Add your latest resume to match with open positions.

36 results for Treasury Analyst Manager in Fremont, CA

Senior Wealth Analyst

Menlo Park, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Tax & Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax & Fund Accounting | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations. This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-06-08T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
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>
2026-05-26T00:00:00Z

Senior Financial Analyst

San Ramon, CA
remote
Temporary / Contract
50 - 65 USD / Hourly
We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership. Responsibilities:<ul><li>Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives.</li><li>Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes.</li><li>Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations.</li><li>Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions.</li><li>Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities.</li><li>Monitor financial performance against plan and identify key business drivers, risks, and opportunities.</li><li>Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency.</li><li>Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance.</li><li>Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making.</li><li>Identify opportunities to improve profitability and operational effectiveness.</li><li>Translate complex financial information into concise recommendations and presentations for executive stakeholders.</li><li>Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives.</li><li>Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities.</li></ul>
2026-06-03T00:00:00Z

Senior Financial Analyst

San Francisco, CA
remote
Temporary / Contract
60 - 65 USD / Hourly
We are looking for a Senior Financial Analyst to join a corporate finance team in San Francisco, California, where you will translate complex financial data into practical insight for business leaders. This Long-term Contract position is suited for a detail-oriented finance specialist who can strengthen forecasting, improve visibility into performance, and support thoughtful decision-making across the organization. The role combines hands-on modeling, consolidated reporting, and close partnership with cross-functional stakeholders in a dynamic SaaS or technology environment. Responsibilities: • Consolidate departmental forecasts from teams such as Product, Engineering, Sales, Marketing, and G&A into a cohesive company-wide outlook for leadership review. • Create and refine sophisticated financial models that support scenario analysis related to product launches, pricing strategies, customer expansion, and revenue growth. • Evaluate revenue drivers by reviewing pipeline activity, bookings patterns, and consumption-based performance metrics to improve forecast precision. • Reconcile large-volume datasets and transform detailed financial information into accurate, decision-ready reporting. • Partner with business leaders to explain performance trends, identify risks and opportunities, and guide resource allocation decisions. • Prepare recurring and ad hoc financial analysis that enhances visibility into business results and supports corporate planning efforts. • Contribute to financial stewardship by improving reporting quality, strengthening forecast assumptions, and maintaining analytical consistency across functions.
2026-06-06T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-05-08T00:00:00Z

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.
2026-05-29T00:00:00Z

Senior Manager, Financial Reporting/Technical Accounting

San Francisco, CA
onsite
Permanent / Full Time
140000 - 149000 USD / Yearly
We are looking for an experienced finance leader to oversee external reporting and technical accounting activities for our organization in San Francisco, California. This role is ideal for someone who combines strong knowledge of U.S. GAAP and SEC requirements with the ability to deliver accurate, timely filings and executive-level financial insights. The successful candidate will partner across finance and business teams to strengthen reporting processes, support complex accounting matters, and maintain a high standard of compliance. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead multi-entity consolidations, intercompany eliminations, and financial reporting (monthly/quarterly/annual)</li><li>Prepare disclosures and support MD&A</li><li>Serve as technical accounting expert; research issues, write memos, and implement new standards</li><li>Strengthen controls over consolidations; improve close process and drive automation</li><li>Lead system and process improvement initiatives; partner with IT/ERP teams</li><li>Support acquisitions by integrating entities into reporting structure</li><li>Work with FP&A on accounting impacts to forecasts and budgets</li></ul>
2026-05-12T00:00:00Z

Accounting Manager

San Francisco, CA
onsite
Temporary / Contract
95 - 110 USD / Hourly
We are looking for an experienced Accounting Manager to support a registered real estate fund in San Francisco, California. This is a Long-term Contract opportunity focused on maintaining accurate financial reporting, overseeing core accounting activities, and providing interim leadership coverage during a critical period. The ideal candidate brings a strong background in real estate accounting and is comfortable working across fund-level and general ledger processes in a deadline-driven environment. Responsibilities: • Lead monthly close activities by reviewing entries, reconciliations, and supporting schedules to ensure timely and accurate reporting. • Oversee general ledger accuracy and resolve accounting issues by analyzing balances, researching variances, and maintaining proper documentation. • Review financial statements for completeness and compliance, ensuring reports align with applicable accounting standards and fund requirements. • Manage account reconciliation work across key balance sheet and income statement areas, following up on discrepancies and driving resolution. • Prepare and approve journal entries with clear support, strong internal controls, and appropriate accounting treatment. • Support audit and financial statement review activities by coordinating requested documentation and responding to inquiries from internal and external stakeholders. • Contribute accounting expertise related to real estate fund operations, including property-level activity and fund accounting considerations. • Utilize Yardi where applicable to review transactions, support reporting, and strengthen accounting workflows.
2026-05-29T00:00:00Z

Accounting Manager

San Francisco, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are looking for an experienced Accounting Manager to lead project-focused financial operations for energy and clean energy programs in San Francisco, California. This Long-term Contract position will play a key role in guiding accounting activities from contract evaluation through revenue recognition, while maintaining alignment with ASC 606 standards and company policies. The ideal candidate brings strong analytical judgment, a solid command of project accounting, and the ability to partner effectively with both finance teams and project leadership. Responsibilities: • Direct accounting oversight for energy-related projects, ensuring accurate financial management from initial contract assessment through billing and closeout activities. • Partner with project managers and accounting staff to support project setup, monitor financial performance, and address accounting issues throughout the project lifecycle. • Produce and interpret financial reporting, including cost tracking, budget-to-actual reviews, margin evaluation, and variance analysis for project portfolios. • Record and review journal entries tied to project expenses, earned revenue, accruals, and financial adjustments to maintain ledger accuracy. • Evaluate contracts to determine appropriate accounting treatment and apply revenue recognition practices in accordance with ASC 606 and organizational guidelines. • Strengthen accounting operations by identifying workflow enhancements that improve efficiency, consistency, and reporting quality. • Assist with external audit requests by organizing documentation, responding to inquiries, and supporting timely completion of audit procedures. • Maintain adherence to internal controls, accounting standards, and relevant regulatory requirements across all project accounting activities.
2026-06-08T00:00:00Z

Accounting Manager

Berkeley, CA
onsite
Temporary / Contract
60 - 75 USD / Hourly
Our non-profit client in Berkeley is seeking an interim Sr. Accountant/Accounting Manager to provide hands-on operational and technical accounting support for 4-month engagement. This role is ideal for a senior-level candidate who can bring structure to complex accounting activities, strengthen day-to-day operations, and help the organization stay on track during a critical audit period. The position requires someone who can work independently, guide a small accounting team, and bring clarity to general ledger activity, reconciliations, and financial reporting. This role requires 2-3 days onsite work in Berkeley and is expected to pay between $60-$75/hr. DOE. Responsibilities:• Lead audit readiness efforts by organizing schedules, supporting documentation, and account analysis needed for year-end financial statement review• Examine general ledger activity in detail, resolve discrepancies, and create thorough reconciliations from the ground up where needed• Prepare and post journal entries while helping maintain an accurate and timely month-end close process• Provide senior-level accounting guidance to support ongoing accounts receivable and accounts payable workflows and keep core financial operations moving efficiently• Oversee accounting processes at a high level, including reviewing coding accuracy and identifying opportunities to improve consistency across manual activities• Partner with internal stakeholders to gather source records, respond to audit-related requests, and ensure financial data is properly supported• Offer day-to-day direction to a small accounting team, including indirect oversight of staff handling payroll and transaction processing• Recommend practical process improvements that increase efficiency, strengthen controls, and support a more organized accounting environment• Use NetSuite to review transactions, maintain financial records, and support reporting and reconciliation activities
2026-05-19T00:00:00Z

Accounting Manager

San Francisco, CA
remote
Temporary / Contract
60 - 70 USD / Hourly
Our technology client is seeking an interim Sr. Accountant or Accounting Manager for a 6+ month engagement. This role will provide critical operational accounting leadership during a leave coverage period, with a focus on maintaining accurate financial operations and supporting a fast-moving environment. The position is well suited for a hands-on, detail-oriented individual who can quickly learn existing processes, partner with stakeholders across the business, and ensure timely execution of core accounting activities. This role is 100% remote and is expected to pay $60-$70/hr. DOE and location. Responsibilities:• Oversee day-to-day general ledger activity and help deliver an accurate and timely month-end close process• Manage accounts payable operations, including invoice review, coding oversight, approval coordination, and payment batch support• Prepare and post journal entries and accruals while maintaining strong supporting documentation• Perform account reconciliations and investigate variances to ensure the integrity of financial records• Support multi-entity accounting needs by assisting with consolidations across three entities• Partner with procurement and internal business teams to review purchase order approvals and maintain alignment with accounting procedures• Use NetSuite and Excel to analyze transactions, organize financial data, and support reporting through tools such as pivot tables, lookup formulas, and summary functions• Help administer accounting workflows and approval processes within automation tools used by the team• Work closely with accounting leadership to follow established operating practices and provide dependable coverage during the contract period
2026-05-28T00:00:00Z

Accounting Manager

Berkeley, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager | Real Estate | East Bay | Hybrid; 2 days onsite (Free Parking) A growing real estate organization with a diverse portfolio across development, property management, and corporate operations is seeking an Accounting Manager to join its high-performing finance team. This is a highly visible role offering broad exposure across multiple entities and properties, with strong partnership alongside leadership and key stakeholders. The position is ideal for someone who enjoys a mix of hands-on accounting, financial reporting, budgeting/forecasting, process improvement, and team leadership within a complex real estate environment. Responsibilities<ul><li>Lead month-end close and oversee financial reporting for assigned portfolios</li><li>Manage budgeting, forecasting, cash flow, and variance analysis</li><li>Prepare consolidated reporting for leadership, investors, lenders, and auditors</li><li>Oversee AP processes, billing activity, and transaction accuracy</li><li>Support investor reporting, audit coordination, and job cost analysis</li><li>Review contracts and evaluate accounting treatment for complex transactions</li><li>Improve processes, controls, and reporting efficiency</li><li>Supervise and mentor accounting and administrative staff </li></ul> *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-06-06T00:00:00Z

Accounting Manager

Union City, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes. Responsibilities:• Direct day-to-day AR, AP, and GL operations• Own month-end close and financial reporting accuracy• Validate journal entries, reconciliations, balances, and variances• Create and deliver financial and KPI reports• Support development of the annual financial plan• Streamline controls, processes, and workflows; ensure proper period close and documentation• Lead financial statements and audit support• Partner with departments on accurate revenue and expense recognition• Hire, coach, and retain accounting staff• Oversee sales tax, returns, 1099s, and regulatory compliance• Assess and implement accounting systems and tools• Ensure compliance with current US GAAP standards• Maintain fixed asset and lease accounting records• Lead and support ad hoc initiatives, process improvements, and system upgrades
2026-05-28T00:00:00Z

Accounting Manager

San Francisco, CA
onsite
Temporary / Contract
60 - 65 USD / Hourly
We are looking for an experienced Accounting Manager to support the finance function for a long-term contract assignment based in San Francisco, California. This role will guide core accounting activities, help maintain accurate financial records, and contribute to a smooth monthly close cycle in a hybrid work environment. The position is well suited for a hands-on leader who can balance day-to-day accounting oversight with strong review, reconciliation, and audit support responsibilities. Responsibilities: • Lead the monthly close process by coordinating deadlines, reviewing completed work, and ensuring financial results are finalized accurately and on schedule. • Oversee daily general ledger activity and maintain the integrity of accounting records across key balance sheet and income statement accounts. • Prepare and review journal entries, account reconciliations, and supporting schedules for areas such as cash, investments, revenue, prepaid expenses, fixed assets, payables, and accrued liabilities. • Supervise and support accounting staff, providing direction on priorities, quality standards, and timely completion of assigned tasks. • Partner with finance colleagues and internal teams to respond to accounting-related questions, reporting needs, and ad hoc analysis requests. • Assist with financial statement audit preparation by organizing documentation, validating account support, and addressing auditor inquiries. • Monitor accounting workflows and identify opportunities to improve efficiency through effective use of financial systems and related business applications.
2026-06-03T00:00:00Z

Accounting Manager

Emeryville, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for an Accounting Manager to join a hybrid team in Emeryville, California, supporting both core accounting operations and the administration of Deltek Vantagepoint. This position plays a central role in project financial oversight, system stewardship, and coordination with internal stakeholders across accounting, project leadership, and HR. The ideal candidate brings experience in project-based accounting, strong systems knowledge, and the ability to balance accuracy, collaboration, and process improvement in a services environment. Responsibilities: • Oversee day-to-day accounting activities, including payables, receivables, client billing, cash handling, and related financial transactions. • Guide and support project accounting staff while helping maintain consistent, accurate financial practices across the team. • Work closely with principals and project managers to prepare and release invoices that align with contract terms, while monitoring project financial performance and identifying issues that may affect budgets or profitability. • Review project-related accounts, prepare journal entries, and reconcile financial data to maintain complete and accurate records throughout the life of each engagement. • Maintain contract files, budget information, and project financial documentation within Deltek Vantagepoint to support reporting accuracy and operational visibility. • Serve as the internal administrator for Deltek Vantagepoint SaaS, including user access, permissions, workflow settings, security controls, and module setup. • Resolve system issues, coordinate with vendor support, and improve reporting tools, dashboards, templates, and automated processes to strengthen firm operations. • Train employees on Deltek functionality and provide ongoing guidance as the primary internal resource for system-related questions, enhancements, and upgrades. • Partner with HR on payroll support activities by assisting with data entry, validation, reconciliation, and the accuracy of timesheets, labor allocations, and payroll-related records. • Help support accurate and timely 401(k) reporting and contribution processing through careful data review and coordination with HR and external plan contacts.
2026-05-29T00:00:00Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent / Full Time
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
2026-05-28T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-06-05T00:00:00Z

Sr. Manager, Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000 - 210000 USD / Yearly
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions. • Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments. • Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning. • Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity. • Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
2026-05-20T00:00:00Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. This role is 100% onsite, and will require up to 10% travel to the various plant locations This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-06-02T00:00:00Z

Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 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.
2026-06-06T00:00:00Z

Senior Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Fund Accounting Manager | Growing Private Equity Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations. This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.
2026-05-29T00:00:00Z