61 Results for P Rhf Financial Controller Jobs in San Francisco, CA

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Hedge Fund Controller

Orinda, CA
onsite
Permanent / Full Time
190000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Investment Firm | Orinda; Hybrid Join a highly regarded investment firm with a thoughtful, long-term investment approach and strong reputation in the market. This is a high-visibility, hands-on role with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests. Ideal for someone who enjoys wearing multiple hats, solving problems, and taking ownership in a sophisticated investment environment. Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Reporting Manager

Palo Alto, CA
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives. Responsibilities:• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-11-06T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-11-06T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 185000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Fund Accountant at Top PE Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 Days Onsite)Comp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benefits This role has competitive compensation including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success. Some Responsibilities:<ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Family Office Controller

San Francisco, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Family Office | San Francisco | Base + Bonus + Great Perks! A well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued. This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment. Responsibilities<ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

GP Entity Controller Global VC Firm

San Mateo, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
Interested? Connect with me on LinkedIn Mahmoud Adam, CPA and send me your resume directly! 💰 GP Entity Controller | Great Base + Bonus + Generous Profit Sharing 📍 San Francisco or Menlo Park | Hybrid 🚀 Global Venture Capital Firm | GP Economics | Carried Interest | Co-Investments 🔥 Have experience with GP accounting, carried interest, and complex partner allocations? Ready to take your career to the next level? I'm working on an exceptional opportunity with one of the world's most prominent global venture capital firms, with investments across some of the most exciting technology companies in the market. They're looking for a GP Entity Controller to oversee GP accounting, carried interest structures, partner economics, and co-investment programs across multiple investment vehicles. 💡 What You'll Do<ul><li>Oversee accounting, reporting, and administration of GP entities and carried interest structures</li><li>Manage complex carried interest allocations, waterfall calculations, and partner participation schedules</li><li>Track carry grants, vesting schedules, unallocated carry pools, ownership changes, and carry transfers</li><li>Oversee co-investment commitments, capital contributions, distributions, and individual participant allocations</li><li>Develop and maintain sophisticated financial models covering GP economics, carried interest, and co-investment programs</li><li>Perform scenario analysis around fund performance, valuation changes, liquidity events, and potential carry distributions</li><li>Partner directly with GPs and senior leadership to explain allocation methodologies and financial outcomes</li><li>Collaborate with Finance, Tax, Legal, Fund Accounting, and Operations teams</li><li>Support partner lending programs, compensation structures, ownership transitions, and new fund launches</li></ul>
2026-11-09T00:00:00Z

GP Entity Controller Global VC Firm

San Jose, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
Interested? Connect with me on LinkedIn Mahmoud Adam, CPA and send me your resume directly! 💰 GP Entity Controller | Great Base + Bonus + Generous Profit Sharing 📍 San Francisco or Menlo Park | Hybrid 🚀 Global Venture Capital Firm | GP Economics | Carried Interest | Co-Investments 🔥 Have experience with GP accounting, carried interest, and complex partner allocations? Ready to take your career to the next level? I'm working on an exceptional opportunity with one of the world's most prominent global venture capital firms, with investments across some of the most exciting technology companies in the market. They're looking for a GP Entity Controller to oversee GP accounting, carried interest structures, partner economics, and co-investment programs across multiple investment vehicles. 💡 What You'll Do<ul><li>Oversee accounting, reporting, and administration of GP entities and carried interest structures</li><li>Manage complex carried interest allocations, waterfall calculations, and partner participation schedules</li><li>Track carry grants, vesting schedules, unallocated carry pools, ownership changes, and carry transfers</li><li>Oversee co-investment commitments, capital contributions, distributions, and individual participant allocations</li><li>Develop and maintain sophisticated financial models covering GP economics, carried interest, and co-investment programs</li><li>Perform scenario analysis around fund performance, valuation changes, liquidity events, and potential carry distributions</li><li>Partner directly with GPs and senior leadership to explain allocation methodologies and financial outcomes</li><li>Collaborate with Finance, Tax, Legal, Fund Accounting, and Operations teams</li><li>Support partner lending programs, compensation structures, ownership transitions, and new fund launches</li></ul>
2026-11-09T00:00:00Z

GP Entity Controller Global VC Firm

San Francisco, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
Interested? Connect with me on LinkedIn Mahmoud Adam, CPA and send me your resume directly! 💰 GP Entity Controller | Great Base + Bonus + Generous Profit Sharing 📍 San Francisco or Menlo Park | Hybrid 🚀 Global Venture Capital Firm | GP Economics | Carried Interest | Co-Investments 🔥 Have experience with GP accounting, carried interest, and complex partner allocations? Ready to take your career to the next level? I'm working on an exceptional opportunity with one of the world's most prominent global venture capital firms, with investments across some of the most exciting technology companies in the market. They're looking for a GP Entity Controller to oversee GP accounting, carried interest structures, partner economics, and co-investment programs across multiple investment vehicles. 💡 What You'll Do<ul><li>Oversee accounting, reporting, and administration of GP entities and carried interest structures</li><li>Manage complex carried interest allocations, waterfall calculations, and partner participation schedules</li><li>Track carry grants, vesting schedules, unallocated carry pools, ownership changes, and carry transfers</li><li>Oversee co-investment commitments, capital contributions, distributions, and individual participant allocations</li><li>Develop and maintain sophisticated financial models covering GP economics, carried interest, and co-investment programs</li><li>Perform scenario analysis around fund performance, valuation changes, liquidity events, and potential carry distributions</li><li>Partner directly with GPs and senior leadership to explain allocation methodologies and financial outcomes</li><li>Collaborate with Finance, Tax, Legal, Fund Accounting, and Operations teams</li><li>Support partner lending programs, compensation structures, ownership transitions, and new fund launches</li></ul>
2026-11-09T00:00:00Z

Fund Accounting Manager, Private Equity

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Robert Half Finance & Accounting is partnering with a global private equity firm that is continuing to grow its finance team and is looking to add a Fund Accounting Manager. This is a great opportunity to join a collaborative, high-performing team where you can take ownership of fund-level accounting and reporting while working closely with senior finance leadership. Responsibilities<ul><li>Oversee the review of quarterly and annual fund financial statements, ensuring accuracy, completeness, and compliance with US GAAP.</li><li>Maintain a strong understanding of fund financial reporting requirements, general ledger structure, and accounting processes.</li><li>Partner with the finance leadership team to coordinate annual audits and tax filings, working closely with external service providers and addressing technical accounting and tax matters as needed.</li><li>Monitor fund cash positions, forecast liquidity needs, and assist with cash management activities.</li><li>Review and oversee capital calls and distributions to limited partners, as well as transactions related to underlying investments.</li><li>Support regulatory and compliance-related reporting requirements as needed.</li><li>Serve as a resource to the broader finance team, providing guidance on complex or non-routine accounting and reporting matters.</li><li>Respond to limited partner inquiries related to financial results and customized reporting requests.</li><li>Identify opportunities to improve accounting processes, streamline workflows, and enhance overall department efficiency.</li><li>Provide mentorship, coaching, and development to junior accounting team members.</li><li>Work closely with finance leadership to support department initiatives and broader business objectives.</li></ul>
2026-11-03T00:00:00Z

Regulatory Accounting Manager

Dublin, CA
onsite
Temporary / Contract
76 - 88 USD / Hourly
We are looking for an experienced Regulatory Accounting Manager to support a credit union in Dublin, California through a Long-term Contract engagement. This role will guide regulatory and financial reporting activities, strengthen reporting accuracy, and help ensure compliance with accounting standards and regulatory expectations. The ideal candidate brings deep expertise in regulated financial environments, strong leadership capability, and the ability to turn complex financial data into clear, actionable insight for management. Responsibilities: • Direct the end-to-end preparation, validation, and submission of call reports and other required regulatory filings, ensuring completeness and accuracy. • Manage monthly, quarterly, and annual reporting cycles, including financial statements, board-level reporting materials, and analysis of key financial fluctuations. • Maintain adherence to U.S. GAAP, regulatory guidelines, and internal control standards across accounting and reporting activities. • Partner with auditors, examiners, and internal stakeholders to support reviews, resolve questions, and provide required financial documentation. • Evaluate complex accounting issues and determine how new products, transactions, or business initiatives affect financial reporting. • Enhance reporting operations by introducing more efficient processes, stronger data standards, and analytical tools that improve reliability and speed. • Oversee the development and maintenance of reporting data sets, dashboards, and management insights used for business decision-making. • Lead and develop accounting team members by setting expectations, monitoring performance, and encouraging ongoing growth.
2026-10-19T00:00:00Z

Fund Accounting Manager $180K + Bonus + Profit Sharing P

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA — and send me your resume directly! 💰 Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing📍 San Francisco Financial District | Hybrid I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform. 💡 What You’ll Do<ul><li>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</li><li>Oversee audit and tax processes alongside Finance leadership and external service providers</li><li>Review LP and underlying investment capital calls and distributions</li><li>Monitor fund cash positions and forecast liquidity requirements</li><li>Research complex accounting and tax matters and advise on non-routine transactions</li><li>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</li><li>Identify process improvements that strengthen efficiency, accuracy, and controls</li><li>Lead, mentor, and develop junior team members</li></ul>
2026-11-06T00:00:00Z

Fund Accountant - Private Equity

San Francisco, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a career with strong growth potential. The firm is known for its supportive, career-focused culture, offering mentorship, advancement opportunities, and generous rewards for high-quality work. What You’ll Do<ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process capital calls and distributions for funds and investments.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports to support decision-making.</li></ul>
2026-10-23T00:00:00Z

Senior Fund Accountant High-Impact PE Role

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration at Mahmoud Adam, CPA If you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one of the industry's most respected investment firms—this is an outstanding opportunity. We're hiring a Senior Fund Accountant to join the finance team of a leading private equity firm managing over $10B in AUM. This is a high-visibility role offering direct exposure to complex fund structures, investor reporting, fund operations, and senior finance leadership, all within a collaborative team that genuinely invests in developing its people. What You'll Do• Prepare quarterly and annual fund financial statements (audited & unaudited)• Support fund close, capital calls, distributions, and investor allocations• Maintain reconciliations and partner with external auditors during annual audits• Analyze cash activity, investment transactions, and fund performance reporting• Assist with SEC reporting, process improvements, and AI-driven initiatives• Work closely with senior finance leadership on high-impact projects
2026-10-26T00:00:00Z

Fund Accountant VC Firm

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half Financial Services is partnering with a high-growth investment firm focused on venture and growth secondaries. 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. The Role<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>
2026-10-30T00:00:00Z

Fund Accountant for Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a career with strong growth potential. The firm is known for its supportive, career-focused culture, offering mentorship, advancement opportunities, and generous rewards for high-quality work. What You’ll Do<ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process capital calls and distributions for funds and investments.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports to support decision-making.</li></ul>
2026-10-27T00:00:00Z

Fund Accountant for Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a career with strong growth potential. The firm is known for its supportive, career-focused culture, offering mentorship, advancement opportunities, and generous rewards for high-quality work. What You’ll Do<ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process capital calls and distributions for funds and investments.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports to support decision-making.</li></ul>
2026-11-03T00:00:00Z

Financial Planner at RIA

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

Mountain View, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Financial Planner at RIA

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Finance Manager

Oakland, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Our nonprofit employee union client is seeking an experienced Finance Manager to support a government-affiliated organization in Oakland, California, on a Contract basis. This role will oversee daily finance operations, guide a team of eight, and partner closely with the Finance Director to keep core accounting functions running smoothly during an interim period. The position is well suited for a hands-on leader who can manage full-cycle finance activities, maintain compliance, and bring structure to a fast-moving environment. The role is hybrid, onsite 4 days and is expected to pay $60-70 DOE. Responsibilities:• Direct day-to-day accounting operations across accounts payable, accounts receivable, payroll, and related financial workflows• Lead and support a finance team of eight by setting priorities, reviewing output, and helping staff maintain strong performance standards• Partner with the Finance Director to manage ongoing departmental activities and address operational needs as they arise• Oversee month-end and year-end close activities, including reconciliations, audit preparation, and financial accuracy reviews• Perform and review bank account and credit card reconciliations to ensure complete and accurate records• Coordinate with Human Resources on payroll-related matters, employee changes, and other cross-functional finance processes• Monitor contract-related financial activity, track changes, and help ensure proper documentation and compliance• Use systems such as Great Plains, Concur, and related platforms to manage reimbursements, accounting records, and reporting needs• Identify process improvement opportunities, adjust workflows when business demands shift, and help maintain effective financial controls
2026-10-31T00:00:00Z

Finance Manager

San Jose, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation!! A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Finance Manager

Napa, CA
onsite
Permanent / Full Time
130000 - 155000 USD / Yearly
We are seeking an experienced Finance Manager to join a well-established and growing wine industry organization in Napa, California. This is a full-time, onsite position that plays a key role in ensuring the accuracy and integrity of financial reporting, delivering actionable business insights, and supporting strategic planning initiatives. The Accounting Manager will collaborate closely with accounting leadership, corporate stakeholders, and external advisors to strengthen internal controls, enhance reporting processes, and support the company's overall financial performance. For more information about this opportunity, contact Robyn Rosemon directly at 707-387-0299. Responsibilities:• Partner with accounting leadership to maintain the accuracy of the general ledger by reviewing entries, reconciliations, and period-end accruals.• Lead the month-end, quarter-end, and year-end close review process to help ensure financial statements are completed accurately and on schedule in accordance with US GAAP.• Compile consolidated financial information and deliver reporting packages to the parent organization within required timelines.• Serve as a primary liaison between the Napa, California winery team and corporate counterparts to align on reporting expectations, accounting policies, and procedural requirements.• Assist with tax-related activities by coordinating information, supporting compliance efforts, and working with outside tax advisors when needed.• Evaluate operating results, investigate fluctuations and trends, and present clear recommendations to support leadership decision-making.• Work with external accountants and auditors by answering questions, supplying documentation, and helping address audit findings or process recommendations.• Support cost accounting activities such as inventory valuation, allocation methodologies, and margin analysis across the business.• Use ERP system and Excel to prepare financial reporting, strengthen internal controls, and identify opportunities to improve accounting processes.• Contribute to budgeting, forecasting, and cash management activities in partnership with the leadership of Finance.
2026-10-15T00:00:00Z

Finance Manager

San Jose, CA
onsite
Permanent / Full Time
160000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation!! A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

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