Add your latest resume to match with open positions.

80 results for Financial Analyst in Livermore, CA

Financial Analyst

Hayward, CA
remote
Temporary / Contract
38.00 - 43.00 USD / Hourly
Our client is seeking a detail-oriented and analytical Financial Analyst to support strategic decision-making through financial planning, forecasting, reporting, and analysis. This role will partner with business leaders to evaluate financial performance, identify trends, and deliver insights that help drive business results. Key Responsibilities:<ul><li>Prepare and maintain financial models, forecasts, budgets, and variance analyses</li><li>Analyze financial results and provide actionable insights to leadership</li><li>Support monthly, quarterly, and annual financial reporting processes</li><li>Monitor key performance indicators and identify trends or risks</li><li>Assist with budgeting, long-range planning, and ad hoc financial analysis</li><li>Partner with cross-functional teams to support business initiatives</li><li>Improve reporting processes and help enhance financial systems and tools</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T15:54:01Z

Financial Analyst

Oakland, CA
remote
Temporary / Contract
45.00 - 50.00 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.
2026-06-20T00:08:44Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
32.00 - 40.00 USD / Hourly
Overview:The Financial Analyst is responsible for analyzing financial data, preparing reports, supporting forecasting and budgeting activities, and providing insights to help guide business decisions. This role works closely with finance and business leaders to evaluate performance, identify trends, and support strategic planning. Key Responsibilities:<ul><li>Analyze financial results, trends, and key performance indicators to support decision-making.</li><li>Prepare recurring and ad hoc financial reports, dashboards, and presentations for leadership.</li><li>Assist with budgeting, forecasting, and variance analysis processes.</li><li>Build and maintain financial models to support planning, scenario analysis, and business initiatives.</li><li>Collaborate with cross-functional teams to gather data, evaluate business performance, and provide actionable recommendations.</li><li>Support month-end and quarter-end reporting activities by validating financial data and explaining variances.</li><li>Identify opportunities to improve reporting efficiency, data accuracy, and financial processes.</li></ul>
2026-06-12T05:58:42Z

Financial Analyst

Pleasanton, CA
remote
Temporary / Contract
40.00 - 45.00 USD / Hourly
Our client is seeking a detail-oriented and analytical Junior Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The Junior Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. Financial and Cost Analysis<ul><li>Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting.</li><li>Support margin analysis across products and customers to help commercial and operations teams make informed decisions.</li><li>Identify key cost drivers and variances and highlight opportunities for cost optimization.</li></ul>Pricing and Margin Support<ul><li>Support pricing analysis for new and existing products, including customer-specific pricing and margin review.</li><li>Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies.</li><li>Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions.</li></ul>Financial Reporting and Month-End Close<ul><li>Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators.</li><li>Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries.</li><li>Research and help resolve variances between subledgers and the general ledger.</li><li>Assist with budgeting, forecasting, and financial planning processes.</li></ul>Data Integrity and Process Improvement<ul><li>Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis.</li><li>Support improvements to financial reporting templates, reconciliation processes, and analytical workflows.</li><li>Assist with ERP and EPM data extraction, reporting, and reconciliation activities.</li><li>Document processes and support internal and external audit requests as needed.</li></ul> If you are interested in this opportunity, please call Dennis Brinkmann at 925-271-4809.
2026-06-25T16:04:01Z

Financial Analyst

San Leandro, CA
remote
Temporary / Contract
30.00 - 36.00 USD / Hourly
Robert Half is looking for a financial analyst to join a well-known company. This is an entry-level to early-career role best suited for someone with strong data entry skills, solid attention to detail, and the ability to work accurately in a fast-paced environment. The Financial Analyst will primarily support the team through high-volume data entry and validation of financial information. The role will involve reviewing P& L data from revenue through gross profit, identifying discrepancies, and helping research root causes. This position does not require advanced reporting or BI tools, but candidates should be comfortable working in Excel and asking questions to ensure accuracy.
2026-06-23T17:04:41Z

Sr. Financial Analyst

San Jose, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. This role is 100% onsite, and will require up to 10% travel to the various plant locations This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results. Responsibilities:• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.
2026-06-25T22:43:41Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45.00 - 55.00 USD / Hourly
Overview:The Senior FP& A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP& A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.Key Responsibilities:<ul><li>Lead the integration and utilization of automation and AI tools within the FP& A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
2026-06-12T05:58:42Z

Sr. Financial Analyst -PSO Revenue Finance

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.50 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to support PSO Revenue Finance in San Francisco, California. This Contract position will partner closely with business stakeholders to deliver financial insights, strengthen forecasting accuracy, and guide revenue-related decision-making. The ideal candidate brings strong analytical judgment, advanced modeling capability, and the ability to turn complex data into clear recommendations. Responsibilities: • Develop and maintain financial models that evaluate revenue performance, support planning activities, and inform strategic business decisions. • Perform detailed variance reviews to identify trends, explain performance drivers, and highlight risks or opportunities across revenue-related metrics. • Partner with cross-functional teams to provide financial guidance, respond to business questions, and support ongoing revenue finance initiatives. • Conduct ad hoc analysis using large and varied data sets to address emerging priorities and deliver timely decision support. • Gather, organize, and interpret financial and operational data to produce accurate reporting and actionable business insights. • Translate analytical findings into concise presentations and recommendations for finance leaders and key stakeholders. • Improve reporting approaches and analytical processes to increase efficiency, consistency, and visibility into revenue performance.
2026-06-18T18:28:45Z

Senior Wealth Analyst

Menlo Park, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T14:23:43Z

Entry Level Analyst

Concord, CA
onsite
Temporary to Hire
24.50 - 27.50 USD / Hourly
Are you a detail-oriented professional with a passion for finance/accounting? Our team is seeking an Entry-Level Analyst/Accounting Clerk for a temporary-to-hire opportunity, supporting accounts receivable, payable, reconciliation, and billing functions. Recent graduates with retail or internship experience are welcome to apply! For immediate consideration, please call apply today! Job Duties<ul><li>Process accounts payable and accounts receivable transactions</li><li>Assist with invoice review, coding, and payment processing</li><li>Prepare routine financial reports and spreadsheets</li><li>Support month-end and year-end closing activities</li><li>Verify accuracy of financial documents and resolve discrepancies</li><li>Maintain organized records for audits and compliance</li><li>Assist with payroll data entry and related administrative tasks</li><li>Communicate with vendors, customers, and internal departments regarding billing or payment questions</li><li>Perform basic account analysis and research transaction issues</li><li>Use Excel and accounting software to track and report financial information</li></ul>
2026-06-22T15:48:44Z

Wealth Analyst - UHNW Client Base

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T14:23:43Z

Accounts Payable Analyst

Foster City, CA
onsite
Temporary to Hire
39.59 - 45.84 USD / Hourly
We are looking for an experienced Accounts Payable Analyst to join a growing organization in California. This contract-to-permanent opportunity is ideal for someone who can manage day-to-day payables operations while building strong relationships with vendors and internal partners. The role will support invoice processing, expense administration, and process optimization in a fast-paced life sciences environment. Responsibilities: • Oversee end-to-end accounts payable activities in NetSuite, ensuring invoices are entered accurately, coded properly, and processed on time. • Act as the main point of contact for vendors and internal teams to address payment questions, billing issues, and account concerns. • Investigate and resolve discrepancies involving invoices, collections matters, and outstanding payments by applying both corporate and vendor-facing AP knowledge. • Coordinate vendor setup and ongoing record maintenance to keep supplier information accurate, complete, and compliant. • Review employee expense submissions for accuracy, policy alignment, and timely reimbursement processing. • Provide Concur system support by assisting with user access, monitoring compliance with expense policies, and troubleshooting workflow issues. • Evaluate current payable procedures, identify inefficiencies, and recommend improvements that strengthen accuracy and operational performance. • Assist with month-end accounting tasks such as accrual support, reconciliations, and preparation of AP-related reporting. • Maintain adherence to internal controls, audit expectations, and financial policies across all payable activities. • Contribute to reporting, performance tracking, and broader AP operational projects that support a scaling organization.
2026-06-24T21:24:04Z

Client Service Analyst

San Francisco Bay Area, CA
remote
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-26T07:09:07Z

VC - FInance Manager

Menlo Park, CA
remote
Permanent / Full Time
140000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T01:18:41Z

Financial Planning Manager | RIA Firm | 1 Day in Office!

Walnut Creek, CA
remote
Permanent / Full Time
175000.00 - 200000.00 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.What This Role Looks LikeThis position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.You will:<ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul>ResponsibilitiesAs the Financial Planning Manager, you will:<ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul>
2026-06-19T07:08:30Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent / Full Time
160000.00 - 200000.00 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-06-25T19:03:49Z

VP/Director of Finance

Fremont, CA
onsite
Permanent / Full Time
180000.00 - 225000.00 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives. This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight Responsibilities:• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.• Translate complex financial data into actionable insights that align with organizational goals.• Develop and maintain internal control frameworks in coordination with corporate finance standards.• Manage working capital effectively, including oversight of credit and collections performance.• Identify and implement strategies to mitigate financial risks across the regional portfolio.• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.• Support corporate leadership with financial insights that guide strategic planning and execution.
2026-06-12T17:00:21Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T15:29:06Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000.00 - 155000.00 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-06-08T15:43:46Z

Financial Planning Lead - Wealth Management

Walnut Creek, CA
remote
Permanent / Full Time
150000.00 - 250000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T14:23:43Z

Senior Manager, Financial Reporting/Technical Accounting

San Francisco, CA
onsite
Permanent / Full Time
140000.00 - 149000.00 USD / Yearly
We are looking for an experienced finance leader to oversee external reporting and technical accounting activities for our organization in San Francisco, California. This role is ideal for someone who combines strong knowledge of U.S. GAAP and SEC requirements with the ability to deliver accurate, timely filings and executive-level financial insights. The successful candidate will partner across finance and business teams to strengthen reporting processes, support complex accounting matters, and maintain a high standard of compliance. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead multi-entity consolidations, intercompany eliminations, and financial reporting (monthly/quarterly/annual)</li><li>Prepare disclosures and support MD& A</li><li>Serve as technical accounting expert; research issues, write memos, and implement new standards</li><li>Strengthen controls over consolidations; improve close process and drive automation</li><li>Lead system and process improvement initiatives; partner with IT/ERP teams</li><li>Support acquisitions by integrating entities into reporting structure</li><li>Work with FP& A on accounting impacts to forecasts and budgets</li></ul>
2026-06-12T15:53:41Z

Director of Finance

San Francisco, CA
remote
Permanent / Full Time
170000.00 - 190000.00 USD / Yearly
A mission-driven, growth-oriented organization in the healthcare services sector is seeking a Director of Finance to lead strategic pricing and revenue optimization initiatives across a diverse portfolio of service lines. This role serves as a key partner to executive leadership, helping drive financial performance, growth strategy, and long-term sustainability. Position SummaryThe Director of Finance will lead corporate pricing and financial strategy efforts, focusing on revenue optimization, margin improvement, and data-driven decision support. This individual will collaborate cross-functionally with executive leadership, business development, and FP& A to evaluate market opportunities, support contract strategy, and guide key financial decisions. Key Responsibilities<ul><li>Lead development and execution of pricing strategies across multiple service lines</li><li>Build and maintain complex financial models to support rate setting, contract negotiations, and business expansion</li><li>Partner with business development to evaluate new opportunities, RFPs, and market expansion initiatives</li><li>Analyze financial performance, market trends, and competitive positioning to inform strategic decisions</li><li>Present actionable insights and recommendations to executive leadership (CFO, FP& A, and senior leadership team)</li><li>Drive initiatives that improve revenue growth, profitability, and operational efficiency</li><li>Manage and mentor a small team, fostering a high-performance finance function</li><li>Ensure compliance with applicable financial and regulatory requirements</li></ul>
2026-06-08T15:43:46Z

Strategic Finance Manager

San Francisco,, CA
onsite
Permanent / Full Time
180000.00 - 200000.00 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-06-12T15:53:41Z

Sr. Manager, Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000.00 - 210000.00 USD / Yearly
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions. • Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments. • Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning. • Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity. • Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
2026-06-25T15:13:44Z

Finance & Operations, Director

San Francisco, CA
remote
Permanent / Full Time
200000.00 - 300000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Finance & Operations | Real Estate, Private Equity | San Francisco; Hybrid | Base + Bonus + Carry Join a fast-growing real estate investment and development platform focused on transforming underutilized assets into high-performing properties in supply-constrained markets. The firm takes a hands-on, execution-driven approach, combining operational discipline, market insight, and creative structuring. This is a high-visibility leadership role at a scaling platform where finance is central to strategy, capital formation, and growth. You’ll partner directly with senior leadership across finance, treasury, and investments, with strong compensation, bonus potential, and long-term upside. Responsibilities<ul><li>Lead financial planning, forecasting, and performance reporting </li><li>Build cash flow and treasury models </li><li>Support capital allocation and investment decision-making </li><li>Manage liquidity, cash management, capital calls, and distributions </li><li>Partner with lenders and internal teams on financing needs</li><li>Support JVs, fund structures, and co-investments </li><li>Oversee waterfalls, promotes, and distribution modeling </li><li>Track portfolio performance and returns (IRR, equity metrics) </li><li>Support fund launches, capital raising, and investor analysis</li><li>Improve systems, reporting, and finance infrastructure </li><li>Partner with legal, tax, and asset management teams</li><li>Advise leadership on investments and strategic initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T00:53:38Z