36 Results for Investment Operations Analyst Jobs in Larkspur, CA

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Financial Analyst Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Francisco, CA | Monday–Thursday Onsite$115,000–$130,000 Base + 15–20% BonusRobert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team. The Role<ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
2026-09-23T00:00:00Z

Trade Operations Manager - Investment Firm

Walnut Creek, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. East Bay | 4 Days Onsite$140,000–$160,000 Base Salary (Stretch) + Bonus Robert Half Financial Services is partnering with a highly respected and rapidly growing investment firm in the East Bay on a Senior Fund Manager opportunity. This is a great opportunity for someone coming from hedge fund, private equity, venture capital, fund accounting, tax, finance, or investment operations who enjoys working in a hands-on environment and wants a role with broad exposure across the investment platform. The OpportunityThis is a highly visible role with significant variety, autonomy, and opportunity to make an impact. The responsibilities can evolve based on your experience and strengths, giving you the opportunity to take ownership of increasingly complex operational, financial, and project-based initiatives.You’ll work closely with internal teams and external partners and have exposure to multiple investment structures, including open-ended funds and venture capital funds. What You’ll Do<ul><li>Support day-to-day investment and fund operations for open-ended investment funds.</li><li>Reconcile trades, positions, cash, and other investment activity between internal records and external service providers.</li><li>Partner with fund administrators, custodians, brokers, and other external partners to resolve discrepancies and ensure accurate and timely processing.</li><li>Support the full trade lifecycle, including settlements, corporate actions, cash movements, and related operational activities.</li><li>Assist with operational and financial processes across additional fund structures, including venture capital funds.</li><li>Help identify opportunities to improve processes, controls, and operational efficiency.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Work independently while collaborating closely with a highly experienced and knowledgeable team.</li><li>Grow the scope of the role based on your background, interests, and ability to take on new challenges.</li></ul>
2026-09-18T00:00:00Z

Manager, Investment Operations

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

Manager, Investment Operations

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a leading investment management firm seeking a Manager, Investment Operations to oversee investment performance, reporting, and related operational functions.This role is ideal for someone with strong performance measurement who enjoys working cross-functionally and leading a small team. You’ll have visibility across the organization and play a key role in ensuring performance data is accurate, timely, and client-ready. What You’ll Do<ul><li>Lead daily and monthly investment performance reconciliation and reporting across mutual funds, ETFs, SMAs, and models.</li><li>Oversee pricing, NAV, performance data, and reporting accuracy.</li><li>Manage ongoing GIPS composite maintenance and support annual GIPS presentations and audits.</li><li>Coordinate performance reporting with internal teams and external partners, including custodians, consultants, and data vendors.</li><li>Review and resolve data discrepancies and help strengthen operational controls.</li><li>Partner with Fund Accounting, IT, Sales, Marketing, and other teams on reporting, product launches, audits, and special projects.</li><li>Look for opportunities to leverage AI and automation to improve recurring reporting and reconciliation processes</li></ul>
2026-10-04T00:00:00Z

Financial Analyst - Fund

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Francisco, CA | Monday–Thursday Onsite$115,000–$130,000 Base + 15–20% BonusRobert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team. The Role<ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
2026-09-29T00:00:00Z

Senior Manager, Investment Operations

San Francisco, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Manager, Investment Operations | Investment Management Firm | San Francisco; Hybrid Join a highly respected investment management firm known for disciplined investing, thoughtful leadership, and a collaborative, people-first culture. With an established platform and strong employee tenure, this is an opportunity to take on a visible leadership role at a stable, values-driven firm. Lead critical areas including transfer agency, regulatory reporting, shareholder reporting, and broker relationships while mentoring a team and driving operational improvements. The role offers competitive compensation + bonus, strong benefits, hybrid flexibility, work-life balance, and the opportunity to leverage technology and AI to improve processes. Responsibilities<ul><li>Own the relationship with the firm's transfer agent and oversee servicing, recordkeeping, and issue resolution</li><li>Review transfer agency deliverables for accuracy</li><li>Coordinate regulatory filings and track reporting deadlines</li><li>Oversee shareholder and financial reporting cycles</li><li>Partner with fund accounting and external administrators on NAV, distributions, and reporting</li><li>Manage broker, custodian, and counterparty relationships</li><li>Resolve settlement breaks and operational issues</li><li>Lead, mentor, and develop team members</li><li>Identify control gaps and drive process improvements</li><li>Serve as an escalation point for internal teams and external providers</li><li>Support product launches, onboarding, audits, and special projects</li><li>Explore AI and technology solutions to improve operational workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-25T00:00:00Z

Financial Analyst

San Leandro, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-09-25T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
25 - 48 USD / Hourly
We are seeking a talented and analytical contract Financial Analyst to join the finance team 100% onsite in San Francisco, CA. This role offers an exciting opportunity to work in a dynamic environment where financial insights directly influence business strategy and decision-making. Key Responsibilities<ul><li>Analyze financial results, business trends, and key performance indicators to support strategic decision-making.</li><li>Prepare monthly, quarterly, and annual financial reports and presentations for leadership.</li><li>Support budgeting, forecasting, and long-term financial planning processes.</li><li>Develop and maintain financial models to evaluate business performance, growth opportunities, and investment decisions.</li><li>Perform variance analyses and provide explanations for differences between actual results, budgets, and forecasts.</li><li>Collaborate with cross-functional teams to gather financial data and support business initiatives.</li><li>Present financial findings and recommendations to management and stakeholders.</li><li>Assist with month-end close activities, reporting requirements, and financial analyses.</li><li>Identify opportunities to improve reporting processes, enhance data accuracy, and drive operational efficiencies.</li><li>Support ad hoc financial projects and special initiatives as assigned.</li></ul>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Financial Analyst **
2026-09-21T00:00:00Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities:Partner with business leaders to provide financial analysis and support decision-making.Build financial models for forecasting, pricing, profitability, and investments.Analyze monthly results, identify variances, and recommend improvements.Support budgeting, forecasting, and long-range planning.Standardize and improve financial processes, reporting, and analytics.Automate reporting and enhance data quality through continuous improvement.Prepare KPI dashboards, management reports, and executive presentations.Collaborate with operations, engineering, supply chain, and accounting teams.Support audits, compliance, and internal controls.Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.Develop a strong understanding of manufacturing operations and financial drivers.
2026-09-15T00:00:00Z

Financial Analyst

Novato, CA
remote
Temporary / Contract
49 - 55 USD / Hourly
Robert Half Contracts Finance and Accounting division is seeking a fully remote FP&A Analysis to join a large insurance and IA firm for their busiest season! This is a fully remote position that would start right away! (PST hours). Job Duties:Support the build of company's annual budget across its core components: Revenue buildCost build (Opex, vendor, G&A and CapDev)Headcount and capacity modelingBudget consolidation and reporting in PlanfulCompare budget submissions to current-year run rate and the latest forecast; flag variances and recommend where assumptions should change.Bring budget-cycle practices from prior PE-owned or public companies to sharpen companies process and assumptions. Works Cross-Functionally Work effectively with FP&A team members and business leaders across US and offshore time zones; this is an individual-contributor role with no direct reports.Establish working relationships quickly with department leaders, alongside the FP&A team, to gather, challenge and finalize their budget inputs and support ad-hoc analysis during the cycle. Accountable Own assigned budget workstreams end to end: model build, review with department leaders, and consolidation into the company budget. Present budget findings, assumptions and narratives to the Senior Director of Strategic Finance and senior leadership in clear, concise ways. Meet budget calendar deadlines; build models and analysis that are clean, auditable and documented so the FP&A team can carry them forward after the engagement. Minimum Requirements • Bachelor’s degree in accounting, finance or related field, complemented by senior-level FP&A experience.• Demonstrated excellence in financial data analysis and the creation of detailed financial models, reports and performance summaries. • Has completed annual budget cycles at PE-owned or public companies.• Proven experience in owning and presenting financial performance information to varied stakeholders of an organization.• Highly competent with financial planning tools and advanced Excel modeling. Experience using AI/LLM tools to enhance productivity without compromising quality required.• Strong knowledge of accounting concepts and budgeting principles.• Proven proficiency in developing and reporting key metrics that drive business outcomes and the factors that influence them.• A self-starter: highly organized, takes ownership without prompting, spots what needs doing next, and works independently to multi-task and prioritize deadlines.• Deeply analytical with exceptional communication/presentation skills, intellectual curiosity and a growth mindset. If you have a degree in Finance and have 5-7 years of FA or FP&A experience, (insurance industry a plus!), apply today!
2026-09-22T00:00:00Z

Finance Operations Associate - Wealth Management

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Lead to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-09-29T00:00:00Z

Hedge Fund Operations

Orinda, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations | Hedge Fund | East Bay Join a highly regarded investment firm with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to sophisticated fund and investment operations. The role is hands-on, varied, and flexible, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support trade settlements, corporate actions, cash movements, and related activity</li><li>Gain exposure to additional fund structures as the role develops</li><li>Take ownership of ad hoc projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-02T00:00:00Z

Fund Operations - Hedge Fund

Orinda, CA
onsite
Permanent / Full Time
110000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations | Hedge Fund | East Bay Join a highly regarded investment firm with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to sophisticated fund and investment operations. The role is hands-on, varied, and flexible, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support trade settlements, corporate actions, cash movements, and related activity</li><li>Gain exposure to additional fund structures as the role develops</li><li>Take ownership of ad hoc projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Accounting Analyst

San Ramon, CA
remote
Temporary / Contract
25 - 27 USD / Hourly
We are looking for an Accounting Analyst to support day-to-day financial operations for a Financial Services organization in San Ramon, California. This is a fully remote, Long-term Contract opportunity suited for someone who is comfortable managing transactional accounting tasks with accuracy and consistency. The role will focus on receivables, cash application, payables support, and routine financial processing while contributing to additional assignments as business needs arise. Responsibilities: • Review, prepare, and process accounts receivable transactions to maintain timely and accurate financial records. • Apply cash receipts and reconcile incoming payments against customer accounts and supporting documentation. • Support accounts payable activities, including handling invoices and assisting with payment-related processing. • Generate, print, and organize recurring financial reports required for weekly accounting operations. • Manage assigned service or accounting tickets and complete follow-up actions within established timelines. • Perform account reconciliation activities to identify discrepancies and help maintain ledger accuracy. • Complete billing-related tasks and assist with routine accounting functions across the team. • Participate in training on company software platforms during the initial onboarding period and use those systems effectively in daily work. • Contribute to special projects or ad hoc assignments as operational priorities evolve.
2026-10-02T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a fast-growing private markets platform seeking a Fund Operations Associate to join its team. This is an opportunity to sit at the center of the firm's fund operations and treasury infrastructure, supporting the lifecycle of a rapidly growing portfolio of funds. The ideal candidate will bring a strong foundation in fund accounting or fund operations but is also someone who is proactive, takes ownership, and enjoys solving problems in a fast-paced environment. What You'll Do<ul><li>Support the day-to-day operations of a large and growing portfolio of private market funds.</li><li>Coordinate and execute capital calls, distributions, wires, and other fund-related transactions.</li><li>Support treasury operations, including banking activity and lines of credit.</li><li>Maintain accurate investor and fund data across internal systems and platforms.</li><li>Partner closely with internal teams, fund administrators, banks, and other external counterparties.</li><li>Help ensure the accuracy, timeliness, and overall operational health of the funds.</li><li>Identify issues and take ownership of finding solutions rather than simply escalating problems.</li><li>Collaborate across a growing organization with teams located in multiple offices.</li><li>Contribute to process improvement, automation, and technology initiatives as the platform continues to scale.</li></ul>
2026-10-04T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations Associate | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity Join a fast-growing VC firm. With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale. This is a high-visibility, high-ownership role with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You'll have the opportunity to build scalable processes, leverage automation and AI, and make a direct impact as the platform continues to grow. Responsibilities<ul><li>Support end-to-end fund operations across a large and growing fund platform</li><li>Process capital calls, distributions, wires, and cash activity </li><li>Manage bank reconciliations and monitor fund cash flows</li><li>Support lines of credit, including advances, repayments, and reconciliations</li><li>Track and reconcile fund fees, expenses, and carried interest accruals</li><li>Partner with fund administrators, custodians, banks, and internal teams to resolve breaks</li><li>Support advisors and investors with operational inquiries</li><li>Build more scalable, automated workflows as the platform grows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Wealth Analyst

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market! ✨ Wealth Analyst📍 San Francisco, CA (On-Site, 7:30am - 3:30pm)🏢 Boutique Investment Advisory & Wealth Management Firm💰 Competitive Base + Bonus + Career Growth Opportunity Anisa is partnered with a fast-growing, entrepreneurial multi-family office looking for their next dynamic Wealth Analyst. This opportunity offers early-career professionals' direct exposure to firm leadership, broad operational responsibilities, and the chance to contribute to strategic business decisions. Ideal for a self-starter who thrives in a fast-paced environment, enjoys problem-solving, and is eager to take on meaningful responsibility and accelerate their professional growth. You'll gain hands-on exposure to every aspect of wealth management while working closely with clients, advisors, and firm leadership. From financial planning and investment operations to process improvement and special projects, you'll take on meaningful responsibilities that directly enhance the client experience and help shape firm operations. For fastest consideration, reach out to Anisa Henry via email or Direct Message!
2026-09-21T00:00:00Z

Controller Investment Management

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

Procurement Analyst

Hayward, CA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial. Responsibilities:• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.
2026-09-15T00:00:00Z

Sr. Financial Analyst

Menlo Park, CA
remote
Temporary / Contract
50.35 - 58.3 USD / Hourly
We are looking for a Sr. Financial Analyst to support financial planning, reporting, and strategic decision-making for a fast-moving organization in California. This Long-term Contract position is ideal for a finance specialist who combines strong modeling skills with hands-on experience in budgeting, forecasting, and operational expense management. The role partners closely with business leaders to deliver clear insights, improve financial visibility, and guide resource planning across key areas of the business. Responsibilities: • Develop and refine financial models that support planning activities, scenario analysis, and business decision-making. • Lead operating expense planning by managing budgets, preparing forecasts, and tracking performance against financial targets. • Evaluate vendor-related spending to identify trends, variances, and opportunities for improved cost control. • Prepare recurring financial reports and presentation materials for leadership, translating data into actionable business insights. • Partner with cross-functional stakeholders to review budget requests, provide financial guidance, and support approval processes. • Analyze large data sets to improve reporting accuracy, streamline planning processes, and support ongoing finance initiatives. • Support workforce planning by monitoring headcount trends and aligning staffing assumptions with budget expectations. • Contribute to revenue forecasting and broader strategic finance projects as business needs evolve.
2026-10-05T00:00:00Z

Financial Planning & Analysis Manager

Berkeley, CA
onsite
Permanent / Full Time
150000 - 165000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join a mission-oriented consumer products company in Berkeley, California. In this role, you will guide budgeting, forecasting, and performance analysis while helping leadership make informed business decisions. The position works closely with cross-functional teams to uncover insights, improve financial visibility, and support long-term growth. This is a hybrid opportunity with onsite collaboration in Berkeley, California three days per week. Responsibilities: • Direct the annual budgeting cycle by partnering with business leaders to build realistic plans aligned with company objectives. • Produce rolling forecasts, financial models, and scenario evaluations that support short- and long-range planning. • Review financial results against targets, explain variances, and highlight the operational factors influencing performance. • Turn financial and business data into clear insights that identify risks, emerging trends, and areas for improvement. • Create reporting packages and dashboards that give senior leaders timely visibility into company performance. • Work with teams across sales, marketing, operations, research and development, and people functions to support strategic decisions. • Recommend actions that strengthen profitability, improve efficiency, and optimize the use of company resources. • Challenge assumptions, test business cases, and provide sound financial guidance on spending and investment decisions. • Enhance planning and reporting practices by refining tools, methodologies, and analytics capabilities. • Take ownership of special projects that extend beyond routine FP&A work and contribute to broader business priorities.
2026-09-11T00:00:00Z

Senior Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Wealth Analyst at Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 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.
2026-09-19T00:00:00Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement*** We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment. Responsibilities:• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.
2026-10-05T00:00:00Z

Senior Financial Risk Analyst

Menlo Park, CA
onsite
Temporary / Contract
45.809 - 53.042 USD / Hourly
We are looking for a Senior Financial Risk Analyst to join a Long-term Contract opportunity based in Menlo Park, California. In this role, you will help strengthen the organization’s approach to liquidity and market risk by delivering thoughtful analysis, practical forecasting insights, and decision-ready reporting. The position works closely with partners across Treasury, Finance, Product, Data, and Engineering to support informed risk decisions in a fast-moving business environment. Responsibilities: • Assess enterprise-wide financial exposures and highlight material risk developments for leadership through clear, data-driven analysis. • Examine liquidity and market risk trends by performing quantitative reviews that surface vulnerabilities and emerging areas of concern. • Build, refine, and maintain forecasting approaches and analytical models that support ongoing financial risk evaluation. • Provide treasury-focused analysis related to liquidity positioning, capital considerations, and counterparty risk exposure. • Collaborate with cross-functional teams to identify financial risk implications tied to new business initiatives, products, and strategic changes. • Prepare regular executive-facing reports as well as custom analyses that translate complex findings into actionable insights. • Strengthen risk management processes, reporting routines, and internal controls to improve accuracy, efficiency, and consistency. • Use SQL and Python-based analysis to organize data, test assumptions, and support scalable risk monitoring frameworks.
2026-10-05T00:00:00Z

36 results for Investment Operations Analyst in Larkspur, CA