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33 results for Private Equity Senior Tax Associate in Lafayette, CA

Assistant Property Controller | Private Equity Firm

Oakland, CA
onsite
Permanent / Full Time
145000 - 160000 USD / Yearly
If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration. A growing private equity real estate investment firm focused on industrial properties is seeking an Assistant Property Controller to join its expanding accounting team. The firm manages a large national portfolio of industrial assets and recently closed a new fund ahead of target, creating strong momentum and growth opportunities internally. Responsibilities<ul><li>Oversee daily and monthly property accounting operations</li><li>Review lease documentation, tenant billbacks, CAM reconciliations, and AP processes</li><li>Manage compliance tasks including debt documentation and COI tracking</li><li>Coordinate with asset management, project management, and third-party administrators</li><li>Review property trial balances, construction draw trackers, and JV financials</li><li>Help improve accounting workflows, payment processing, and document management systems</li></ul>
2026-05-15T00:00:00Z

Accounting Manager | Private Equity Real Estate

Walnut Creek, CA
onsite
Permanent / Full Time
155000 - 175000 USD / Yearly
Fund Accounting Manager – Real Estate Private EquityJennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures. Key Responsibilities<ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul>
2026-05-08T00:00:00Z

Accounting Manager at Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Accounting Manager | Real Estate, Private Equity | San Francisco| Hybrid, Very flexible A well-regarded global real estate investment firm is seeking an Accounting Manager to join its finance team and support fund accounting across a complex investment platform. This role offers strong exposure to day-to-day fund operations, process improvements, and scalable reporting infrastructure within a collaborative, fast-paced environment. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities </li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS </li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations </li><li>Partner closely with investment, asset management, and investor relations teams </li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability </li><li>Support acquisitions, financings, valuations, and other complex transactions </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Controller | Private Equity Firm | SF Hybrid

San Francisco, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration. A growth equity firm based in San Francisco is seeking a Vice President of Fund Accounting to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities. This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance. Responsibilities<ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul>
2026-05-15T00:00:00Z

Accounting Manager, Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Accounting Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures </li><li>Manage quarterly closes, reconciliations, capital calls, and distributions </li><li>Assist with annual financial statements and audit coordination </li><li>Partner with internal teams and external fund administrators on reporting and operations </li><li>Support accounting and tax-related workstreams across the platform </li><li>Contribute to technical accounting analysis and process improvement initiatives </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Fund Accounting Manager - Private Equity

Oakland, CA
onsite
Permanent / Full Time
155000 - 180000 USD / Yearly
Fund Accounting Manager – Real Estate Private EquityJennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures. Key Responsibilities<ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul>
2026-05-08T00:00:00Z

Head of Finance & Accounting - Private Equity, Real Estate

San Francisco, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Head of Finance & Accounting | Real Estate, Private Equity | San Francisco| Hybrid A growing private equity real estate investment platform is seeking a senior finance leader to join its high-performing, entrepreneurial team. With a strong track record across acquisitions, development, and value-add investments, the firm offers the opportunity to play a key role in scaling a rapidly growing platform. This is a highly visible position with broad exposure across fund accounting, investor reporting, treasury, and strategic finance. The role partners closely with ownership and leadership, offering strong influence, long-term growth potential, and a competitive compensation package with bonus upside. Responsibilities<ul><li>Lead accounting and financial operations across multiple real estate funds and entities </li><li>Oversee fund accounting, investor reporting, capital calls, distributions, and waterfalls </li><li>Manage audits, tax coordination, cash flow forecasting, and treasury activity </li><li>Partner with investment teams on acquisitions, refinancing, and strategic initiatives </li><li>Improve processes, controls, and reporting infrastructure to support growth </li><li>Mentor internal staff and oversee external accounting and tax partners </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Senior Fund Accountant - Venture Capital Firm

San Francisco, CA
onsite
Permanent / Full Time
120000 - 155000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accountant | Venture Capital Firm | Menlo Park A global venture firm investing in cutting-edge enterprise tech, known for a strong presence in the ecosystem and a forward-looking strategy. You’ll join a lean, high-impact team where finance is at the center of both fund and management company operations. This is a great role for someone who wants real ownership and fast growth. You’ll work closely with leadership, gain full exposure to the fund lifecycle, and play a key role in investor activity and day-to-day operations.Competitive comp, bonus, 401(k) match, strong benefits, PTO, and the chance to join at an exciting growth stage. Responsibilities<ul><li>Prepare financial statements across funds and management entities </li><li>Handle journal entries, allocations, and expenses </li><li>Manage capital calls, distributions, and management fees </li><li>Reconcile cash, investments, and capital accounts </li><li>Maintain investor records and supporting documentation </li><li>Support audits and coordinate with external partners </li><li>Partner with investment teams on transaction activity </li><li>Assist with budgeting and cash flow forecasting </li><li>Track portfolio valuations and capital activity </li><li>Ensure data accuracy across systems and reporting </li><li>Support investor communications </li><li>Help improve processes and controls </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Senior Fund Accountant - Emerging Venture Capital Firm

San Francisco, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Fund Accountant| Venture Capital | San Francisco | Hybrid A growing early-stage venture capital firm is seeking a finance and accounting professional to join its collaborative, high-performing team. The firm invests across software, AI, fintech, infrastructure, offering strong exposure to the startup and venture ecosystem. This is an exciting opportunity to work closely with partners and leadership across fund accounting, investor reporting, portfolio analysis, audit, and operational strategy. The role offers meaningful ownership, broad exposure across the investment platform, a hybrid schedule, competitive compensation, bonus potential, and strong long-term growth opportunity. Responsibilities<ul><li>Support fund accounting activities including capital calls, distributions, waterfalls, and NAV reporting </li><li>Assist with investor reporting, audits, tax coordination, and fund administration </li><li>Support portfolio monitoring, valuation analysis, and investment reporting </li><li>Assist with SPVs, co-investment vehicles, SAFEs, and convertible instruments </li><li>Help drive month-end, quarter-end, and year-end close processes </li><li>Improve workflows, reporting processes, and operational controls </li><li>Partner closely with leadership and external service providers on key finance initiatives </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Controller | Real Estate Private Equity

San Francisco, CA
onsite
Permanent / Full Time
160000 - 225000 USD / Yearly
Controller | Real Estate Private Equity📍 San Francisco | Hybrid (Open to Bay Area–based remote candidates)💰 $160K–$225K Base + Bonus (DOE)Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a growing global real estate investment platform is looking for a hands-on Controller to join its lean and highly collaborative finance team. This is a high-impact role supporting fund, corporate, and property-level accounting operations across a sophisticated real estate private equity platform.Ideal for someone who thrives in entrepreneurial environments, enjoys owning processes, and wants visibility across investments, operations, and leadership.What You’ll Be Doing<ul><li>Oversee fund and corporate accounting operations for multiple real estate investment entities </li><li>Manage quarterly and annual financial reporting, audits, and investor reporting </li><li>Review property-level financials, cash flow activity, and reconciliations </li><li>Partner closely with investment, asset management, and investor relations teams </li><li>Manage outsourced accounting providers and ensure accurate, timely deliverables </li><li>Support capital calls, distributions, waterfall calculations, and treasury activity </li><li>Assist with budgeting, forecasting, and process improvements </li><li>Serve as a key accounting resource for complex transactions and valuations </li></ul>
2026-05-08T00:00:00Z

Senior Fund Accountant at Venture Capital Firm

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accountant | Venture Capital Firm | Menlo Park A global venture firm investing in cutting-edge enterprise tech, known for a strong presence in the ecosystem and a forward-looking strategy. You’ll join a lean, high-impact team where finance is at the center of both fund and management company operations. This is a great role for someone who wants real ownership and fast growth. You’ll work closely with leadership, gain full exposure to the fund lifecycle, and play a key role in investor activity and day-to-day operations.Competitive comp, bonus, 401(k) match, strong benefits, PTO, and the chance to join at an exciting growth stage. Responsibilities<ul><li>Prepare financial statements across funds and management entities</li><li>Handle journal entries, allocations, and expenses</li><li>Manage capital calls, distributions, and management fees</li><li>Reconcile cash, investments, and capital accounts</li><li>Maintain investor records and supporting documentation</li><li>Support audits and coordinate with external partners</li><li>Partner with investment teams on transaction activity</li><li>Assist with budgeting and cash flow forecasting</li><li>Track portfolio valuations and capital activity</li><li>Ensure data accuracy across systems and reporting</li><li>Support investor communications</li><li>Help improve processes and controls</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

VP, Finance - Prominent Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
200000 - 270000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP, Finance | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures </li><li>Manage quarterly closes, reconciliations, capital calls, and distributions </li><li>Assist with annual financial statements and audit coordination </li><li>Partner with internal teams and external fund administrators on reporting and operations </li><li>Support accounting and tax-related workstreams across the platform </li><li>Contribute to technical accounting analysis and process improvement initiatives </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Fund Accountant - Top Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | HybridComp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benefits This role has competitive compensation including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success. Some Responsibilities:<ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-15T00:00:00Z

Valuations & Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-15T00:00:00Z

Senior Associate Attorney

South San Francisco, CA
onsite
Permanent / Full Time
135000 - 215000 USD / Yearly
Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications. This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations. Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-05-05T00:00:00Z

Senior Fund Accountant

Menlo Park, CA
onsite
Permanent / Full Time
120000 - 145000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services Division is partnering with a venture capital firm investing at the early-stage and seed level, currently deploying Fund VI, is seeking a Senior Fund Accountant to join its growing finance function. This is a highly visible role within a lean team, offering hands-on exposure to both fund and management company accounting while partnering closely with investment professionals. Key Responsibilities<ul><li>Prepare and review monthly, quarterly, and annual financial statements across venture funds and related entities </li><li>Record journal entries, including allocations and proper expense classification across multiple entities </li><li>Track and calculate management fees, capital activity, and investor distributions </li><li>Perform reconciliations for cash, investments, and partner capital accounts to ensure accuracy and completeness </li><li>Maintain well-organized, audit-ready support for investment activity and fund reporting </li><li>Execute capital calls and distributions for limited partners with a high degree of accuracy and timeliness </li><li>Maintain and update investor records, including commitments, capital balances, and contact information </li><li>Partner with external auditors during annual audits and assist with information requests and deliverables </li><li>Handle sensitive financial and investor data with strict confidentiality </li><li>Work closely with investment professionals to ensure transactions are recorded accurately and in a timely manner </li><li>Support budgeting and cash flow forecasting across both funds and the management company </li><li>Identify opportunities to enhance internal processes, strengthen controls, and improve reporting workflows</li></ul>
2026-04-30T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
Overview:The Sr. 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>
2026-05-08T00:00:00Z

Senior Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst with Alteryx experience to join a team in Mountain View, California on a Long-term Contract basis. This position will lead high-level financial planning and analysis efforts, turning complex data into practical recommendations that support business performance. The role will partner with leadership to strengthen forecasting, budgeting, and reporting processes while providing clear insight into financial results and operational trends. Responsibilities:<ul><li>Own financial forecasting and month‑end close support for Professional Services, including revenue, labor costs, margins, and accruals</li><li>Develop and maintain forecasts for headcount, utilization, billable rates, backlog, and project profitability</li><li>Partner with Accounting to ensure accurate revenue recognition and cost allocation in accordance with policy and GAAP</li><li>Prepare and deliver any applicable monthly and quarterly financial reporting packages, highlighting key drivers, risks, and opportunities</li><li>Identify opportunities to improve forecasting accuracy, reporting scale/efficiency, and data transparency (eg PS month-end close / accruals, renewal/retention rate levels of detail, customer account hierarchy alignment)</li><li>Help design, integrate and implement scalable FP&A processes, tools, and dashboards with AI driven solutions (eg Alteryx, other ML models) </li><li>Train finance team members on new tools and automated workflows</li><li>Continuously improve SLA performance, cycle times, and data quality without degrading service</li></ul>
2026-05-20T00:00:00Z

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.
2026-05-18T00:00:00Z

Senior FP&A Analyst

Campbell, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
We are looking for an experienced Senior FP&A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support. Responsibilities:<ul><li>Lead all FP&A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP&A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
2026-05-08T00:00:00Z

Fund & Property Accountant at Top Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund & Property Accountant | Reputable Investment Firm | San Francisco; Hybrid A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams. This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives. Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support. Responsibilities<ul><li>Prepare monthly NAV packages and support financial reporting </li><li>Assist with property-level reporting and audits </li><li>Calculate investor allocations, capital calls, distributions, and performance metrics </li><li>Track fund liquidity, commitments, and capital activity </li><li>Support investor reporting, lender packages, and ad hoc requests </li><li>Partner cross-functionally with IR, tax, legal, and operations </li><li>Review property financials and transaction reporting </li><li>Respond to investor, auditor, and internal inquiries </li><li>Support valuation reviews with investment teams </li><li>Contribute to process improvements and system enhancements </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Senior Wealth Analyst | Hybrid

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Break into UHNW Wealth Management — Senior Wealth AnalystJennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track. If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline. What You’ll Do<ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul>
2026-05-08T00:00:00Z

Senior Fund Controller - Investment Management - Hybrid

San Francisco, CA
onsite
Permanent / Full Time
250000 - 325000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior, Fund Controller | Investment Management, Private Equity | San Francisco | Hybrid; 2 days onsite Our client is a well-established investment firm with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector. This is a high-impact leadership opportunity within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule. Responsibilities<ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Senior Fund and Valuations

Menlo Park, CA
onsite
Permanent / Full Time
130000 - 155000 USD / Yearly
Senior Fund Accountant & Valuations Menlo Park | Hybrid (4 days onsite)$130–155K + up to 20% bonus + carry Jennifer Fukumae with Robert Half is partnering with a legendary VC firm. This is a high-impact role sitting at the intersection of fund accounting and valuation, working closely with partners and leadership. Send Jennifer Fukumae a message on LinkedIn for quickest consideration or to chat about other roles in my pipeline that you might be interested in. What You’ll Own<ul><li>Lead quarterly ASC 820 valuations for portfolio companies, including modeling, assumptions, and documentation</li><li>Present valuation insights to internal stakeholders, auditors, and valuation committees</li><li>Support fund operations: close process, financials, partner allocations, and audit deliverables</li><li>Review capital calls, distributions, and cash planning</li><li>Partner with LPs on inquiries and reporting</li><li>Mentor junior team members and contribute to process improvements</li></ul>
2026-05-08T00:00:00Z

Senior Fund Accountant | VC Firm in Silicon Valley

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
If interested in learning more or would like to discuss other fund accounting roles, send Jennifer Fukumae a message on LinkedIn. Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a venture capital firm investing at the early-stage and seed level, currently deploying Fund VI, is seeking a Senior Fund Accountant to join its growing finance function. This is a highly visible role within a lean team, offering hands-on exposure to both fund and management company accounting while partnering closely with investment professionals. Key Responsibilities<ul><li>Prepare and review monthly, quarterly, and annual financial statements across venture funds and related entities</li><li>Record journal entries, including allocations and proper expense classification across multiple entities</li><li>Track and calculate management fees, capital activity, and investor distributions</li><li>Perform reconciliations for cash, investments, and partner capital accounts to ensure accuracy and completeness</li><li>Maintain well-organized, audit-ready support for investment activity and fund reporting</li><li>Execute capital calls and distributions for limited partners with a high degree of accuracy and timeliness</li><li>Maintain and update investor records, including commitments, capital balances, and contact information</li><li>Partner with external auditors during annual audits and assist with information requests and deliverables</li><li>Handle sensitive financial and investor data with strict confidentiality</li><li>Work closely with investment professionals to ensure transactions are recorded accurately and in a timely manner</li><li>Support budgeting and cash flow forecasting across both funds and the management company</li><li>Identify opportunities to enhance internal processes, strengthen controls, and improve reporting workflows</li></ul>
2026-05-15T00:00:00Z