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103 results for Fund Controller Cfo Track in San Francisco, CA

Cost Accountant

Sausalito, CA
onsite
Permanent / Full Time
105000 - 120000 USD / Yearly
We are looking for a detail-oriented Cost Accountant to join our team in Fairfield, California. This role supports core inventory and cost accounting activities, including monthly close, reconciliations, variance review, and reporting within a manufacturing environment. The position works closely with operational partners across the business and reports to the Director of Cost Accounting. The ideal candidate brings strong analytical skills, adapts well to changing priorities, and is comfortable working in a fast-paced setting. Responsibilities:• Support monthly cost accounting and inventory close activities by preparing entries, reviewing balances, and helping ensure timely completion of reporting tasks.• Maintain accurate product and inventory costing records within the ERP system, including updates to relevant item and cost structures.• Review production and inventory transactions to confirm data completeness, identify discrepancies, and help resolve issues affecting financial accuracy.• Analyze manufacturing and inventory variances, investigate unusual cost movements, and communicate findings to stakeholders.• Prepare general ledger reconciliations related to inventory, costing, and associated balance sheet accounts.• Assist in managing inventory reserve activities, including excess and obsolete stock analysis and write-off support.• Record and process inventory cost adjustments as needed to reflect operational and financial updates.• Contribute to audit readiness by preparing schedules, compiling support documentation, and responding to information requests.• Develop ad hoc analyses and reports to support decision-making across finance and operations.
2026-06-10T00:00:00Z

Cost Accountant

San Jose, CA
onsite
Temporary / Contract
60 - 80 USD / Hourly
Our manufacturing client is looking for a cost accountant to join their organization on a consulting to FTE basis. This role is onsite in San Jose, CA 5 days/week. If you have 5+ years of cost accounting experience, please apply today. The role will expand beyond cost accounting; you will eventually taken on more GL responsibilities. However, the majority of your responsibilities at least early on will be building the cost accounting framework for this growing medical device company. They are on Epicor, so if you have used that software before, you will go to the front of the line! Please apply today, our client would love to have someone start for the quarter end close. Pay is up to $80/hr. regular pay and $120/hr. overtime.
2026-06-13T00:00:00Z

Senior Fund Accountant | Venture Capital | San Francisco

San Francisco, CA
onsite
Permanent / Full Time
125000 - 155555 USD / Yearly
For quickest consideration, send a message to Jennifer Fukumae with Robert Half Finance and Accounting on LinkedIn. 🚨 Senior Fund Accountant / Fund Manager | Venture Capital | San Francisco (Presidio)A leading boutique early-stage venture capital firm in San Francisco is seeking a Senior Fund Accountant / Fund Manager to join its lean and high-impact finance team.This is a rare opportunity to step into a highly visible role supporting a ~$1B+ AUM investment platform focused on seed and Series A investments across software, AI, fintech, infrastructure, healthcare, and emerging technologies.The environment is intentionally small, highly collaborative, and founder-centric—offering significant exposure to partners, portfolio companies, and the full venture investment lifecycle. 📍 Location: Presidio, San Francisco (Onsite Tues/Wed/Thurs)💰 Compensation: $125K–$170K base (DOE) + bonus + excellent benefits Key Responsibilities:• Lead and support fund accounting processes including monthly/quarterly closes• Execute capital calls, distributions, and waterfall allocations• Manage NAV calculations, management fees, and carried interest tracking• Support financial statement preparation and audit coordination• Oversee GP/LP allocations and investor reporting packages• Partner closely with fund administration, tax, audit, and legal teams• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles• Assist with valuation support for illiquid and venture-stage investments• Monitor portfolio company activity including financing events and exits• Drive process improvements, automation, and reporting efficiency
2026-06-09T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-06-12T00:00:00Z

Early Stage VC - Accounting & Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams My client is a boutique early-stage venture capital firm based in San Francisco. They make investments in software, AI, infrastructure, fintech, developer tools, healthcare tech, and crypto/blockchain-related companies. They intentionally stay small with ~15 employees and around $1B+ AUM. Very relationship-driven culture rather than institutional “mega fund” bureaucracy. Their portfolio includes recognizable venture-backed companies, some with recent very successful exits. The Environment and culture is -<ul><li>Kind and values based</li><li>Lean team, will report to Director of Finance (an exceptional person to work with - bright, understanding, a true business partner)</li><li>High ownership</li><li>Fast-moving</li><li>Founder focused</li><li>Significant operational breadth - You will work closely with Partners, Fund Admin, Audit & Tax, LP’s for reporting and portfolio analysis and monitoring.</li></ul>They will value someone who can handle:<ul><li>Capital calls, Distributions, Waterfall allocations, Management fee calculations, Carried interest tracking, Quarterly NAVs, Financial statement review, GP/LP allocations</li><li>SPVs, SAFEs and convertible notes, Valuation support for illiquid investments, Portfolio company financing events, Crypto/digital asset exposure (possibly), Co-invest vehicles</li><li>Process building, automation mindset, vendor management, audit coordination, and improving reporting workflows are all highly valued.</li></ul>Career upsides:<ul><li>Exposure to top-tier venture ecosystem</li><li>Direct interaction with partners</li><li>Visibility into startup investing and portfolio construction</li><li>Broader responsibility than at a giant asset manager</li><li>Opportunity to modernize finance infrastructure</li><li>Strong compensation upside as the platform keeps growing</li></ul>
2026-06-01T00:00:00Z

Senior Fund Accountant | Investment Management Firm

Menlo Park, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Senior Fund Accountant Menlo Park, CA (Hybrid Schedule)$145,000 – $175,000 + Bonus + Comprehensive Benefits A highly respected institutional investment management firm is seeking a Senior Fund Accountant to join its Financial Operations team. This is an excellent opportunity for an accounting professional interested in expanding their expertise across a broad range of alternative investments, including private equity, venture capital, hedge funds, real assets, and public market strategies. Key Responsibilities<ul><li>Review monthly and quarterly financial reporting packages prepared by third-party fund administrators, including NAV calculations and supporting schedules.</li><li>Oversee the preparation and distribution of investor capital account statements.</li><li>Monitor and review regulatory, compliance, and financial reporting requirements.</li><li>Coordinate and oversee annual audit engagements with external auditors and service providers.</li><li>Review expense allocations and ensure proper treatment across multiple investment products and structures.</li><li>Monitor separately managed accounts and ensure compliance with investment management agreements.</li><li>Manage data collection, reporting, and information requests from underlying investment managers.</li><li>Identify operational efficiencies and strengthen internal controls and oversight processes.</li><li>Partner closely with internal stakeholders and external vendors to ensure timely and accurate reporting.</li></ul>
2026-06-17T00:00:00Z

Vice President, Fund Accounting | Private Equity | $300K–$35

San Francisco, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
Compensation: $225K–$300K Base + Bonus + Carry Participation Location: San Francisco | Hybrid This is not your typical fund accounting leadership role. An elite growth equity platform managing billions in committed capital is looking for a Vice President, Fund Accounting to lead fund reporting operations across complex private equity vehicles while managing and mentoring a high-performing team.This is a high-visibility leadership seat partnering closely with Finance, Tax, Compliance, and Deal Teams — ideal for someone who thrives in complexity, enjoys building scalable processes, and wants to operate close to the business. What You’ll Own✔ Lead all fund accounting and reporting operations across investment funds and GP entities✔ Manage and mentor a fund accounting team (3–5 professionals)✔ Oversee capital calls, distributions, management fees, offsets, and fund lifecycle accounting✔ Drive annual audits, K-1/tax coordination, investor reporting, and fund liquidity planning✔ Partner closely with deal teams on investment closings, cash flows, and operational workflows✔ Improve systems, reporting processes, and operational scalability as the platform continues to grow
2026-06-15T00:00:00Z

Vice President, Fund Accounting | Private Equity | $300K–$35

Foster City, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
Compensation: $225K–$300K Base + Bonus + Carry ParticipationLocation: San Francisco | Hybrid This is not your typical fund accounting leadership role. An elite growth equity platform managing billions in committed capital is looking for a Vice President, Fund Accounting to lead fund reporting operations across complex private equity vehicles while managing and mentoring a high-performing team.This is a high-visibility leadership seat partnering closely with Finance, Tax, Compliance, and Deal Teams — ideal for someone who thrives in complexity, enjoys building scalable processes, and wants to operate close to the business. What You’ll Own✔ Lead all fund accounting and reporting operations across investment funds and GP entities✔ Manage and mentor a fund accounting team (3–5 professionals)✔ Oversee capital calls, distributions, management fees, offsets, and fund lifecycle accounting✔ Drive annual audits, K-1/tax coordination, investor reporting, and fund liquidity planning✔ Partner closely with deal teams on investment closings, cash flows, and operational workflows✔ Improve systems, reporting processes, and operational scalability as the platform continues to grow
2026-06-15T00:00:00Z

Vice President, Fund Accounting | Private Equity | $300K–$35

San Jose, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
Compensation: $225K–$300K Base + Bonus + Carry ParticipationLocation: San Francisco | Hybrid This is not your typical fund accounting leadership role. An elite growth equity platform managing billions in committed capital is looking for a Vice President, Fund Accounting to lead fund reporting operations across complex private equity vehicles while managing and mentoring a high-performing team.This is a high-visibility leadership seat partnering closely with Finance, Tax, Compliance, and Deal Teams — ideal for someone who thrives in complexity, enjoys building scalable processes, and wants to operate close to the business. What You’ll Own✔ Lead all fund accounting and reporting operations across investment funds and GP entities✔ Manage and mentor a fund accounting team (3–5 professionals)✔ Oversee capital calls, distributions, management fees, offsets, and fund lifecycle accounting✔ Drive annual audits, K-1/tax coordination, investor reporting, and fund liquidity planning✔ Partner closely with deal teams on investment closings, cash flows, and operational workflows✔ Improve systems, reporting processes, and operational scalability as the platform continues to grow
2026-06-15T00:00:00Z

VP, Fund Accounting | Private Equity Firm in SF

San Francisco, CA
onsite
Permanent / Full Time
225000 - 300000 USD / Yearly
If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration. A growth equity firm based in San Francisco is seeking a Vice President of Fund Accounting to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities. This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance. Responsibilities<ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul>
2026-06-09T00:00:00Z

Senior Fund Accountant | Venture Capital | SF

San Francisco, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
For confidential consideration, please contact Jennifer Fukumae at Robert Half Financial Services via LinkedIn or email. A leading boutique early-stage venture capital firm in San Francisco is seeking a Senior Fund Accountant / Fund Manager to join its lean and high-impact finance team. This is a rare opportunity to step into a highly visible role supporting a ~$1B+ AUM investment platform focused on seed and Series A investments across software, AI, fintech, infrastructure, healthcare, and emerging technologies. The environment is intentionally small, highly collaborative, and founder-centric—offering significant exposure to partners, portfolio companies, and the full venture investment lifecycle. Key Responsibilities:• Lead and support fund accounting processes including monthly/quarterly closes• Execute capital calls, distributions, and waterfall allocations• Manage NAV calculations, management fees, and carried interest tracking• Support financial statement preparation and audit coordination• Oversee GP/LP allocations and investor reporting packages• Partner closely with fund administration, tax, audit, and legal teams• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles• Assist with valuation support for illiquid and venture-stage investments• Monitor portfolio company activity including financing events and exits• Drive process improvements, automation, and reporting efficiency
2026-06-19T00:00:00Z

VP of Finance

San Francisco, CA
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Finance | Venture Capital Firm | San Francisco Bay Area | Hybrid | Base + Carry! Join a fast-growing venture capital firm backing early-stage, high-growth companies and partnering closely with founders as they scale. The firm is built by operators and takes a hands-on, strategic investing approach within a collaborative, high-ownership culture.With strong fundraising momentum, multiple funds, and continued expansion, this is a chance to join at a key growth stage. This is a high-visibility, cross-functional role working directly with senior leadership across finance, accounting, and operations. It goes beyond traditional accounting with exposure to valuations, fundraising, portfolio strategy, and process/build initiatives. Offers flexible remote work, strong benefits, unlimited PTO, and real growth into broader leadership. Responsibilities<ul><li>Partner with senior leadership on fund finance and operations </li><li>Oversee fund administrator, auditors, and tax providers </li><li>Manage investor reporting, capital calls, distributions, and valuations </li><li>Support fundraising and new fund launches </li><li>Track portfolio performance and assist with valuation updates </li><li>Improve systems, workflows, and processes </li><li>Draft investor updates and support key communications </li><li>Assist with select operational and people-related initiatives </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Director, Accounting Operations

San Francisco, CA
onsite
Permanent / Full Time
155000 - 164000 USD / Yearly
We are looking for an experienced accounting leader to oversee core financial operations in San Francisco, California as a Director of Accounting Operations. This role will guide the close process, strengthen reporting accuracy, and support a well-controlled accounting environment. The ideal candidate brings strong technical expertise, sound judgment, and the ability to lead teams through complex audit and reporting requirements. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead and develop AP/AR teams; drive accountability, service, and continuous improvement</li><li>Set KPIs/SLAs and manage workloads to meet all deadlines</li><li>Oversee full P2P cycle (vendors, invoices, payments); ensure timely, accurate payments</li><li>Handle vendor inquiries, train staff on PRs, manage T&E, and 1099 compliance</li><li>Lead O2C cycle (billing, cash app, collections); ensure accurate posting and reconciliations</li><li>Manage aging, reduce bad debt, and oversee credit/collections policy</li><li>Drive process improvements and automation; act as ERP SME; maintain controls and procedures</li><li>Oversee AP/AR close, reconciliations, and journal entries</li><li>Ensure GAAP/SOX compliance and support audits</li></ul>
2026-06-12T00:00:00Z

Management Accountant

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is in search for a Management Accountant. Responsibilities<ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul>
2026-05-29T00:00:00Z

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.
2026-06-12T00:00:00Z

Sr. Financial Analyst -PSO Revenue Finance

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to support PSO Revenue Finance in San Francisco, California. This Contract position will partner closely with business stakeholders to deliver financial insights, strengthen forecasting accuracy, and guide revenue-related decision-making. The ideal candidate brings strong analytical judgment, advanced modeling capability, and the ability to turn complex data into clear recommendations. Responsibilities: • Develop and maintain financial models that evaluate revenue performance, support planning activities, and inform strategic business decisions. • Perform detailed variance reviews to identify trends, explain performance drivers, and highlight risks or opportunities across revenue-related metrics. • Partner with cross-functional teams to provide financial guidance, respond to business questions, and support ongoing revenue finance initiatives. • Conduct ad hoc analysis using large and varied data sets to address emerging priorities and deliver timely decision support. • Gather, organize, and interpret financial and operational data to produce accurate reporting and actionable business insights. • Translate analytical findings into concise presentations and recommendations for finance leaders and key stakeholders. • Improve reporting approaches and analytical processes to increase efficiency, consistency, and visibility into revenue performance.
2026-06-21T00:00:00Z

Vice President, Fund Accounting | Private Equity | Hybrid

San Francisco, CA
onsite
Permanent / Full Time
300000 - 350000 USD / Yearly
Reach out to Jennifer Fukumae via email or LinkedIn for additional information or questions regarding this listing. VP, Fund Accounting | Private Equity | San Francisco; Hybrid | Strong Comp + Carry A growth equity firm based in San Francisco is seeking a Vice President of Fund Accounting to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities. This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance. Responsibilities<ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul>If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration.
2026-06-18T00:00:00Z

Division Controller

San Jose, CA
onsite
Permanent / Full Time
195000 - 250000 USD / Yearly
Successful Construction firm is looking for an experienced Division Controller to oversee the financial operations of our construction division in Palo Alto, California. This leadership role requires an experienced and detail-oriented individual who can manage financial reporting, optimize accounting processes, and provide strategic insights to drive operational success. The ideal candidate will bring a deep understanding of construction industry accounting and revenue recognition standards. Responsibilities:• Lead and manage all accounting and financial functions for the division, ensuring operational efficiency and accuracy.• Oversee the month-end close process, delivering timely and accurate financial results along with detailed variance analyses.• Prepare and submit financial reports to the parent company, ensuring compliance with corporate standards and deadlines.• Supervise cash flow management, including forecasting, collections, payments, and banking activities.• Validate revenue recognition based on work-in-progress data, aligning with forecasts and documentation.• Implement process improvements to enhance efficiency and reduce manual tasks across accounting workflows.• Stay updated on technical accounting standards, particularly those relevant to construction revenue recognition, change orders, and claims.• Provide executive leadership with actionable financial analyses and recommendations to support strategic decision-making.
2026-06-02T00:00:00Z

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>
2026-05-29T00:00:00Z

Financial Advisor - San Mateo

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.
2026-06-12T00:00:00Z

Associate Advisor | Financial Planning & Advisor Track

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Interested in learning more? Connect and send a message to Jennifer Fukumae on LinkedIn to start a conversation! 🚨 Now Hiring: Associate Advisor | San Ramon, CAAre you looking to build a long-term career in wealth management and become a Financial Advisor?A growing, client-focused RIA in San Ramon is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for professionals with 1-5 years of wealth management, financial planning, or advisory support experience who are eager to learn, grow, and advance their careers. Why join?✔ Strong mentorship from experienced advisors✔ Clear path for internal promotion and career growth✔ Exposure to the full financial planning process✔ Collaborative, team-oriented culture✔ Support for CFP® and professional development In this role, you'll partner with Senior Advisors to prepare financial plans, support client meetings, analyze client data, implement planning recommendations, and help deliver an exceptional client experience.
2026-06-19T00:00:00Z

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.
2026-06-08T00:00:00Z

Director, Accounting | FinTech

Palo Alto, CA
onsite
Permanent / Full Time
190000 - 220000 USD / Yearly
Reach out to Jennifer Fukumae via email or LinkedIn for additional information or questions regarding this listing. Director, Accounting| Fast Growing FinTech | Palo Alto; Hybrid | Strong Comp + Equity Are you excited by the opportunity to build rather than maintain?Our client is a rapidly scaling FinTech platform that has grown from approximately $100M to over $1B in assets in just a few years. As the business continues its impressive growth trajectory, they are seeking a Director of Accounting to help build the accounting infrastructure, processes, and controls needed to support the next phase of expansion. This is a highly visible, hands-on leadership role for someone who enjoys rolling up their sleeves, creating scalable processes, and partnering closely with executive leadership. You'll have the opportunity to establish best practices, enhance financial operations, and build the accounting foundation of a high-growth organization. What You'll Do• Partner with leadership to develop and implement scalable accounting policies, procedures, and internal controls• Build and optimize month-end and year-end close processes to support a rapidly growing business• Lead all core accounting functions, including general ledger, revenue recognition, payroll, accruals, cash management, and reconciliations• Own the preparation and review of financial statements, accounting policies, and management reporting packages• Research and resolve technical accounting matters, including revenue recognition, equity transactions, leases, and other complex accounting topics• Drive process improvements, automation initiatives, ERP optimization, and data integrity efforts across the finance organization• Oversee accounting operations related to domestic and international entities, including intercompany activity, foreign currency considerations, and statutory reporting requirements• Manage external audit relationships, coordinate audit readiness, and partner with external tax advisors on compliance matters• Mentor and develop accounting team members while helping build a scalable finance organization Interested or even just curious? Reach out to Jennifer Fukumae via email or LinkedIn.
2026-06-18T00:00:00Z

Head of Finance & Accounting - 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.
2026-06-16T00:00:00Z

Financial Analyst

San Pablo, CA
onsite
Temporary / Contract
27 - 32 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance detail oriented who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities: Analyze financial data and trends to provide actionable insights and recommendations Develop, maintain, and improve budgeting and forecasting models Prepare monthly, quarterly, and annual financial reports Partner with department leaders to develop and monitor budgets Conduct variance analysis and investigate discrepancies Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation Assist with month-end and year-end close activities, ensuring accuracy and compliance Identify process improvement opportunities and help implement best practices
2026-06-05T00:00:00Z

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