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12 results for Managing Directorpartner in Fremont, CA

Wealth Management Firm - Operations Director

Mill Valley, California
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Director of Fund Operations and Business Management

Larkspur, California
onsite
Permanent / Full Time
225000 - 325000 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-09-11T00:00:00Z

Director of Finance | Alternative Investments

San Francisco, California
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing financial services firm is seeking a Director of Finance to support a diverse portfolio of hedge fund and alternative investment clients. This is a highly visible opportunity for someone with a strong hedge fund accounting and operations background who enjoys working directly with clients and taking ownership across the full fund lifecycle. This is an ideal opportunity for someone who is comfortable wearing multiple hats, managing competing priorities, and working through both recurring responsibilities and frequent one-off client requests. What You’ll Do<ul><li>Partner with fund administrators on shadow accounting, NAV estimates and review, month-end close, financial statements, portfolio valuation, audits, and tax reporting</li><li>Serve as a key point of contact for clients and fund administrators on investor relations, operational due diligence, and ad-hoc requests</li><li>Review monthly close packages, including financial statements, expense schedules, transparency reports, and investor statements</li><li>Oversee the review and timely completion of year-end financial statements, audits, tax returns, and investor tax reporting</li><li>Oversee daily portfolio reconciliations and trade activity, working closely with prime brokers, custodians, and internal portfolio management systems</li><li>Play an active role in onboarding new funds, including operational setup, vendor selection, and process decisions</li><li>Review fund capital calls, distributions, expense payments, and budgeting</li><li>Provide finance oversight for management companies, including budgeting and vendor management</li><li>Partner with internal teams and external service providers across accounting, operations, technology, tax, compliance, and legal</li><li>Provide regular reporting on revenue, AUM, and fund performance</li><li>Assist with the review of regulatory filings in partnership with the compliance team</li><li>Take ownership of special projects and other client-driven requests as needed</li></ul>
2026-09-15T00:00:00Z

Director of Finance | Private Equity

San Francisco, California
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Director of Finance| Private Equity | San Francisco | 4 days onsite Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations.This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-09-25T00:00:00Z

VP/Director of Finance

San Rafael, California
remote
Temporary / Contract
75 - 85 USD / Hourly
We are looking for an experienced finance executive to provide leadership for budgeting, long-range planning, and financial reporting within a healthcare environment in Marin County, California. This long-term contract position will guide critical financial planning activities, support major capital investment decisions, and deliver clear reporting for executive stakeholders and external parties. The role is well suited for a strategic leader who can strengthen financial operations, improve reporting practices, and partner effectively across the organization. Responsibilities:• Direct the development of annual operating and capital budgets, ensuring financial plans align with organizational priorities.• Build and refine multi-year financial projections, including both five-year and ten-year planning models to support long-term decision-making.• Manage financial oversight for capital assets and large infrastructure investments, including monitoring expenditures, timelines, and reporting needs.• Produce accurate financial statements, forecasting analyses, and executive-level reporting materials for leadership review.• Oversee the preparation of financial information required by auditors, bondholders, and rating agencies, maintaining compliance and reporting quality.• Strengthen financial data governance practices by improving consistency, accuracy, and reporting standards across finance activities.• Assess current Workday Financials workflows and recommend enhancements that improve efficiency, reporting capability, and user adoption.• Collaborate with operational and executive leaders to evaluate strategic initiatives, capital priorities, and financial performance trends.
2026-09-21T00:00:00Z

VP/Director of Finance

San Jose, California
onsite
Temporary / Contract
75 - 85 USD / Hourly
The duties listed below exemplify the work of the classification and assigned duties may include work that is similar, related or a logical assignment to this class. 1. Plans, directs, controls, integrates and evaluates the work of the College Business Office, overseeing financial systems to track and monitor revenues and expenditures; develops and monitors the College’s annual budget and a variety of grant budgets; prepares multi-year projections and prepares or monitors the preparation of related state reports; prepares a variety of financial reports to manage and track college and grant performance; prepares documents for annual audits, conducts financial analyses and develops internal controls. 2. With the Vice President, Administration, collaborates with college administrators and the District office to prepare the annual budget; monitors and evaluates budget usage and revises budget to meet goals and objectives; performs ongoing forecasting and financial analyses; develops, implements and monitors internal accounting controls to safeguard assets and ensure accurate financial information; complies with all applicable federal, state, and District regulations related to financial activities. 3. Directs and manages the work assignments and performance of assigned staff and student workers; interviews and participates in selecting employees; trains, counsels, evaluates and disciplines personnel according to established policies and procedures. 4. Manages college accounts and records involving accounts receivable and student accounting including billing, payments, financial aid, and refund activities; oversees cashiering, secures cash collection and manages reconciliation processes and procedures; coordinates and ensures accurate and timely production of general ledger entries, accounting and accounts receivable reports. 5. Reviews and approves campus purchase requisitions and requests for checks, warrants, claims and expense reimbursements; directs, plans and reviews cash flow, revenue, and expenditures; ensures prompt payment of invoices and issuance of budget usage reports and other accounts payable reports. 6. Manages fiscal portion of college grants and other external financial and service relationships including developing grant budgets, agreements and other documents and reports; ensures compliance with generally accepted accounting principles (GAAP) and Governmental Accounting Standards Board (GASB) in executing, analyzing, verifying, and reporting fiscal transactions; provides training and technical expertise to administrators, faculty, and staff for budget develop ment and assists in resolving issues and conflicts associated with expenditures.
2026-09-03T00:00:00Z

Director of Business Operations

Larkspur, California
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits! Join a highly respected, employee-owned investment management firm with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with senior leadership while overseeing a broad range of business functions across operations, fund administration, compliance, technology, HR, and corporate initiatives. This high-impact role offers significant visibility, the opportunity to drive strategic initiatives and process improvements, mentor team members, and play a key role in the firm's continued growth. The firm offers competitive compensation, excellent benefits, and a clear path for long-term leadership. Responsibilities<ul><li>Oversee key business operations across fund administration, compliance, HR, technology, and corporate operations </li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on finance, compliance, AI, valuation, and business continuity </li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Controller | Investment Management

San Francisco, California
onsite
Permanent / Full Time
200000 - 400000 USD / Yearly
For confidential consideration, please contact Jennifer Fukumae at Robert Half Financial Services via LinkedIn or email. Hedge Fund ControllerSan Francisco, CA (Hybrid)$250-400 DOE+ Performance Bonus + Excellent Benefits A highly respected and rapidly growing investment firm at the intersection of artificial intelligence is seeking an experienced Fund Controller to join its finance leadership team. This is a unique opportunity to work alongside influential investors, founders, and industry leaders while helping build and scale the financial infrastructure of a sophisticated investment platform. Responsibilities<ul><li>Oversee fund accounting, financial reporting, NAV review, investor allocations, capital activity, and partnership accounting.</li><li>Manage relationships with third-party fund administrators and review fund financial reporting deliverables.</li><li>Partner with investment and operations teams to support accounting and reporting for long/short strategies, derivatives, options, and other complex investment instruments.</li><li>Review portfolio valuations, reconciliations, and fund activity to ensure accuracy and compliance.</li><li>Coordinate annual audits and collaborate with external tax advisors on fund and investor reporting.</li><li>Maintain strong internal controls, accounting policies, and regulatory reporting processes.</li><li>Identify opportunities to improve processes, automate workflows, and leverage technology to enhance reporting and operational efficiency.</li><li>Partner closely with senior leadership on fund oversight, strategic initiatives, and new product launches. </li></ul>
2026-09-25T00:00:00Z

Director of Accounting

San Jose, California
onsite
Temporary to Hire
40 - 55 USD / Hourly
Candidate Requirements Technical Qualifications • Experience: At least 3 years in public accounting; CPA is preferred but not mandatory. • Systems: Proficiency with Microsoft Office and QuickBooks Online (QBO); all schools and parishes use QBO. • Audit Skills: Ability to conduct, document, and report on audit procedures, including issuing follow-up letters to parish/school leadership. Soft Skills and Attributes • Independence: Must work effectively with minimal supervision. • Professionalism: Ability to interact with parish and school leaders (often busy and sensitive to interruptions). • Interpersonal Skills: Strong relationship-building with pastors and principals; auditors are often met with resistance. • Religious Affiliation: Practicing Catholic strongly preferred (listed as a requirement in the job description) for smoother integration and understanding of the environment. • Adaptability: Able to navigate different business office structures (some internal, some outsourced accounting).
2026-09-16T00:00:00Z

Director of Operations

San Francisco, California
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
Director of Operations | San Francisco Natalie Lue with Robert Half is partnering with an global firm seeking a Director of Operations to lead a blend of Finance, HR, and Facilities Management.Key areas include:• Accounting oversight, budgeting, and reporting• HR operations, payroll, benefits, and recruiting• Facilities, vendor management, and office operations• Leadership of administrative teams across multiple locations Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.Interested or know someone who may be a solid operations leader? Share or apply today!
2026-09-21T00:00:00Z

Director of Procurement Manager

Brisbane, California
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
DIRECTOR OF PROCUREMENT 200K-250K+BONUS+EQUITY We are looking for a commercially procurement leader to guide complex supplier contracting for a growing biotech organization. This position partners with cross-functional teams to secure agreements that support clinical development, manufacturing, medical affairs, and other business-critical functions. The ideal candidate brings strong experience negotiating life sciences vendor contracts and can balance financial discipline, operational needs, and risk considerations in a fast-moving environment. Responsibilities:• Direct contract strategy and lead negotiations for a broad portfolio of supplier agreements, including clinical services, manufacturing support, laboratory services, data solutions, consulting engagements, and master service arrangements.• Lead end-to-end contract negotiation strategy and execution for a wide range of procurement agreements, including:-CRO and clinical service agreements-CMO and manufacturing agreements-Laboratory, data, and technology service contracts-Consulting, professional services, and master service agreements MSAs/SOWs)• Work closely with finance and legal partners to shape contract terms that align commercial goals with compliance requirements and appropriate risk protection.• Advise internal stakeholders on pricing approaches, payment terms, service expectations, and contractual tradeoffs to support sound business decisions.• Negotiate favorable commercial outcomes that improve value, preserve flexibility, and strengthen performance while maintaining productive supplier relationships.• Enhance procurement and contracting practices by developing practical templates, guidance materials, negotiation playbooks, and scalable procedures for a growing organization.• Oversee contract lifecycle activities such as renewals, amendments, scope changes, issue resolution, and escalation management.• Evaluate the supplier portfolio to uncover savings opportunities, reduce exposure, and improve operational efficiency across purchasing activities.• Contribute strategic leadership through vendor governance, mentorship, and longer-range planning for procurement operations and sourcing priorities.
2026-09-02T00:00:00Z

Manager, Investment Operations

San Francisco, California
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid Join a highly respected investment management firm known for its collaborative culture, thoughtful leadership, and long-term approach to investing. With a stable platform, strong employee tenure, and team-oriented environment, this is an opportunity to step into a visible leadership role with meaningful impact. Lead critical performance and reporting functions across multiple investment vehicles while partnering with internal teams and external providers. The role offers competitive compensation + bonus, strong benefits, work-life balance, and the opportunity to drive process improvements through technology and AI. Responsibilities<ul><li>Oversee daily performance reconciliation and reporting across investment products</li><li>Review pricing checks, NAV controls, and performance calculations</li><li>Prepare and review monthly performance reporting</li><li>Manage performance data for SMAs and model portfolios</li><li>Maintain composite performance records and related reporting</li><li>Oversee submissions to third-party reporting platforms and vendors</li><li>Lead annual performance presentations and support audits/compliance</li><li>Supervise, train, and cross-train team members</li><li>Identify and resolve data discrepancies</li><li>Drive process improvement, technology, and AI initiatives</li><li>Support product launches, audits, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-25T00:00:00Z