<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Fund Accounting Manager | Growing Private Equity Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry</strong></p><p> </p><p>A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations.</p><p> </p><p>This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
<p>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.</p>
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 detail oriented who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities: Analyze financial data and trends to provide actionable insights and recommendations Develop, maintain, and improve budgeting and forecasting models Prepare monthly, quarterly, and annual financial reports Partner with department leaders to develop and monitor budgets Conduct variance analysis and investigate discrepancies Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation Assist with month-end and year-end close activities, ensuring accuracy and compliance Identify process improvement opportunities and help implement best practices
<p>Overview:</p><p>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.</p><p><br></p><p>Key Responsibilities:</p><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>
We are looking for a Financial Analyst to support budgeting, reporting, and financial operations for a dynamic organization in Palo Alto, California. This Long-term Contract position is ideal for a highly organized individual who can interpret financial data, monitor spending activity, and provide clear insights to business partners and leadership. The role offers the opportunity to contribute to budget planning, reporting accuracy, and issue resolution while working closely with internal departments and external contacts.<br><br>Responsibilities:<br>• Support budget planning activities by reviewing operating budgets and evaluating department funding requests for accuracy and alignment.<br>• Prepare recurring and ad hoc financial reports for internal stakeholders as well as external agencies, ensuring data is complete and timely.<br>• Track spending against approved budgets, identify unfavorable patterns or variances, and summarize findings with practical recommendations for management.<br>• Serve as a point of contact for departments, customers, and vendors regarding financial transactions and routine business cycle questions.<br>• Partner with business managers and administrative teams to analyze financial results and address discrepancies from established budget expectations.<br>• Coordinate the distribution of financial reports and provide department-level analysis to support informed decision-making.<br>• Process and maintain financial transactions for assigned areas while following established fiscal policies and procedures.<br>• Reconcile transaction activity, investigate inconsistencies, and assist in resolving outstanding financial issues within assigned departments.
<p>We are seeking a Senior Fraud Analyst for a long term contract opportunity in San Francisco, CA. This role is ideal for an experienced individual contributor with strong fraud operations experience who can manage authorization risk, optimize fraud controls, and improve decision accuracy in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Review flagged transactions and make real-time authorization decisions based on risk indicators</p><p>• Develop and optimize fraud rules, thresholds, and transaction controls</p><p>• Analyze transaction activity to identify fraud trends and prevention opportunities</p><p>• Monitor fraud losses, approval rates, and false positives to improve performance</p><p>• Partner cross functionally with internal teams to strengthen fraud controls and decisioning</p><p>• Utilize fraud tools and platforms to investigate alerts and support ongoing enhancements</p><p>• Apply knowledge of card authorization workflows, decline responses, and interchange concepts</p><p>• Identify operational gaps and recommend scalable process improvements in a fast-paced environment</p>
<p><strong>Senior Business Analyst</strong></p><p><strong>Location:</strong> San Francisco, CA | Hybrid/Onsite</p><p><strong>Overview</strong></p><p>An organization within the Advertising and Data Platforms space is seeking a <strong>Senior Delivery & Operational Intelligence Analyst</strong> to support tactical and strategic operational initiatives across engineering, product, program management, and finance teams.</p><p>This role is ideal for someone with strong analytical and operational experience who thrives in fast-paced, technology-driven environments. The ideal candidate will bring advanced communication, presentation, project coordination, and stakeholder management skills while supporting leadership teams in driving execution, operational excellence, and strategic planning initiatives.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a liaison between senior leadership teams to support ongoing operational initiatives and executive team coordination</li><li>Help standardize operating models, meeting cadences, and communication processes across the organization</li><li>Prepare executive updates, meeting materials, presentations, templates, and status communications</li><li>Support operational programs related to resource planning, budgeting, strategic planning, and organizational reporting</li><li>Partner with engineering, product, program, and finance leadership to support execution of strategic priorities</li><li>Coordinate and support organizational engagement forums including town halls, leadership meetings, and strategic readouts</li><li>Analyze operational challenges, identify opportunities for improvement, and support implementation of solutions</li><li>Manage multiple priorities and adapt quickly in a fast-moving environment</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p><br></p><p>Join a successful fast growing early-stage <strong>venture capital </strong>firm. Gain exposure to investing, fund operations, and high-growth startups. The firm invests in <strong>AI, software, fintech, </strong>and infrastructure companies, offering the opportunity to work closely with experienced investors and gain insight into how startups are funded, evaluated, and scaled.</p><p><br></p><p>You'll <strong>work directly with partners and leadership</strong> across <strong>fund accounting, investor reporting, valuations, portfolio analysis, and strategic initiatives</strong> while gaining exposure to the full venture capital lifecycle. It's an opportunity to learn the business, take on meaningful responsibility, and grow alongside a rapidly expanding firm.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support capital calls, distributions, waterfalls, and NAV reporting</li><li>Assist with investor reporting, audits, tax coordination, and fund administration</li><li>Support portfolio monitoring, valuation analysis, and investment reporting</li><li>Work with SPVs, co-investment vehicles, SAFEs, and convertible instruments</li><li>Help drive month-end, quarter-end, and year-end close processes</li><li>Improve reporting processes, workflows, and operational efficiency</li><li>Partner with leadership on key finance and operational initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>