<p>We are looking for an experienced Senior Financial Analyst to join our team in Larkspur, California. This role will focus on supporting Commercial Finance functions, including Sales and Marketing, by delivering insights that drive profitable growth. If you are passionate about financial analysis, eager to learn, and thrive in a collaborative environment, this is a great opportunity to advance your career while contributing to a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Sales, Marketing, and other teams to provide actionable insights that support profitable business growth.</p><p>• Prepare monthly variance analyses for key metrics such as Sales, Trade Spend, and Gross Margin, identifying trends and opportunities.</p><p>• Evaluate performance drivers and recommend corrective actions to ensure financial targets are met.</p><p>• Lead or assist in Trade Effectiveness Reviews to enhance promotional spending efficiency and adherence to processes.</p><p>• Manage Net Sales planning and forecasting models, contributing to annual plans and ongoing forecast updates.</p><p>• Oversee the Marketing Budget process, tracking expenditures and assessing investment effectiveness.</p><p>• Participate in efforts to improve tools, processes, and reporting systems to streamline data flows and modernize operations.</p><p>• Provide ad hoc financial analysis and support strategic planning initiatives alongside the Director of Commercial Finance.</p><p>• Contribute to cross-functional projects aimed at refining business strategies and achieving organizational goals.</p>
<p>We are looking for a Senior Financial Analyst to join our team in Emeryville, California. In this role, you will play a vital part in analyzing financial data, creating detailed models, and providing actionable insights to support decision-making. The ideal candidate will bring expertise in financial analysis and modeling, coupled with a strong ability to interpret complex data and drive strategic recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and improve driver-based expense planning models; integrate into operating practices across Sales, Operations, Marketing, Finance, and Accounting.</li><li>Collaborate with business leaders to translate operational activities into financial forecasts and actionable insights.</li><li>Develop, monitor, and update annual budgets and forecasts throughout planning cycles.</li><li>Analyze and communicate cost variances during monthly reporting and support expense close processes (accruals, reclasses).</li><li>Prepare recurring financial reports using advanced modeling and analytics; maintain Workday Adaptive for efficiency.</li><li>Collect and present financial data for board reporting.</li><li>Advise cost center owners on expense coding for invoices, Concur, and journal entries.</li><li>Drive best practices and process improvements to enhance accuracy and productivity.</li><li>Build strong cross-functional relationships and handle ad hoc tasks as needed.</li></ul><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about this opportunity!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is perfect for a detail‑driven, analytical professional with strong expertise in valuation, fund operations, and venture capital financial reporting. You will be central to the quarterly fair‑value process, fund accounting support, audit preparation, and investor reporting for a diverse and growing VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Valuations (Quarterly ASC 820 Compliance)</strong></p><ul><li>Prepare and document quarterly valuation analyses using established venture capital valuation methodologies.</li><li>Assess and validate key assumptions using company‑specific, legal, and market‑based inputs.</li><li>Present valuation findings, support, and methodologies to auditors, valuation committees, and firm partners.</li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support the quarterly close process, including review of financial statements and partner capital statements.</li><li>Assist with the preparation of quarterly and annual audited financials.</li><li>Review capital call and distribution allocations for accuracy and compliance.</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate financial and valuation reporting.</li><li>Maintain and improve valuation models for Level 3 investments.</li><li>Collaborate with portfolio company management teams to gather financial and qualitative inputs.</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal.</li><li>Assist with capital call and distribution processes and broader operational workflows.</li><li>Contribute to materials for annual meetings and advisory committee sessions.</li><li>Partner with Compliance leadership on documentation, DDQs, controls, and SEC audit readiness.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><br></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is ideal for a detail‑oriented, analytical professional with a deep understanding of valuation, fund operations, and venture capital financial reporting. You’ll play a critical role in quarterly fair value processes, fund accounting support, audit preparation, and investor reporting across a dynamic VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Valuations (Quarterly 820 Compliance)</strong></p><ul><li>Prepare and document <strong>quarterly valuation analyses</strong> using established VC valuation methodologies</li><li>Identify and evaluate <strong>key assumptions</strong>, incorporating company, legal, and market inputs</li><li>Present valuation findings and methodologies to <strong>auditors, valuation committees, and firm Partners</strong></li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support quarterly close, including review of financial statements and partner statements</li><li>Assist in preparing <strong>quarterly and annual audited financials</strong></li><li>Review capital call and distribution allocations for accuracy and compliance</li><li>Manage cash processes, including reconciliation review and <strong>capital call planning</strong></li><li>Mentor and support fund accountants</li><li>Prepare audit documentation and respond to <strong>LP inquiries</strong></li><li>Participate in ad hoc projects throughout quarterly and annual cycles</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate reporting</li><li>Maintain and enhance valuation models for <strong>Level 3 investments</strong></li><li>Engage with portfolio company management to gather financial and qualitative inputs</li><li>Review NAV packages and support quarterly financial statement preparation for <strong>funds and SPVs</strong></li><li>Assist with audits, including drafting financial statement notes</li><li>Calculate and manage <strong>capital calls, distributions, waterfalls, and carried interest</strong></li><li>Assist with tax return preparation and supporting schedules for funds and SPVs</li><li>Support investor due diligence and develop performance analyses as needed</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal</li><li>Assist with capital call/distribution processes and operational workflows</li><li>Contribute to preparation for annual meetings and advisory committee meetings</li><li>Partner with Compliance leadership on documentation, DDQs, process controls, and <strong>SEC audit support</strong></li></ul>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting team is partnering with a venture capital firm</strong> to identify a Senior Valuation Analyst to join their growing team.</p><p> </p><p><strong>About the Company</strong></p><p>Our client is a venture capital firm investing in high-potential companies across enterprise software, fintech, and other innovative sectors. The firm operates with a lean, entrepreneurial mindset and a highly collaborative culture. The team values strategic thinking, flexibility, and a long-term perspective focused on building durable, sustainable businesses.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly fair value analyses for portfolio companies, applying standard VC valuation approaches and documenting key assumptions and market factors.</li><li>Present valuation conclusions and methodology clearly to auditors, internal committees, and firm leadership.</li><li>Support quarterly and annual close activities, including review and preparation of financial statements and partner reporting.</li><li>Oversee capital activity by reviewing capital calls, distributions, cash forecasting, and reconciliations for accuracy.</li><li>Assist with audits by preparing support schedules, responding to auditor requests, and managing related follow-ups.</li><li>Provide guidance and development support to fund accounting staff and respond to LP questions as needed.</li></ul><p><br></p>
We are looking for a highly skilled Financial Business Analyst to join our team on a long-term contract basis in Menlo Park, California. In this role, you will collaborate closely with finance and business stakeholders to optimize financial systems and processes, ensuring accurate and timely reporting. You will serve as a strategic partner, leveraging your expertise in Oracle Cloud and other financial systems to drive meaningful improvements across key financial functions.<br><br>Responsibilities:<br>• Act as a subject matter expert for Oracle Cloud and other financial systems, providing guidance and support for business processes.<br>• Analyze existing financial systems and operational procedures to identify areas for improvement and streamline processes.<br>• Collaborate with finance and business stakeholders to gather requirements, propose enhancements, and resolve system-related issues.<br>• Draft comprehensive business requirements documents, create user acceptance testing plans, and develop training materials for system transformations.<br>• Partner with cross-functional teams, including IT, to design and implement effective business solutions.<br>• Monitor project progress, provide status updates, and address risks and challenges to ensure successful execution.<br>• Utilize knowledge of finance, accounting, and tax processes to deliver solutions that align with business goals.<br>• Lead requirements gathering sessions and support the testing and implementation of new systems or enhancements.<br>• Build and maintain strong relationships with process owners and stakeholders to facilitate collaborative decision-making.<br>• Maintain a strategic and tactical approach to address critical business needs while achieving operational excellence.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Due Diligence, M& A Associate | San Francisco | Hybrid | Up to $130k base + Bonus</strong></p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p>The Senior Financial Analyst with automation expertise is responsible for advanced financial analysis, forecasting, and reporting while leveraging automation tools to streamline and enhance processes. This role will identify opportunities for efficiencies, lead automation initiatives, and support strategic decision-making with accurate, timely financial insights. The ideal candidate combines strong analytical abilities with hands-on experience implementing automation solutions within finance operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial reports, forecasts, and budgets to support business objectives.</li><li>Drive automation of financial reporting, data collection, and analytical processes using relevant platforms and technologies.</li><li>Develop and maintain dashboards and automated models for monitoring key performance indicators.</li><li>Identify and implement process improvements to enhance efficiency, accuracy, and productivity within the finance organization.</li><li>Collaborate cross-functionally to gather and synthesize data, supporting both routine and ad hoc reporting needs.</li><li>Participate in or lead automation-focused projects within finance, working closely with IT and business stakeholders.</li><li>Ensure compliance with internal policies and external regulations in reporting and analysis activities.</li><li>Present complex financial findings to executive leadership in a clear, actionable manner.</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits</strong></p><p> </p><p>Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations</li><li>Support portfolio analysis, reporting, and valuation work</li><li>Manage quarterly financials, cap tables, insurance details, and other key data</li><li>Assist with recurring valuations and portfolio tracking</li><li>Prepare materials for strategy discussions, performance reviews, and board meetings</li><li>Support fundraising initiatives, including RFP responses and dataroom management</li><li>Maintain and analyze portfolio company data for reporting and marketing</li><li>Draft content for newsletters, website, and events</li><li>Track investment pipeline and help coordinate deal closings</li><li>Identify opportunities to streamline processes and improve efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits</strong></p><p> </p><p>Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations</li><li>Support portfolio analysis, reporting, and valuation work</li><li>Manage quarterly financials, cap tables, insurance details, and other key data</li><li>Assist with recurring valuations and portfolio tracking</li><li>Prepare materials for strategy discussions, performance reviews, and board meetings</li><li>Support fundraising initiatives, including RFP responses and dataroom management</li><li>Maintain and analyze portfolio company data for reporting and marketing</li><li>Draft content for newsletters, website, and events</li><li>Track investment pipeline and help coordinate deal closings</li><li>Identify opportunities to streamline processes and improve efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Portfolio Operations Analyst – Growth Equity Team</strong></p><p><strong>Menlo Park, CA | Hybrid (On-site Monday–Wednesday)</strong></p><p><strong>$120,000 Base + Bonus + Profit Share + Equity Unit Program + 22 Days PTO</strong></p><p><strong>Jennifer Fukumae</strong> is partnering with a leading global private markets investment firm to identify a Portfolio Operations Analyst for its Growth Equity team. This is a highly visible role supporting investment operations, portfolio analytics, fundraising, and internal processes for a well-established firm with a long track record of innovation and strong employee ownership culture.</p><p><strong>About the Opportunity</strong></p><p>The Analyst will serve as an essential member of the Growth team, managing a broad range of operational, analytical, and strategic responsibilities. This role is central to maintaining high-quality portfolio reporting, supporting marketing and fundraising initiatives, and coordinating investment activity. The position also provides extensive interaction with multiple internal groups, including Accounting, Investor Relations, Marketing, and Private Equity Operations.</p><p>This opportunity is well-suited for an individual who excels in fast-paced environments, is highly detail-oriented, and enjoys combining financial analysis with communication and project execution.</p><p> </p><p><strong>Core Responsibilities</strong></p><p><strong>Portfolio Analysis, Reporting & Valuation Support</strong></p><ul><li>Collect quarterly financial information from portfolio companies, including cap tables and insurance documentation</li><li>Partner with Accounting to support recurring valuation activities</li><li>Maintain portfolio dashboards, tracking systems, and reporting tools</li><li>Participate in weekly team meetings to stay current on portfolio developments</li><li>Prepare quarterly internal updates and written summaries</li><li>Develop materials for strategy discussions, performance reviews, firmwide updates, and board presentations</li></ul><p><strong>Marketing, Fundraising & Communications Support</strong></p><ul><li>Collaborate with Investor Relations and Marketing to produce materials for prospective and existing limited partners</li><li>Support RFP responses and oversee data room content throughout fundraising periods</li><li>Manage and update the database of portfolio company information; conduct analyses to support marketing and investor inquiries</li><li>Develop quarterly newsletters and additional marketing collateral to enhance brand presence and sourcing efforts</li><li>Contribute content for the firm’s website and assist in organizing CEO and venture capital events</li><li>Identify opportunities to improve templates, processes, and workflows across marketing and communications</li><li>Assist in creating value-added materials and resources for portfolio companies</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a leading global private markets investment firm to identify a Portfolio Operations Analyst for its Growth Equity team. This is a highly visible role supporting investment operations, portfolio analytics, fundraising, and internal processes for a well-established firm with a long track record of innovation and strong employee ownership culture.</p><p><strong>About the Opportunity</strong></p><p>The Analyst will serve as an essential member of the Growth team, managing a broad range of operational, analytical, and strategic responsibilities. This role is central to maintaining high-quality portfolio reporting, supporting marketing and fundraising initiatives, and coordinating investment activity. The position also provides extensive interaction with multiple internal groups, including Accounting, Investor Relations, Marketing, and Private Equity Operations.</p><p>This opportunity is well-suited for an individual who excels in fast-paced environments, is highly detail-oriented, and enjoys combining financial analysis with communication and project execution.</p><p> </p><p><strong>Core Responsibilities</strong></p><p><strong>1. Portfolio Analysis, Reporting & Valuation Support</strong></p><ul><li>Collect quarterly financial information from portfolio companies, including cap tables and insurance documentation</li><li>Partner with Accounting to support recurring valuation activities</li><li>Maintain portfolio dashboards, tracking systems, and reporting tools</li><li>Participate in weekly team meetings to stay current on portfolio developments</li><li>Prepare quarterly internal updates and written summaries</li><li>Develop materials for strategy discussions, performance reviews, firmwide updates, and board presentations</li></ul><p><strong>2. Marketing, Fundraising & Communications Support</strong></p><ul><li>Collaborate with Investor Relations and Marketing to produce materials for prospective and existing limited partners</li><li>Support RFP responses and oversee data room content throughout fundraising periods</li><li>Manage and update the database of portfolio company information; conduct analyses to support marketing and investor inquiries</li><li>Develop quarterly newsletters and additional marketing collateral to enhance brand presence and sourcing efforts</li><li>Contribute content for the firm’s website and assist in organizing CEO and venture capital events</li><li>Identify opportunities to improve templates, processes, and workflows across marketing and communications</li><li>Assist in creating value-added materials and resources for portfolio companies</li></ul><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect and explore this opportunity with you!</p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the intersection of fund operations, technology, and data analytics, ensuring systems and processes scale effectively as the organization grows. The ideal candidate combines financial expertise with strong technical skills in data management, automation, and platform implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain data pipelines and integrations across multiple systems to ensure accuracy and efficiency.</li><li>Develop dashboards and reporting frameworks to deliver actionable insights.</li><li>Drive process optimization through workflow automation in finance and operations.</li><li>Execute data migrations and platform upgrades as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable packages on a bi-weekly basis, ensuring timely approvals and accurate coding of invoices.</p><p>• Oversee lease administration processes, including reviewing agreements and maintaining compliance with terms.</p><p>• Perform annual reconciliations, analyzing financial data and resolving discrepancies from January through June.</p><p>• Prepare and deliver accurate financial reports for a portfolio of clients and properties.</p><p>• Handle large data sets, utilizing Excel to organize, analyze, and present information effectively.</p><p>• Collaborate with team members to complete project-based financial tasks after reconciliation periods.</p><p>• Apply cash and accrual accounting principles to maintain accurate financial records.</p><p>• Communicate professionally with stakeholders, addressing inquiries and providing clear financial insights.</p><p>• Support problem-solving efforts by identifying and addressing issues within financial processes.</p><p>• Ensure compliance with organizational standards and procedures in all financial activities.</p>
<p>The Revenue Operations Analyst is responsible for supporting organizational forecasting, pipeline analytics, and margin analysis to drive strategic business decisions. This role works collaboratively with cross-functional teams and utilizes CRM and ERP systems such as NetSuite, SAP, and Salesforce to collect, analyze, and report on revenue-related data. The ideal candidate brings strong analytical skills, technical proficiency across enterprise platforms, and a proactive approach to process improvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze forecasts to support strategic planning and business growth initiatives.</li><li>Conduct pipeline analytics to identify sales trends, opportunities, and risks.</li><li>Perform margin analysis and present actionable insights to management.</li><li>Gather, interpret, and report data using CRM and ERP tools (NetSuite, SAP, Salesforce).</li><li>Partner with sales, finance, and operations teams to ensure data accuracy and reporting consistency.</li><li>Develop and maintain dashboards and reporting tools to enhance transparency and decision-making.</li><li>Participate in process improvement initiatives aimed at increasing operational efficiency.</li><li>Support month-end, quarter-end, and year-end revenue close processes.</li></ul><p><br></p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </p><p><br></p><p><strong>Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p>lin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax & Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p>
<p><strong>Ready to Take the Next Step?</strong></p><p>If this role aligns with your long‑term goals, apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and explore how this opportunity can elevate your career.</p><p><br></p><p><strong><u>Accounting Manager / Senior Accounting Manager – Credit Funds</u></strong></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced Accounting Manager or Senior Accounting Manager to join our growing finance team supporting a portfolio of credit and private equity funds. In this role, you’ll oversee fund accounting, financial reporting, and compliance for complex investment structures. You’ll work closely with third‑party administrators and internal stakeholders to ensure accuracy, efficiency, and excellence across all fund operations.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage relationships with external fund administrators and review key investor reporting deliverables.</li><li>Lead the preparation and review of quarterly financials, annual audits, and regulatory filings.</li><li>Analyze and oversee complex equity and capital activity across multiple funds.</li><li>Support FP& A processes for a diverse range of credit and healthcare‑focused investment vehicles.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base salary + bonus + equity participation</li><li>Collaborative, growth‑oriented team with visibility to senior leadership</li><li>Opportunity to contribute across innovative strategies in credit and healthcare markets</li></ul>
