst

Stockton, CA
onsite
Permanent / Full Time
95000 - 135000 USD / Yearly
Steven Lahey with Robert Half is looking for an experienced Sr. Financial Analyst to support manufacturing finance activities for an aerospace operation in Stockton, California. This position focuses on turning cost, inventory, and operational data into meaningful insights that help leaders improve profitability, strengthen financial accuracy, and guide business decisions. The role works closely with production, procurement, supply chain, operations, and finance teams to enhance reporting, support planning cycles, and drive better cost performance. For immediate consideration please reach out to (916) 649-0832. Responsibilities:• Analyze production-related financial results, including materials, labor, overhead, and margin performance, and highlight key drivers behind fluctuations.• Review inventory balances and costing outcomes to help maintain accurate valuation, strengthen controls, and support effective stock management decisions.• Contribute to budgeting and forecasting activities by assessing cost patterns, operational assumptions, and potential financial impact on business performance.• Prepare journal entries, reconciliations, and supporting analysis during month-end close to ensure reliable reporting for manufacturing operations.• Monitor cost of goods sold, inventory adjustments, and operational variances to improve transparency and support compliance with accounting standards.• Partner with operational leaders to identify savings opportunities, improve productivity, and translate financial findings into practical recommendations.• Assist with cross-functional initiatives aimed at improving reporting quality, process efficiency, financial controls, and data integrity.• Provide documentation, schedules, and analytical support for internal and external audit requests related to cost accounting and operational finance.
2026-10-09T00:00:00Z

Wealth Analyst at Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

AML/KYC Analyst

San Ramon, CA
onsite
Temporary / Contract
35 - 35 USD / Hourly
We are looking for an AML/KYC Analyst to join a financial crimes compliance team in California. This long-term contract position is suited for a detail-focused individual who can assess transactional alerts, evaluate potential risk, and document findings with precision. The role offers the opportunity to contribute to anti-money laundering and know-your-customer efforts by supporting investigations and helping maintain compliance with applicable regulatory standards. Responsibilities: • Conduct initial reviews of alerts to identify unusual activity and assess whether additional investigation is warranted.• Evaluate transaction patterns and customer information to determine when matters should be referred for deeper examination.• Support the identification of cases that may lead to suspicious activity reporting by summarizing relevant risk indicators.• Research account activity and related data sources to build well-supported investigative findings.• Prepare clear, organized documentation that explains review outcomes, supporting evidence, and recommended next steps.• Apply AML, KYC, and Bank Secrecy Act standards while performing daily compliance-related analysis.• Use spreadsheets and other data analysis methods to interpret information efficiently and accurately.
2026-10-07T00:00:00Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement*** We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment. Responsibilities:• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.
2026-10-06T00:00:00Z

Accounts Receivable Analyst

Union City, CA
onsite
Temporary to Hire
38 - 42 USD / Hourly
We are looking for an Accounts Receivable Analyst to join a manufacturing organization in Union City, California on a contract basis with the potential for a permanent position. This position supports daily receivables operations, trade promotion accounting, and core close activities while helping maintain accurate financial records. The ideal candidate is comfortable working across accounting and sales-related processes, investigating payment issues, and using data to improve visibility into deductions and outstanding balances. This position is based onsite in Union City, CA. Responsibilities:• Review customer deductions and promotional claims, confirm proper backup, and align transactions with approved trade programs.• Record incoming payments, apply cash accurately, and reconcile customer accounts to maintain current and reliable receivable balances.• Investigate shortages, chargebacks, credits, and disputed items by coordinating with customers and internal business partners to resolve open issues.• Track aging trends and support collection efforts to reduce overdue balances while preserving strong customer relationships.• Prepare and post accounting entries related to deductions, discounts, accruals, commissions, and other assigned financial activity.• Reconcile accounts such as accounts receivable and other balance sheet items, researching variances and correcting discrepancies as needed.• Assist with month-end and year-end close by validating account activity, supporting accruals, and contributing to accurate financial reporting.• Maintain data within trade promotion and related accounting systems, including customer, pricing, product, and accrual information.• Contribute to audit support and process improvement initiatives that strengthen receivables controls and deduction management.• Analyze spending patterns and exceptions tied to promotional programs, providing insight into budget alignment and unusual variances.
2026-10-14T00:00:00Z

Billing Analyst

San Francisco, CA
onsite
Temporary / Contract
20 - 28 USD / Hourly
The Billing Analyst II will support B2B billing operations in a fast-paced e-commerce and SaaS environment. This fully remote role will focus on accurate invoicing, contract-based billing, reconciliations, and collaboration with global stakeholders.<ul><li>Calculate, generate, review, and deliver B2B invoices</li><li>Review commercial contracts and billing terms to ensure accurate rates and charges</li><li>Process credit/debit memos and billing adjustments</li><li>Perform billing reconciliations and research discrepancies</li><li>Respond to billing inquiries and assist with dispute resolution</li><li>Support month-end close, billing controls, and audit requests</li><li>Collaborate with cross-functional and global teams</li></ul>
2026-10-07T00:00:00Z

Financial Aid Analyst/Specialist

Stockton, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a Financial Aid Analyst/Specialist to join our team in Stockton, California on a Contract basis. This role is well suited for an organized individual who can support financial operations, maintain accurate records, and coordinate data-related processes across systems. The ideal candidate brings strong analytical ability, accounting awareness, and hands-on experience managing information with precision in a fast-paced environment. Responsibilities: • Manage the transfer and validation of financial and operational data between business systems to support accurate recordkeeping and reporting. • Review existing records for completeness, consistency, and accuracy before processing updates, imports, or reconciliation activities. • Maintain customer, vendor, payment, and billing information while ensuring documentation is organized and current. • Investigate discrepancies in financial or system data and take corrective action to resolve issues in a timely manner. • Perform system testing and quality checks to confirm data integrity, functionality, and dependable workflow performance. • Provide day-to-day support for integration-related issues and collaborate with internal teams to address operational challenges. • Partner with accounting, administrative, and leadership stakeholders to ensure smooth implementation of process and system updates. • Prepare clear user guidance and deliver basic training to staff on updated procedures, tools, and data handling practices.
2026-09-24T00:00:00Z

Business Systems Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions. Responsibilities:• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.
2026-09-30T00:00:00Z

Business Systems Analyst

Oakland, CA
remote
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams. Responsibilities:<ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>
2026-10-15T00:00:00Z

Lead Financial Analyst

San Ramon, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions. Responsibilities:<ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
2026-10-15T00:00:00Z

Investment Operations Analyst $130K + 30% Bonus + Profit S

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
📩 Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 🚀 Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing 📍 Menlo Park | Hybrid 💰 6% 401(k) Match | Free Daily Meals | Exceptional Benefits Want to break into private markets and work closer to the investment process? I’m working on a newly created opportunity with a $15+B global investment firm known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies. This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments—from capital calls and subscriptions to funding coordination and transaction execution. They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work. 💡 What You'll Do<ul><li>Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance</li><li>Coordinate investment documentation, onboarding materials, and operational records</li><li>Assist with funding coordination, wire preparation, and cash movement tracking</li><li>Work with custodians, fund administrators, external managers, and internal investment teams</li><li>Maintain workflow trackers, calendars, and reporting tools</li><li>Support secondary transactions and other investment-related activities</li><li>Identify opportunities to improve processes, automate workflows, and scale operations</li></ul>
2026-10-16T00:00:00Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-10-16T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-10-02T00:00:00Z

National Account Specialist

San Francisco, CA
remote
Temporary / Contract
30.4 - 35.2 USD / Hourly
We are looking for an AR Specialist to support accounts receivable operations for a growing team in San Francisco, California. This Long-term Contract position focuses on maintaining accurate billing and payment activity, strengthening commercial collections efforts, and helping ensure timely resolution of outstanding balances. The ideal candidate brings strong attention to detail, sound financial judgment, and the ability to manage account activity in a fast-paced business environment. Responsibilities:• Manage day-to-day accounts receivable activity for assigned national accounts, ensuring transactions are recorded accurately and follow established guidelines.• Review open balances, follow up with commercial customers on past-due invoices, and drive timely collection of outstanding payments.• Apply incoming payments to the correct customer accounts, reconcile discrepancies, and investigate issues affecting account accuracy.• Prepare and process billing activity with close attention to invoice details, customer terms, and internal documentation standards.• Monitor daily cash activity, verify posted transactions, and support account reconciliation to maintain reliable financial records.• Partner with internal teams and customer contacts to resolve payment disputes, short pays, deductions, and billing-related questions efficiently.• Maintain organized account documentation and provide status updates on receivables, collection progress, and unresolved items as needed.
2026-10-14T00:00:00Z

Accounting Specialist

Antioch, CA
onsite
Temporary to Hire
23 - 25 USD / Hourly
We are looking for an Accounting Specialist to support day-to-day financial operations for a healthcare organization. This contract opportunity with potential for a permanent role is ideal for someone who enjoys working with invoices, payments, reconciliations, and billing-related activities in a detail-focused environment. The person in this role will help maintain accurate financial records, coordinate approvals, and ensure transactions are processed efficiently while supporting both payables and receivables functions. Responsibilities:• Review accounts payable documentation for accuracy and process invoices through designated financial systems before submitting items for final handling.• Coordinate with practice managers and other approvers to secure timely authorization for invoice payment and related financial transactions.• Gather and organize required information for new vendor setup, then provide complete documentation to the parent organization for onboarding.• Verify that approval routing follows the correct authority structure and confirm transactions are directed to the appropriate decision-makers when roles or reporting lines change.• Record and reconcile incoming deposits, including occasional cash payments, while maintaining accurate supporting documentation.• Assist with accounts receivable and billing activities by tracking payments, resolving discrepancies, and updating financial records.• Perform account reconciliations to identify variances, investigate issues, and support accurate month-to-month reporting.• Maintain organized accounting files and ensure financial activity is documented in accordance with internal controls and operational procedures.
2026-10-09T00:00:00Z

23 results for Treasury Analyst in Fairfield, CA