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118 results for Financial Planning Analysis Manager in Fremont, CA

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent
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.
2026-03-30T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent
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>
2026-03-20T00:00:00Z

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

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent
160000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-04-17T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent
100000 - 140000 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.
2026-04-16T00:00:00Z

Financial Analyst

Palo Alto, CA
remote
Temporary
50 - 54 USD / Hourly
We are seeking a Contract FP&A Manager for an approximately 90‑day engagement to support core financial planning and modeling while we search for a full‑time hire. Responsibilities:<ul><li>Own and execute budgeting, forecasting, and reforecasting activities</li><li>Maintain, update, and refine the company’s financial models</li><li>Ensure accuracy and consistency across forecasts, assumptions, and drivers</li><li>Work directly within a financial planning tool (Aleph preferred or similar)</li><li>Support month‑end close and OPEX workflows in partnership with Accounting</li><li>Perform variance analysis (actuals vs budget/forecast) and investigate drivers</li><li>Provide reliable, timely financial data to finance leadership</li><li>Deliver immediate impact in a short‑term, fast‑ramp contract environment</li></ul>
2026-04-17T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Permanent
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.
2026-04-16T00:00:00Z

Financial Analyst

South San Francisco, CA
onsite
Temporary
43 - 47 USD / Hourly
Contract Financial Analyst (2–3 Months) – South San FranciscoWe are seeking a detail-oriented Financial Analyst for a 2–3 month contract in South San Francisco. In this role, you will support critical financial planning, analysis, and reporting functions, working closely with cross-functional teams to drive business decisions during a busy project cycle. Key Responsibilities:<ul><li>Conduct financial analysis, forecasting, and modeling to support project and departmental goals.</li><li>Assist with budgeting, expense tracking, and variance analysis.</li><li>Prepare and present clear financial reports and summaries for management review.</li><li>Streamline processes and enhance financial controls to ensure data integrity.</li><li>Utilize tools such as Excel; experience with Workday or Tyler Munis is highly preferred.</li><li>Collaborate with various teams to ensure timely collection and accuracy of financial data.</li></ul>
2026-04-07T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Financial Analyst to join our team in the Palo Alto area, on a contract basis. In this role, you will provide critical support to the finance director by streamlining operational financial planning and analysis (FP&A) processes and ensuring accurate reporting. This position is ideal for someone who is detail-oriented, experienced in advanced financial tasks, and comfortable collaborating across departments. Responsibilities:• Generate and manage detailed expense reports to ensure accurate tracking and analysis.• Oversee headcount reporting and forecasting processes to align with organizational goals.• Develop and maintain budgets while providing precise forecasting to support decision-making.• Assist in month-end closing activities, including identifying accruals and reconciling accounts.• Review and analyze open purchase order (PO) reports to ensure proper management.• Monitor and manage expenses, with a focus on marketing spend, ensuring cost efficiency.• Scrub, validate, and analyze financial data to maintain integrity and reliability.• Collaborate with vendors to investigate invoices and resolve discrepancies in PO closures.• Partner with non-finance business stakeholders to provide financial insights and guidance.
2026-04-17T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Contract / Temporary to Hire
42.75 - 49.5 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in Menlo Park, California. This contract-to-permanent position offers an exciting opportunity to apply your expertise in financial modeling and analysis to support key business decisions. If you thrive in a detail-driven environment and enjoy uncovering insights through data, this role is perfect for you. Responsibilities: • Conduct comprehensive financial analysis to support strategic decision-making and business planning. • Develop and maintain financial models to forecast performance and evaluate potential business scenarios. • Perform ad hoc financial analyses to address emerging business needs and provide actionable recommendations. • Analyze budget variances to identify trends and opportunities for cost optimization. • Utilize data mining techniques to extract and analyze relevant financial data for reporting and decision-making purposes. • Collaborate with cross-functional teams to ensure accurate financial reporting and alignment with organizational goals. • Prepare detailed reports and presentations to communicate findings to stakeholders. • Monitor key performance indicators and provide insights into financial health and operational efficiency. • Support the development and implementation of process improvements to enhance financial workflows.
2026-04-20T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary
32 - 40 USD / Hourly
Overview:The Financial Analyst is responsible for analyzing financial data, preparing reports, supporting forecasting and budgeting activities, and providing insights to help guide business decisions. This role works closely with finance and business leaders to evaluate performance, identify trends, and support strategic planning.Key Responsibilities:<ul><li>Analyze financial results, trends, and key performance indicators to support decision-making.</li><li>Prepare recurring and ad hoc financial reports, dashboards, and presentations for leadership.</li><li>Assist with budgeting, forecasting, and variance analysis processes.</li><li>Build and maintain financial models to support planning, scenario analysis, and business initiatives.</li><li>Partner with cross-functional teams to gather data, evaluate business performance, and provide actionable recommendations.</li><li>Support month-end and quarter-end reporting activities by validating financial data and explaining variances.</li><li>Identify opportunities to improve reporting efficiency, data accuracy, and financial processes.</li></ul>
2026-04-20T00:00:00Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-04-03T00:00:00Z

Financial Analyst

Burlingame, CA
onsite
Temporary
35 - 50 USD / Hourly
Financial Analyst (Full-Time, Hybrid – San Mateo & Palo Alto)Engagement Professional Practice Group – Robert HalfPosition OverviewWe are seeking a driven and analytical Financial Analyst to join our Engagement Professional Practice Group. This is a full-time, hybrid role supporting clients in the San Mateo and Palo Alto areas. As an Engagement Professional, you will be a full-time employee of Robert Half, working on a variety of client engagements while benefiting from consistent pay, stability, and professional growth.Key Responsibilities<ul><li>Analyze financial data to support business decisions, forecasting, and strategic planning</li><li>Prepare and maintain budgets, forecasts, and variance analyses</li><li>Build and update financial models to evaluate performance and business opportunities</li><li>Develop dashboards and reports for management and stakeholders</li><li>Partner with cross-functional teams to gather data and provide insights</li><li>Monitor key performance indicators (KPIs) and identify trends or risks</li><li>Support month-end and quarter-end close processes</li><li>Assist with financial planning and analysis (FP&A) activities</li><li>Ensure accuracy and integrity of financial data across systems</li><li>Ad hoc analysis and reporting as needed</li></ul>
2026-04-07T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is focused on supporting the finance director with operational financial planning and analysis, streamlining reporting processes, and ensuring accurate financial data management. You will play a key role in providing insights into expenses, headcount forecasting, and budgeting to drive informed decision-making. Responsibilities:• Prepare detailed expense reports and ensure accurate tracking of costs across various departments.• Conduct headcount reporting and forecasting to align staffing plans with organizational goals.• Develop and maintain budgets and forecasts, ensuring alignment with strategic objectives.• Provide support during month-end closing processes, including identifying accruals and reconciling accounts.• Analyze open purchase order reports and assist in resolving outstanding items.• Manage and monitor marketing expenses, ensuring adherence to budget limits.• Review and validate financial data to ensure accuracy and consistency.• Collaborate with cross-functional teams to investigate vendor invoices and address discrepancies.• Utilize advanced Excel techniques such as pivot tables and lookups to perform in-depth data analysis.
2026-04-17T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for a Senior Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is ideal for an experienced and detail-oriented individual with a strong background in financial planning and analysis (FP&A). You will play a key role in supporting the finance director by streamlining reporting processes and ensuring precise expense and headcount management. Responsibilities:• Prepare detailed expense reports and ensure accurate tracking.• Manage headcount reporting and provide reliable forecasting.• Develop and maintain budgets and financial forecasts.• Assist with month-end close activities, ensuring all necessary adjustments are completed.• Identify and record accruals to maintain accurate financial records.• Review open purchase order (PO) reports and address discrepancies.• Oversee expense management, including marketing spend, ensuring alignment with budgets.• Scrub and validate financial data for accuracy and completeness.• Collaborate with non-finance teams to address financial inquiries and resolve vendor-related issues.
2026-04-17T00:00:00Z

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>
2026-04-14T00:00:00Z

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.
2026-04-17T00:00:00Z

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

Fund Accounting Manager

Menlo Park, CA
onsite
Permanent
150000 - 180000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact. Responsibilities <ul><li>Oversee the general ledger for both Funds and the GP, including booking quarterly expenses, accruals, intercompany balances, and investment activity, along with allocations to LPs</li><li>Produce quarterly and annual financial reporting packages</li><li>Partner with the finance leadership team to support timely and accurate audit and tax deliverables by liaising with external providers, researching accounting guidance when needed, and assisting throughout the audit/tax cycle</li><li>Track and manage cash balances across assigned funds</li><li>Calculate and process capital activity, including capital calls and distributions at both the fund and investment level</li><li>Review deliverables from fund administrators, including investor reporting, capital activity, financial statements, and ad hoc LP requests</li><li>Collaborate with Investor Relations to address and resolve limited partner inquiries</li></ul> Qualifications<ul><li>5+ years of relevant experience within public accounting and/or an investment firm environment (VC, PE, or similar preferred)</li><li>Solid understanding of partnership accounting, particularly within investment funds</li><li>Advanced proficiency in Excel</li><li>Familiarity with systems such as AltaReturn or Microsoft Dynamics NAV is a plus</li><li>Highly motivated with strong organizational and time management capabilities</li></ul> What’s Offered<ul><li>Comprehensive benefits package including 100% employer-paid medical, dental, vision, and life insurance, plus a 401(k) with profit sharing</li><li>Competitive base compensation with performance-based bonus</li><li>Complimentary meals and a well-stocked office on in-office days</li><li>Team-oriented, collaborative culture that emphasizes collective success over individual contribution</li></ul>
2026-04-18T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary
45 - 55 USD / Hourly
Overview:The Senior FP&A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.Key Responsibilities:<ul><li>Lead the integration and utilization of automation and AI tools within the FP&A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
2026-04-20T00:00:00Z

Senior FP&A Analyst

Campbell, CA
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an experienced Senior FP&A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support. Responsibilities:<ul><li>Lead all FP&A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP&A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
2026-04-07T00:00:00Z

Fund Accounting Manager - Private Equity

Concord, CA
onsite
Permanent
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>
2026-04-04T00:00:00Z

Fund Accounting Manager at Prominent Investment Firm

San Francisco, CA
onsite
Permanent
140000 - 190000 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.
2026-04-16T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward. Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonus Clear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast.Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

San Jose, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward.Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonus Clear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast. Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z