Senior Financial Analyst<p>We are offering a long-term contract employment opportunity for a Senior Financial Analyst for a large healthcare provider in Menlo Park, California, to play a pivotal role in shaping our financial decision-making processes through advanced modeling and automation solutions. The Senior Financial Analyst Consultant will lead the development of sophisticated financial models from scratch in Tableau and spearhead efforts to automate and optimize the budgeting process. This role requires a strategic thinker with hands-on expertise in financial planning, advanced data visualization, and process improvement within the healthcare sector.</p><p><br></p><p>Responsibilities:</p><p>• Construct and implement comprehensive financial models in Tableau to aid in forecasting, budget planning, and informed decision-making processes.</p><p>• Work closely with different functional teams to comprehend their financial reporting requirements and create effective dashboards and analytics.</p><p>• Spearhead the enhancement and automation of budgeting procedures to decrease manual work and increase precision.</p><p>• Examine intricate financial data in order to pinpoint trends, potential risks, and opportunities to boost performance.</p><p>• Prepare and present detailed presentations to high-level leadership, converting complex financial analyses into practical recommendations.</p><p>• Create and record best practices for financial modeling, reporting, and process automation.</p><p>• Offer continuous support and training to internal teams regarding the usage of financial tools and Tableau models.</p>Financial Analyst<p>We are offering an exciting opportunity for a Financial Analyst in Silicon Valley, California. This role is integral to the healthcare industry and involves detailed financial analysis, budgeting, and data-driven decision-making. The successful candidate will collaborate with various departments, including leadership and IT, to develop reports, monitor vital metrics, and assist in due diligence for medical practice acquisitions.</p><p><br></p><p>Responsibilities:</p><p>• Lead the creation of annual operating and capital budgets</p><p>• Foster effective relationships with department managers to monitor financial performance and report on budget variances</p><p>• Generate reports and track key metrics by practice, providing accurate financial performance analysis</p><p>• Prepare management and executive-level reports for leadership review</p><p>• Collaborate with leadership and IT teams to create and maintain performance dashboards</p><p>• Support due diligence initiatives related to medical practice acquisitions</p><p>• Validate data from practices, ensuring its integrity</p><p>• Develop detailed reports on productivity, revenue, and expenses, benchmarked against industry standards</p><p>• Create business plans for existing and new ventures, with a focus on data analysis and market viability</p><p>• Conduct complex data extractions and calculations to produce meaningful ad hoc analyses and reports</p><p>• Use decision support systems, cost accounting principles, and financial tools to provide actionable insights</p><p>• Establish and maintain effective working relationships with employees, managers, senior leaders, and physicians/providers</p><p>• Represent the organization in a positive manner both internally and externally</p>Sr. Financial AnalystWe are in search of a Sr. Financial Analyst to join our team in the non-profit sector, based in Menlo Park, California. As a Sr. Financial Analyst, your focus will be on managing accounting functions, auditing, and capital management, along with utilizing various business systems, including CRM and Confluence. This role offers a long-term contract employment opportunity. <br><br>Responsibilities:<br>• Utilize data mining techniques for effective financial planning and decision making<br>• Manage and perform various accounting functions to ensure financial accuracy<br>• Use CRM and Confluence for efficient business system management<br>• Conduct regular auditing to maintain financial integrity<br>• Implement budget processes for optimal capital management<br>• Generate reports using Crystal Reports for financial analysis and forecasting<br>• Monitor and manage customer credit records accurately<br>• Process customer credit applications with precision and efficiency<br>• Resolve customer inquiries and ensure customer satisfaction<br>• Keep track of customer accounts and take necessary actions when required.Financial Analyst<p>We are offering a contract to permanent employment opportunity for a Financial Analyst to join our team in Dublin, California. As a Financial Analyst, you'll be integral to our operations, working closely with various internal departments to plan, manage, and report budgets. You'll also provide valuable insights through reporting and analytics to support decision-making initiatives.</p><p><br></p><p>This is a REMOTE position.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Collaborate with business leaders to ensure business units meet their targets, providing essential support to the teams</p><p>• Work with the Data Analytics team to utilize sales forecasting tools, aiding Real Estate Directors with comprehensive market planning</p><p>• Manage Quarterly Asset Reviews with Field Organization, including Real Estate, Maintenance, and Construction, establishing an effective method for these reviews</p><p>• Oversee the standards of the Real Estate Committee and the deliverables of the Real Estate Analyst</p><p>• Develop and maintain processes, metrics, and reporting to drive decision-making and support the business</p><p>• Ensure the accuracy of financial data by assisting the Accounting department during month and quarter end closes</p><p>• Support the annual planning process and periodic projection updates for the Business unit</p><p>• Redesign Capital P& L models in partnership with the FP& A team and oversee their use in real estate deal package submissions</p><p><br></p>Financial Analyst - Entry level<p>We are offering an exciting opportunity for an Entry Level Financial Analyst in the venture capital industry,<strong> located remotely on a PART-TIME basis.</strong> If you are looking to work 20 hours a week with a fairly flexible schedule, this job is for you! The successful candidate will be fundamental in supporting our team by conducting financial data analysis, forecasting, and reporting to contribute to risk mitigation and effective decision-making processes. </p><p><br></p><p>Responsibilities: </p><p>• Contribute to the maintenance of accurate and up-to-date investment schedules for various entities.</p><p>• Manage and maintain the finance folder within the client’s systems in a precise and agreed-upon manner.</p><p>• Collaborate with third-party accounting teams to support quarterly valuations of funds, ensuring accuracy and reasonableness.</p><p>• Maintain precise and accessible audit documentation for the CFO and external accounting teams within an agreed-upon timeline.</p><p>• Ensure the Venture Capital database is accurate and current, including precise investor and stakeholder data.</p><p>• Update and validate key performance indicators (KPIs) for venture capital investments.</p><p>• Assist in the analysis of financial statements, projections, and valuation methodologies, and contribute to the creation of financial models.</p><p>• Work together with other external vendors to update financial information.</p><p>• Conduct comprehensive industry and technology analyses to identify trends and investment opportunities to support sound financial decision-making.</p><p>• Support the maintenance of positive and transparent relationships with fund investors, other venture capital partners, and industry experts by providing regular reporting and addressing standard inquiries from investors.</p>Fund Accountant / Financial Analyst, Venture Capitalq<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Fund Accountant / Financial Analyst</p><p> </p><p><strong>Location:</strong></p><p>Mountain View, CA (Hybrid: 2 days on-site)</p><p> </p><p><strong>Salary:</strong></p><p>$115,000 base + bonus + carry</p><p> </p><p><strong>About the Company:</strong></p><p>This organization acts as the venture capital division of a major company and invest in sectors like life sciences, healthcare, AI, Robotics.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review financial statements, close reporting packages, investment accounting, private company valuations, reconciliations, and journal entries.</li><li>Track investment data and exits with precision, producing and analyzing fund and portfolio reports.</li><li>Drive process improvement initiatives using cutting-edge tools like SQL and Apps Script to implement scalable solutions.</li><li>Support investments by reviewing portfolio company financials, creating pro-forma capitalization tables, and coordinating funding wire transfers.</li><li>Collaborate across teams, including legal, to meet tight deadlines and support the broader investment and reporting processes.</li></ul><p> </p><p><br></p>Fund Accountant/Financial Analyst, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Fund Accountant / Financial Analyst</p><p> </p><p><strong>Location:</strong></p><p>Palo Alto, CA (Hybrid: 2 days on-site)</p><p> </p><p><strong>Salary:</strong></p><p>$115,000 base + bonus + carry</p><p> </p><p><strong>About the Company:</strong></p><p>This organization acts as the venture capital division of a major company and invest in sectors like life sciences, healthcare, AI, Robotics.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review financial statements, close reporting packages, investment accounting, private company valuations, reconciliations, and journal entries.</li><li>Track investment data and exits with precision, producing and analyzing fund and portfolio reports.</li><li>Drive process improvement initiatives using cutting-edge tools like SQL and Apps Script to implement scalable solutions.</li><li>Support investments by reviewing portfolio company financials, creating pro-forma capitalization tables, and coordinating funding wire transfers.</li><li>Collaborate across teams, including legal, to meet tight deadlines and support the broader investment and reporting processes.</li></ul><p><br></p>Senior Valuation/Financial Analyst<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Valuation/Financial Analyst</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Redwood City (Hybrid)</p><p><strong>Salary: </strong>$120-150K (DOE)</p><p> </p><p>A private equity firm managing 2 billion in assets is looking for a Senior Valuation/Finance Analyst to join their team. Based in Redwood city, this role offers a Hybrid work schedule and competitive compensation. </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Review fund documentation and portfolio company transaction documents to understand terms to ensure proper reporting and analysis.</li><li>Responsible for valuation spreadsheets.</li><li>Assist with the portfolio company management to obtain financial information.</li><li>Assist in annual preparation of audited financial statements.</li><li>Calculate and manage capital calls for management fees, fund expenses and investments.</li><li>Assist in preparation of tax returns and supporting scheduled for funds.</li><li>Build spreadsheet models and analyses, including performance analyses</li></ul><p><br></p>Commissions Analyst- remote role for Healthtech in SF<p>We are on the lookout for a meticulous Commissions Analyst to be a part of our team in the Healthcare, Hospitals, and Social Assistance industry located in San Francisco, California. In this role, you will be pivotal in the execution of commission operations, the analysis of sales data, and the effective communication with various teams to ensure the smooth running of commission payments. This role offers a long term contract employment opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Administer the calculation and processing of sales commissions with precision.</p><p>• Collaborate with the Sales and Finance teams as well as HR to guarantee timely and accurate commission disbursements.</p><p>• Ensure all commission plans and company policies are adhered to.</p><p>• Conduct comprehensive analysis of sales data to spot trends and potential issues.</p><p>• Prepare commission statements with a high degree of accuracy and review them meticulously.</p><p>• Work hand in hand with the VP of Sales to secure necessary approvals for commission payouts.</p><p>• Keep track of commission payments and carry out a true-up analysis.</p><p>• Utilize tools such as Salesforce to gather and analyze data effectively.</p><p>• Record commission accruals and deferrals by preparing journal entries.</p>Chief Financial Officer, Fintech<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (4-5 days in office)</p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p> </p>Chief Financial Officer, SaaS Start Up<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (4-5 days in office)</p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p><br></p>Chief Financial Officer, SaaS Start Up<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (onsite 4-5 days a week) </p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p><br></p>FP&A Sr. Analyst<p>Jackie Meza with Robert Half is recruiting for an FP& A Sr. Analyst. This role is instrumental in aligning the company's financial performance with strategic objectives. The FP& A Sr. Analyst will be tasked with providing valuable insights derived from financial data analysis to senior leadership, as well as steering the company's financial decision-making. This role will collaborate with different departments to bolster business initiatives and foster financial growth. Contact Jackie Meza at 209.227.6563 for information about the role. </p><p><br></p><p>Responsibilities </p><p>• Conducting comprehensive financial planning, budgeting, and forecasting processes</p><p>• Analyzing financial data for actionable insights and presenting these to senior leadership</p><p>• Guiding financial decision-making processes within the company</p><p>• Collaborating with various departments to support business initiatives</p><p>• Driving financial growth through effective analysis and strategic planning</p><p>• Utilizing Accounting Software Systems for efficient financial management</p><p>• Implementing Adaptive Insights for streamlined financial planning and analysis</p><p>• Managing accounting functions to ensure accurate and timely financial reporting</p><p>• Overseeing the annual budget to align with the company's strategic goals</p><p>• Streamlining budget processes for improved financial efficiency</p>Fund Accountant for growing VC Firm!<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p>Job Posting: Fund Accountant/Financial Analyst</p><p>Employment Type: Full-Time</p><p>Location: Menlo Park; Hybrid (2 days in office)</p><p>Salary: $100-115k + Bonus</p><p> </p><p>A growing venture capital firm with investments multiple investments is looking for a Fund Accountant/Financial Analyst to join the team! If you want to be with a driven, collaborative, and innovative team - don't waste time and apply today!</p><p> </p><p><strong>Some Responsibilities Include</strong>:</p><ul><li>Accurately prepare and review financial statements and close reporting packages.</li><li>Perform investment accounting, including private company valuations and impairment analysis.</li><li>Conduct reconciliations and prepare journal entries to ensure accurate financial reporting.</li><li>Support process enhancements to develop effective solutions.</li><li>Manage reporting to analyze funds.</li><li>Identify opportunities for process improvements and outsourcing to enhance efficiency.</li><li>Drive the implementation of solutions and develop skills in automation tools.</li></ul><p><br></p>Senior Valuations and Finance Analyst<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Valuation & Finance Analyst</p><p>Location: Redwood City (Hybrid)</p><p>Salary: $130-$150k + Bonus</p><p> </p><p>About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs).</p><p> </p><p>Key Responsibilities:</p><ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul><p> </p><p><br></p>Senior Valuations & Finance Analyst, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Valuation & Finance Analyst</p><p>Location: Redwood City (Hybrid)</p><p>Salary: $130-$150k + Bonus</p><p> </p><p>About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs).</p><p> </p><p>Key Responsibilities:</p><ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul><p> </p><p><br></p>Financial Planning & Analysis Manager<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>Financial Data Analyst<p>Our client is looking fo a term contract employment opportunity for a Financial Data Analyst in Oakland, California, within the Healthcare/industry. In this role, you will be tasked with data collection and reconciliation, bid support, pricing, and presenting findings to support business strategies. </p><p><br></p><p>Responsibilities:</p><p>• Collect and reconcile data to support business strategy and performance</p><p>• Provide statistical, analytical, and technical expertise in the rate-setting process</p><p>• Coordinate statistical and utilization information from various departments</p><p>• Make recommendations and implement changes to data collection systems for improved financial, statistical, and utilization data</p><p>• Research areas of concern that influence the fiscal well-being and recommend action if necessary</p><p>• Participate in the monthly and quarterly business reviews, including preparation of management reports for discussion and distribution</p><p>• Monitor and critically review data submitted by others for timeliness, clarity of presentation, conciseness, validity, and accuracy</p><p>• Prepare graphs, charts, and other statistical representations demonstrating high proficiency in the use of Excel</p><p>• Review data to identify patterns, trends, etc., and draw inferences for quality and process improvement projects</p><p>• Design models and analyses to solve novel questions and inform strategic decision making</p><p>• Support audits with federal, state, and external CPA auditorsOur </p>Sr. Revenue Analyst<p>We are offering a contract opportunity for an Sr. Revenue Analyst. The position is based in California.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>· Analyze and forecast revenue trends, providing actionable insights to drive financial performance and support strategic decision-making.</p><p>· Collaborates with sales and development teams to create accurate revenue projections based on software sales, subscriptions, or service contracts. </p><p>· Collaborate with sales, finance, and operations teams to ensure accurate tracking and reporting of revenue, including subscription and recurring revenue models.</p><p>· Develop and maintain financial models and dashboards to monitor revenue streams and key metrics for a software-as-a-service (SaaS) environment.</p><p>· Conduct variance analysis and identify drivers impacting revenue performance, presenting findings to senior leadership.</p><p>· Ensure adherence to accounting standards and regulatory requirements for revenue recognition (e.g., ASC 606).</p><p>· Partner with cross-functional teams to optimize pricing strategies, contract structures, and billing processes, aiming to enhance profitability and growth.</p><p>· Support the annual budgeting process, quarterly forecasting, and long-range planning to align revenue targets with corporate objectives.</p><p>Drive process improvements and automation in revenue-related systems and workflows, leveraging data tools and best practices to increase efficiency</p><p><br></p><p><br></p>Financial Business Analyst<p>We are in search of a Financial Business Analyst to become part of our team in Watsonville, California. This role centers around processing customer credit applications, maintaining accurate customer records, and resolving customer inquiries. The position also involves monitoring customer accounts and taking appropriate action. </p><p><br></p><p>Responsibilities</p><p>• Utilize Accounting Software Systems to process customer credit applications with precision and efficiency</p><p>• Maintain and update customer credit records using ADP - Financial Services </p><p>• Address and resolve customer inquiries using CRM </p><p>• Generate reports using Crystal Reports to assist with data analysis and decision-making </p><p>• Apply Data Mining Techniques to extract valuable information from large volumes of data </p><p>• Carry out Accounting Functions to ensure financial accuracy </p><p>• Implement Accrual Accounting practices for the organization's financial dealings </p><p>• Conduct Auditing to ensure compliance and accuracy in financial records </p><p>• Oversee Budget Processes to manage the organization's finances effectively </p><p>• Perform Capital Management to optimize the organization's capital usage </p><p>• Use Microsoft Power BI and Power Business Intelligence to create interactive visualizations and business intelligence capabilities.</p><p><br></p><p>Posted by Director of Staffing Scott Moore</p>Operations AnalystWe are seeking a dedicated Operations Analyst to join our team in San Jose, California. In this role, you will play a key role in our manufacturing industry operations, focusing on a variety of analytical tasks including evaluating quotations, cost analysis, and facilitating decision-making processes related to purchasing, materials, and production costs.<br><br>Responsibilities:<br>• Conduct thorough evaluations and analysis of supplier quotations to ensure cost-effectiveness and alignment with company budgets.<br>• Engage in negotiations with vendors to secure favorable terms and pricing.<br>• Regularly monitor and analyze costs associated with raw materials, production processes, and supply chain logistics.<br>• Identify potential cost-saving opportunities and recommend process improvements.<br>• Develop and maintain detailed cost models to support pricing strategies.<br>• Assist in forecasting material requirements based on production schedules and sales projections.<br>• Oversee efficient inventory management by balancing stock levels and minimizing waste.<br>• Collaborate with procurement teams to enhance purchasing processes.<br>• Assess production workflows and identify inefficiencies.<br>• Provide data-driven insights to support lean manufacturing and process optimization initiatives.<br>• Track and report on key performance indicators (KPIs) related to production costs and efficiency.<br>• Prepare detailed reports and presentations for senior management, highlighting findings and actionable recommendations.<br>• Act as a liaison between operations, procurement, and finance teams to align goals and strategies.Staff Accountant<p>Robert Half is partnering with an established and growing manufacturing company to find their next Financial Analyst. This role will focus on cost accounting, business analytics, and profitability improvements, ensuring accurate financial reporting and cost efficiency initiatives manage and enhance financial activities, focusing on cost accounting, business analytics, and profitability improvements. This role will oversee reporting processes, drive cost efficiency initiatives, and support financial planning and analysis. This role offers the opportunity to drive financial efficiency and play a key role in strategic decision-making. If you have a strong background in financial analysis and cost management, we encourage you to apply! Please note this is an onsite opportunity located in Fairfield, Ca. For more information call Robyn- 707.387.0299.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead business analytics processes to assess sales, volumes, and margins using internal financial reports.</li><li>Monitor and manage cost pass-through actions related to inflation, raw materials, and other factors.</li><li>Prepare and analyze gross margin per invoice for profitability assessments by customer and product.</li><li>Maintain and enhance costing systems, inventory valuation, and financial reporting tools.</li><li>Assist in implementing and maintaining accurate cost data for financial analysis.</li><li>Support the sales team in customer negotiations by providing profitability insights.</li><li>Oversee the preparation of margin reports and financial performance tracking.</li><li>Conduct physical inventories and monitor monthly cycle counts.</li><li>Manage contract negotiations and ensure reliable financial data for decision-making.</li></ul><p><br></p>Financial CoordinatorWe are offering a permanent employment opportunity for a Financial Coordinator in Palo Alto, California. In this role, you will be an integral part of our team, ensuring that our patients have maximum coverage and hospital reimbursement. You will be the point of contact between our organization and third-party payors, ensuring efficient and accurate financial operations.<br><br>Responsibilities<br>• Act as a liaison between Patient Financial Services, hospital, third party payors, and contracting to ensure seamless financial operations.<br>• Assist with tracking and documenting admission authorizations for transplant patients undergoing evaluations, hospitalizations, and outpatient procedures.<br>• Ensure availability and documentation of insurance coverage for aftercare.<br>• Initiate registration in relevant systems as necessary and maintain patient financial records.<br>• Meet with prospective patients and their families to clarify insurance benefits, assist with application processes, and help obtain other coverage.<br>• Attend weekly financial clearance meetings with the transplant program team.<br>• Develop and maintain detail oriented relationships with insurance carriers and review managers to expedite authorizations.<br>• Adhere to policies and procedures related to financial clearance issues set forth by the senior transplant financial coordinator and director of the program.<br>• Contribute to the development, implementation, and evaluation of departmental operations improvement.<br>• Maintain filing systems for Transplant financial charts.Client Analyst<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: Client Analyst/Associate </strong></p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco - Hybrid</p><p><strong>Comp</strong>: $90-125k</p><p><br></p><p>We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul><p><br></p>Operations Associate, Finance<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Operations Associate, Finance</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> Palo Alto, CA; Hybrid (2 days in office)</p><p><strong>Comp: </strong>$75-100k (DOE)</p><p> </p><p>A Venture Capital Firm specializing in early-state and growth state investments is looking for an Operations Associate to join their Finance team. This is a great opportunity to be exposed to venture capital and work with entrepreneurs! If you are someone who like to roll up their sleeves and get it done, apply today!</p><p> </p><p>Job Duties:</p><ul><li>Support Family Office and Venture Capital Firm in preparing of documentation and delivery of invoices to clients.</li><li>Prepare and submit documentation for quarterly reviews.</li><li>Communicate and liaise with other teams as needed.</li><li>Assist with weekly timesheets for employees.</li><li>Manage Beneficial Ownership Reporting and oversee stock communications with brokerages.</li><li>Administer internal trading policy updates and maintain trading window calendars.</li><li>Ensure compliance with AML program requirements.</li></ul><p><br></p>