<p><strong>Job Description: <em>Financial Planning & Analysis (FP& A) Analyst</em></strong></p><p>We’re seeking a detail-oriented, highly analytical FP& A Analyst to join our accounting/finance team. As an FP& A Analyst, you will work closely with the firm's Controller and department managers in supporting the firm's various businesses. Here are the key responsibilities and qualifications:</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist in preparing annual budgets, and forecasts.</li><li>Assist in preparing financial statements for senior management.</li><li>Develop and maintain financial models for various business units and projects.</li><li>Analyze financial data to identify trends, variances, and opportunities for improvement.</li><li>Support the monthly financial reporting process, including variance analysis and management reporting.</li><li>Prepare ad-hoc financial analyses and reports as needed.</li><li>Continuously improve financial processes and systems.</li></ul><p><br></p>
We are looking for a dedicated Financial Analyst to join our team in San Francisco, California. This long-term contract position offers an excellent opportunity to contribute to fiscal management within the dynamic healthcare industry. The ideal candidate will bring strong analytical skills and a keen eye for detail to support budgeting, financial reporting, and compliance functions.<br><br>Responsibilities:<br>• Prepare and manage monthly reconciliations, projections, and invoices to ensure accurate financial reporting.<br>• Develop detailed financial status reports and assist in budgeting processes.<br>• Perform journal entries and recharges, ensuring compliance with established guidelines and regulations.<br>• Conduct account close-outs, verifying accuracy in revenue and cost allocations.<br>• Monitor and maintain precision in account budgets, identifying discrepancies and resolving them promptly.<br>• Utilize advanced Excel features, such as pivot tables and VLOOKUP, to generate and analyze financial data.<br>• Adhere to compliance standards, including organizational circulars and policies, in all financial activities.<br>• Collaborate with team members to streamline financial processes and improve efficiency.<br>• Provide insights and recommendations based on financial data analysis.<br>• Support additional financial tasks and projects as needed.
<p>Seeking a nearly 100% remote job? We are looking for an experienced Lead Financial Analyst to join our team at the company headquartered in the East Bay. This role requires a detail-oriented individual who can leverage financial insights to support strategic decision-making and enhance business performance. The ideal candidate will excel in managing complex financial data and collaborating across teams to drive impactful results.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborates with senior leadership to analyze regional financial performance and guide decisions on pricing, resource allocation, and compensation strategies.</li><li>Advises mid-level leaders by interpreting financial data and recommending region-specific strategies to optimize profitability.</li><li>Develops and presents financial reports, forecasts, and scenario analyses to align operational plans with company goals.</li><li>Partners with Financial Analysts and Finance Intelligence to build models that support tactical and strategic decision-making.</li><li>Integrates predictive analytics into revenue planning and monitors key variances to refine forecasts and hit performance targets.</li><li>Supports compensation planning by validating data and suggesting adjustments based on trends and KPIs.</li><li>Guides leadership through changing market conditions, aligning strategies with business objectives and financial goals.</li><li>Facilitates regular financial reviews with regional leaders to enhance efficiency and execution.</li><li>Ensures compliance with financial regulations (GAAP, IFRS, SOX) and corporate governance through audits and documentation.</li><li>Collaborates cross-functionally to identify inefficiencies, drive process improvements, and align regional tools with operational needs.</li><li>Mentors junior team members and promotes best practices in financial analysis and reporting.</li></ul>
<p>We are looking for a detail-oriented Financial Analyst to join our clients team in San Ramon, California. This long-term contract position offers the opportunity to work on complex financial models, enhance reporting processes, and support strategic decision-making by delivering accurate financial data and insights. If you have a passion for data analysis, forecasting, and process improvement, we encourage you to apply.</p><p><br></p><p>This is a fully remote position but occasional onsite visits may be needed. Applicants must be local to the Bay Area. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile and verify financial datasets from various sources to ensure accuracy and consistency.</p><p>• Investigate and resolve data discrepancies to maintain high-quality reporting standards.</p><p>• Collaborate with governance teams to align financial data with compliance and organizational standards.</p><p>• Identify inefficiencies in data preparation workflows and implement improvements to streamline processes.</p><p>• Prepare enterprise-level financial reports, focusing on global metrics and intercompany considerations.</p><p>• Work with IT and Treasury teams to address data inconsistencies and align reporting systems with key performance indicators.</p><p>• Analyze data trends and variances to provide actionable insights for senior leaders and financial business partners.</p><p>• Assist with enterprise-wide reporting exercises, including compensation plan analysis and budget reconciliation.</p><p>• Build and refine financial forecasting models to support budgeting and resource allocation processes.</p><p>• Partner with finance teams to enhance and automate reporting templates and forecasting tools.</p>
<p>Our client in San Ramon is seeking an experienced Senior Financial Analyst for a leave coverage. In this role, you will play a critical part in supporting FP& A relationships with senior executive leadership while driving insights and analysis to inform strategic decisions. You will also collaborate with cross-functional teams and contribute to financial planning, reporting, and compliance efforts. This role is 100% remote although priority will be given to Bay Area and Ohio-based consultants. Expected pay is $50-$55/hr. depending on location.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with senior executive leadership to support financial planning and analysis efforts.</p><p>• Develop a comprehensive understanding of the global financial data governance model and its application to assigned portfolios.</p><p>• Collaborate with business units and corporate teams to gain insights into evolving business models and strategies.</p><p>• Contribute to the annual operating plan process by performing detailed analysis, preparing templates, and generating reports.</p><p>• Monitor performance targets, identify trends or gaps, and propose actionable solutions to meet organizational goals.</p><p>• Partner with teams such as recruiting, procurement, and real estate to ensure spending aligns with approved budgets.</p><p>• Conduct cost rate reviews and provide accounting support for corporate relationships.</p><p>• Lead or participate in initiatives focused on business growth, process simplification, and productivity improvements.</p><p>• Prepare financial models, capital budgets, and high-value analyses to support decision-making processes.</p><p>• Assist in the creation of dashboards and management reports to enhance visibility into business performance.</p>
We are looking for a detail-oriented Entry-Level Financial Analyst to join our team in San Jose, California. In this role, you will support financial operations and analysis while gaining hands-on experience in accounting functions, reporting, and data management. This position offers an excellent opportunity to grow your career in financial services while contributing to meaningful business outcomes.<br><br>Responsibilities:<br>• Assist in managing and maintaining accounting software systems to ensure accurate financial reporting.<br>• Perform data mining and analysis to identify trends and provide actionable insights.<br>• Generate detailed reports using tools like Crystal Reports to support decision-making processes.<br>• Support auditing activities by preparing documentation and verifying financial records.<br>• Participate in budget planning and monitoring processes to ensure alignment with organizational goals.<br>• Apply accrual accounting methods to track revenues and expenses effectively.<br>• Collaborate with teams to enhance capital management strategies and optimize resource allocation.<br>• Handle CRM-related financial tasks to streamline operations and improve client satisfaction.<br>• Contribute to the refinement of financial processes for greater efficiency and accuracy.
<p><strong>Job Title:</strong> Financial Analyst – Public Sector (Scenario Analysis)</p><p><strong>Duration:</strong> Contract Role (1–3 months)</p><p><strong>Company:</strong> Robert Half Client – Public Sector</p><p><br></p><p><strong>Job Description:</strong></p><p>Our public sector client is seeking an experienced <strong>Financial Analyst</strong> for a short-term contract role to support scenario analysis related to grants and funding. This position offers an opportunity to contribute to meaningful projects impacting community programs and initiatives. If you have a strong background in financial modeling, forecasting, and working with grant-related budgets, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Scenario Analysis:</strong> Develop and conduct in-depth financial scenario analyses to assess the impact of changes in grant funding, allocation, and program priorities.</li><li><strong>Grant Budget Management:</strong> Review grant agreements and funding guidelines to ensure compliance and alignment with financial projections.</li><li><strong>Forecasting:</strong> Create detailed funding models and projections using historical data, anticipated grant disbursements, and program-specific requirements.</li><li><strong>Reporting:</strong> Prepare clear, concise reports and presentations to communicate findings to stakeholders, including senior management and program leadership.</li><li><strong>Risk Assessment:</strong> Evaluate financial risks associated with funding uncertainties and propose mitigation strategies.</li><li><strong>Collaboration:</strong> Work closely with program managers, grant coordinators, and finance teams to gather data and provide actionable recommendations.</li><li><strong>Ad Hoc Analysis:</strong> Provide support for additional budgeting, forecasting, and reporting requests as needed.</li></ul><p><br></p>
Job Duties: <br>1. Maintain the general ledger and reporting table. Lead the monthly close and ensure that reconciliations are completed.<br>2. Complete funding request and reporting of multiple government and other grants.<br>3. Review and direct all ledger postings from subsystems and external processing systems. <br>4. Review and evaluate our methodology of applying cost allocation percentages to various programs are appropriate and reasonable.<br>5. Participate and/or lead cross-department special projects such as new software implementation.<br>6. Suggest and implements improvements to processes and systems.<br>7. Support and develops an organic, cooperative environment. Mentors wherever possible.<br>8. Assist with audits and prepares documents for CPA-prepared tax returns. <br>9. Other duties as assigned. <br> <br>Required Job Skills: <br>1. Physical ability to sit or stand at a computer workstation for extended periods with or without an accommodation.<br>2. Ability to type approximately 45 words per minute.<br>3. A motivated, innovative self-starter who can work independently and also cooperatively work with other staff in a team environment.<br>4. Excellent verbal and written communication skills. <br>5. Ability to work in an occasionally stressful environment, to handle multiple tasks simultaneously, and to meet established deadlines.<br>6. Ability to prioritize work tasks and efficiently allocate and manage time. <br>7. Advanced computer skills with regard to accounting software and Excel. Experience with MS Office programs.<br>8. Ability and willingness to train and mentor other accounting team members.<br>9. Strong interpersonal, communication, and organizational skills. <br>10. Ability to solve practical problems. Ability to interpret and apply common sense from a variety of instructions furnished in written, oral, diagram or schedule form.
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p>We are looking for a detail-oriented HYBRID Finance Sr Analyst to join our team on a long-term contract basis in Fremont, California. In this hybrid role, you will collaborate closely with the Finance Manager and other analysts to support financial operations, reporting, and reconciliation tasks. This position offers an excellent opportunity to leverage your expertise in financial analysis and cross-functional collaboration while contributing to process improvements and data-driven decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate purchase order approvals and maintain accurate tracking of invoices to ensure timely processing.</p><p>• Update and manage financial trackers and smart sheets in Excel, compiling savings reports and preparing pivoted financial summaries.</p><p>• Perform account reconciliations and validate invoice data for accuracy and completeness.</p><p>• Approve expense reports, ensuring proper coding and billing allocation.</p><p>• Support financial analysts with ad hoc analysis and contribute to custom reporting projects.</p><p>• Prepare detailed financial reports and summaries tailored for stakeholder use.</p><p>• Collaborate with cross-functional teams to enhance financial workflows and operational accuracy.</p><p>• Conduct in-depth analysis to identify financial discrepancies and recommend solutions.</p><p>• Assist in special projects requiring multi-tasking and analytical expertise.</p><p>• Demonstrate a strong understanding of financial principles and processes to drive efficiency.</p>
<p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><br></p><p><strong>Compensation:</strong> $95,000–$115,000, commensurate with experience</p><p><strong>Location:</strong> San Francisco, CA (hybrid work structure)</p><p> </p><p><strong>Core Responsibilities</strong></p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and enhance internal and external dashboards to provide visibility into asset performance</li><li>Contribute to investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by </li></ul><p><br></p>
<p>We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>
<p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><p><br></p><p>· Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</p><p>· Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</p><p>· Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</p><p>· Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</p><p>· Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</p><p>· Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</p><p>· Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations.</p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Trading & Investment Analyst - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $90-120k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Support senior investment professionals in the <strong>construction and implementation of customized portfolios</strong>, including strategy shifts and capital deployment plans</li><li>Gain and apply a deep understanding of the firm’s <strong>investment philosophy, proprietary models, asset classes, and product offerings</strong></li><li>Conduct <strong>company- and security-level investment analysis</strong> in response to client inquiries or internal research needs</li><li>Execute <strong>client-directed trades</strong> across equities, fixed income, and options in coordination with the Investment Management team</li><li>Prepare and maintain <strong>comprehensive client performance reports</strong>, balance sheets, and related investment documentation</li><li>Oversee and manage <strong>performance tracking for private investments</strong>, including communication with external managers</li><li>Assist in <strong>preparing alternative investment subscription documents</strong> and managing related workflows</li><li>Collaborate with the Client Service team to facilitate <strong>cash movements</strong>, including client-requested withdrawals and strategic cash deployment</li><li>Monitor client portfolios for <strong>cash drag, rebalancing needs, and tax-loss harvesting</strong> opportunities, proactively surfacing insights to the investment team</li><li>Review portfolio holdings for potential <strong>enhancement or optimization opportunities</strong>, presenting research and recommendations to senior team members</li><li>Provide <strong>operational support to the broader Investment Team</strong>, including coordination of internal projects and workflows</li><li>Manage <strong>private fund operations administration</strong> by liaising with third-party fund administrators and ensuring accurate recordkeeping</li></ul><p><br></p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A growing real estate investment and operations firm is seeking a motivated <strong>Analyst or Senior Analyst</strong> to join its Asset Management team. This position plays a key role in financial analysis and operational oversight of a diverse real estate portfolio. The role is ideal for candidates with 1–5 years of experience in real estate investment, private equity, or related fields, who are looking to grow in a dynamic, team-oriented environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>The company is a vertically integrated owner-operator focused on multifamily, student housing, and single-family rental properties across the Western U.S. With strategic partnerships involving global institutional capital and a team of over 250 people, the firm has built a strong track record since its founding in 2014. The organization is driven by a mission to create long-term value through responsible acquisition, development, and management. Core values include integrity, teamwork, authenticity, and excellence.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Analyst will support the Asset Management and Operations teams in performing financial analysis, identifying opportunities to improve property performance, and assisting with investor communications. As the Analyst gains experience, their responsibilities will expand to include deeper financial modeling and strategic decision support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Financial & Operational Analysis</strong></p><ul><li>Analyze return on investment (ROI) for capital improvement (CAPEX) projects</li><li>Conduct sensitivity and scenario analyses to evaluate the impact of operational decisions on investment returns</li><li>Monitor and interpret key operational and financial performance metrics</li><li>Identify cost-saving initiatives in collaboration with utilities and property management teams</li><li>Develop and present ad-hoc analyses to guide strategic decisions</li></ul><p><strong>Investor Communication & Reporting</strong></p><ul><li>Maintain and update web-based dashboards for internal and external stakeholders</li><li>Support the preparation of investor presentation materials</li><li>Participate in investor and stakeholder meetings, providing data-driven insights</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Work closely with teams across operations, asset management, and property management to ensure consistent goals and performance alignment</li></ul>
We are looking for a skilled Supply Chain Analyst to join our team in San Francisco, California. In this long-term contract position, you will play a key role in developing business intelligence solutions and streamlining organizational processes. This is an exciting opportunity to leverage your analytical expertise and contribute to impactful decision-making.<br><br>Responsibilities:<br>• Develop and implement business intelligence solutions to enhance organizational performance.<br>• Generate detailed reports using office applications to support and improve business operations.<br>• Collaborate with team members to gather data and align efforts with the organization's objectives.<br>• Evaluate business processes and requirements, providing actionable recommendations to management and leadership.<br>• Create and maintain comprehensive documentation, including system designs, requirements, and user manuals.<br>• Analyze business intelligence data and identify trends that inform strategic decisions.<br>• Summarize financial and economic reports for review by executives, managers, and stakeholders.<br>• Conduct additional related tasks as assigned to support the organization's goals.
We are looking for a skilled Supply Chain Analyst to join our team on a long-term contract basis in San Francisco, California. In this role, you will leverage data and business intelligence tools to optimize supply chain processes and provide actionable insights to support organizational goals. This position is ideal for someone who excels at analyzing complex data, collaborating across teams, and delivering impactful solutions.<br><br>Responsibilities:<br>• Develop and implement business intelligence solutions that enhance organizational decision-making.<br>• Generate detailed reports using office applications to streamline and improve business operations.<br>• Collaborate with cross-functional teams to gather data and align efforts with organizational objectives.<br>• Evaluate business processes and requirements, providing strategic recommendations for implementation.<br>• Create and maintain comprehensive documentation, including design specifications, requirements, and user manuals.<br>• Compile and interpret business intelligence data to offer actionable recommendations.<br>• Prepare summaries of financial and economic data for review by executives, managers, clients, and stakeholders.<br>• Perform additional tasks as assigned to support the organization’s supply chain initiatives.
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
We are looking for an experienced Accounting Manager/Supervisor to lead the financial operations of our organization in Tracy, California. This is a long-term contract position offering an excellent opportunity to oversee critical accounting functions and contribute to the strategic financial management of the company. The ideal candidate will excel in managing finance teams, ensuring compliance with policies, and driving efficiency in financial processes.<br><br>Responsibilities:<br>• Oversee daily operations of the Finance Department, including accounting, accounts payable, accounts receivable, audits, and financial reporting.<br>• Develop and implement departmental policies, procedures, and goals to enhance efficiency and ensure regulatory compliance.<br>• Manage the budgeting process, prepare detailed financial reports, and ensure the timely delivery of accurate financial statements.<br>• Supervise and evaluate finance staff, providing guidance, training, and addressing performance concerns.<br>• Conduct financial studies and recommend improvements to systems, processes, and operational practices.<br>• Advise on financial policies, compliance matters, and strategies to optimize organizational financial performance.<br>• Collaborate with auditors to facilitate successful audits and maintain accurate financial documentation.<br>• Utilize accounting software systems and ERP platforms to streamline financial processes and reporting.<br>• Ensure proper handling of billing functions and maintain high standards for accounts payable and receivable processes.<br>• Monitor and assess financial risks, providing solutions to mitigate potential issues.
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p>We are seeking a motivated and detail-oriented Entry-Level Analyst to join our client's growing team on a contract-to-permanent basis. This is an excellent opportunity for a entry level to launch their detail oriented career with a highly collaborative and forward-thinking organization. As an Entry-Level Analyst, you will play a crucial role in analyzing large data sets, providing actionable insights, and supporting business objectives. </p><p><br></p><p> The ideal candidate will possess strong technical acumen, advanced Excel skills (including expertise in PivotTables, VLOOKUPs, and large data set manipulation), and the ability to clearly communicate findings to cross-functional teams. If you’re tech-savvy, results-driven, and thrive in a dynamic, team-oriented environment, we want to hear from you! </p><p><br></p><p> To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Duties: </strong></p><ul><li>Perform accounts receivable and billing </li><li>Assist with reporting and reconciliation </li><li>Collect, mine, monitor and review data</li><li> Process financial transactions - tracking time and expenses </li><li>Assist in the preparation of reports </li><li>Perform data entry, verification, and back-up; and maintain database ·</li><li>Other duties as assigned</li></ul>
<p>Are you an experienced finance leader with a strong background in accounting and financial operational excellence? Our client is seeking an <strong>Interim Director of Finance</strong> for a <strong>3+ month engagement</strong>. This role requires a hands-on professional with the ability to guide financial and operational decisions while ensuring the company’s financial health and compliance. This role is onsite in San Leandro and is expected to pay between $70-$85/hr. DOE.</p><p><br></p><p><strong>Primary Duties</strong></p><ul><li>Deliver financial updates by evaluating, analyzing, and reporting key data points to operational managers.</li><li>Develop, implement, and maintain strong financial controls and guidelines.</li><li>Achieve budgeting goals through proper analysis, scheduling, and corrective actions.</li><li>Innovate processes to maximize payroll efficiency.</li><li>Assist in developing and supporting short- and long-term operational strategies.</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Ensure timely, accurate, and useful financial information across annual, bi-weekly, monthly, and daily reporting cycles.</li><li>Conduct financial analyses related to product costing and pricing strategies.</li><li>Collaborate with the ownership team to establish financial and operational benchmarks, budgets, and reporting standards (biweekly, monthly, and annual).</li><li>Strengthen internal controls to safeguard company assets, policies, procedures, and workflows.</li><li>Provide oversight to human resources and IT while focusing on efficiency and service in these departments.</li><li>Lead the accounting team with dynamic leadership that fosters trust and productivity.</li><li>Improve financial and cash flow models throughout the organization.</li><li>Supervise accounts receivable and accounts payable processes.</li><li>Manage and deliver financial reports to external stakeholders (e.g., banks) on a monthly and quarterly basis.</li><li>Act as the primary interface with external CPAs for reviewed financial statements and tax filings.</li><li>Promote continuous improvement within the company, emphasizing financial analysis initially.</li></ul>
<p>We are seeking a motivated and detail-oriented <strong>Entry-Level Analyst</strong> to join our client's growing team on a temp-to-hire basis. This is an excellent opportunity for a recent graduate to launch their professional career with a highly collaborative and forward-thinking organization. As an Entry-Level Analyst, you will play a crucial role in analyzing large data sets, providing actionable insights, and supporting business objectives.</p><p><br></p><p>The ideal candidate will possess strong technical acumen, advanced Excel skills (including expertise in PivotTables, VLOOKUPs, and large data set manipulation), and the ability to clearly communicate findings to cross-functional teams. If you’re tech-savvy, results-driven, and thrive in a dynamic, team-oriented environment, we want to hear from you!</p><p><br></p><p><strong> To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </strong></p><p><br></p><p> Duties: </p><ul><li>Perform accounts receivable and billing </li><li>Assist with reporting and reconciliation </li><li>Collect, mine, monitor and review data </li><li> Process financial transactions - tracking time and expenses </li><li> Assist in the preparation of reports </li><li>Perform data entry, verification, and back-up; and maintain database </li><li>Other duties as assigned</li></ul>
<p><strong>Job Title:</strong> Wealth Manager / Senior Wealth Manager</p><p><strong>Location:</strong> Mill Valley, CA (Hybrid: 2-3 days/week onsite)</p><p><strong>Salary:</strong> $150,000 – $200,000+ (DOE) + Bonus + Profit Sharing (Senior WM)</p><p> </p><p><strong>Company Details:</strong></p><p>We are partnering with an independent SEC-registered investment advisory firm based in Mill Valley. The firm offers personalized financial services to high-net-worth individuals and families and is known for its collaborative culture and commitment to delivering holistic, purpose-driven wealth management.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Manage and nurture client relationships by providing tailored financial planning and investment advice</li><li>Develop comprehensive strategies covering retirement, tax, estate, insurance, and portfolio management</li><li>Support business growth through client referrals and expanding networks</li><li>Collaborate with team members to ensure consistent delivery of high-quality client service</li><li>Maintain compliance and accurate records of all client interactions</li><li>(Senior Wealth Manager) Lead complex client engagements, mentor junior advisors, and contribute to firm-wide strategic initiatives</li></ul><p><br></p>
