31 results for Financial Advisorplanner in San Francisco Bay Area Ca
Associate Financial Advisor/Planner, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Associate Financial Advisor/Planner</p><p>Location: San Francisco; Hybrid (3 days in)</p><p>Salary: $90-115k + Bonus (10-20%, depending on firm performance)</p><p> </p><p>About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team.</p><p> </p><p>Key Responsibilities:</p><ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul><p><br></p>Senior Advisor Associate - Financial Planning, CFP<p><strong><u>**Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration**</u></strong></p><p><br></p><p>Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 employees operating from multiple offices.</p><p><br></p><p>As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist in client meeting preparation, note-taking, and follow-up actions.</li><li>Gather and input data into clients' financial plans.</li><li>Prepare recommendations, analyses, and reports for clients.</li><li>Conduct research on financial topics.</li><li>Collaborate with the Advisory Team to develop strategies and improve processes.</li><li>Contribute to presentation development and content creation.</li><li>Engage in continuing education and mentorship.</li></ul><p><br></p>Financial Advisor<p>Please <strong>contact <u>Michelle Espejo via LinkedIn or Email</u> </strong>for fastest consideration for this opportunity.</p><p><br></p><p>Join our client, an independent RIA in the vibrant Bay Area as a financial advisor. They craft innovative investment strategies for a diverse clientele, from institutions to entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders. <strong>HYBRID </strong>work schedule. </p><p>Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success.</p><p><br></p><p><strong>Some Responsibilities of a Financial Advisor:</strong></p><ul><li>Offer financial planning and investment advice to clients.</li><li>Develop tailored investment strategies and offer financial guidance.</li><li>Manage assigned clients, ensuring top-notch service and ongoing support.</li><li>Engage in direct, daily interactions with clients and team.</li><li>Thrive in a team-based environment, catering to sophisticated clients.</li></ul>Lead Advisor - Holistic Financial Planning Firm<p>Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of our team that focuses on maintaining strong client relations and handling client requests efficiently.</p><p><br></p><p>Responsibilities:</p><p>· Serves as a Personal CFO for both existing and new clients, leading the client relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals.</p><p>· Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning.</p><p>· Articulates our unique value proposition to potential clients, positioning us as their trusted financial advisor.</p><p>· Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement, while considering the broader strategic implications of their financial situation. Conducts research on investments, tax strategies, estate planning, and relevant regulations.</p><p>· Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning, while educating clients on financial concepts and strategies to empower them to make well-informed decisions.</p><p><br></p><p>For immediate consideration please reach out to Jeff Abrams via LinkedIn</p>Financial Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Milbrae, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p> </p><p><br></p>Associate Financial Planner<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Wealth Advisor<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Wealth Advisor, CFP</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Millbrae; Hybrid</p><p><strong>Salary:</strong> $150-170k + Bonus</p><p> </p><p>A wealth management firm specializing in financial planning and investment advisory services for global law firms is seeking a Wealth Advisor to join their team in San Francisco. This role involves working with high-net-worth (HNW) clients.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Collaborate with team members to develop holistic financial strategies, addressing key areas such as cash flow management, goal setting, retirement strategies, tax efficiency, risk mitigation, and insurance analysis.</li><li>Analyze financial scenarios to identify opportunities and provide strategic recommendations.</li><li>Deliver engaging, interactive financial presentations during client meetings.</li><li>Prepare for and participate in quarterly client reviews, offering valuable financial insights.</li><li>Manage the onboarding process for new client accounts, ensuring a seamless experience.</li><li>Liaise with custodians to resolve service-related issues efficiently.</li><li>Contribute to business growth initiatives and client acquisition efforts.</li></ul><p> </p>Tax Planning and Advisory - Family Office / Private Equity<p>For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams</p><p><br></p><p>A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. </p><p><br></p><p>This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p><br></p><p><strong>Tax Planning </strong></p><ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul><p><strong>Risk Management </strong></p><ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul><p><strong>Estate Planning </strong></p><ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul><p><strong>Philanthropy </strong></p><ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul><p><strong>Legal and Compliance</strong> </p><ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul><p><strong>Financial Administration</strong> </p><ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul><p><br></p>Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p><br></p>Wealth Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Peninsula, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p> </p><p><br></p>Senior Financial Analyst<p>We are offering a long-term contract employment opportunity for a Senior Financial Analyst for a large healthcare provider in Menlo Park, California, to play a pivotal role in shaping our financial decision-making processes through advanced modeling and automation solutions. The Senior Financial Analyst Consultant will lead the development of sophisticated financial models from scratch in Tableau and spearhead efforts to automate and optimize the budgeting process. This role requires a strategic thinker with hands-on expertise in financial planning, advanced data visualization, and process improvement within the healthcare sector.</p><p><br></p><p>Responsibilities:</p><p>• Construct and implement comprehensive financial models in Tableau to aid in forecasting, budget planning, and informed decision-making processes.</p><p>• Work closely with different functional teams to comprehend their financial reporting requirements and create effective dashboards and analytics.</p><p>• Spearhead the enhancement and automation of budgeting procedures to decrease manual work and increase precision.</p><p>• Examine intricate financial data in order to pinpoint trends, potential risks, and opportunities to boost performance.</p><p>• Prepare and present detailed presentations to high-level leadership, converting complex financial analyses into practical recommendations.</p><p>• Create and record best practices for financial modeling, reporting, and process automation.</p><p>• Offer continuous support and training to internal teams regarding the usage of financial tools and Tableau models.</p>Financial Analyst<p>We are offering an exciting opportunity for an Financial Analyst in the venture capital industry,<strong> located remotely on a PART-TIME basis.</strong> If you are looking to work 20 hours a week with a fairly flexible schedule, this job is for you! The successful candidate will be fundamental in supporting our team by conducting financial data analysis, forecasting, and reporting to contribute to risk mitigation and effective decision-making processes.</p><p><br></p><p>Responsibilities:</p><p>• Contribute to the maintenance of accurate and up-to-date investment schedules for various entities.</p><p>• Manage and maintain the finance folder within the client’s systems in a precise and agreed-upon manner.</p><p>• Collaborate with third-party accounting teams to support quarterly valuations of funds, ensuring accuracy and reasonableness.</p><p>• Maintain precise and accessible audit documentation for the CFO and external accounting teams within an agreed-upon timeline.</p><p>• Ensure the Venture Capital database is accurate and current, including precise investor and stakeholder data.</p><p>• Update and validate key performance indicators (KPIs) for venture capital investments.</p><p>• Assist in the analysis of financial statements, projections, and valuation methodologies, and contribute to the creation of financial models.</p><p>• Work together with other external vendors to update financial information.</p><p>• Conduct comprehensive industry and technology analyses to identify trends and investment opportunities to support sound financial decision-making.</p><p>• Support the maintenance of positive and transparent relationships with fund investors, other venture capital partners, and industry experts by providing regular reporting and addressing standard inquiries from investors.</p>Financial CoordinatorWe are offering a permanent employment opportunity for a Financial Coordinator in Palo Alto, California. In this role, you will be an integral part of our team, ensuring that our patients have maximum coverage and hospital reimbursement. You will be the point of contact between our organization and third-party payors, ensuring efficient and accurate financial operations.<br><br>Responsibilities<br>• Act as a liaison between Patient Financial Services, hospital, third party payors, and contracting to ensure seamless financial operations.<br>• Assist with tracking and documenting admission authorizations for transplant patients undergoing evaluations, hospitalizations, and outpatient procedures.<br>• Ensure availability and documentation of insurance coverage for aftercare.<br>• Initiate registration in relevant systems as necessary and maintain patient financial records.<br>• Meet with prospective patients and their families to clarify insurance benefits, assist with application processes, and help obtain other coverage.<br>• Attend weekly financial clearance meetings with the transplant program team.<br>• Develop and maintain detail oriented relationships with insurance carriers and review managers to expedite authorizations.<br>• Adhere to policies and procedures related to financial clearance issues set forth by the senior transplant financial coordinator and director of the program.<br>• Contribute to the development, implementation, and evaluation of departmental operations improvement.<br>• Maintain filing systems for Transplant financial charts.Sr. Tax Advisor<p>Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities.</p><p><br></p><p>Key Responsibilities:</p><p>Tax Preparation and Planning</p><ul><li>Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities.</li><li>Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting.</li><li>Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution.</li><li>Review and address tax notices and audit responses from federal and state authorities.</li><li>Amend tax returns as necessary.</li><li>Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies).</li><li>Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals.</li></ul><p>If interested in this role, please reach out to Ren Friedman via LinkedIn</p>Tax Sr. - Corporate<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR CORPORATE TAX ACCOUNTANT</strong></p><p><strong>115K-130K+BONUS+AMAZING BENEFITS</strong></p><p><br></p><p>Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits.</p><p><br></p><p><u>About the Position</u></p><p>Senior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.</p><p><u>Responsibilities</u></p><p>-Proactively works with the tax advisor and team to prepare tax planning and strategy.</p><p>-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.</p><p>-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.</p><p>-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.</p><p>-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.</p><p>-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.</p><p>-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.</p><p>-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.</p><p><br></p>Financial Analyst<p>We are offering a contract to permanent employment opportunity for a Financial Analyst to join our team in Dublin, California. As a Financial Analyst, you'll be integral to our operations, working closely with various internal departments to plan, manage, and report budgets. You'll also provide valuable insights through reporting and analytics to support decision-making initiatives.</p><p><br></p><p>This is a REMOTE position.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Collaborate with business leaders to ensure business units meet their targets, providing essential support to the teams</p><p>• Work with the Data Analytics team to utilize sales forecasting tools, aiding Real Estate Directors with comprehensive market planning</p><p>• Manage Quarterly Asset Reviews with Field Organization, including Real Estate, Maintenance, and Construction, establishing an effective method for these reviews</p><p>• Oversee the standards of the Real Estate Committee and the deliverables of the Real Estate Analyst</p><p>• Develop and maintain processes, metrics, and reporting to drive decision-making and support the business</p><p>• Ensure the accuracy of financial data by assisting the Accounting department during month and quarter end closes</p><p>• Support the annual planning process and periodic projection updates for the Business unit</p><p>• Redesign Capital P& L models in partnership with the FP& A team and oversee their use in real estate deal package submissions</p><p><br></p>Controller<p>We are offering a long term contract employment opportunity for a Controller in Menlo Park, California. In this role, you will be vital in managing all accounting and financial reporting operations, ensuring compliance and promoting efficiency. The role requires deep knowledge of SaaS finance and ASC 606, along with the ability to drive financial strategies, manage audits, and implement best practices to enhance our financial operations. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the creation of financial statements, including profit and loss, balance sheets, and cash flow statements, ensuring their accuracy and timely delivery.</p><p>• Ensure adherence to GAAP including ASC 606.</p><p>• Manage the financial close processes on a monthly, quarterly, and annual basis, including reconciliations and variance analysis.</p><p>• Provide financial insights and recommendations to leadership, supporting FP& A processes.</p><p>• Collaborate with the CFO and executive team to refine financial strategies and enhance business performance.</p><p>• Manage financial planning for SaaS metrics including ARR, MRR and LTV.</p><p>• Oversee tax filings, audits, and regulatory compliance, coordinating with external auditors and tax advisors.</p><p>• Maintain compliance with federal, state, and local tax regulations, including international tax compliance if applicable.</p>Trading Operations Associate - Wealth Management Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a <strong>$1 billion AUM wealth management firm</strong> in the East Bay, dedicated to providing <strong>comprehensive financial planning and investment management services</strong> to high-net-worth clients. They foster <strong>career growth, value teamwork, and offer highly competitive benefits</strong> to their employees.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and maintain spreadsheets tracking client portfolios</li><li>Generate portfolio analysis and performance reports</li><li>Rebalance client portfolios to align with target allocations</li><li>Execute trades with accuracy and efficiency</li><li>Prepare and conduct block trades</li><li>Perform account and position audits</li><li>Process money movement transactions for clients</li><li>Prepare and review client portfolio reports</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Sr. Financial AnalystWe are in search of a Sr. Financial Analyst to join our team in the non-profit sector, based in Menlo Park, California. As a Sr. Financial Analyst, your focus will be on managing accounting functions, auditing, and capital management, along with utilizing various business systems, including CRM and Confluence. This role offers a long-term contract employment opportunity. <br><br>Responsibilities:<br>• Utilize data mining techniques for effective financial planning and decision making<br>• Manage and perform various accounting functions to ensure financial accuracy<br>• Use CRM and Confluence for efficient business system management<br>• Conduct regular auditing to maintain financial integrity<br>• Implement budget processes for optimal capital management<br>• Generate reports using Crystal Reports for financial analysis and forecasting<br>• Monitor and manage customer credit records accurately<br>• Process customer credit applications with precision and efficiency<br>• Resolve customer inquiries and ensure customer satisfaction<br>• Keep track of customer accounts and take necessary actions when required.CFO<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>Financial Data Analyst<p>Our client is looking fo a term contract employment opportunity for a Financial Data Analyst in Oakland, California, within the Healthcare/industry. In this role, you will be tasked with data collection and reconciliation, bid support, pricing, and presenting findings to support business strategies. </p><p><br></p><p>Responsibilities:</p><p>• Collect and reconcile data to support business strategy and performance</p><p>• Provide statistical, analytical, and technical expertise in the rate-setting process</p><p>• Coordinate statistical and utilization information from various departments</p><p>• Make recommendations and implement changes to data collection systems for improved financial, statistical, and utilization data</p><p>• Research areas of concern that influence the fiscal well-being and recommend action if necessary</p><p>• Participate in the monthly and quarterly business reviews, including preparation of management reports for discussion and distribution</p><p>• Monitor and critically review data submitted by others for timeliness, clarity of presentation, conciseness, validity, and accuracy</p><p>• Prepare graphs, charts, and other statistical representations demonstrating high proficiency in the use of Excel</p><p>• Review data to identify patterns, trends, etc., and draw inferences for quality and process improvement projects</p><p>• Design models and analyses to solve novel questions and inform strategic decision making</p><p>• Support audits with federal, state, and external CPA auditorsOur </p>Sr. Revenue Analyst<p>We are offering a contract opportunity for an Sr. Revenue Analyst. The position is based in California.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>· Analyze and forecast revenue trends, providing actionable insights to drive financial performance and support strategic decision-making.</p><p>· Collaborates with sales and development teams to create accurate revenue projections based on software sales, subscriptions, or service contracts. </p><p>· Collaborate with sales, finance, and operations teams to ensure accurate tracking and reporting of revenue, including subscription and recurring revenue models.</p><p>· Develop and maintain financial models and dashboards to monitor revenue streams and key metrics for a software-as-a-service (SaaS) environment.</p><p>· Conduct variance analysis and identify drivers impacting revenue performance, presenting findings to senior leadership.</p><p>· Ensure adherence to accounting standards and regulatory requirements for revenue recognition (e.g., ASC 606).</p><p>· Partner with cross-functional teams to optimize pricing strategies, contract structures, and billing processes, aiming to enhance profitability and growth.</p><p>· Support the annual budgeting process, quarterly forecasting, and long-range planning to align revenue targets with corporate objectives.</p><p>Drive process improvements and automation in revenue-related systems and workflows, leveraging data tools and best practices to increase efficiency</p><p><br></p><p><br></p>Controller<p>We are seeking a Controller to join our East Bay team. This role is crucial for managing and overseeing all aspects of our financial operations, from accounts payable and receivable to cash management and regulatory compliance. As Controller, you will also have the opportunity to work with various software platforms such as Sage Intacct, Buildops, and Jonas, which are central to our operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the management of accounts payable and receivable using Sage Intacct, Buildops, and Jonas software.</p><p>• Act as the primary contact for cash management, applications, and reconciliations.</p><p>• Establish and enforce robust financial policies, procedures, and internal controls to ensure regulatory compliance and protect company assets.</p><p>• Produce precise and timely financial reports, including income statements, balance sheets, cash flow statements, and variance analyses, using specialized accounting software.</p><p>• Analyze financial performance against budgeted targets and provide insights and recommendations to enhance efficiency and profitability.</p><p>• Work closely with department heads to facilitate the annual budgeting process, revenue forecasting, expense allocation, and capital expenditure planning.</p><p>• Coordinate financial audits and assessments, engaging with external auditors, tax advisors, and regulatory agencies as necessary.</p><p>• Maintain comprehensive and current accounting records, documentation, and supporting schedules using the designated software platforms.</p><p>• Lead and mentor the accounting team, including the Accounts Receivable Department, the Accounts Payable Department, and the Payroll Department, ensuring effective communication, teamwork, and detail-oriented development.</p><p>• Prepare and analyze Work in Progress (WIP) reports to monitor project costs, revenue recognition, and project completion status, providing insights into project profitability and resource allocation.</p><p>• Offer financial guidance and support to department managers and project teams, assisting in decision-making and resource allocation.</p><p>• Stay informed about changes in accounting standards, industry best practices, and regulatory requirements, ensuring compliance and adherence to accounting principles.</p><p>• Promote a culture of transparency, integrity, and accountability within the accounting department and across the organization.</p><p>• Ensure the accuracy of annual financial statements.</p><p>• Collaborate with CPA to ensure all tax preparation is complete.</p><p>• Verify the correctness and accuracy of Sales Tax filings.</p><p>• Act as the 401k plan administrator.</p>Operations Associate, Finance<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Operations Associate, Finance</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> Palo Alto, CA; Hybrid (2 days in office)</p><p><strong>Comp: </strong>$75-100k (DOE)</p><p> </p><p>A Venture Capital Firm specializing in early-state and growth state investments is looking for an Operations Associate to join their Finance team. This is a great opportunity to be exposed to venture capital and work with entrepreneurs! If you are someone who like to roll up their sleeves and get it done, apply today!</p><p> </p><p>Job Duties:</p><ul><li>Support Family Office and Venture Capital Firm in preparing of documentation and delivery of invoices to clients.</li><li>Prepare and submit documentation for quarterly reviews.</li><li>Communicate and liaise with other teams as needed.</li><li>Assist with weekly timesheets for employees.</li><li>Manage Beneficial Ownership Reporting and oversee stock communications with brokerages.</li><li>Administer internal trading policy updates and maintain trading window calendars.</li><li>Ensure compliance with AML program requirements.</li></ul><p><br></p>Finance Associate (Tax) - Early Stage VC Firm!<p><strong>Job Posting: Finance Associate (Tax)</strong></p><p><strong>Employment Type: Full-Time</strong></p><p><strong>Location: San Francisco; 2 days a week onsite </strong></p><p><strong>Salary: $100-$140k (DOE)</strong></p><p> </p><p>Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, and other fund operation processes. </li><li>Assist with fund tax and reviewing K-1 tax returns.</li></ul><p><br></p>