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50 results for Sr Financial Analyst in Martinez, CA
- San Francisco, CA
- remote
- Permanent / Full Time
- 13000 - 170000 USD / Yearly
- <p>We are looking for a Senior Business Systems Analyst (NetSuite) to lead and optimize enterprise planning capabilities in San Francisco, California. This position works closely with Finance, FP&A, Supply Chain, and Technology teams to shape scalable planning solutions, strengthen system performance, and support informed business decisions. The role combines platform ownership, cross-functional collaboration, and process improvement to help teams plan more effectively and operate with greater consistency.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary administrator for the Pigment platform, overseeing configuration, user access, security settings, testing activities, and production releases.</p><p>• Design, enhance, and maintain planning models that support financial forecasting, workforce planning, operating expenses, capital investments, and supply chain planning processes.</p><p>• Partner with business stakeholders to convert operational and financial planning needs into system solutions, ensuring models reflect accurate logic, assumptions, and approval flows.</p><p>• Coordinate with data and architecture teams to support integrations between Pigment and connected source systems, while resolving data flow issues and maintaining reliable information exchange.</p><p>• Establish and manage structured change control practices, including impact reviews, approval tracking, release documentation, and audit-ready records.</p><p>• Act as a key escalation point for platform-related issues, driving troubleshooting efforts and helping users resolve functional challenges efficiently.</p><p>• Create training materials, user guides, and internal documentation that promote adoption, improve self-service capabilities, and reduce reliance on ad hoc support.</p><p>• Identify opportunities to expand platform functionality by evaluating new features, recommending enhancements, and supporting continuous improvement initiatives across planning operations.</p>
- 2026-10-25T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- We are looking for a Financial Planning Analyst to join our team in San Ramon, California. In this role, you will help shape budgets, forecasts, and performance reporting while partnering with leaders across the business to turn operational plans into clear financial insight. This position is ideal for someone who enjoys working with data, building models, and supporting decision-making in a dynamic, growth-oriented environment.<br><br>Responsibilities:<br>• Develop and maintain budgets, quarterly forecasts, and updated financial outlooks across revenue, operating costs, headcount, and cash flow.<br>• Collaborate with department leaders to translate hiring plans, spending needs, and business objectives into practical financial plans.<br>• Compare actual results against budget and forecast expectations, then highlight performance drivers, emerging risks, and potential opportunities.<br>• Create recurring reporting packages, dashboards, and key performance indicators to support leadership review and business planning.<br>• Build financial models that inform investment choices, resource allocation, pricing considerations, and broader strategic initiatives.<br>• Analyze trends in revenue, margins, operating expenses, workforce costs, and other operating metrics to support business decisions.<br>• Contribute to month-end and periodic reporting deliverables, including materials prepared for executives and external stakeholders.<br>• Maintain workforce planning assumptions by modeling compensation, benefits, and staffing changes over time.<br>• Identify ways to streamline analysis and reporting through automation, AI-enabled tools, and continuous process improvements while protecting sensitive data.
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 250000 - 280000 USD / Yearly
- <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SR. DIRECTOR OF REVENUE ACCOUNTING</strong></p><p><br></p><p>We are looking for an experienced and results-driven Sr. Director of Revenue to lead and manage all aspects of revenue accounting for a publicly traded biotech company with over 1B in revenue. This role requires a strong understanding of gross-to-net accounting, revenue recognition, and compliance with industry-specific financial processes. The position offers an opportunity to contribute to impactful financial decision-making and operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the revenue accounting processes, including product revenue, gross-to-net accounting, receivables, royalties, rebates, and chargebacks.</p><p>• Oversee the monthly and quarterly financial close processes to ensure accurate and timely reporting of revenue-related accounts.</p><p>• Review and approve revenue entries, reconciliations, and allocation of product sales by site and region.</p><p>• Develop and distribute monthly revenue flash reports and provide ad-hoc financial analysis as needed.</p><p>• Collaborate with cross-functional teams, such as Market Access and Commercial Analytics, to ensure data accuracy and support business insights.</p><p>• Establish and lead structured cross-functional reviews of gross-to-net estimates, partnering with departments to improve forecasting accuracy.</p><p>• Provide subject matter expertise on payor contract terms, ensuring proper interpretation and reflection in financial assumptions.</p><p>• Support the launch of new products by offering financial guidance and contributing to forecasting and budgeting efforts.</p><p>• Serve as a key member of the finance to support strategic decisions.</p><p><br></p><p><br></p>
- 2026-11-14T00:00:00Z
- San Bruno, CA
- onsite
- Temporary / Contract
- 30 - 40 USD / Hourly
- <p>Robert Half is seeking analytical and driven Entry-Level Financial Analysts for contract and contract-to-hire opportunities with growing organizations across the Bay Area. These roles are ideal for recent graduates and early-career professionals looking to develop their skills in financial analysis, reporting, budgeting, forecasting, and business decision support.</p><p><br></p><p>The ideal candidate has a Bachelor's degree in Finance, Accounting, Economics, Mathematics, or a related field, strong Excel skills, and a desire to build a career in corporate finance, FP&A, or strategic analysis.</p><p><br></p><p>Key Responsibilities</p><ul><li>Assist with budgeting, forecasting, and financial planning activities.</li><li>Analyze financial data and prepare reports for management.</li><li>Build and maintain Excel-based financial models.</li><li>Monitor key performance indicators (KPIs) and business metrics.</li><li>Support monthly, quarterly, and annual reporting processes.</li><li>Perform variance analysis comparing actuals to budgets and forecasts.</li><li>Collect, organize, and analyze large datasets to identify trends and business insights.</li><li>Assist with revenue, expense, and profitability analysis.</li><li>Create dashboards, presentations, and ad hoc reports for leadership teams.</li><li>Support special projects related to financial planning, operations, and strategic initiatives.</li></ul><p><br></p><p><br></p>
- 2026-11-14T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 110000 - 135000 USD / Yearly
- <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>Fund Accounting Analyst | Growing Investment Firm | Menlo Park (3 Days onsite) </strong></p><p> </p><p>Join a <strong>growing investment management </strong>firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful ownership, and exposure to investment accounting, reporting, and data analytics</strong>.</p><p> </p><p>This is an excellent opportunity for an accounting professional who enjoys <strong>working with data, improving processes, and leveraging technology to drive efficiency</strong>. You'll gain exposure to <strong>investment accounting, performance reporting, automation initiatives, and cross-functional projects</strong>, while working closely with a lean, high-performing team.</p><p><br></p><p>Responsibilities</p><ul><li>Perform fund and portfolio accounting across multiple investment vehicles</li><li>Support financial reporting, audits, and month-end close activities</li><li>Reconcile cash, investment activity, and portfolio balances</li><li>Prepare and analyze portfolio and investment performance reports</li><li>Partner with investment, reporting, and data teams to ensure reporting accuracy</li><li>Manage large datasets and support data normalization efforts</li><li>Identify and implement <strong>automation and process improvement opportunities</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 35 - 35 USD / Hourly
- <p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul>
- 2026-11-11T00:00:00Z
- Menlo Park, CA
- remote
- Temporary to Hire
- 38 - 44 USD / Hourly
- We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends.<br><br>Responsibilities:<br>• Develop and maintain financial models that support forecasting, budgeting, and business planning activities.<br>• Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities.<br>• Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods.<br>• Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects.<br>• Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy.<br>• Create reports and presentations that translate complex financial information into concise recommendations for stakeholders.<br>• Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
- 2026-11-13T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 22.8 - 24 USD / Hourly
- We are looking for a detail-oriented SR. Office Services Associate to join our team in a Contract position. This role supports daily office operations with a strong focus on front-of-house service, print and copy production, mail handling, and document intake in a corporate environment. The ideal candidate brings a customer-first mindset, stays organized under pressure, and can manage multiple service requests while maintaining accuracy and confidentiality.<br><br>Responsibilities:<br>• Provide front desk and front-of-house support by assisting visitors, employees, and clients with responsiveness.<br>• Process print, copy, scanning, and document intake requests in accordance with established service procedures and quality expectations.<br>• Handle incoming and outgoing mail services, ensuring timely sorting, distribution, and delivery of materials.<br>• Review service requests and job instructions for completeness before starting work to reduce delays and errors.<br>• Track assignments through appropriate logs and maintain accurate records for office services activity.<br>• Organize daily tasks by urgency and service deadlines, escalating concerns when timing or job requirements may be impacted.<br>• Perform routine quality checks on completed work and help maintain high standards across team output.<br>• Replenish paper, toner, and other supplies, and resolve basic equipment issues to keep operations running smoothly.<br>• Follow client-site policies and internal service standards while using materials and equipment efficiently and safely.
- 2026-11-09T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 100000 - 130000 USD / Yearly
- <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>Fund Operations Analyst | Thriving Investment Management Firm | Menlo Park | Base + Bonus + Profit Sharing + Strong Perks!</strong></p><p> </p><p>Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful responsibility, and exposure to private investments</strong> from day one.</p><p> </p><p>This is a great opportunity for someone looking to move beyond fund accounting into a <strong>broader investment operations role</strong>.</p><p> </p><p>You'll gain hands-on exposure to <strong>private investments, transaction execution, fund operations, and process improvement initiatives</strong>, while working closely with teams across the business.</p><p><br></p><p>Responsibilities</p><ul><li>Support operational workflows across private investment portfolios</li><li>Coordinate subscriptions, capital calls, redemptions, and investment activity</li><li>Manage investment documentation and onboarding processes</li><li>Partner with fund administrators, custodians, and internal teams</li><li>Support funding activities, cash movements, and transaction processing</li><li>Track key deadlines and reporting requirements</li><li>Drive <strong>process improvement and operational efficiency initiatives</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 140000 USD / Yearly
- <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 Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm with billions in assets under management</strong>, backing innovative companies across automation, AI, and real-world industries. This is a <strong>high-impact opportunity within a lean, high-performing finance team</strong>, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations.</p><p> </p><p>Ideal for someone who enjoys <strong>process improvement, systems, AI, and automation</strong> and wants meaningful ownership as the platform grows. <strong>Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage <strong>AI and automation</strong> across the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 140000 USD / Yearly
- <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 Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> 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.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> 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>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Concord, CA
- onsite
- Temporary / Contract
- 26 - 32 USD / Hourly
- <p>We are looking for an Administrator with analytical skills to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.</p><p>• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.</p><p>• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.</p><p>• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.</p><p>• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.</p><p>• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.</p>
- 2026-11-13T00:00:00Z
- San Mateo, CA
- onsite
- Temporary / Contract
- 40 - 55 USD / Hourly
- <p><strong>Financial Planning & Analysis (FP&A) Analyst</strong> | Full-Time Engagement Professional (FTEP)</p><p>Drive Strategic Business Decisions with Our Full-Time Engagement Team!</p><p>Are you an analytical and business-minded <strong>FP&A professional</strong> who enjoys transforming data into actionable insights? We are seeking a motivated <strong>FP&A Analyst</strong> to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> team, supporting organizations with financial planning, forecasting, reporting, and strategic decision-making initiatives.</p><p><br></p><p><em>What You'll Do</em></p><ul><li>Develop and maintain financial models, forecasts, and budgets</li><li>Analyze financial and operational performance against plans and key business metrics</li><li>Prepare monthly, quarterly, and annual management reporting packages</li><li>Partner with business leaders to provide financial insights and recommendations</li><li>Support annual planning, budgeting, and long-range forecasting processes</li><li>Identify trends, risks, and opportunities to drive business performance</li><li>Create dashboards and reports to track KPIs and financial results</li><li>Assist with business cases, profitability analyses, and strategic initiatives</li><li>Support system implementations, reporting enhancements, and process improvements</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- Petaluma, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p>We are looking for a Security Analyst to join our aviation client in a contract position based onsite in Petaluma, California. This role is ideal for an experienced security specialist who can strengthen daily security operations, investigate threats, and help protect cloud, identity, and endpoint environments. You will work closely with technical partners across IT and security to reduce risk, improve response readiness, and support compliance-focused initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Lead the response to security events by containing threats, gathering evidence, escalating issues when needed, and documenting outcomes for follow-up review.</p><p>• Oversee identity and access activities, including user access reviews, permission governance, and control validation across enterprise systems.</p><p>• Analyze suspicious authentication activity, compromised accounts, phishing attempts, and other indicators of malicious behavior to determine impact and next steps.</p><p>• Coordinate vulnerability follow-up efforts with IT teams to drive remediation progress and reduce exposure across the environment.</p><p>• Track endpoint protection health, device compliance status, and broader security posture to identify gaps requiring attention.</p><p>• Examine privileged account usage, network security logs, and web access controls to detect abnormal or unauthorized activity.</p><p>• Maintain and enhance operational security documents such as incident procedures, playbooks, standard operating guidance, and response runbooks.</p><p>• Prepare recurring security reports and metrics covering incidents, threat trends, vulnerabilities, and operational performance.</p><p>• Support audit requests, compliance reviews, eDiscovery efforts, and third-party security assessments as part of ongoing governance activities.</p><p>• Partner with security, infrastructure, and support teams on daily operations, tabletop exercises, and continuous improvements informed by incident findings.</p>
- 2026-11-02T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 130000 - 150000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p><strong>Senior Fund Accountant & Valuations</strong></p><p><br></p><p><strong>Compensation:</strong> $130K – $155K (stretch DOE) + up to 20% bonus + <strong>Phantom Carry</strong></p><p><strong>Location:</strong> Menlo Park, CA (Hybrid – 4 days onsite)</p><p><strong>Perks:</strong> 100% covered healthcare (including dependents), unlimited PTO, 401(k) match, $2,500 HRA, parental leave</p><p><br></p><p><br></p><p>This is where <strong>fund accounting meets investing intelligence</strong>.</p><p>We’re looking for someone who can go beyond the books—someone who understands that <strong>valuation is the heartbeat of venture capital</strong>.</p><p>You’ll sit at the intersection of <strong>finance, investing, and strategy</strong>, working closely with partners and leadership to not only report performance—but <strong>shape how it’s understood</strong>.</p><p><br></p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Valuations (Core Focus)</strong></p><ul><li>Lead <strong>quarterly 820 valuations</strong> across portfolio companies</li><li>Build and analyze models using <strong>venture valuation methodologies</strong></li><li>Identify key assumptions and translate <strong>market + company data into insight</strong></li><li>Present findings directly to <strong>partners, auditors, and valuation committees</strong></li></ul><p><strong>Fund Accounting & Operations</strong></p><ul><li>Support <strong>quarterly close, financials, and partner reporting</strong></li><li>Review <strong>capital calls, distributions, and LP allocations</strong></li><li>Manage <strong>cash planning and fund liquidity</strong></li><li>Partner with auditors and handle <strong>year-end audit processes</strong></li><li>Mentor junior team members and elevate overall team performance</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 120000 - 170000 USD / Yearly
- <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 Accountant | Asset Management Firm | San Francisco; Hybrid (3 days onsite)</strong></p><p> </p><p>Join a global investment platform with a growing private markets business focused on innovation and long-term value creation.</p><p><br></p><p>This is a <strong>high-impact opportunity</strong> to support <strong>evergreen and open-ended funds</strong> while working closely with investment teams and senior leadership. You'll gain exposure to complex fund structures, fund launches, and strategic initiatives, with the opportunity to <strong>build processes, drive automation, and make a visible impact as the platform continues to grow</strong>. The firm offers strong executive mentorship, excellent benefits, generous PTO, and long-term career growth.</p><p><br></p><p>Responsibilities</p><ul><li>Oversee day-to-day accounting and operations for private investment funds</li><li>Manage NAVs, subscriptions, redemptions, distributions, and capital activity</li><li>Support investment closings, funding, exits, and portfolio activity</li><li>Review investor allocations, financial statements, and fee calculations</li><li>Partner with fund administrators, auditors, tax advisors, and investment teams</li><li>Support investor reporting, valuations, and GAAP financial reporting</li><li>Assist with new fund launches and structures</li><li>Drive <strong>process improvements, controls, and automation initiatives</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 110000 - 150000 USD / Yearly
- <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 Accountant | 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><br></p><p>Comp includes a <strong>strong base and bonus, phantom carry participation</strong>, generous 401(k) match, <strong>unlimited PTO and 100% employer-paid medical, dental, and visio</strong>n 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>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 140000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Financial Services | Alternative Investments</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits + High Career Growth</p><p><br></p><p>A rapidly growing alternative investment firm is seeking a Senior Fund Accountant to join its finance team in San Francisco. Backed by significant institutional capital and focused on providing liquidity solutions across private markets, the firm is experiencing substantial growth and offers a unique opportunity to gain exposure to complex investment structures, fund operations, and strategic finance initiatives. This role is ideal for an accounting professional who wants to move beyond traditional fund accounting and gain hands-on experience across fund finance, treasury, investor activities, financial reporting, audits, and business analysis within a sophisticated investment platform.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and validate fund accounting activities prepared by external service providers, including NAV calculations, capital activity, allocations, and financial reporting.</li><li>Serve as a primary liaison and oversight partner for third-party fund administrators.</li><li>Review monthly, quarterly, and annual fund accounting deliverables and investigate variances or unusual activity.</li><li>Assist with the preparation and review of financial statements, supporting schedules, and management reporting.</li><li>Partner with service providers to resolve accounting issues and ensure timely, accurate reporting.</li><li>Support treasury operations, including cash management, liquidity monitoring, forecasting, and wire activity.</li><li>Assist with capital calls, distributions, subscriptions, and other investor transactions.</li><li>Respond to investor-related requests and support the delivery of financial information.</li><li>Coordinate year-end audits, tax reporting processes, and interactions with external advisors.</li><li>Perform ad hoc financial analysis, modeling, and special projects across the finance organization.</li><li>Enhance accounting processes, controls, reporting procedures, and operational efficiencies.</li><li>Collaborate closely with finance leadership on broader fund finance and operational initiatives.</li></ul><p><strong>Why Apply?</strong></p><ul><li>Join a high-growth investment platform at an exciting stage of expansion.</li><li>Gain exposure to complex fund structures, co-investments, and alternative investment strategies.</li><li>Work alongside experienced finance and investment professionals in a highly collaborative environment.</li><li>Competitive compensation package including bonus potential.</li><li>Comprehensive healthcare benefits and 401(k) program.</li><li>Premium office environment with employee-focused perks and amenities.</li><li>Significant opportunities for professional development and long-term career growth.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 105000 - 115000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p><br></p><p>✨ Senior Fund Accountant</p><p>📍 San Francisco, CA (Hybrid, 1-2 days on-site)</p><p>🏢 Specialized Alternative Investment Services Firm</p><p>💰 Base + Bonus</p><p><br></p><p>Looking to build a career beyond a single fund? Join a growing alternative investment services platform that partners with hedge funds, private equity, private credit, and venture capital firms, providing outsourced CFO, fund accounting, compliance, tax, and operational support across the full investment lifecycle.</p><p><br></p><p>This is a unique opportunity to gain hands-on exposure to sophisticated buy-side organizations, supporting a diverse client base ranging from emerging managers to institutional-scale firms with $1B+ in assets under management. Rather than being tied to one investment firm, you'll work across multiple clients, investment strategies, and fund structures, developing a broad and highly marketable skill set within alternative investments.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Support day-to-day fund and management company accounting, operations, and reporting activities</li><li>Reconcile equity, options, foreign exchange, and derivative transactions across counterparties and accounting platforms</li><li>Coordinate with portfolio managers, brokers, and service providers to ensure accurate trade settlement and cash management</li><li>Assist with capital calls, investor allocations, waterfall calculations, NAV reviews, and capital statement preparation</li><li>Prepare performance, exposure, and risk reporting for clients and investors</li><li>Research corporate actions and support valuation and expense review processes</li><li>Process fund and management company payments and treasury activities</li><li>Assist with year-end audit and tax deliverables</li><li>Partner with experienced CFO and operations professionals on strategic client initiatives</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 48 - 53 USD / Hourly
- <p>Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership.</p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- San Ramon, CA
- remote
- Temporary / Contract
- 45.19 - 66.35 USD / Hourly
- <p><strong>Robert Half</strong>, one of FORTUNE's World's Most Admired Companies and a Fortune 100 Best Companies to Work For, is seeking a <strong>Business Analyst III</strong> to join the ATI Salesforce Competency Center. This role serves as the bridge between business stakeholders and technical teams, translating business needs into scalable Salesforce solutions while driving process improvements across the organization.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Lead business analysis efforts, requirements gathering, and feature definition to improve efficiency, quality, compliance, and user experience.</li><li>Facilitate discovery sessions, stakeholder interviews, workshops, and requirements documentation.</li><li>Partner with business leaders, IT teams, and vendors to evaluate solutions, perform fit-gap analyses, and recommend improvements.</li><li>Document business processes, workflows, user journeys, and system requirements.</li><li>Assess impacts to current and future business processes, including upstream and downstream dependencies.</li><li>Serve as a liaison between business stakeholders, technical teams, and field locations.</li><li>Develop reports, dashboards, and insights that support data-driven decision-making.</li><li>Facilitate stakeholder meetings, training sessions, and change management activities.</li><li>Support process optimization initiatives and identify opportunities to leverage Salesforce capabilities.</li><li>Perform basic configuration in non-production environments to demonstrate potential solutions.</li><li>Mentor team members and act as a trusted advisor, aligning business objectives with technical solutions.</li></ul>
- 2026-11-11T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Brisbane, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p>Robert Half is seeking a Financial Analyst to support a company undergoing a Workday implementation. This project-driven role will assist Finance, FP&A, HR, and Accounting teams with data validation, reporting development, testing, system reconciliation, and post-implementation support.</p><p>The ideal candidate has experience in financial analysis, budgeting, forecasting, and ERP or Workday implementations. This is an excellent opportunity for someone who enjoys bridging finance and technology while helping drive a successful system transition.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support the finance workstream during a Workday implementation and post-go-live optimization.</li><li>Assist with data migration, data validation, and reconciliation between legacy systems and Workday.</li><li>Perform User Acceptance Testing (UAT) and document testing results.</li><li>Validate financial reports, dashboards, hierarchies, and workflows within Workday.</li><li>Analyze and reconcile budget, forecast, payroll, and actual financial data.</li><li>Build and maintain financial models to support business decisions.</li><li>Develop ad hoc reporting and management dashboards.</li><li>Partner with FP&A, Accounting, HR, and IT teams to identify and resolve system issues.</li><li>Assist with month-end close reporting and financial analysis during the transition period.</li><li>Document business processes, controls, and reporting requirements.</li><li>Support change management and end-user training initiatives.</li></ul><p><br></p>
- 2026-11-14T00:00:00Z
- Richmond, CA
- onsite
- Temporary to Hire
- 50 - 65 USD / Hourly
- We are looking for a Business Analyst to join a California team in a contract capacity with the potential to become permanent. This position serves as a key connector between business stakeholders and technical teams, translating operational needs into practical data, reporting, and process improvement solutions. The role focuses heavily on analytics, application support, and continuous improvement within a manufacturing environment, with an emphasis on creating reliable reporting and a consistent source of trusted data. This individual will work across cross-functional initiatives while helping drive project delivery through structured analysis and Agile practices.<br><br>Responsibilities:<br>• Partner with business leaders and IT teams to gather, clarify, and document requirements for operational and technical initiatives.<br>• Lead data-focused efforts that improve reporting accuracy, strengthen governance, and establish a dependable single source of truth across business functions.<br>• Develop and enhance dashboards and reporting tools in Power BI to support decision-making in areas such as supply chain, accounting, quality, and production performance.<br>• Analyze existing workflows, identify process gaps, and recommend automation opportunities that increase efficiency, consistency, and visibility.<br>• Support enterprise applications and business initiatives by assessing needs, coordinating solutions, and helping standardize processes across teams.<br>• Oversee project progress within an Agile framework, using Azure DevOps to track work, manage priorities, and maintain accountability with development resources.<br>• Perform data validation, cleansing, and analysis activities to improve data quality and ensure information is flowing correctly between systems.<br>• Collaborate with external development teams to review deliverables, clarify expectations, and help keep projects aligned with scope and timelines.<br>• Contribute to readiness planning and business process support for future platform and ERP-related initiatives as needed.
- 2026-11-11T00:00:00Z