26 results for Treasury Associate in San Francisco Bay Area Ca
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>Finance Associate for Venture Capital Firm in SF - Hybrid!<p><strong>Job Posting: Finance Associate </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></ul><p> </p>Associate Director of Operations, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Associate Director of Operations</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (hybrid) </p><p> </p><p><strong>Salary:</strong></p><p>130k-150k base + bonus </p><p> </p><p><strong>About the Company:</strong></p><p>A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.</li><li>Coordinate with multiple custodians and external data providers, ensuring smooth workflows.</li><li>Allocate team resources effectively while reviewing Advisor requests across multiple locations.</li><li>Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.</li><li>Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.</li></ul><p> </p><p><br></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>Accounting Supervisor<p>We are searching for an experienced Accounting Supervisor to join our team in Napa, California. The successful candidate will oversee banking and cash management functions and accounts payable, ensuring efficient management of financial resources. This role also involves optimizing liquidity, ensuring timely payments, and maintaining compliance with all debt requirements. </p><p><br></p><p>Responsibilities:</p><p>• Oversee all accounting operations, including bank account management, payment processing, and reconciliation.</p><p>• Monitor daily cash positions and manage cash flows to ensure adequate liquidity for operational needs.</p><p>• Oversee accounts payable operations to ensure timely and accurate payments for all vendors, ensuring proper coding and approvals.</p><p>• Implement and maintain systems and technology to streamline processes and enhance efficiency.</p><p>• Develop and maintain banking and cash management policies and procedures to ensure effective internal controls.</p><p>• Assist with monthly/quarterly/annual company close.</p><p>• Reconcile accounts across multiple entities.</p><p>• Manage prepaids and accruals for select accounts.</p><p>• Produce financial statements for multiple entities.</p><p>• Cultivate strong relationships with internal stakeholders, including finance, accounting, and executive leadership.</p><p>• Serve as a primary point of contact for external parties including banks, lending institutions, vendors, credit cards, and accounting software.</p><p>• Collaborate with cross-functional teams to support strategic initiatives and optimize financial performance.</p>Manager of Finance, Planning<p>Reporting into the Associate Director of Finance and Planning, the Manager of Finance and Planning is responsible for the overall financial management. In coordination with Senior Director of Finance and Planning, this position will be responsible for monthly invoicing of all grants and contracts in accordance with funder requirements. Please contact <strong><u>Tra Nguyen via LinkedIn or Email with your updated resume</u></strong> for fastest consideration for this opportunity.</p><p><br></p><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Ensure timely and accurate processing of all invoices, promoting prompt payment from funders.</li><li>Assist the Senior Director of Finance & Planning (F& P) and CFO in developing the annual agency budget and periodic financial forecasts (monthly or quarterly).</li><li>Support the Senior Director of F& P in managing program and agency budgets, aiming to maximize revenue and identify areas for improvement and cost savings.</li><li>Use financial modeling in coordination with the Senior Director of F& P to simulate scenarios and forecasts, presenting potential outcomes to the CFO/management team to avoid financial pitfalls and recommend solutions for improved financial health.</li><li>Collaborate with Program and Administrative Directors under the Senior Director of F& P’s supervision to drive continuous improvements in financial management.</li><li>Conduct monthly financial assessments with each Director and generate reports for the CFO and senior management team.</li><li>Work with the Senior Controller to ensure financial records' accuracy and compliance with financial regulations and accounting principles.</li><li>Partner with the Development department and Senior Controller to ensure restricted donations are spent per donor restrictions, and reports to funders are accurate and timely.</li><li>Assist the Senior Director of F& P in coordinating compliance audits from public and private agencies.</li><li>Work with the Senior Controller and finance team to ensure successful financial audits for the company and its affiliates.</li><li>Manage additional tasks as assigned.</li></ul>Accounting and Treasury Supervisor<p>We are offering a contract employment opportunity for an Accounting and Treasury Supervisor in Menlo Park, California. This role primarily involves overseeing the day-to-day functions of our treasury operations, ensuring accurate financial records, and supervising the accounting staff. </p><p><br></p><p>Responsibilities</p><p>• Supervise the process of wire transfers and administer the Workday Banking Module </p><p>• Oversee the maintenance of accurate financial records, including department spending, KPIs, and cash flow forecasts</p><p>• Coordinate activities related to month-end and year-end close, such as review of journal entries, accruals, account reconciliations, and financial data for both internal and external reporting</p><p>• Ensure timely completion of monthly account reconciliations, with any reconciling items researched and resolved promptly</p><p>• Assist in the development and implementation of treasury policies and procedures</p><p>• Regularly utilize the ERP system for various tasks</p><p>• Oversee compliance with monthly, quarterly, and annual statutory requirements such as sale tax payments</p><p>• Ensure the safeguarding of assets through effective processes and procedures</p><p>• Provide monthly variance analysis and ad hoc reporting as required</p><p>• Prepare financial statement footnotes and disclosures in compliance with US-GAAP</p><p>• Manage and mentor general accounting staff, focusing on individual and group success</p><p>• Contribute to the development, implementation, and maintenance of systems, procedures, and policies for the group and the company</p><p>• Work closely with Operations groups regarding various financial transaction activities</p><p>• Assist in annual audit activities.</p>CFO<p>Robert Half is in search for a Non-Profit CFO. Reporting to and partnering with the CEO, the CFO will play a critical role in developing financial plans, overseeing all fiscal and fiduciary responsibilities for the organization and it’s fiscally sponsored projects in conjunction with the Board of Directors and Finance and Audit Committees of the Board. The CFO plays a critical role in developing and implementing our approach to customer service, ensuring appropriate financial processes and policies are in place, and upgrading systems to operate more efficiently and transparently with our projects. The CFO manages, motivates, and mentors the Accounting/Finance Department.</p><p><br></p><p>Essential Job Functions Summary</p><p>Financial and Operational Management</p><ul><li>Oversee accounts, ledgers, and reporting for compliance with accounting principles and regulatory requirements.</li><li>Manage cash flow and forecasting for the organization.</li><li>Collaborate with CEO and Board to develop strategic and annual plans for budget alignment and cost management.</li><li>Monitor budget progress and present financial metrics internally and externally.</li><li>Utilize predictive models and financial analyses to inform operations and business plans.</li><li>Partner with consultants and CEO to implement new systems for organizational needs.</li><li>Engage with Board Finance and Audit Committees on trends, budgets, and cost management.</li><li>Participate in policy development as part of the senior management team.</li><li>Optimize banking relationships for better financial management.</li><li>Represent the organization to financial partners and stay updated on nonprofit audit best practices and regulations.</li></ul><p>Team Management</p><ul><li>Hire, coach, and develop accounting and finance staff; manage work allocation and performance evaluations.</li><li>Assess and improve processes for efficiency and cross-training.</li><li>Collaborate with senior leaders to ensure effective cross-functional teamwork and customer service.</li></ul>Headline VC Firm - Tax & Accounting Manager<p>Jeff Abrams is seeking a Tax and Fund Accounting Manager to join his client's team in Menlo Park, California. This role primarily involves managing and maintaining general ledgers, preparing financial statements, and coordinating with various service providers for audit and tax filings. Additionally, you will be expected to monitor cash positions, process investment capital calls and distributions, and respond to inquiries.</p><p><br></p><p>Responsibilities:</p><p>· Maintain general ledgers for Funds and GP, including tasks such as recording quarterly expenses, accruals, intercompany transactions, investment activities, and partner allocations.</p><p>· Prepare quarterly and annual financial reports, ensuring accuracy and compliance.</p><p>· Collaborate with the finance team to ensure timely and precise audit and tax filings by coordinating with external service providers, researching complex tax and accounting matters, and supporting both internal and external audit and tax processes.</p><p>· Oversee the cash flow management for assigned Funds, ensuring proper liquidity.</p><p>· Manage and process capital calls and distributions for both Funds and Investments, ensuring accurate records and execution.</p><p>· Review reporting packages prepared by Fund Admin Accountants, including capital calls and distributions, financial statements, and other partner-related documents.</p><p>· Liaise with Investor Relations to address inquiries from limited partners effectively.</p><p><br></p><p>For immediate consideration please apply here AND contact Jeff Abrams via LinkedIn</p>Tax Manager/ Supervisor<p>We are in search of a Tax Manager/ Supervisor to join our team located in San Francisco, California. This role is integral to our operations, as you will be tasked with handling accounting functions, managing financial services, and ensuring tax compliance. You will be utilizing various accounting software systems to carry out your duties efficiently.</p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee and coordinate delivery of U.S. tax services, including complex tax return reviews for corporations, partnerships, and individuals</li><li>Advise clients on complex tax issues, transactions, and structuring strategies</li><li>Review tax provisions in line with U.S. GAAP (ASC 740)</li><li>Collaborate across firm departments to offer comprehensive solutions integrating tax, accounting, and other services</li><li>Maintain expertise in U.S. domestic and international tax provisions</li><li>Cultivate market presence and build strong client relationships</li><li>Establish and enforce risk management policies and best practices</li><li>Mentor, manage, and develop junior tax professionals</li></ul>Tax Manager<p>We are seeking a Tax Manager to join our team based in San Francisco, California. This role will focus on the creation and management of income tax provisions, responding to state tax notices and audits, and coordinating tax studies. This position is key to ensuring worldwide compliance and aiding in ad hoc projects or tasks. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Create monthly, quarterly, and annual income tax provisions in line with ASC 740/IAS 12</p><p>• Generate monthly tax entries, account reconciliations, and various tax accounting reports</p><p>• Collaborate with external service providers for the preparation and submission of quarterly estimated payments, extensions, and income tax returns</p><p>• Coordinate with external service providers for tax studies such as Research and Development tax credit and M& E analysis</p><p>• Respond to state tax notices and audits in collaboration with external service providers</p><p>• Partner with affiliates to ensure worldwide tax compliance</p><p>• Research and reply to queries from internal clients on tax issues</p><p>• Assist in completing ad hoc projects or tasks as needed</p><p>• Perform any other duties allocated related to tax management.</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>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>Accounting Manager<p>We are seeking an experienced and detail-oriented <strong>Accounting Manager</strong> to oversee and manage the <strong>Accounts Payable (AP)</strong> function, with a focus on global operations. The ideal candidate will have a strong background in managing international AP teams, thorough knowledge of <strong>Oracle ERP</strong> systems, and expertise in expense management using <strong>Concur</strong>. This is an exciting opportunity to play a pivotal role in driving efficiency, accuracy, and compliance within the AP and expense reporting functions of a growing, international organization. This role is a contract opportunity for two months to cover a leave of absence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Oversee the end-to-end AP process, including invoice processing, payment approvals, vendor management, and adherence to company policies.</li><li>Manage and support an international AP team, providing guidance, training, and performance reviews to ensure optimal team efficiency and growth.</li><li>Review and enhance AP processes and workflows to ensure timeliness, accuracy, and compliance with local and international regulations.</li></ul><p><strong>Expense Management:</strong></p><ul><li>Administer and monitor the <strong>Concur</strong> expense reporting system to ensure compliance with company policies and processing standards.</li><li>Review employee expense reports, escalating non-compliant items to appropriate stakeholders for resolution.</li><li>Develop and deliver employee training on expense report policies and procedures to maintain companywide compliance.</li></ul><p><strong>ERP System Oversight:</strong></p><ul><li>Use and manage <strong>Oracle ERP system</strong> for AP operations, including data integration, report generation, and troubleshooting system-related issues.</li><li>Identify and implement opportunities for automation and optimization within Oracle ERP and Concur systems to improve workflow efficiencies.</li></ul><p><strong>Compliance & Reporting:</strong></p><ul><li>Ensure all AP and expense management processes adhere to corporate and regulatory requirements, including SOX compliance and local legal obligations across international entities.</li><li>Prepare and review reports related to cash disbursements, AP aging, accruals, and expense trends for senior management.</li></ul><p><strong>Cross-Functional Collaboration:</strong></p><ul><li>Partner with Procurement, Finance, and Operations teams to improve vendor and expense management processes.</li><li>Collaborate with the IT team to troubleshoot and customize functionalities in Oracle and Concur to meet operational needs.</li><li>Support the accounting team during month-end close, including reconciling AP accounts, managing accruals, and providing documentation for audit purposes.</li></ul><p><br></p>Accounting Manager/Supervisor<p>Liz Sheehan with Robert Half is looking for an Accounting Manager. Embark on a challenging and rewarding career journey as an Accounting Manager with a successful local construction organization.</p><p>We seek a meticulous and dedicated individual to manage operational accounting team, spearhead process improvement and finance reporting, ensuring the utmost accuracy and transparency.</p><p><br></p><p><strong>DUTIES & RESPONSIBILITIES</strong></p><ul><li>Manage all accounting operations including Billing, A/R, A/P, G/C, Cost Accounting and Revenue Recognition.</li><li>Prepare journal entries, reconciliations, and supporting schedules.</li><li>Financial statement preparation and analysis.</li><li>Coordinate the preparation of regulatory reporting.</li><li>Manage month-end and year-end close process for multiple companies.</li><li>Ensure quality control over financial transactions and financial reporting.</li><li>Manage and comply with local, state, and federal government reporting requirements and tax filings.</li><li>Develop and document business processes and accounting policies to maintain and strengthen internal controls.</li><li>Coordinate and assist with preparation of the annual budget.</li><li>Interface with external auditors and collaborate with controller to ensure a smooth and timely year-end audit.</li><li>Able to communicate effectively with employees at all levels.</li><li>Consolidation of various operating units and joint ventures.</li><li>Special projects in accounting may arise from time to time.</li></ul><p>Please reach to Liz Sheehan via LinkedIn if you are interested in this role. </p><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>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.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>Senior Valuations & Finance Analyst, Venture Capital<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Valuation & Finance Analyst</p><p>Location: Redwood City (Hybrid)</p><p>Salary: $130-$150k + Bonus</p><p> </p><p>About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs).</p><p> </p><p>Key Responsibilities:</p><ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul><p> </p><p><br></p>Senior Valuations and Finance Analyst<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Valuation & Finance Analyst</p><p>Location: Redwood City (Hybrid)</p><p>Salary: $130-$150k + Bonus</p><p> </p><p>About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs).</p><p> </p><p>Key Responsibilities:</p><ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul><p> </p><p><br></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>Senior Valuation/Financial Analyst<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Valuation/Financial Analyst</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Redwood City (Hybrid)</p><p><strong>Salary: </strong>$120-150K (DOE)</p><p> </p><p>A private equity firm managing 2 billion in assets is looking for a Senior Valuation/Finance Analyst to join their team. Based in Redwood city, this role offers a Hybrid work schedule and competitive compensation. </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Review fund documentation and portfolio company transaction documents to understand terms to ensure proper reporting and analysis.</li><li>Responsible for valuation spreadsheets.</li><li>Assist with the portfolio company management to obtain financial information.</li><li>Assist in annual preparation of audited financial statements.</li><li>Calculate and manage capital calls for management fees, fund expenses and investments.</li><li>Assist in preparation of tax returns and supporting scheduled for funds.</li><li>Build spreadsheet models and analyses, including performance analyses</li></ul><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>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.