<p>Overview:</p><p>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.</p><p>Key Responsibilities:</p><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><p><br></p>
<p>We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes.<br><br>Responsibilities:<br>• Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement.<br>• Develop and maintain financial models to support business planning and forecasting.<br>• Perform ad hoc financial analysis to address specific business needs or challenges.<br>• Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts.<br>• Utilize data mining techniques to extract, analyze, and interpret large datasets.<br>• Collaborate with cross-functional teams to deliver actionable financial insights.<br>• Support strategic planning by providing in-depth analysis and recommendations.<br>• Present findings and reports to stakeholders in a clear and concise manner.<br>• Ensure accuracy and integrity in all financial data and analyses.<br>• Stay updated on industry trends and best practices to enhance analytical methods.
We are looking for a skilled Payroll Administrator to join our team in Sunnyvale, California. In this long-term contract position, you will be responsible for managing comprehensive payroll processes while ensuring compliance with relevant regulations and maintaining data accuracy. This role offers an exciting opportunity to work in a collaborative environment with a focus on delivering timely and efficient payroll services.<br><br>Responsibilities:<br>• Process bi-weekly payroll for all employees using Ceridian software, ensuring accuracy and timely completion.<br>• Enter and validate payroll data, including employee changes, terminations, adjustments, and timesheet submissions.<br>• Address payroll-related inquiries from employees and resolve issues promptly and professionally.<br>• Prepare and reconcile payroll reports for internal management and finance teams.<br>• Ensure compliance with wage and hour regulations, statutory reporting requirements, and company policies.<br>• Administer benefits, deductions, garnishments, and taxes within the payroll system.<br>• Collaborate with HR and Finance teams to assist with audits and reporting requirements.<br>• Maintain confidentiality and security of sensitive employee information and payroll records.<br>• Support payroll system updates and enhancements as needed to improve efficiency.
<p>Colleen McAuliffe from Robert Half is looking for a skilled Payroll Administrator to oversee and manage comprehensive payroll operations for our organization. This role involves ensuring accurate and timely payroll processing while adhering to compliance standards and regulations. The ideal candidate will possess strong attention to detail and the ability to collaborate across departments to optimize payroll systems and procedures.</p><p><br></p><p>100% onsite </p><p><br></p><p>Responsibilities:</p><p>• Process payroll efficiently and accurately, ensuring all payments comply with organizational policies and relevant regulations.</p><p>• Monitor and apply updates to payroll laws, tax regulations, and compliance standards to maintain accuracy.</p><p>• Validate payroll inputs such as employee time records, deductions, and compensation changes to ensure proper processing.</p><p>• Collaborate with internal teams to identify and implement process improvements for payroll operations.</p><p>• Administer statutory deductions, including garnishments and support orders, ensuring accurate calculations and timely remittance.</p><p>• Generate detailed payroll reports and summaries, highlighting key findings and addressing discrepancies.</p><p>• Provide support for employee inquiries related to payroll, resolving issues promptly and professionally.</p><p>• Assist with annual payroll activities such as regulatory filings and year-end reporting.</p><p>• Document and refine payroll procedures to strengthen internal controls and ensure consistency.</p><p>• Take on additional payroll-related tasks as required to support evolving business needs.</p>
We are looking for an experienced Payroll Administrator to oversee payroll operations in Fremont, California. This role requires a detail-oriented individual with a strong background in payroll management, account reconciliations, and compliance with multi-state regulations. The ideal candidate will ensure accuracy and efficiency in payroll processes while supporting related financial tasks.<br><br>Responsibilities:<br>• Process full-cycle payroll for a workforce of approximately 240 employees, including 100 contract staff.<br>• Manage multi-state payroll operations to ensure compliance with varying state regulations.<br>• Conduct thorough reconciliations of accounts, including credit card transactions, bank statements, and ledger balances.<br>• Verify the accuracy of payroll data and resolve discrepancies promptly.<br>• Handle payments reconciliation and ensure timely processing of employee compensation.<br>• Maintain and renew business licenses, monitor sales tax obligations, and oversee insurance documentation.<br>• Utilize ADP Workforce Now and NetSuite for payroll processing and financial reporting.<br>• Prepare detailed reports on payroll activity and account reconciliations for management review.<br>• Collaborate with internal teams to address payroll-related inquiries and provide support.<br>• Ensure adherence to company policies and government regulations in all payroll activities.
<p>We are looking for an experienced Payroll Administrator for a contract position in Walnut Creek, California. In this role, you will oversee payroll processes for a multi-entity workforce across the United States, ensuring accuracy and compliance. You will work Workday and ADP Workforce Now, while collaborating with accounting to address discrepancies and maintain smooth operations. This is a long-term contract position offering the opportunity to contribute to a dynamic environment within the energy and natural resources industry.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Process bi-monthly payroll</p><p>• Manage payroll data within Workday, ensuring accurate inputs and seamless transmission to ADP Workforce Now.</p><p>• Calculate and administer quarterly bonuses, commissions, and allowances, applying appropriate tax deductions.</p><p>• Perform detailed payroll reconciliations each pay period and collaborate with accounting to address variances.</p><p>• Conduct root-cause analysis for discrepancies and provide clear explanations for payroll calculations.</p><p>• Partner with the General Ledger Accountant to support payroll posting and reconciliation processes.</p><p>• Utilize Microsoft Excel for payroll analysis, including pivot tables and VLOOKUPs.</p><p>• Ensure compliance with tax regulations and company policies in all payroll operations.</p>
We are looking for an experienced Payroll Administrator to join our team in Walnut Creek, California. In this role, you will oversee complex payroll processes for a multi-state workforce, ensuring compliance with all legal and organizational standards. This position offers an opportunity to mentor staff, optimize payroll systems, and collaborate across departments in a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Manage and process bi-weekly payroll for employees and partners across multiple states, ensuring accuracy and timeliness.<br>• Review and approve payroll transactions, including new hires, salary adjustments, overtime, and leave-of-absence calculations.<br>• Handle payroll deductions such as tax levies, garnishments, and child support payments.<br>• Calculate and process termination and out-of-cycle paychecks.<br>• Continuously improve payroll policies, controls, and procedures to align with best practices.<br>• Collaborate with payroll providers to address and resolve tax filing discrepancies.<br>• Ensure compliance with federal, state, and local payroll regulations.<br>• Mentor and provide guidance to payroll staff, fostering attention to detail and growth within the team.<br>• Prepare detailed payroll reports, reconcile discrepancies, and support audit processes.<br>• Work closely with HR and Benefits departments to streamline payroll operations and enhance efficiency.
<p>We are looking for an experienced Payroll Administrator to join our team in Pleasanton, California. This long-term contract position offers an exciting opportunity to manage payroll operations for a diverse employee base of over 1000+ individuals across multiple states. The ideal candidate will bring expertise in payroll processing and must have processed payroll SuccessFactors EC Payroll or SAP on premise Payroll. (open to remote for PST and MT)</p><p><br></p><p>Responsibilities:</p><p>• Process payroll on a semi-monthly or bi-weekly basis for over 1000 employees across multiple states, ensuring compliance with federal, state, and local regulations.</p><p>• Utilize SAP SuccessFactors as the primary payroll platform, supporting system activities such as data validation, testing, and troubleshooting.</p><p>• Train and assist team members and end-users in the functionalities of SAP SuccessFactors.</p><p>• Maintain accurate payroll records, conduct audits, and resolve discrepancies in a timely manner.</p><p>• Prepare detailed payroll reports and analytics using advanced Excel functions, including pivot tables, VLOOKUPs, and custom formulas.</p><p>• Collaborate with HR, Finance, and IT teams to ensure seamless data integration and accurate reporting.</p><p>• Supervise and mentor team members, providing guidance and assigning tasks during system transitions.</p><p>• Develop comprehensive documentation and training materials to support updated payroll procedures and workflows.</p>
<p><strong>PAYROLL ADMINSTRATOR </strong></p><p><br></p><p><strong>Apply immediately for consideration!</strong></p><p><br></p><p>We are in search of a diligent Payroll Administrator to become a part of our team located in San Francisco (degree and bi-lingual). As a Payroll Administrator, your role will be pivotal in coordinating the payroll cycle, maintaining precise electronic and paper payroll records, and resolving any payroll-related issues.</p><p><br></p><p>Responsibilities</p><p>-Payroll for over 300 employees on ADP</p><p>-Create schedules in ABI for union extra help, referrals and any non-seniority employees</p><p>- Review and complete department WIP approvals in ABI</p><p>-Manage, oversee and post calculations for employees on a bi-weekly period into ABI timekeeping system</p><p>-Prepare and inputs vacation and PTO pay into timekeeping system </p><p>-Prepare all checks and review for accuracy</p><p>-Address & resolve employee’s payroll-related issues</p><p>-Assist with any other payroll /accounting/scheduling related project as they may arise</p><p><br></p>
<p>We are looking for a detail-oriented Financial Accountant & Cash Manager to join our team in San Francisco, California. This role requires expertise in financial analysis, modeling, and reporting to help drive informed decision-making and optimize financial performance. The ideal candidate will possess advanced analytical skills and a proactive approach to problem-solving. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Oversee cash flow management, including bank reconciliations and the recording and deposit of all revenues.</li><li>Review monthly Capital Asset Support Corporation savings statements and record related interest income.</li><li>Review quarterly Capital Asset Support Corporation investment statements, recording unrealized gains and losses at fair market value and distributions of realized income.</li><li>Regularly forecast operating cash flows and coordinate funding needs from short-term deposits or long-term investments as appropriate.</li><li>Present quarterly reviews of the financial position to the Council.</li><li>Manage purchasing, inventory, and accounts payable processes.</li><li>Oversee customer billing and accounts receivable for all public events.</li><li>Administer and monitor U.S. Bank debit card activity.</li><li>Produce monthly, quarterly, and year-end financial reports.</li><li>Prepare and present financial and operational performance reports.</li><li>Ensure compliance with quarterly sales tax filings, annual 1099 reporting, and year-end parishioner contribution reporting.</li><li>Track restricted contributions and ensure funds are distributed in accordance with donor restrictions.</li></ul>
<p>Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).</p><p>The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.</p><p>Analyze financial performance, support teams, and drive process improvements.</p><p>Manage working capital, month-end close, and vendor payments.</p><p>This is a hybrid position in San Francisco and relevant experience is highly preferred.</p><p><br></p><p><br></p>
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a dynamic private investment firm seeking a <strong><u>Fund Accountant Manager</u></strong>. This is a highly collaborative and entrepreneurial team investing across niche alternative strategies including litigation finance, specialty agriculture, water rights, media finance, and other differentiated real asset opportunities.</p><p><br></p><p><strong>Core Responsibilities:</strong></p><ul><li>Manage fund and GP accounting, including journal entries, accruals, expense allocations, intercompany activity, and investment-level accounting</li><li>Oversee capital activity including capital calls, distributions, and investor allocations</li><li>Prepare quarterly and annual financial statements for multiple fund entities</li><li>Track and manage fund liquidity and cash forecasting</li><li>Coordinate closely with external auditors and tax providers during audit and filing cycles</li><li>Review NAV packages, investor reporting, and capital account statements prepared by administrators or junior staff</li><li>Analyze and document complex accounting issues related to new investments or structured transactions</li><li>Provide guidance and mentorship to junior accounting team members</li><li>Partner with Investor Relations to address limited partner inquiries and reporting requests</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant| San Francisco| Hybrid; 1 day in office</strong></p><p> </p><p>Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space.</p><p> </p><p>The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half Management Resources is looking for a skilled Workday Financials Business Analyst with expertise in Banking and Treasury operations to join one of our clients on an interim basis. This role emphasizes financial accuracy and operational efficiency, bridging the gap between Finance, Treasury, and IT. The ideal candidate will have a strong accounting background combined with technical proficiency in Workday, ensuring seamless banking configurations and precise financial reporting.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and manage Workday Banking functionalities, including bank account setup, connectivity, and electronic file formats.</p><p>• Perform and oversee complex bank reconciliations, ensuring alignment with corporate accounting standards and accurate cash-to-bank reporting.</p><p>• Support Treasury functions such as cash pooling, intercompany transfers, and liquidity monitoring within the Workday system.</p><p>• Collaborate with stakeholders to translate financial needs into system requirements, ensuring seamless communication between Finance, Treasury, and external banking partners.</p><p>• Document detailed business requirements, identify risks, and propose actionable solutions to keep project workflows on track.</p><p>• Monitor and optimize cash movement processes to enhance efficiency and accuracy.</p><p>• Ensure the integrity of financial data and workflows, maintaining compliance with accounting and reporting standards.</p><p>• Provide analytical insights to improve processes related to banking transactions and cash management.</p><p>• Act as a functional lead for project workstreams, ensuring deadlines and objectives are met.</p><p>• Support the integration of Treasury and banking operations into broader financial systems for improved reporting and decision-making.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p><br></p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>CORPORATE CONTROLLER</p><p><br></p><p>The Controller will oversee all of the activity of accounting operations and be responsible for creating internal controls and accounting processes that produce accurate and meaningful financial information for internal and external decision-making. Maintain relationships with banks and financing agencies. Perform strategic planning, budgeting, treasury functions, and coordinates related staff activities. Oversee the Accounting Staff to ensure that financial information produced by the Accounting Department is accurate, timely, meaningful, and supports multiple, diverse entities. Establish property audit guidelines and ensure Property financial review identifies major exceptions and monitors corrective actions. Assess Internal and External financial information needs and develop reporting and training necessary to ensure meaningful financial reporting. Ensure that Accounting is in compliance with regulatory and partnership requirements. Monitor treasury function to efficiently manage cash flow distributions and collections and working capital needs. Develop long-range forecasts and maintain long-range financial plans.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the Accounting Department to ensure accurate, timely, and meaningful financial information.</p><p>• Establish property audit guidelines and monitor property financial review to identify and correct major exceptions.</p><p>• Assess internal and external financial information needs and develop reporting and training to ensure meaningful financial reporting.</p><p>• Ensure compliance with regulatory and partnership requirements within the Accounting Department.</p><p>• Lead the Accounting team: Recruit, hire, train, and develop staff.</p><p>• Establish systems, processes & procedures to improve accuracy and ensure accountability for all direct reports.</p><p>• Ensure proper financial controls are implemented to prevent misappropriation of funds or assets.</p><p>• Monitor cost accounting system that tracks cash flow, expenses, and budget variances from pre-development to construction completion.</p><p>• Oversee the implementation of new accounting systems.</p><p>• Establish guidelines and ensure Corporate financial statements, audits, tax returns, cash flow forecasts and budgeting meet organization objectives.</p><p>• Delegate responsibilities effectively and discuss performance issues with staff regularly.</p><p>• Coordinate with department heads to prepare annual operating budgets.</p><p>• Develop long-range forecasts and maintain long-range financial plans. </p><p><br></p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting & Valuations Manager | Prosperous Venture Capital Firm| Menlo Park| Hybrid</strong></p><p> </p><p>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.</p><p>Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, and 100% employer-paid medical, dental, and vision for you and your dependents.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p>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.</p><p><br></p><p>Responsibilities:</p><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>
<p>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.</p><p><br></p><p>Responsibilities:</p><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>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accountant| Outsourced CFO Services Provider | San Francisco| Hybrid; 1 day in office</strong></p><p> </p><p>Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space.</p><p> </p><p>The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>