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73 results for Associate Financial Advisor in Newark, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 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>✨ Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing & Respected Investment Platform</p><p>💰 Competitive Base + Bonus + Awesome Benefits</p><p><br></p><p>Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Finance Associate</strong> serves as a key member of a lean, high-impact finance team. This individual will support the day-to-day financial operations of investment funds and special purpose vehicles (SPVs), while contributing to fund accounting, reporting, valuations, and process improvement initiatives. The ideal candidate is detail-oriented, analytical, systems-minded, and excited to leverage automation and AI tools to improve efficiency and scalability.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Support monthly and quarterly fund close processes across investment funds and SPVs.</li><li>Prepare NAVs, capital account activity, allocations, and financial reporting schedules.</li><li>Assist with investor reporting, audits, and tax processes.</li><li>Support valuation analyses and portfolio performance reporting.</li><li>Coordinate investment-related transactions and cash activity.</li><li>Drive process improvements through automation, AI, and technology tools.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-10-26T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 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>✨ Finance Associate</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Leading Venture Capital Firm</p><p>💰 Competitive Base + Bonus + Wonderful Benefits</p><p><br></p><p>A leading investment firm focused on backing innovative, high-growth companies is seeking a <strong>Finance Associate</strong> to join its collaborative finance team. This role offers broad exposure to venture capital fund operations, fund accounting, valuations, investor reporting, and portfolio analytics within a fast-paced, technology-driven environment.</p><p><br></p><p><strong>The Role</strong></p><p>As a Finance Associate, you'll play a critical role in the day-to-day operations of multiple investment funds and SPVs, supporting fund accounting, reporting, valuations, and strategic finance initiatives. This position is ideal for someone who enjoys ownership, thrives in a dynamic environment, and wants to build a long-term career in investment management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support monthly and quarterly fund closes, including NAVs, capital accounts, allocations, and reconciliations.</li><li>Assist with investor reporting, audits, tax deliverables, and fund performance reporting.</li><li>Prepare valuation analyses, portfolio reporting, and investment tracking schedules.</li><li>Support transaction execution, cash management, and investment operations.</li><li>Maintain portfolio and fund data, improve processes, and leverage AI and automation tools to enhance efficiency and scalability.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-10-26T00:00:00Z
- San Francisco, 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>✨ Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing & Respected Investment Platform</p><p>💰 Competitive Base + Bonus + Awesome Benefits</p><p><br></p><p>Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Finance Associate</strong> serves as a key member of a lean, high-impact finance team. This individual will support the day-to-day financial operations of investment funds and special purpose vehicles (SPVs), while contributing to fund accounting, reporting, valuations, and process improvement initiatives. The ideal candidate is detail-oriented, analytical, systems-minded, and excited to leverage automation and AI tools to improve efficiency and scalability.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Support monthly and quarterly fund close processes across investment funds and SPVs.</li><li>Prepare NAVs, capital account activity, allocations, and financial reporting schedules.</li><li>Assist with investor reporting, audits, and tax processes.</li><li>Support valuation analyses and portfolio performance reporting.</li><li>Coordinate investment-related transactions and cash activity.</li><li>Drive process improvements through automation, AI, and technology tools.</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
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 115000 - 140000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, 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><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p><br></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 190000 USD / Yearly
- We are looking for an Associate Attorney to support a dynamic insurance coverage practice in San Francisco, California. This role offers the opportunity to advise insurer clients on coverage matters, represent them in litigation and alternative dispute resolution proceedings, and contribute to a collaborative legal team. The position is well suited for an attorney with at least two years of relevant experience who is ready to take on meaningful casework in a fast-paced environment.<br><br>Responsibilities:<br>• Counsel insurer clients on policy interpretation, coverage analysis, and related legal exposure across a range of matters.<br>• Manage active files from initial assessment through resolution, ensuring deadlines, strategy decisions, and client communications are handled effectively.<br>• Draft and review pleadings, coverage opinions, motions, briefs, and other legal documents with strong attention to detail.<br>• Represent clients in litigation proceedings, mediations, arbitrations, and other dispute resolution forums involving insurance-related claims.<br>• Conduct legal research and apply relevant statutes, case law, and policy language to support case strategy and client recommendations.<br>• Collaborate with colleagues across the practice to develop legal arguments, share insight, and deliver high-quality client service.<br>• Communicate regularly with clients, opposing counsel, and other stakeholders regarding case developments, risk considerations, and next steps.
- 2026-10-22T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 140000 - 180000 USD / Yearly
- <p>We are looking for an Associate Attorney to join a respected litigation practice in California. This opportunity is suited for a licensed attorney with at least 1 year of experience who is confident managing insurance defense matters and contributing to a broad civil litigation caseload. The role offers exposure to personal injury, construction, business, and liability-related disputes while working alongside an established legal team in a detail-oriented, client-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage insurance defense and civil litigation matters from initial case assessment through resolution.</p><p>• Prepare persuasive motions, briefs, pleadings, and other legal filings in support of case strategy.</p><p>• Conduct written discovery, evaluate responses, and coordinate document review to develop factual records.</p><p>• Take and defend depositions while working closely with clients, witnesses, and experts.</p><p>• Handle matters involving personal injury, construction disputes, business claims, premises liability, negligence matters, transportation issues, product-related claims, and real estate litigation.</p><p>• Appear in court for hearings, conferences, and other proceedings as needed.</p><p>• Collaborate with partners and legal staff to assess risk, refine litigation strategy, and advance client objectives.</p><p>• Support trial preparation activities, including organizing exhibits, witness materials, and case analyses when matters proceed toward trial.</p>
- 2026-11-12T00:00:00Z
- Corte Madera, CA
- onsite
- Permanent / Full Time
- 140000 - 225000 USD / Yearly
- <p>Robert Half is recruiting Labor & Employment Attorney (Associate or Of Counsel level) for the Marin County office (hybrid telecommute OK) of its large statewide law firm client. The ideal candidate will have 2-10+ years of practice in employment litigation, ideally but not necessarily involving municipality and public sector entities. Qualifications include excellent writing and oral advocacy skills, good discovery (including conducting depositions) and law & motion experience, and optimally some work doing oral arguments in adversarial hearings (e.g., ALJ for PERB, DFEH, DOL; state and Federal trial courts; arbitration). </p><p><br></p><p>These are litigation and advice & counsel positions. And, they are definitely partnership-track opportunities, so career-minded litigators with strong work ethic are encouraged to apply.</p><p><br></p><p>The target base salary is $140,000 - 225,000+/yr, DOE, plus bonuses ranging from $10,000 to $30,000+, depending on amount of hours billed. Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 160000 USD / Yearly
- <p>Boutique real estate litigation and landlord/tenant law firm located in San Francisco is seeking a skilled Associate Attorney! As part of the team, you will be handling cases from initiation to conclusion, making court appearances, and getting trained in San Francisco housing law. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage multiple cases from beginning to end</p><p>• Draft legal pleadings for various matters</p><p>• Conduct thorough law and motion practices</p><p>• Respond efficiently to discovery requests and draft responses</p><p>• Appear in court for hearings, settlement conferences, and trial calls</p><p>• Maintain a strong work ethic with a total commitment to success for our clients</p><p>• Acquire comprehensive knowledge of San Francisco housing law</p><p>• Demonstrate strong organizational and communication skills</p><p>• Exhibit excellent research and writing skills</p><p>• Multitask independently and manage time effectively</p>
- 2026-11-10T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 50 - 70 USD / Hourly
- <p><strong>Calling all newly barred attorneys and recent law school graduates!</strong></p><p><br></p><p>Are you looking to launch your litigation career with a team that will provide hands-on training, mentorship, and meaningful case exposure? We are partnering with several respected law firms across the East Bay that are actively seeking newly licensed attorneys and junior associates for contract-to-hire opportunities with long-term growth potential.</p><p><br></p><p>These are excellent opportunities for attorneys who want to gain real courtroom exposure, work closely with experienced litigators, and build a strong foundation in civil litigation.</p><p><br></p><p><strong>Practice Areas</strong></p><ul><li>Insurance Defense</li><li>Employment Litigation</li><li>Asbestos Litigation</li><li>Toxic Tort</li><li>Medical Malpractice Defense</li></ul><p><strong>What You'll Do</strong></p><ul><li>Assist with all phases of litigation from case inception through resolution</li><li>Conduct legal research and draft memoranda, pleadings, motions, and discovery</li><li>Prepare discovery responses and review document productions</li><li>Support trial preparation</li><li>Communicate with clients, opposing counsel, experts, and witnesses</li><li>Work closely with attorneys who are committed to mentorship and professional development</li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 135000 - 185000 USD / Yearly
- We are looking for a dedicated Associate Attorney to join our team in San Francisco, California. This role offers an exciting opportunity to work in civil litigation defense within a collaborative and supportive environment. If you are a licensed attorney passionate about building your career and gaining hands-on experience, this position is ideal for you.<br><br>Responsibilities:<br>• Manage a diverse caseload, taking primary responsibility for cases based on your level of experience.<br>• Represent clients during court appearances, depositions, mediations, and other legal proceedings.<br>• Conduct legal research and prepare motions, briefs, and other necessary documentation.<br>• Handle discovery processes, including drafting and responding to interrogatories and requests for production.<br>• Collaborate with clients to provide regular updates and address legal concerns.<br>• Prepare for trials, including pre-trial motions and strategy development.<br>• Participate in settlement negotiations and mediations to advocate for client interests.<br>• Work closely with partners and other team members to ensure high-quality case management.<br>• Maintain effective use of case management and document management software.<br>• Stay current with legal trends and developments to enhance expertise.
- 2026-10-22T00:00:00Z
- Burlingame, CA
- onsite
- Permanent / Full Time
- 150000 - 240000 USD / Yearly
- We are looking for an Associate Attorney to join a commercial litigation practice in Burlingame, California. This opportunity is well suited for a lawyer who thrives in a fast-paced setting, brings strong judgment to complex disputes, and is eager to take on meaningful case responsibility. The role offers exposure to high-impact matters, close collaboration with accomplished trial lawyers, and the chance to contribute across multiple stages of litigation.<br><br>Responsibilities:<br>• Manage commercial litigation matters through all phases, from early case assessment and pleadings to discovery, motion practice, trial preparation, and appeal support.<br>• Draft persuasive legal documents, including motions, briefs, memoranda, and other filings requiring strong written advocacy and analytical precision.<br>• Conduct and defend depositions, prepare witnesses, and participate in court appearances with increasing independence and strategic judgment.<br>• Oversee complex discovery efforts by developing case strategies, reviewing records, coordinating document production, and working through procedural disputes.<br>• Collaborate with partners, associates, and support staff to build case theories, evaluate evidence, and advance litigation objectives effectively.<br>• Assume substantive responsibility on significant matters, including opportunities to serve in first- or second-chair capacities where appropriate.<br>• Partner with experts, investigators, and other external resources to strengthen factual development and support litigation strategy.<br>• Contribute to a team-oriented legal environment focused on sophisticated advocacy and representation in impactful disputes.
- 2026-10-22T00:00:00Z
- San Jose, CA
- remote
- Temporary / Contract
- 75 - 100 USD / Hourly
- <p>Midsize litigation firm is seeking an Associate Attorney to support its busy defense litigation practice. This role offers the opportunity to work on a full lifecycle caseload, from initial case assessment through resolution, in a collaborative and fast-paced environment. This position can be remote or on-site, depending on your work preferences and location. The ideal candidate will have an active CA Bar license and at least 2-3+ years of CA-based civil litigation experience. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and support all phases of defense litigation matters from inception through trial preparation, settlement, and resolution. </li><li>Draft, review, and file pleadings, motions, discovery requests and responses, and other litigation-related documents.</li><li>Conduct legal research and prepare memoranda on case strategy, liability, damages, and procedural issues. </li><li>Handle discovery, including document review, analysis, and coordination of eDiscovery materials.</li><li>Assist with trial preparation, including witness preparation, exhibit organization, and pretrial filings. </li><li>Communicate regularly with clients, opposing counsel, experts, and internal team members regarding case status and strategy. </li><li>Maintain case files and ensure compliance with court deadlines and procedural requirements. </li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 13000 - 200000 USD / Yearly
- We are looking for a motivated Associate Attorney to join a growing legal team in San Ramon, California. This position offers the opportunity to handle a broad range of litigation matters, contribute to case strategy, and work closely with clients and colleagues across multiple areas of practice. The ideal candidate brings strong advocacy, writing, and analytical abilities, along with the judgment needed to move matters forward effectively from early assessment through resolution.<br><br>Responsibilities:<br>• Oversee litigation matters from initial case evaluation through settlement, trial, or other final disposition.<br>• Prepare persuasive legal documents, including complaints, motions, briefs, and related court submissions.<br>• Perform thorough legal research and translate findings into practical case strategies and recommendations.<br>• Lead discovery efforts by drafting written discovery, reviewing responses, and taking or defending depositions.<br>• Ready clients and witnesses for key proceedings such as hearings, mediations, arbitrations, and trial appearances.<br>• Represent clients in court proceedings, case management conferences, and settlement discussions.<br>• Assess exposure, examine claims and defenses, and advise clients on risk and potential outcomes.<br>• Partner with attorneys in different practice areas to support litigation goals across commercial, insurance, real estate, employment, contract, partnership, and general civil disputes.
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 165000 USD / Yearly
- <p>We are looking for an Associate Attorney to join our litigation team focusing on class action, data privacy, securities, and antitrust. This opportunity is well suited for a motivated legal team member who thrives in a fast-paced practice and brings hands-on experience supporting or leading civil litigation matters. The role offers meaningful involvement across all phases of case development, from early pleadings through discovery, negotiation, and courtroom appearances. We value candidates who pair strong legal analysis and writing ability with initiative, sound judgment, and a forward-thinking approach to building client relationships and identifying new matters.</p><p><br></p><p>Responsibilities:</p><p>• Prepare pleadings, dispositive motions, and other case filings with careful attention to strategy, accuracy, and deadlines.</p><p>• Perform detailed legal research and translate findings into persuasive written work product and practical case recommendations.</p><p>• Manage written discovery by drafting requests, evaluating responses, and helping shape overall discovery strategy.</p><p>• Take part in depositions by preparing witnesses, examining parties or third parties, and defending testimony as needed.</p><p>• Represent the firm in mediations, hearings, and other litigation proceedings while supporting case strategy and client advocacy.</p><p>• Collaborate on civil and complex litigation matters, contributing to case assessment, factual development, and litigation planning.</p><p>• Identify and evaluate potential case opportunities through strategic networking, market awareness, and creative issue spotting.</p><p>• Support business development efforts by cultivating referral sources and helping generate strong leads for future client engagements.</p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</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
- 130000 - 170000 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>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 145000 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</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
- 115000 - 130000 USD / Yearly
- <p><strong>Are you in Audit and thinking about making the move in-house?</strong></p><p>If you’re auditing <strong>VC, PE, or alternative investment clients</strong> and considering your next move before busy season hits, let’s talk. This could be a great opportunity to take your experience in-house, gain broader business exposure, and join a team that is forward-thinking about AI and automation.</p><p> </p><p><strong>About the Opportunity</strong></p><p>A leading early-stage venture capital firm is seeking a <strong>Fund Accountant</strong> to join its finance and operations team. Reporting to the Controller, this role will support accounting, reporting, and fund operations across multiple venture funds and related entities. This is a chance to gain broad exposure to <strong>fund accounting, investor reporting, audits, tax, and fund operations.</strong> This is a great opportunity for someone looking to build on their accounting experience and deepen their exposure to the venture capital space while working on a small, collaborative team.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support accounting and reporting for multiple venture funds</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Prepare reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Assist with investor reporting, audits, tax processes, and K-1s</li><li>Support management company and GP accounting, including month-end close</li><li>Partner with external fund administrators, auditors, and tax providers</li><li>Contribute to process improvements and special projects as the firm grows</li></ul><p> </p>
- 2026-10-23T00:00:00Z
- 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>Finance Associate | Venture Capital Firm | San Francisco; Hybrid (3 days onsite) | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>leading venture capital </strong>firm investing in innovative companies across AI, automation, and other transformative sectors. The firm offers a collaborative, entrepreneurial culture and the opportunity to work closely with both finance and investment teams.</p><p><br></p><p>This is a <strong>high-visibility role on a lean finance team</strong>, providing exposure to <strong>fund accounting, valuations, investor reporting, transactions, and fund operations</strong>. Ideal for someone who enjoys <strong>AI, automation, process improvement, and taking ownership</strong> in a fast-growing platform. Competitive compensation, bonus potential, carry participation, schedule flexibility, and strong long-term growth opportunities.</p><p><br></p><p>Responsibilities</p><ul><li>Manage monthly and quarterly close processes across funds and SPVs</li><li>Prepare NAV calculations, capital account activity, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting and investor communications</li><li>Assist with <strong>valuations, portfolio analysis, and performance reporting</strong></li><li>Support investment transactions and cash movement activity</li><li>Maintain fund and operational reporting trackers</li><li>Drive <strong>process improvements, systems enhancements, and automation initiatives</strong></li><li>Identify opportunities to leverage <strong>AI across finance operations</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
- 100000 - 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></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
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 120000 - 160000 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>Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite)</strong></p><p> </p><p>Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice.</p><p> </p><p>This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</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 - 130000 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><br></p><p>Robert Half Financial Services is partnering with a <strong>high-growth investment firm focused on venture and growth secondaries</strong>. The firm is continuing to expand its investment platform. This is an exciting opportunity for a finance professional who wants exposure to a sophisticated private markets environment and the opportunity to work closely with a lean, highly experienced team.</p><p> </p><p><strong>The Role</strong></p><ul><li>Support the financial and accounting activities of the firm's investment funds.</li><li>Partner with Fund Administration and internal Finance/Operations teams on fund reporting and accounting processes.</li><li>Assist with fund reconciliations, cash activity, capital calls, distributions, and investment-related transactions.</li><li>Support financial analysis, reporting, and ad hoc projects across the fund platform.</li><li>Help ensure the accuracy and integrity of financial data and reporting.</li><li>Work closely with internal stakeholders and external service providers in a fast-paced, collaborative environment.</li></ul>
- 2026-11-12T00:00:00Z
- 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
- 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