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22 results for Director Of Operations Financial Services in San Francisco, CA

Director of Operations

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a Director of Operations to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting. The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution. Key Responsibilities<ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul>
2026-09-03T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Operations | Wealth Management Firm | Mill Valley; Hybrid Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment. This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.Responsibilities<ul><li>Lead the firm's operations and client service functions</li><li>Develop and improve workflows, processes, and operational best practices</li><li>Optimize technology, CRM systems, and software integrations</li><li>Oversee custodian operations, account administration, and asset movement</li><li>Manage key vendor relationships and operational infrastructure</li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes</li><li>Lead strategic projects that improve scalability and operational efficiency</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
Director of Operations | San Francisco Natalie Lue with Robert Half is partnering with an global firm seeking a Director of Operations to lead a blend of Finance, HR, and Facilities Management.Key areas include:• Accounting oversight, budgeting, and reporting• HR operations, payroll, benefits, and recruiting• Facilities, vendor management, and office operations• Leadership of administrative teams across multiple locations Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.Interested or know someone who may be a solid operations leader? Share or apply today!
2026-08-14T00:00:00Z

Director of Business Operations

Larkspur, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits Join a highly respected, employee-owned investment management firm with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with senior leadership while overseeing a broad range of business functions across operations, fund administration, compliance, technology, HR, and corporate initiatives. This high-impact role offers significant visibility, the opportunity to drive strategic initiatives and process improvements, mentor team members, and play a key role in the firm's continued growth. The firm offers competitive compensation, excellent benefits, and a clear path for long-term leadership. Responsibilities<ul><li>Oversee key business operations across fund administration, compliance, HR, technology, and corporate operations </li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on finance, compliance, AI, valuation, and business continuity </li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000 - 325000 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-08-07T00:00:00Z

Director of Financial Systems Support

San Francisco, CA
onsite
Permanent / Full Time
170000 - 180000 USD / Yearly
We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs. Responsibilities:<ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
2026-08-20T00:00:00Z

Director of Fund Accounting

San Francisco, CA
onsite
Temporary / Contract
118.75 - 137.5 USD / Hourly
We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization. Responsibilities: • Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations. • Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules. • Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy. • Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform. • Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work. • Coordinate capital activity processes, including contributions, distributions, and related accounting records. • Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization. • Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
2026-08-22T00:00:00Z

VP/Director of Finance

San Jose, CA
onsite
Temporary / Contract
75 - 85 USD / Hourly
The duties listed below exemplify the work of the classification and assigned duties may include work that is similar, related or a logical assignment to this class. 1. Plans, directs, controls, integrates and evaluates the work of the College Business Office, overseeing financial systems to track and monitor revenues and expenditures; develops and monitors the College’s annual budget and a variety of grant budgets; prepares multi-year projections and prepares or monitors the preparation of related state reports; prepares a variety of financial reports to manage and track college and grant performance; prepares documents for annual audits, conducts financial analyses and develops internal controls. 2. With the Vice President, Administration, collaborates with college administrators and the District office to prepare the annual budget; monitors and evaluates budget usage and revises budget to meet goals and objectives; performs ongoing forecasting and financial analyses; develops, implements and monitors internal accounting controls to safeguard assets and ensure accurate financial information; complies with all applicable federal, state, and District regulations related to financial activities. 3. Directs and manages the work assignments and performance of assigned staff and student workers; interviews and participates in selecting employees; trains, counsels, evaluates and disciplines personnel according to established policies and procedures. 4. Manages college accounts and records involving accounts receivable and student accounting including billing, payments, financial aid, and refund activities; oversees cashiering, secures cash collection and manages reconciliation processes and procedures; coordinates and ensures accurate and timely production of general ledger entries, accounting and accounts receivable reports. 5. Reviews and approves campus purchase requisitions and requests for checks, warrants, claims and expense reimbursements; directs, plans and reviews cash flow, revenue, and expenditures; ensures prompt payment of invoices and issuance of budget usage reports and other accounts payable reports. 6. Manages fiscal portion of college grants and other external financial and service relationships including developing grant budgets, agreements and other documents and reports; ensures compliance with generally accepted accounting principles (GAAP) and Governmental Accounting Standards Board (GASB) in executing, analyzing, verifying, and reporting fiscal transactions; provides training and technical expertise to administrators, faculty, and staff for budget develop ment and assists in resolving issues and conflicts associated with expenditures.
2026-09-03T00:00:00Z

Director of Finance | Private Equity

San Francisco, CA
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Director of Finance| Private Equity | San Francisco | 4 days onsite Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations.This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-09-04T00:00:00Z

Head of Finance & Operations - VC fund

San Francisco, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Head of Finance & Operations| Investment Management | San Francisco| Hybrid An emerging investment platform focused on technology-driven private markets is seeking a Head of Finance & Operations to help build and scale its U.S. business. With an established investment track record, active investment vehicles, and plans for a new flagship fund launch, the firm is at a pivotal stage of growth. This is a rare opportunity to join early as a key strategic hire, working directly with senior leadership to build the firm’s finance and operational infrastructure from the ground up. The role offers broad exposure across fund operations, business strategy, investor support, and platform growth in a fast-paced, entrepreneurial environment. Responsibilities<ul><li>Lead finance and operations for the U.S. platform</li><li>Oversee accounting, budgeting, payroll, vendor management, and daily operations</li><li>Support fund launches, investment vehicles, and platform expansion</li><li>Build scalable processes, controls, and operational workflows</li><li>Partner with external providers including fund administrators, legal, compliance, and accounting teams</li><li>Work closely with leadership on strategic initiatives and growth plans </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-31T00:00:00Z

Legal Operations Manager

San Jose, CA
remote
Temporary to Hire
50 - 60 USD / Hourly
Tech company is seeking a Legal Operations professional to support the final stages of a CLM platform implementation and take ownership of the system for ongoing administration, support, and optimization. This person will play a key role in ensuring a successful go-live while also managing the platform long term, including workflow enhancements, reporting, data integrity, user support, and continuous improvement. Key Responsibilities<ul><li>Support the final phase of CLM implementation, including testing, go-live readiness, issue identification, and resolution.</li><li>Serve as the primary owner and administrator of the CLM platform following launch.</li><li>Manage and improve system workflows, templates, reporting, dashboards, and data entry processes.</li><li>Assess gaps in the current setup and recommend or implement fixes and enhancements.</li><li>Provide ongoing support to users, troubleshoot system issues, and drive adoption of the platform.</li><li>Maintain data quality and ensure the system is configured to support legal and business processes effectively.</li><li>Support the transition away from Apttus/Conga as part of the broader CLM roadmap.</li><li>Partner with internal stakeholders and external implementation resources as needed.</li></ul>
2026-09-02T00:00:00Z

Fund Operations Associate

Los Altos, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations Associate | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity Join a fast-growing VC firm. With strong growth and increasing AUM, this is an opportunity to join the business at an exciting stage of scale. This is a high-visibility, high-ownership role with broad exposure across fund operations, treasury, client service, and cross-functional initiatives. You'll have the opportunity to build scalable processes, leverage automation and AI, and make a direct impact as the platform continues to grow. Responsibilities<ul><li>Support end-to-end fund operations across a large and growing fund platform </li><li>Process capital calls, distributions, wires, and cash activity </li><li>Manage bank reconciliations and monitor fund cash flows </li><li>Support lines of credit, including advances, repayments, and reconciliations </li><li>Track and reconcile fund fees, expenses, and carried interest accruals </li><li>Partner with fund administrators, custodians, banks, and internal teams to resolve breaks </li><li>Support advisors and investors with operational inquiries </li><li>Build more scalable, automated workflows as the platform grows </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z

Fund Operations Associate

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with an innovative financial technology platform focused on improving operational efficiency and access within the private markets ecosystem. The platform supports investment professionals and institutions throughout the private investment lifecycle, including investment due diligence, fund operations, portfolio management, and reporting. As the Fund Operations Associate, you will play a critical role in supporting fund operations and treasury activities across a diverse portfolio of investment vehicles. This position is responsible for managing the day-to-day operational processes that support fund administration, including capital activity, cash movements, credit facility administration, investor records management, and coordination with external service providers and internal stakeholders. Success in this role requires strong attention to detail, operational excellence, and a commitment to ensuring accuracy, timeliness, and scalability across fund operations. Why Consider This Opportunity?<ul><li>Join a rapidly growing investment platform with significant business momentum</li><li>Opportunity to work alongside senior leadership and gain broad exposure across the organization</li><li>Competitive benefits package, including comprehensive healthcare coverage</li><li>Flexible paid time off policy</li><li>Innovative, technology-forward environment focused on modernizing and streamlining operational workflows</li><li>Exposure to a dynamic platform managing a large and expanding portfolio of investment vehicles</li><li>Opportunity to contribute to process improvement, automation initiatives, and scalable operational infrastructure</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Director of Technology

Livermore, CA
onsite
Permanent / Full Time
150000 - 220000 USD / Yearly
Location: Livermore, CA (Onsite)Travel: Up to 25% domestic travel Our client is seeking a Director of Technology to lead enterprise IT, cybersecurity, infrastructure, and digital transformation initiatives across a global manufacturing organization. This executive leadership role will drive technology strategy, modernize enterprise systems, and ensure IT capabilities support business growth, operational excellence, and innovation.Key Responsibilities<ul><li>Develop and execute the company's IT and digital transformation roadmap.</li><li>Serve as a strategic advisor to executive leadership on cloud technologies, AI, cybersecurity, ERP modernization, and data analytics.</li><li>Oversee enterprise applications including ERP, CRM, MES, PLM, HRIS, and collaboration platforms.</li><li>Lead cybersecurity, infrastructure, cloud environments, business continuity, and disaster recovery programs.</li><li>Drive data governance, reporting, analytics, automation, and AI adoption initiatives.</li><li>Manage technology budgets, vendor relationships, and strategic IT investments.</li><li>Implement security frameworks aligned with NIST, ISO 27001, and industry best practices.</li><li>Lead and develop a technology organization of 15+ professionals, including 2 Senior Managers.</li><li>Partner with global stakeholders across manufacturing, engineering, operations, supply chain, and finance.</li></ul>This is an excellent opportunity for a strategic technology leader to make a significant impact within a global semiconductor and manufacturing organization while leading enterprise-wide transformation initiatives.
2026-08-28T00:00:00Z

Director of Procurement Manager

Brisbane, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
DIRECTOR OF PROCUREMENT 200K-250K+BONUS+EQUITY We are looking for a commercially procurement leader to guide complex supplier contracting for a growing biotech organization. This position partners with cross-functional teams to secure agreements that support clinical development, manufacturing, medical affairs, and other business-critical functions. The ideal candidate brings strong experience negotiating life sciences vendor contracts and can balance financial discipline, operational needs, and risk considerations in a fast-moving environment. Responsibilities:• Direct contract strategy and lead negotiations for a broad portfolio of supplier agreements, including clinical services, manufacturing support, laboratory services, data solutions, consulting engagements, and master service arrangements.• Lead end-to-end contract negotiation strategy and execution for a wide range of procurement agreements, including:-CRO and clinical service agreements-CMO and manufacturing agreements-Laboratory, data, and technology service contracts-Consulting, professional services, and master service agreements MSAs/SOWs)• Work closely with finance and legal partners to shape contract terms that align commercial goals with compliance requirements and appropriate risk protection.• Advise internal stakeholders on pricing approaches, payment terms, service expectations, and contractual tradeoffs to support sound business decisions.• Negotiate favorable commercial outcomes that improve value, preserve flexibility, and strengthen performance while maintaining productive supplier relationships.• Enhance procurement and contracting practices by developing practical templates, guidance materials, negotiation playbooks, and scalable procedures for a growing organization.• Oversee contract lifecycle activities such as renewals, amendments, scope changes, issue resolution, and escalation management.• Evaluate the supplier portfolio to uncover savings opportunities, reduce exposure, and improve operational efficiency across purchasing activities.• Contribute strategic leadership through vendor governance, mentorship, and longer-range planning for procurement operations and sourcing priorities.
2026-09-02T00:00:00Z

Operations Manager

San Ramon, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Manager to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-08-27T00:00:00Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
Jeff Abrams is looking for an Operations Manager to lead performance reporting and oversight activities for investment products for his client. This role is responsible for ensuring the accuracy, consistency, and timely delivery of fund and composite performance information used across client reporting, public materials, and internal reporting. The ideal candidate brings deep experience in investment operations, strong knowledge of performance measurement practices, and the ability to guide a small team through recurring and ad hoc deliverables. Responsibilities:• Direct daily oversight of mutual fund performance reconciliations, pricing validation, and distribution control checks, ensuring all results are reviewed before release.• Monitor performance-related information published on external web platforms and verify that displayed data remains accurate and current.• Lead the preparation and quality review of monthly internal performance reporting for mutual funds and ETFs, confirming completeness across all required data points.• Coordinate monthly production of model and composite performance materials, including asset and flow reporting, calculation support, and collaboration with Sales on breakout reporting and data transfers.• Manage recurring client performance reporting activities and maintain composite records to support ongoing accuracy and regulatory alignment.• Review growth and turnover calculations, approve monthly outputs, and oversee the timely posting of finalized figures to internal and external reporting channels.• Supervise the submission of performance data to third-party providers and work with external vendors to resolve reporting issues or data discrepancies.• Support annual presentation development, audit-related requests, product launches, tax gain and loss reporting coordination, and other special projects as needed.• Coach and cross-train team members across daily, monthly, and annual workflows while promoting process improvements, including the use of AI-assisted tools where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

VP of Finance

Hayward, CA
onsite
Temporary / Contract
65 - 85 USD / Hourly
We are looking for an experienced finance leader to provide steady oversight during a critical period of growth for a school-focused food service and manufacturing business in Hayward, California. This Long-term Contract position will guide accounting and finance operations, maintain reliable reporting, and support leadership with clear visibility into financial performance and cash flow. The role is ideal for someone who can step in quickly, manage day-to-day execution, and help a scaling organization maintain strong financial discipline. Responsibilities:• Lead the monthly close and deliver accurate financial statements in accordance with applicable reporting standards and internal expectations.• Direct the day-to-day work of the finance and accounting team, including accounts receivable, accounts payable, general ledger activity, and payroll oversight.• Monitor billing, collections, and vendor disbursements to help ensure healthy working capital as transaction volume increases.• Prepare cash flow projections and provide finance leadership with timely insight into liquidity, operating trends, and key business risks.• Review financial results for covenant compliance and support reporting needs related to lenders, owners, and other stakeholders.• Strengthen finance processes and controls to support continued expansion in a fast-moving operating environment.• Oversee budgeting support and month-end activities to maintain consistency, accuracy, and accountability across the finance function.• Help complete the ongoing MRP rollout with a focus on dependable inventory valuation, cost tracking, and financial reporting integrity.
2026-08-29T00:00:00Z

VP of Finance

Oakland, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a strategic finance leader to guide financial planning, reporting, and operational oversight for our organization in Oakland, California. This role will shape budgeting practices, strengthen internal controls, and provide executive leadership with clear financial insight to support business decisions. The ideal candidate brings deep expertise in accounting operations, financial systems, and cross-functional collaboration within a fast-paced environment. Responsibilities:<ul><li>Lead financial reporting, regulatory filings, month-end close activities, account reconciliations, and compliance with banking and reporting requirements.</li><li>Coordinate annual CPA-reviewed financial statements and ensure accurate expense classification and financial controls.</li><li>Manage inventory accounting, cost analysis, reconciliations, and profitability reporting to support operational performance.</li><li>Direct cash management, forecasting, budgeting, treasury activities, and financial planning to maintain liquidity and drive business growth.</li><li>Present financial results to leadership, provide strategic recommendations, and identify opportunities to improve efficiency, profitability, and expansion efforts.</li><li>Oversee ERP systems, business software, IT infrastructure, data governance, analytics, automation, and process improvement initiatives.</li><li>Manage payroll, insurance, benefits, credit and collections, customer credit approvals, and overall administrative operations.</li><li>Lead and develop Finance and Administrative teams through hiring, training, performance management, and succession planning.</li><li>Partner with executive leadership to ensure compliance with legal, financial, and operational requirements while supporting company objectives.</li><li>Perform additional leadership and financial management responsibilities as needed.</li></ul>
2026-08-14T00:00:00Z

Senior Strategic Officer

Oakland, CA
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
Our startup client is looking for an experienced legal leader to help shape the foundation of a newly launched biotech organization in Oakland, California. This role will provide executive-level guidance on legal, regulatory, and intellectual property matters as the company builds its research capabilities in human health. The ideal candidate will partner closely with scientific and business leaders to establish practical frameworks that support growth, compliance, and strategic decision-making from the outset. Responsibilities:• Partner with scientific leadership to create a legal strategy roadmap during the company’s initial launch phase.• Develop clear guidance documents covering regulatory obligations, compliance priorities, and risk management for biotechnology operations.• Advise on complex intellectual property arrangements, including interpretation and application of inter-company agreements.• Design contracting strategies for customer and partner relationships with a strong focus on protecting proprietary technology and research interests.• Provide senior counsel on corporate legal matters, transactions, and governance issues relevant to an early-stage biotech business.• Collaborate with internal stakeholders and external intellectual property counsel to support licensing, commercial agreements, and strategic partnerships.• Build alignment across legal, scientific, and operational teams by establishing cross-functional decision-making practices.• Offer high-level legal direction while coordinating with internal legal operations resources that manage detailed execution and administrative follow-through.
2026-08-06T00:00:00Z

Global Tax & Compliance Director

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for an experienced Global Tax & Compliance Director to lead corporate tax operations and strengthen compliance practices for a complex business environment in San Francisco, California. This role will oversee income tax provision activities, direct corporate tax filing obligations, and guide the effective use of tax technology to support reporting accuracy and operational efficiency. The ideal candidate brings deep technical tax expertise, sound leadership judgment, and the ability to partner across functions to manage risk and improve processes. Responsibilities:<ul><li>Lead global tax compliance, including corporate tax filings, VAT/GST, withholding tax, transfer pricing, and multi-country reporting.</li><li>Manage tax provisions, forecasting, and financial reporting compliance.</li><li>Oversee year-end tax processes, audits, and tax authority inquiries with internal and external partners.</li><li>Advise on domestic and international tax strategies to support business growth and expansion.</li><li>Assess tax risks related to cross-border operations, foreign entities, and permanent establishment matters.</li><li>Improve tax operations through automation, systems enhancements, and technology solutions.</li><li>Handle entertainment industry tax requirements, including multi-state and international filings.</li></ul>
2026-08-14T00:00:00Z

COO - Chief Operating Officer

Rohnert Park, CA
onsite
Permanent / Full Time
310000 - 410000 USD / Yearly
A mission-driven organization is seeking an experienced executive leader to oversee the administration and operations of a complex organization. This individual will provide strategic direction, operational leadership, and oversight of multiple departments while partnering closely with an elected governing body and senior leadership team. The ideal candidate will have a proven track record leading multi-department organizations, driving organizational performance, and implementing strategic initiatives across diverse functional areas. This role requires strong experience in public sector, tribal government, municipal, county government, or similarly regulated environments where collaboration, diplomacy, and accountability are critical. For confidential consideration or additional information, please contact: Robyn Rosemon: 707.387.0299 Responsibilities:<ul><li>Lead day-to-day operations across multiple administrative and program functions, ensuring effective execution of organizational priorities and consistent service delivery.</li><li>Shape and advance strategic initiatives by translating long-range goals into measurable operational plans, performance targets, and accountable workflows.</li><li>Oversee budgeting, forecasting, and financial controls, including fund accounting practices, grant-related oversight, and responsible allocation of organizational resources.</li><li>Build strong working relationships with boards, councils, advisory groups, and external partners by preparing executive-level updates and supporting informed decision-making.</li><li>Direct policy development, compliance efforts, and risk management practices to maintain operational integrity and meet applicable regulatory requirements.</li><li>Develop and mentor senior leaders and department teams, strengthening talent pipelines, succession readiness, and overall organizational effectiveness.</li><li>Monitor key operational metrics and use data-driven insights to improve performance, identify risks, and support continuous improvement efforts.</li><li>Guide change management efforts tied to evolving business needs, operational improvements, and cross-functional initiatives while maintaining stability across departments.</li><li>Support community, government, and stakeholder engagement activities that reinforce the organization’s mission, partnerships, and long-term sustainability.</li></ul>
2026-09-02T00:00:00Z