35 results for Financial Advisor Wealth Management in San Francisco, CA

Financial Advisor, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP, Wealth Management Location: Milbrae, Hybrid ScheduleSalary: $150-170k + Bonus + Profit Sharing About the Company: Wealth Management firm specializing in serving clients in the professional services field. Key Responsibilities:<ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul>

Associate Financial Advisor/Planner, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Financial Advisor/PlannerLocation: San Francisco; Hybrid (3 days in)Salary: $90-115k + Bonus (10-20%, depending on firm performance) About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team. Key Responsibilities:<ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul>

Wealth Advisor, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP, Wealth Management Location: Peninsula, Hybrid ScheduleSalary: $150-170k + Bonus + Profit Sharing About the Company: Wealth Management firm specializing in serving clients in the professional services field. Key Responsibilities:<ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul>

Associate Financial Planner Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. Responsibilities:<ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Senior Advisor Associate - Financial Planning, CFP **Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration** Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management. Responsibilities:<ul><li>Assist in client meeting preparation, note-taking, and follow-up actions.</li><li>Gather and input data into clients' financial plans.</li><li>Prepare recommendations, analyses, and reports for clients.</li><li>Conduct research on financial topics.</li><li>Collaborate with the Advisory Team to develop strategies and improve processes.</li><li>Contribute to presentation development and content creation.</li><li>Engage in continuing education and mentorship.</li></ul>

Lead Advisor - Holistic Financial Planning Firm Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of our team that focuses on maintaining strong client relations and handling client requests efficiently. Responsibilities:· Serves as a Personal CFO for both existing and new clients, leading the client relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals.· Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning.· Articulates our unique value proposition to potential clients, positioning us as their trusted financial advisor.· Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement, while considering the broader strategic implications of their financial situation. Conducts research on investments, tax strategies, estate planning, and relevant regulations.· Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning, while educating clients on financial concepts and strategies to empower them to make well-informed decisions. For immediate consideration please reach out to Jeff Abrams via LinkedIn

Client Service Associate - Wealth Mangement Firm Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Job Posting: Client Service AssociateEmployment Type: Full-TimeLocation: San Jose, 100% onsiteComp: $88-120k + Bonus Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented Client Service Advisor to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! Apply now to take the next step in your career. Responsibilities:<ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>

Associate Director of Operations, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title:Associate Director of Operations Location:San Francisco, CA (hybrid) Salary:130k-150k base + bonus About the Company:A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. Key Responsibilities:<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>

Financial Advisor Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Join our client, an independent RIA in the vibrant Bay Area as a financial advisor. They craft innovative investment strategies for a diverse clientele, from institutions to entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders. HYBRID work schedule. Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success. Some Responsibilities of a Financial Advisor:<ul><li>Offer financial planning and investment advice to clients.</li><li>Develop tailored investment strategies and offer financial guidance.</li><li>Manage assigned clients, ensuring top-notch service and ongoing support.</li><li>Engage in direct, daily interactions with clients and team.</li><li>Thrive in a team-based environment, catering to sophisticated clients.</li></ul>

Client Service Associate, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service AssociateLocation: Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)Salary: $60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills) About the Company:A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. Key Responsibilities:<ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul>

Wealth Advisor **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Wealth Advisor, CFPEmployment Type: Full-TimeLocation: Millbrae; HybridSalary: $150-170k + Bonus A wealth management firm specializing in financial planning and investment advisory services for global law firms is seeking a Wealth Advisor to join their team in San Francisco. This role involves working with high-net-worth (HNW) clients. Responsibilities:<ul><li>Collaborate with team members to develop holistic financial strategies, addressing key areas such as cash flow management, goal setting, retirement strategies, tax efficiency, risk mitigation, and insurance analysis.</li><li>Analyze financial scenarios to identify opportunities and provide strategic recommendations.</li><li>Deliver engaging, interactive financial presentations during client meetings.</li><li>Prepare for and participate in quarterly client reviews, offering valuable financial insights.</li><li>Manage the onboarding process for new client accounts, ensuring a seamless experience.</li><li>Liaise with custodians to resolve service-related issues efficiently.</li><li>Contribute to business growth initiatives and client acquisition efforts.</li></ul>

Tax Planning and Advisory - Family Office / Private Equity For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. Primary Responsibilities: Tax Planning <ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul>Risk Management <ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul>Estate Planning <ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul>Philanthropy <ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul>Legal and Compliance <ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul>Financial Administration <ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul>

Associate Investor Relations, Investment Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title:Investor Relations, Associate Location:San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule) Salary:$110,000 - $140,000 (flexible depending on experience) + bonus About the Company:This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes. Key Responsibilities:<ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul>

CFO 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. Property Operations Responsibilities:<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>Estate Planning Responsibilities:<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>Partnership Accounting Responsibilities:<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>

Senior Valuation/Financial Analyst **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Valuation/Financial AnalystEmployment Type: Full-TimeLocation: Redwood City (Hybrid)Salary: $120-150K (DOE) 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. Responsibilities:<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>

Controller/ Real Estate Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders. Responsibilities: • Mentor and provide opportunities for the Investor Reporting team members to grow.• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.• Oversee the preparation of monthly reports for various investment vehicles.• Lead the quarter-end close process, preparation, and review of financial statements.• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.• Identify and implement improvements in policies and procedures.• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions. If interested, please reach out Jeff Abrams via LinkedIn

Finance Associate for Venture Capital Firm in SF - Hybrid! Job Posting: Finance Associate Employment Type: Full-TimeLocation: San Francisco; 2 days a week onsite Salary: $100-$140k (DOE) 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. Responsibilities:<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>

Finance Associate (Tax) - Early Stage VC Firm! Job Posting: Finance Associate (Tax)Employment Type: Full-TimeLocation: San Francisco; 2 days a week onsite Salary: $100-$140k (DOE) 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. Responsibilities:<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>

Trading Operations Associate - Wealth Management Firm *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Our client is a $1 billion AUM wealth management firm in the East Bay, dedicated to providing comprehensive financial planning and investment management services to high-net-worth clients. They foster career growth, value teamwork, and offer highly competitive benefits to their employees. Responsibilities:<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>Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Analyst We are offering an exciting opportunity for an Financial Analyst in the venture capital industry, located remotely on a PART-TIME basis. 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. Responsibilities:• Contribute to the maintenance of accurate and up-to-date investment schedules for various entities.• Manage and maintain the finance folder within the client’s systems in a precise and agreed-upon manner.• Collaborate with third-party accounting teams to support quarterly valuations of funds, ensuring accuracy and reasonableness.• Maintain precise and accessible audit documentation for the CFO and external accounting teams within an agreed-upon timeline.• Ensure the Venture Capital database is accurate and current, including precise investor and stakeholder data.• Update and validate key performance indicators (KPIs) for venture capital investments.• Assist in the analysis of financial statements, projections, and valuation methodologies, and contribute to the creation of financial models.• Work together with other external vendors to update financial information.• Conduct comprehensive industry and technology analyses to identify trends and investment opportunities to support sound financial decision-making.• 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.

Fund Accountant - FiDi - Hybrid! **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Fund AccountantLocation: San Francisco (FiDi); 2-3 days in officeExperience Level: Senior LevelSalary: $115-145K A top-tier, global equity firm is expanding their finance team. If selected, you will be an integral member of the accounting team with substantial responsibility from day one. This is a perfect position for someone looking to build a long-term career in investment accounting at a leading global private equity firm. The company culture is familial, supportive, career minded (meaning lots of opportunities for development and promotion) and also a quality first environment (learn from the best). The team is large and well-structured. The firm is generous with their employees and rewards quality work and commitment. Responsibilities:• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure.• Review quarterly and annual financial statements of Funds for accuracy, completeness and overall presentation in accordance with US GAAP.• Work with the financial management team to ensure accurate and timely audit and tax filings by coordinating with various outside service providers, researching technical tax and accounting issues as needed, and assisting with the overall audit and tax process internally and externally.• Monitor cash position for various Funds and project future cash requirements.• Collaborate with the finance management team to support overall department and company goals and objectives.• Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.• Support the finance management team with advising a team of accountants regarding the handling of non-routine reporting transactions.• Mentoring and coaching junior members of the team.

Senior Valuations & Finance Analyst, Venture Capital If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Valuation & Finance AnalystLocation: Redwood City (Hybrid)Salary: $130-$150k + Bonus 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). Key Responsibilities:<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>

Senior Fund Accountant in the FiDi Hybrid **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Fund AccountantLocation: San Francisco (FiDi); 2-3 days in officeExperience Level: Senior LevelSalary: $115-145K A top-tier, global equity firm is expanding their finance team. If selected, you will be an integral member of the accounting team with substantial responsibility from day one. This is a perfect position for someone looking to build a long-term career in investment accounting at a leading global private equity firm. The company culture is familial, supportive, career minded (meaning lots of opportunities for development and promotion) and also a quality first environment (learn from the best). The team is large and well-structured. The firm is generous with their employees and rewards quality work and commitment. Responsibilities:• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure.• Review quarterly and annual financial statements of Funds for accuracy, completeness and overall presentation in accordance with US GAAP.• Work with the financial management team to ensure accurate and timely audit and tax filings by coordinating with various outside service providers, researching technical tax and accounting issues as needed, and assisting with the overall audit and tax process internally and externally.• Monitor cash position for various Funds and project future cash requirements.• Collaborate with the finance management team to support overall department and company goals and objectives.• Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.• Support the finance management team with advising a team of accountants regarding the handling of non-routine reporting transactions.• Mentoring and coaching junior members of the team.

Sr. Financial Analyst We 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. Responsibilities: • Utilize data mining techniques for effective financial planning and decision making • Manage and perform various accounting functions to ensure financial accuracy • Use CRM and Confluence for efficient business system management • Conduct regular auditing to maintain financial integrity • Implement budget processes for optimal capital management • Generate reports using Crystal Reports for financial analysis and forecasting • Monitor and manage customer credit records accurately • Process customer credit applications with precision and efficiency • Resolve customer inquiries and ensure customer satisfaction • Keep track of customer accounts and take necessary actions when required.

Senior Valuations and Finance Analyst If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Valuation & Finance AnalystLocation: Redwood City (Hybrid)Salary: $130-$150k + Bonus 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). Key Responsibilities:<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>