<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Summary:</strong></p><p>The Financial Analyst will play a critical role in analyzing financial data, creating forecasting models, and identifying trends to support the company’s strategic goals. This role requires a thorough understanding of financial concepts and the ability to communicate complex data in a straightforward, actionable way. If you want to elevate your career and refine your financial expertise, we encourage you to apply.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct in-depth financial analysis and prepare comprehensive reports for senior leadership.</li><li>Develop, maintain, and review financial models to support strategic planning and forecasting.</li><li>Monitor KPIs for performance evaluation and identify areas for improvement.</li><li>Analyze trends in revenue, expenses, and other financial metrics to provide actionable insights.</li><li>Assist in preparation of budgets and variance analysis, ensuring objectives align with organizational goals.</li><li>Support month-end, quarter-end, and year-end closing processes by preparing accurate financial reconciliations and summaries.</li><li>Collaborate with departments across the organization to gather and interpret data.</li><li>Stay updated on market trends, economic developments, and regulatory guidelines that impact financial operations.</li></ul><p><strong>Why You’ll Love This Opportunity:</strong></p><ul><li>Gain the chance to transition into a permanent role with a renowned organization after showcasing your professional expertise and success during the initial contract period.</li><li>Join a supportive and innovative team that thrives in a fast-paced, results-oriented environment.</li><li>Work directly with organizational leaders while taking on diverse responsibilities that strengthen your skills and broaden your professional portfolio.</li></ul><p><strong>Work Schedule & Onsite Location:</strong></p><ul><li><strong>Monday to Friday schedule</strong>, with standard office hours, making it ideal for individuals seeking stability and structure.</li><li>100% onsite in San Leandro, CA ensuring hands-on collaboration with your colleagues and leadership team.</li></ul><p><strong>Ready to Bring Your Expertise to Our Team? Apply Today!</strong></p><p><br></p><p><br></p>
<p><strong>Job Posting: Accounts Payable Supervisor</strong></p><p>A leading financial services organization is seeking a detail-oriented and proactive <strong>Accounts Payable Supervisor</strong> to manage accounts payable operations across both corporate and family office functions. This is a great opportunity for an experienced professional to join a collaborative finance team in a dynamic, fast-paced environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Accounts Payable Supervisor will oversee the full A/P cycle, ensuring accuracy, timeliness, and compliance. This role includes supervising staff, managing vendor relationships, and supporting both automated and manual payment systems. The ideal candidate is a self-starter with strong organizational and analytical skills, and a passion for process improvement and service excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Supervise the accounts payable function, including invoice processing and team coordination</li><li>Support A/P operations for both corporate and family office entities</li><li>Manage payments via ACH, wire, check, and online platforms (e.g., Ramp, Concur)</li><li>Handle manual payments and banking validations (e.g., positive pay inquiries)</li><li>Set up and process tax payments through IRS and state portals</li><li>Maintain vendor records and coordinate additions with internal stakeholders</li><li>Record A/P entries and collaborate with the General Ledger team for quarterly journal entries</li><li>Assist with software implementation and transitions (e.g., Ramp)</li><li>Coordinate property tax payments and make weekly bank deposits</li><li>Support ad hoc finance and accounting projects</li><li>Maintain and update quarterly cash sheets and entity records</li></ul><p><strong>What We Offer:</strong></p><ul><li>A collaborative and supportive team environment</li><li>Opportunities for professional growth and development</li><li>Exposure to both corporate and family office financial operations</li><li>Competitive compensation and benefits package</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>A leading financial services organization is seeking a detail-oriented and proactive <strong>Accounts Payable Supervisor</strong> to oversee its accounts payable operations across both corporate and family office functions. This is an excellent opportunity for a seasoned professional to join a collaborative finance team that supports a dynamic and fast-paced environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Accounts Payable Supervisor will manage the end-to-end A/P process, ensuring accuracy, timeliness, and compliance. This role involves supervising staff, coordinating with vendors, and supporting both automated and manual payment systems. The ideal candidate will be a self-starter with strong organizational and analytical skills, and a passion for process improvement and service excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Supervise the accounts payable function, including invoice processing and team coordination</li><li>Support A/P operations for both corporate and family office clients</li><li>Manage payments via ACH, wire, check, and online platforms (e.g., Ramp, Concur)</li><li>Handle manual payments and banking validations (e.g., positive pay inquiries)</li><li>Set up and process tax payments through IRS and state portals</li><li>Maintain vendor records and coordinate additions with internal stakeholders</li><li>Record A/P entries and collaborate with the General Ledger team for quarterly journal entries</li><li>Assist with software implementation and transitions (e.g., Ramp)</li><li>Coordinate property tax payments and make weekly bank deposits</li><li>Support ad hoc finance and accounting projects</li><li>Maintain and update quarterly cash sheets and entity records</li></ul><p><strong>What We Offer:</strong></p><ul><li>A collaborative and supportive team environment</li><li>Opportunities for professional growth and development</li><li>Exposure to both corporate and family office financial operations</li><li>Competitive compensation and benefits package</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to contribute across both operational processes and trading execution—ideal for professionals eager to expand their impact throughout the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a key role in ensuring smooth daily trading operations, maintaining robust infrastructure, and supporting fund accounting and finance functions. This position provides exposure to a wide range of financial instruments and close collaboration with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across multiple product types</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax filings</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocate trade instructions to brokers, and resolve trade breaks</li><li><strong>Operational Efficiency:</strong> Identify and implement process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents)</li><li>401(k) retirement plan</li><li>Potential for performance-based carry</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to engage deeply in both operational processes and quantitative trading, making it ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a critical role in ensuring the seamless execution of daily trading activities, maintaining robust operational infrastructure, and supporting fund accounting and finance functions. This position offers exposure to a wide range of financial instruments and the chance to collaborate closely with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across various product types.</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax preparations.</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocating instructions to brokers and resolving trade breaks.</li><li><strong>Operational Efficiency:</strong> Drive process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements.</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals.</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents).</li><li>401(k) retirement plan.</li><li>Potential for performance-based carry.</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> [Full-Time | Contract | Contract-to-Hire | Project-Based]</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>We are seeking a<strong> Financial Analyst</strong> with <strong>2-3 years of experience</strong> to join our fast-paced team in <strong>Palo Alto, CA</strong>. This role is a fantastic opportunity for a detail-oriented professional to leverage their analytical skills in financial modeling, forecasting, and reporting. As part of our dynamic finance team, you will play a critical role in supporting business decisions through strategic insights and accurate financial data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Modeling and Analysis:</strong></li><li>Develop and maintain comprehensive financial models to support strategic decision-making.</li><li>Analyze current and historical financial data to identify trends and provide actionable recommendations.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Collaborate with department heads to prepare annual budgets and long-term forecasts.</li><li>Monitor variances against forecasts and budgets and suggest corrective actions when necessary.</li><li><strong>Reporting:</strong></li><li>Prepare financial reports, including monthly, quarterly, and annual performance summaries for company leadership.</li><li>Provide in-depth financial analysis to evaluate key business metrics and processes.</li><li><strong>Data Collection and Interpretation:</strong></li><li>Collect and interpret large sets of financial data using various tools and systems.</li><li>Present findings to management teams and stakeholders in an understandable and actionable format.</li><li><strong>Strategic Support:</strong></li><li>Partner with cross-functional teams to provide financial insights and contribute to organizational goals.</li><li>Assist in identifying efficiency opportunities and operational improvements based on financial analysis.</li><li><strong>Compliance:</strong></li><li>Ensure compliance with financial regulations and company policies in reporting and forecasting processes.</li><li>Support audit requirements by preparing accurate and timely documentation.</li></ul><p><br></p>
<p><strong>Job Description: Entry-Level Financial Analyst</strong></p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $27 - $38 hourly </p><p> </p><p><strong>Position Overview:</strong> Kickstart Your Finance Career as an Entry-Level Financial Analyst</p><p>Are you ready to launch your career in finance and analytics? We’re looking for a motivated <strong>Entry-Level Financial Analyst</strong> to join our team! This is a great opportunity for someone with a strong interest in finance, excellent analytical abilities, and a desire to grow in a fast-paced environment.</p><p> </p><p><strong>What You'll Do:</strong></p><ul><li>Analyze financial data and assist in preparing reports for decision-making.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Collaborate with team members to solve financial challenges and improve processes.</li><li>Monitor industry trends and market conditions to identify opportunities.</li><li>Assist in month-end and year-end financial close processes.</li></ul><p><br></p>
<p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
<p>Position Summary:</p><p>We are seeking a proactive and analytical Financial Analyst to join our team on a contract basis. This onsite role will support financial planning, reporting, and analysis to help drive strategic decision-making. The ideal candidate has strong Excel skills, experience with financial modeling, and the ability to interpret complex data.</p><p>Key Responsibilities:</p><ul><li>Develop and maintain financial models and forecasts</li><li>Analyze financial performance and variances</li><li>Prepare reports and dashboards for leadership</li><li>Support budgeting and strategic planning processes</li><li>Collaborate with cross-functional teams to gather and validate data</li></ul>
<p>Position Summary:</p><p>We are seeking a proactive and analytical Financial Analyst to join our team on a contract basis. This onsite role will support financial planning, reporting, and analysis to help drive strategic decision-making. The ideal candidate has strong Excel skills, experience with financial modeling, and the ability to interpret complex data.</p><p>Key Responsibilities:</p><ul><li>Develop and maintain financial models and forecasts</li><li>Analyze financial performance and variances</li><li>Prepare reports and dashboards for leadership</li><li>Support budgeting and strategic planning processes</li><li>Collaborate with cross-functional teams to gather and validate data</li></ul>
<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>A privately held real estate investment firm headquartered in a major U.S. financial hub is seeking a <strong>Sr. Fund Accountant or Accounting Manager</strong> to join its growing team. Founded by a seasoned industry professional, the firm specializes in opportunistic, value-add, and transitional real estate investments, as well as high-yield debt and long-duration, lower-risk assets. With capital sourced from institutional investors, family offices, and ultra-high-net-worth individuals, the firm is known for its agility, creativity, and commitment to executing complex transactions with speed and certainty.</p><p><br></p><p><strong>Position Overview:</strong></p><p>This role offers a unique opportunity to work across fund accounting, investor reporting, compliance, and financial analysis. The Associate will collaborate closely with the CFO, fund administrator, investment team, and external partners to ensure accurate reporting, support valuations, and contribute to strategic financial planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate quarterly investor reporting and oversee capital activity, including waterfall calculations, distributions, and compliance filings.</li><li>Support fund and property-level performance analysis, financial modeling, and valuation processes in collaboration with the CFO and investment team.</li><li>Manage audit and tax coordination with fund administrators, external auditors, and tax professionals, ensuring timely and accurate reporting.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits.</li><li>Exposure to a wide range of investment strategies and asset classes.</li><li>A collaborative, high-performance culture.</li><li>Opportunities for professional growth and development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</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><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a privately held real estate investment firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a growing real estate investment firm with ~$1B AUM and several active funds. The team invests across opportunistic, value-add, transitional assets, high-yield debt, and long-term high-quality properties. Backed by institutions, family offices, and HNW investors, they move fast and deliver results.</p><p> </p><p>This is a chance to work closely with experienced leaders, gain hands-on exposure to fund and real estate operations, and grow in a collaborative, innovative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial analysis, valuations, and performance reporting</li><li>Review accounting, budgets, and property cash flows</li><li>Manage investor reporting, allocations, and waterfalls with fund administrators</li><li>Oversee capital calls, distributions, and carry calculations</li><li>Coordinate audits, tax filings, and compliance reporting</li><li>Collaborate with operating partners on property operations and compliance</li><li>Handle LP reporting and diligence requests</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Robert Half Legal is recruiting a Transactions Analyst, or corporate paralegal, for a highly successful public finance law firm in the San Francisco Bay Area (remote work is OK). The Transactions Analyst is responsible for assisting in the drafting and preparation of bond prospectuses (official statements), bond indentures, loan agreements, bond purchase agreements and legal opinions. This is a fantastic telecommute (or, if desired, hybrid or in-office) opportunity for a corporate paralegal or transactional legal assistant to gain experience in the world of large public works projects and important public financing transactions.</p><p><br></p><p>The following are the qualifications for the Transactions Analyst:</p><p>• 2+ years of legal experience (transactional is desired) or financial industry experience;</p><p>• Desire to become a career corporate paralegal/legal analyst ; </p><p>• Very detail-oriented and analytical (good at issue spotting), highly organized, strong writing and editing skills, and good with numbers (Excel proficiency is a plus); and</p><p>• College degree is preferred.</p><p><br></p><p>This is a coveted direct-hire opportunity to work remotely (or in-office, if wanted) with a wonderful law firm with long-term staff tenure. We have placed several paralegals at the firm over the past decade and they all really love the attorneys and very interesting analytical work. The base salary range (for 7-hour work day, plus overtime) is $60,000 – 85,000+/year, generous bonuses and annual salary reviews, and they offer excellent employment benefits (comprehensive medical and dental plans, 401k with match, commuter checks, etc.). </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!</p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p><strong>Job Title:</strong> Financial Analyst</p><p><br></p><p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to join our finance team. In this role, you will be responsible for analyzing financial data, developing forecasts, creating reports, and supporting strategic decision-making across departments. The ideal candidate will have strong Excel skills, a solid understanding of financial principles, and the ability to communicate complex information clearly.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial performance and create reports on trends, forecasts, and variances.</li><li>Build and maintain financial models for budgeting, forecasting, and scenario planning.</li><li>Monitor key metrics, KPIs, and financial results to support business performance.</li><li>Partner with department leaders to provide financial insight and support budget management.</li><li>Prepare monthly, quarterly, and annual financial reports and dashboards.</li><li>Support month-end close activities, including accruals and variance analysis.</li><li>Assist in identifying opportunities for cost savings and process improvements.</li><li>Ensure data accuracy and integrity across financial systems and reporting tools.</li><li>Support ad hoc analysis and special projects as assigned by leadership.</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p><strong>Job Description: Financial Analyst - Mid Level </strong></p><p> </p><p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly </p><p> </p><p><strong>Position Overview:</strong></p><p>We are seeking a detail-oriented and forward-thinking <strong>Financial Analyst</strong> to join our dynamic finance team. This role will play a key part in driving data-driven decision-making by analyzing financial data, forecasting outcomes, and evaluating trends impacting the business. The ideal candidate possesses sharp analytical skills, strong knowledge of financial reporting, and a proactive attitude toward process improvement.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct comprehensive analyses of financial statements and reports to provide actionable insights for decision-making.</li><li>Prepare budgets, forecasts, and financial models to support strategic business initiatives.</li><li>Monitor key performance indicators (KPIs) and identify trends or anomalies that may require further investigation.</li><li>Collaborate with departmental managers to develop financial strategies that align with organizational goals.</li><li>Assist in month-end and year-end closing processes, ensuring accuracy and compliance in reporting.</li><li>Evaluate and enhance financial reporting processes to increase efficiency and effectiveness.</li><li>Research market trends and economic conditions to assess potential impacts on business performance.</li><li>Provide support for special projects, including mergers and acquisitions, process improvements, and new business opportunities.</li></ul><p><br></p>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p><strong>Accounts Payable (AP) Supervisor</strong></p><p><strong>Location:</strong> Palo Alto, CA (Hybrid – 2 days in office)</p><p><strong>Compensation:</strong> Up to $110k base + Bonus + Fully Paid Benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a long-standing venture capital firm in Silicon Valley. They are seeking an <strong>Accounts Payable Supervisor</strong> to join their finance team. This individual will oversee the accounts payable function across both the venture capital firm.</p><p> </p><p>This is an excellent opportunity for someone who thrives in a dynamic environment, enjoys collaborating across teams, and brings a high level of professionalism and attention to detail to their work.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise the accounts payable process for both the firm and family office.</li><li>Manage ACH, wire transfers, and check payments, ensuring accuracy and timeliness.</li><li>Record transactions in the ledger and maintain proper documentation.</li><li>Oversee 1099 reporting and related compliance.</li><li>Review and process physical checks as needed.</li><li>Collaborate with internal teams and external vendors to resolve AP inquiries.</li><li>Support ongoing improvements to AP systems and processes, including system implementation projects.</li></ul>
