Add your latest resume to match with open positions.

54 results for Finance in San Francisco, CA

Vice President Finance and Accounting

Santa Clara, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
We are looking for an experienced Vice President of Finance and Accounting to lead and manage the financial operations of our organization in Santa Clara, California. This role is pivotal in driving strategic financial planning, ensuring compliance with reporting standards, and fostering a culture of continuous improvement. The ideal candidate will possess strong leadership skills and a proven track record in managing complex financial environments. Responsibilities: • Develop and oversee the organization’s budgeting, forecasting, and long-term financial planning strategies. • Provide detailed financial analysis and insights to support executive decision-making processes. • Implement pricing strategies, margin improvement initiatives, and cost control measures to optimize financial performance. • Manage multi-entity financial reporting processes, ensuring accuracy and compliance with regulatory requirements. • Strengthen internal controls and ensure audit readiness while addressing any audit findings. • Oversee working capital management, including receivables and inventory, to maintain liquidity. • Partner with operational leaders to enhance financial performance and develop efficient reporting tools. • Lead and mentor accounting, accounts payable, and accounts receivable teams to foster growth and achieve organizational goals. • Drive process improvements, including automation and system enhancements, to increase operational efficiency. • Support acquisition analysis, integration planning, and capital allocation to align with organizational objectives.
2026-05-15T00:00:00Z

Head of Finance and Accounting for Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration. A growing private equity real estate investment firm is seeking a strategic and hands-on Head of Finance & Accounting to lead the firm’s financial operations, reporting infrastructure, and fund accounting function.This leadership role will oversee accounting, financial reporting, treasury, compliance, investor reporting, and operational finance across multiple real estate funds and affiliated entities. The position offers high visibility with ownership and broad exposure across fund operations, corporate finance, and investment activity. Responsibilities<ul><li>Lead accounting and financial operations for multiple private equity real estate funds and the management company</li><li>Oversee fund accounting, capital calls, distributions, waterfalls, and investor allocations</li><li>Manage quarterly and annual investor reporting</li><li>Coordinate audits, tax processes, and external service providers</li><li>Oversee treasury management, cash flow forecasting, banking relationships, and compliance</li><li>Build and improve scalable processes, workflows, and internal controls</li><li>Partner with investment and asset management teams on acquisitions, refinancing, and strategic initiatives</li><li>Manage and mentor a small accounting team while remaining highly hands-on</li></ul>
2026-05-15T00:00:00Z

Fund Accountant - Top Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | HybridComp: 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.
2026-05-15T00:00:00Z

VP/Director of Finance

Fremont, CA
onsite
Permanent / Full Time
180000 - 225000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives. This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight Responsibilities:• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.• Translate complex financial data into actionable insights that align with organizational goals.• Develop and maintain internal control frameworks in coordination with corporate finance standards.• Manage working capital effectively, including oversight of credit and collections performance.• Identify and implement strategies to mitigate financial risks across the regional portfolio.• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.• Support corporate leadership with financial insights that guide strategic planning and execution.
2026-05-22T00:00:00Z

VP/Director of Finance

Oakville, CA
onsite
Permanent / Full Time
185000 - 200000 USD / Yearly
We’re partnering with a growing, private equity–backed luxury consumer brand portfolio to add a Director of Financial Planning & Analysis to their leadership team.This is a highly visible, strategic role reporting to the CFO and leading the company’s FP&A function. You’ll step in as a true business partner, helping drive performance, shape strategy, and support continued growth across a premium, multi-channel business. If you enjoy connecting financial insights to real business decisions and want a seat at the table, this is an opportunity to make a meaningful impact. Please call Robyn Rosemon directly for more information: 707.387.0299 Responsibilities:• Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization.• Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change.• Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance.• Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions.• Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes.• Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends.• Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership.• Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews.• Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development.
2026-05-15T00:00:00Z

Senior Finance Manager

Menlo Park, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Finance Manager| Venture Capital | Palo Alto| Hybrid | Base + Bonus + Profit Sharing Our client is a well-established venture capital firm backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders. Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale. Responsibilities<ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-15T00:00:00Z

Fund Accounting Manager - Innovative Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations. This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures </li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting </li><li>Coordinate audits, K-1 processes, and fund-level reporting </li><li>Partner with fund administrators and external providers to ensure accurate reporting </li><li>Support accounting across complex multi-entity structures </li><li>Improve reporting processes, controls, and workflows </li><li>Collaborate with finance, legal, operations, and investment teams </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Fund Controller

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. Controller| Real Estate, Private Equity | San Francisco| Hybrid, Very flexible A highly regarded global real estate investment firm is seeking a senior finance leader to oversee fund accounting across a sophisticated investment platform. This is a high-impact opportunity to join a collaborative, entrepreneurial team, drive operational improvements, and help build scalable infrastructure with a clear path to CFO. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Head of Finance & Accounting - Private Equity, Real Estate

San Francisco, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Head of Finance & Accounting | Real Estate, Private Equity | San Francisco| Hybrid A growing private equity real estate investment platform is seeking a senior finance leader to join its high-performing, entrepreneurial team. With a strong track record across acquisitions, development, and value-add investments, the firm offers the opportunity to play a key role in scaling a rapidly growing platform. This is a highly visible position with broad exposure across fund accounting, investor reporting, treasury, and strategic finance. The role partners closely with ownership and leadership, offering strong influence, long-term growth potential, and a competitive compensation package with bonus upside. Responsibilities<ul><li>Lead accounting and financial operations across multiple real estate funds and entities </li><li>Oversee fund accounting, investor reporting, capital calls, distributions, and waterfalls </li><li>Manage audits, tax coordination, cash flow forecasting, and treasury activity </li><li>Partner with investment teams on acquisitions, refinancing, and strategic initiatives </li><li>Improve processes, controls, and reporting infrastructure to support growth </li><li>Mentor internal staff and oversee external accounting and tax partners </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Fund Accounting Manager - Private Equity

Oakland, CA
onsite
Permanent / Full Time
155000 - 180000 USD / Yearly
Fund Accounting Manager – Real Estate Private EquityJennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manager to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures. Key Responsibilities<ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul>
2026-05-08T00:00:00Z

Fund Accountant at Top Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Grant Accountant

San Francisco, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are looking for a Grant Accountant to join a non-profit organization in San Francisco, California on a Contract basis. This role will oversee the financial administration of grants and contracts, partnering with internal teams to support compliant budgeting, reporting, billing, and close activities. The ideal candidate brings strong nonprofit accounting experience and can manage funding-related transactions with accuracy while maintaining clear documentation and audit readiness. Responsibilities: • Build and maintain grant and contract budgets in partnership with program leaders and other key stakeholders to support accurate financial planning. • Work closely with program and development teams during funding submissions to help align financial details with sponsor requirements and applicable regulations. • Review spending against approved grant budgets, record activity accurately, and investigate differences to help address variances promptly. • Create and maintain grant documentation and financial summaries to support appropriate accounting treatment and complete recordkeeping. • Administer invoicing and reimbursement requests for funded programs, ensuring submissions are accurate, timely, and consistent with sponsor guidelines. • Address questions related to billing and grant finances from external funding sources as well as internal business partners. • Contribute to monthly close by preparing revenue accruals, journal entries, and reconciliations tied to grant and contract activity. • Support compliance efforts by maintaining readiness for internal reviews and external audits and ensuring adherence to contractual and regulatory obligations. • Recommend and assist with workflow enhancements that improve the efficiency and consistency of grant and contract accounting processes.
2026-05-26T00:00:00Z

Fund Controller - CFO Track

San Francisco, CA
onsite
Permanent / Full Time
200000 - 260000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller| Real Estate, Private Equity | San Francisco| Hybrid, Very flexible A highly regarded global real estate investment firm is seeking a senior finance leader to oversee fund accounting across a sophisticated investment platform. This is a high-impact opportunity to join a collaborative, entrepreneurial team, drive operational improvements, and help build scalable infrastructure with a clear path to CFO. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-14T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-05-01T00:00:00Z

Fund Accountant & Family Office Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Accountant | Real Estate Investment & Family Office | SF Bay Area Our client is a San Francisco-based real estate investment and development firm focused on transforming underutilized assets into high-performing properties. With a strong presence in build-for-rent and industrial, they’re known for an entrepreneurial approach and strong investment results. Join a high-growth, collaborative team with direct exposure to leadership, hands-on experience, and clear advancement opportunities. Strong benefits and a strong remote setup. Key Responsibilities:<ul><li>Lead full-cycle month-end close</li><li>Oversee accounting across acquisitions, dispositions, and operations</li><li>Manage and develop a team</li><li>Support fund accounting, capital activity, and reporting</li><li>Analyze property performance and support financial planning</li><li>Partner with internal teams and external advisors (audit, tax, legal)</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-15T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Grants Accounting Manager

Oakland, CA
onsite
Permanent / Full Time
105000 - 120000 USD / Yearly
Andrew Castillo is recruiting for a mission-driven nonprofit transforming communities across Oakland and Contra Costa County. Their programs touch over 10,000 lives each year—supporting early education, career readiness, financial empowerment, housing stability, arts, and more. Our Client celebrates diversity, fosters growth and creates a workplace where your ideas and expertise can make a real impact. As the Grants Manager, you’ll play a key role in ensuring that programs have the financial backbone to thrive. You’ll manage post-award grant finances, compliance, billing, and reporting, while leading a small but mighty team. If you’re a strategic thinker with a knack for numbers and love helping communities flourish, this role is for you. What You’ll Do: Financial Leadership & Compliance<ul><li>Lead post-award grants and contracts management: budgeting, reporting and ensuring compliance with federal regulations and internal policies.</li><li>Review grant and contract allocations to ensure proper expense coding, allowability, and adherence to administrative cost limits.</li><li>Prepare financial reports for funders, internal leadership, and audits.</li><li>Serve as the go-to expert for Uniform Guidance and fund accounting practices.</li></ul>Billing & Accounts Management<ul><li>Oversee funder billing, invoicing, and cash receipts to ensure accuracy and timeliness.</li><li>Track accounts receivable, reconcile balance sheets and manage month-end procedures.</li><li>Forecast cash flow and support efficient financial operations across programs.</li></ul>Team Leadership & Development<ul><li>Supervise, mentor, and develop a team of finance professionals.</li><li>Recruit and onboard new staff; foster growth through training and goal setting.</li><li>Ensure adherence to internal controls and smooth departmental operations.</li></ul>Perks & Benefits<ul><li>2 weeks paid vacation + sick time + 14 holidays + floating holidays</li><li>Medical, dental, and life insurance</li><li>403(b) retirement plan with employer match</li><li>Commuter benefits and flexible spending accounts</li><li>Development opportunities and a joyful, collaborative workplace</li></ul>
2026-05-01T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-05-01T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-12T00:00:00Z

Financial Planner - Wealth Management Firm; Hybrid

San Ramon, CA
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations </li><li>Build and maintain cash flow projections and planning models </li><li>Review and organize client financial documents and account information </li><li>Manage data within financial planning software, including eMoney </li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items </li><li>Assist with account openings, transfers, money movement, and maintenance requests </li><li>Track client workflows and coordinate with custodians and external partners </li><li>Support ongoing client service and planning initiatives </li><li>Participate in client meetings for development and exposure as needed </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Cash Manager

Oakland, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
The Treasury / Cash Manager is responsible for supporting the organization’s cash management, liquidity planning, and financial analysis functions. This role plays a key part in optimizing cash flow, managing banking relationships, and providing insights that drive strategic financial decisions. Key Responsibilities<ul><li>Manage daily cash positioning, forecasting, and liquidity planning across multiple accounts and entities</li><li>Monitor and analyze cash flow trends to ensure sufficient liquidity and identify optimization opportunities</li><li>Assist in short- and long-term cash forecasting models</li><li>Execute and track treasury transactions, including wires, ACH payments, and intercompany transfers</li><li>Support debt management, including compliance tracking and reporting on covenants</li><li>Maintain and strengthen relationships with banking partners and financial institutions</li><li>Prepare and analyze financial reports related to cash, investments, and risk exposure</li><li>Assist in identifying and mitigating financial risks (currency, interest rate, and liquidity risk)</li><li>Support monthly, quarterly, and annual close processes related to treasury activities</li><li>Collaborate cross-functionally with accounting, FP&A, and leadership on financial planning initiatives</li><li>Ensure compliance with internal controls, policies, and regulatory requirements</li></ul>
2026-05-22T00:00:00Z

Valuations & Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-15T00:00:00Z

Lead Financial Planner

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Lead 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.
2026-05-27T00:00:00Z

Financial Planner Lead - Wealth Management

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Fund Accountant - w/ Work Life Balance

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Venture Capital Firm | San Mateo County | Hybrid A well-established venture capital firm with a strong track record of backing high-growth companies. The team is collaborative, stable, and tight-knit, with great exposure across fund operations, reporting, and strategic work. This is a strong opportunity for someone ready to step beyond traditional accounting. You’ll join an experienced finance team and gain hands-on exposure to investment operations, investor relations, fundraising support, and cross-functional projects. Competitive comp, bonus, strong benefits, long-term upside, and a hybrid schedule with a great culture and work life balance. Responsibilities<ul><li>Support quarterly close and prepare fund financials </li><li>Maintain investment schedules, capital accounts, and allocations </li><li>Assist with capital calls and distributions </li><li>Support audit and tax processes with external partners </li><li>Track fund performance metrics (gross and net returns) </li><li>Assist with LP reporting and audit requests </li><li>Support fundraising efforts and investor events </li><li>Maintain accurate fund records and documentation </li><li>Partner with leadership on ad hoc projects </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

1 3