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67 results for Financial Analyst Financial Services in San Jose, CA

Financial Analyst

San Mateo, CA
onsite
Temporary / Contract
35 - 55 USD / Hourly
Job Title: FP&A Analyst – Full-Time Engagement ProfessionalsLocation: San Mateo County & Palo Alto Markets, CACompany: Robert Half Robert Half is seeking a highly analytical and collaborative FP&A Analyst to join our Full-Time Engagement Professionals (FTEP) practice supporting clients across San Mateo County and the Palo Alto area. This full-time opportunity provides the stability of permanent employment while offering exposure to a variety of industries, financial environments, and strategic projects.The ideal candidate will have experience in budgeting, forecasting, financial modeling, and business analysis, with the ability to provide actionable insights to support decision-making. Responsibilities<ul><li>Support budgeting, forecasting, and long-range financial planning processes</li><li>Prepare financial models, variance analyses, and management reports</li><li>Analyze business performance and identify key trends and risks</li><li>Partner with cross-functional teams to support strategic initiatives</li><li>Assist with monthly and quarterly financial reporting packages</li><li>Develop dashboards and reporting tools to improve visibility into business performance</li><li>Support ad hoc financial analysis and special projects</li><li>Ensure accuracy and integrity of financial data and reporting</li></ul>
2026-05-09T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
100000 - 100000 USD / Yearly
Our client is looking for a Senior Financial Analyst to join our team in San Francisco, California. In this role, you will play a critical part in driving financial planning and analysis efforts, partnering with operations and leadership to deliver actionable insights. Your expertise will help shape strategies that enhance financial performance and operational efficiency. Responsibilities:• Develop and maintain pro forma financial models for new business opportunities and expansion projects.• Conduct scenario and sensitivity analyses to evaluate the financial impact of operational variables, such as labor costs and participation rates.• Assist in the preparation of annual budgets and rolling forecasts to align with organizational goals.• Analyze key cost drivers, including labor, food expenses, and cost per unit, to identify trends and variances.• Collaborate with operations teams to ensure financial performance aligns with service delivery models.• Provide actionable recommendations to improve margins and overall financial health.• Aggregate, validate, and standardize financial and operational data across multiple locations.• Create clear, concise reports and presentations to communicate financial insights to stakeholders.• Partner with leadership and cross-functional teams to support data-driven decision-making.• Perform ad hoc analyses to address specific business challenges or opportunities.
2026-05-05T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
32 - 40 USD / Hourly
Overview:The Financial Analyst is responsible for analyzing financial data, preparing reports, supporting forecasting and budgeting activities, and providing insights to help guide business decisions. This role works closely with finance and business leaders to evaluate performance, identify trends, and support strategic planning.Key Responsibilities:<ul><li>Analyze financial results, trends, and key performance indicators to support decision-making.</li><li>Prepare recurring and ad hoc financial reports, dashboards, and presentations for leadership.</li><li>Assist with budgeting, forecasting, and variance analysis processes.</li><li>Build and maintain financial models to support planning, scenario analysis, and business initiatives.</li><li>Collaborate with cross-functional teams to gather data, evaluate business performance, and provide actionable recommendations.</li><li>Support month-end and quarter-end reporting activities by validating financial data and explaining variances.</li><li>Identify opportunities to improve reporting efficiency, data accuracy, and financial processes.</li></ul>
2026-05-08T00:00:00Z

Finance and Accounting Analyst

Richmond, CA
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are seeking a detail-oriented Finance and Accounting Analyst to support the finance function of a multi-entity operating business. This role blends core accounting, financial analysis, and month-end support with hands-on Accounts Payable ownership. It is well-suited for someone who enjoys digging into data, reconciling accounts, improving processes, and ensuring the accuracy of financial results. While Accounts Payable is a meaningful component of the role, this position goes beyond transactional work and offers exposure to financial reporting, balance sheet integrity, and close processes in a dynamic operating environment. What You’ll Be DoingFinance & Accounting Analysis<ul><li>Perform account and balance sheet reconciliations, ensuring accuracy and completeness of financial records</li><li>Support month-end close, including accruals, reconciliations, and variance analysis</li><li>Analyze financial data to identify trends, discrepancies, and opportunities for improvement</li><li>Assist with internal and external audit support through well-documented reconciliations and schedules</li><li>Work in a multi-entity environment, helping ensure consistency and accuracy across companies</li></ul>Accounts Payable (Analytical & Operational)<ul><li>Own day-to-day Accounts Payable activity with a strong focus on accuracy and controls</li><li>Perform three-way matching (PO, invoice, receiving) for product and operational purchases</li><li>Review, code, and process invoices while ensuring proper approvals and documentation</li><li>Analyze AP aging and vendor balances; research and resolve discrepancies</li><li>Reconcile vendor statements and ensure timely and accurate payments</li></ul>Systems & Process Improvement<ul><li>Work extensively in ERP systems and accounting software to maintain accurate records</li><li>Use Excel for reconciliations, reporting, and data analysis (pivot tables, formulas, lookups)</li><li>Identify opportunities to improve accounting workflows, reporting, and internal controls</li><li>Collaborate with operations and other departments to resolve issues and improve efficiency</li></ul>
2026-04-22T00:00:00Z

Financial Analyst - Entry Level

Menlo Park, CA
onsite
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech. Responsibilities: • Assist in developing and maintaining financial models to support forecasting and budgeting processes. • Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights. • Collaborate with cross-functional teams to support business planning and the financial aspects of product development. • Prepare and deliver financial reports and presentations tailored for senior leadership review. • Contribute to process improvements and tool enhancements for financial reporting workflows. • Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives. • Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing. • Support the financial evaluation of new product launches and strategic initiatives. • Monitor market trends and industry developments to inform financial strategies.
2026-05-18T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
Overview:The Sr. FP&A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.Key Responsibilities:<ul><li>Lead the integration and utilization of automation and AI tools within the FP&A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
2026-05-08T00:00:00Z

Senior Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst with Alteryx experience to join a team in Mountain View, California on a Long-term Contract basis. This position will lead high-level financial planning and analysis efforts, turning complex data into practical recommendations that support business performance. The role will partner with leadership to strengthen forecasting, budgeting, and reporting processes while providing clear insight into financial results and operational trends. Responsibilities:<ul><li>Own financial forecasting and month‑end close support for Professional Services, including revenue, labor costs, margins, and accruals</li><li>Develop and maintain forecasts for headcount, utilization, billable rates, backlog, and project profitability</li><li>Partner with Accounting to ensure accurate revenue recognition and cost allocation in accordance with policy and GAAP</li><li>Prepare and deliver any applicable monthly and quarterly financial reporting packages, highlighting key drivers, risks, and opportunities</li><li>Identify opportunities to improve forecasting accuracy, reporting scale/efficiency, and data transparency (eg PS month-end close / accruals, renewal/retention rate levels of detail, customer account hierarchy alignment)</li><li>Help design, integrate and implement scalable FP&A processes, tools, and dashboards with AI driven solutions (eg Alteryx, other ML models) </li><li>Train finance team members on new tools and automated workflows</li><li>Continuously improve SLA performance, cycle times, and data quality without degrading service</li></ul>
2026-05-18T00:00:00Z

Senior Financial Analyst

San Francisco, CA
remote
Temporary / Contract
60 - 65 USD / Hourly
We are looking for a Senior Financial Analyst to join a corporate finance team in San Francisco, California, where you will translate complex financial data into practical insight for business leaders. This Long-term Contract position is suited for a detail-oriented finance specialist who can strengthen forecasting, improve visibility into performance, and support thoughtful decision-making across the organization. The role combines hands-on modeling, consolidated reporting, and close partnership with cross-functional stakeholders in a dynamic SaaS or technology environment. Responsibilities: • Consolidate departmental forecasts from teams such as Product, Engineering, Sales, Marketing, and G&A into a cohesive company-wide outlook for leadership review. • Create and refine sophisticated financial models that support scenario analysis related to product launches, pricing strategies, customer expansion, and revenue growth. • Evaluate revenue drivers by reviewing pipeline activity, bookings patterns, and consumption-based performance metrics to improve forecast precision. • Reconcile large-volume datasets and transform detailed financial information into accurate, decision-ready reporting. • Partner with business leaders to explain performance trends, identify risks and opportunities, and guide resource allocation decisions. • Prepare recurring and ad hoc financial analysis that enhances visibility into business results and supports corporate planning efforts. • Contribute to financial stewardship by improving reporting quality, strengthening forecast assumptions, and maintaining analytical consistency across functions.
2026-05-18T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-04-24T00:00:00Z

Sr. Financial Analyst

Dublin, CA
onsite
Temporary / Contract
60 - 75 USD / Hourly
Our manufacturing client in Dublin is seeking a Sr. Financial Analyst for a 3-6 month engagement. This role is ideal for a finance specialist who can translate complex operational and financial data into practical guidance for leadership and cross-functional teams. The role will focus on reporting, planning, cost performance, and inventory insight while partnering closely with operations to improve decision-making and business results. This is a hybrid role requirings 3 days/week onsite in Dublin and is expected to pay between $60-$75/hr. DOE. Responsibilities:• Prepare and deliver recurring financial reports, forecasts, and performance updates that help site leadership evaluate operational results and business priorities• Analyze spending patterns, manufacturing costs, and performance gaps to identify root causes and provide practical recommendations for improvement• Maintain the accuracy of financial records by overseeing journal entries, reconciliations, and adherence to established reporting and compliance standards• Work with operations finance and local stakeholders to improve reporting workflows, increase efficiency, and expand the use of automation in financial processes• Partner with operations leaders to support cost reduction, productivity improvement, and stronger financial visibility across the site• Coordinate the annual planning cycle for operations functions, consolidating inputs and helping departments align budgets with business objectives• Build and support dashboards, scorecards, and analytical reporting tools that strengthen performance monitoring and management discussions• Track inventory-related metrics such as turnover, valuation, and utilization, and collaborate with supply chain and manufacturing teams to improve inventory effectiveness• Share financial insights, benchmarking ideas, and process improvement opportunities that contribute to operational excellence across the broader manufacturing network
2026-04-30T00:00:00Z

Financial Planning & Analysis Manager

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

Senior Financial Analyst (Sales Finance)

San Leandro, CA
onsite
Permanent / Full Time
105000 - 115000 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies. Responsibilities:<ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
2026-04-24T00:00:00Z

Financial Planning & Analysis Manager

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

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Financial Advisor

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience </li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication </li><li>Build and maintain strong client relationships through proactive service and responsiveness </li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests </li><li>Participate in client meetings and support business development initiatives </li><li>Track client activity, maintain CRM records, and ensure timely follow-up </li><li>Assist with operational improvements and special projects as needed </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Wealth Analyst for RIA Firm

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration. Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track. What You’ll Do<ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul>
2026-05-15T00:00:00Z

FP&A Analyst

San Mateo, CA
onsite
Temporary / Contract
45 - 60 USD / Hourly
FP&A Analyst – Total Rewards / HR FinanceLocation: San Mateo, CA Schedule: 4 days onsiteCompensation: Up to $120,000 base salary + 15% target bonusEmployment Type: Temp-to-HirePosition OverviewA publicly traded company is seeking an FP&A Analyst to support the Total Rewards and HR Finance function. This role will partner closely with HR leadership to manage headcount planning, compensation forecasting, overtime analysis, and workforce-related financial reporting across approximately 1,700 employees in California and Washington.This position sits within the HR organization and acts as the bridge between HR and Finance, handling workforce planning and compensation analytics while providing summarized reporting to Finance leadership. The ideal candidate will bring a strong analytical mindset, experience in FP&A and payroll analytics, and hands-on exposure to HR systems and processes.Key Responsibilities<ul><li>Manage headcount planning, workforce forecasting, and quarterly salary reforecasting</li><li>Analyze compensation, overtime trends, labor expenses, and workforce allocation</li><li>Perform budget vs. actual and expense vs. actual analysis related to employee compensation and labor costs</li><li>Support scenario modeling and forecasting for both salaried and hourly employee populations</li><li>Partner with HR, Finance, Payroll, and operational stakeholders to provide workforce and compensation insights</li><li>Prepare consolidated reporting for Finance while maintaining confidentiality of individualized compensation data</li><li>Assist with FP&A activities related to Total Rewards and workforce planning initiatives</li><li>Support ongoing process improvements and reporting automation within complex systems environments</li><li>Experience working with large employee populations</li></ul>
2026-05-20T00:00:00Z

Financial Operations Associate

San Francisco, CA
remote
Temporary to Hire
33 - 36 USD / Hourly
We are looking for a Financial Operations Associate to join a growing fintech lender in San Francisco, California. This contract opportunity with permanent potential is ideal for someone who enjoys combining precise financial execution with analytical support across lending and payment activities. In this role, you will help maintain smooth transaction workflows, contribute to forecasting efforts, and partner with internal teams to strengthen operational efficiency. Responsibilities: • Oversee daily payment activity to ensure transactions are reviewed promptly and account balances are accurately reconciled. • Coordinate ACH and wire transactions while supporting the timely movement of funds across lending operations. • Assist with loan funding activities, including preparing and tracking disbursements to ensure accurate execution. • Provide support during month-end close by validating financial data and helping maintain organized operational records. • Contribute to forecasting and financial analysis by updating models and preparing data used for planning decisions. • Investigate and resolve payment or billing discrepancies with vendors to reduce delays and maintain accuracy. • Work closely with Accounting and Loan Operations teams to address issues, share updates, and improve day-to-day coordination. • Identify opportunities to streamline workflows and support automation or other process enhancements across financial operations.
2026-05-19T00:00:00Z

Valuations & Finance Associate

Menlo Park, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Valuations & Finance Associate

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

Senior FP&A Analyst

Campbell, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
We are looking for an experienced Senior FP&A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support. Responsibilities:<ul><li>Lead all FP&A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP&A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
2026-05-08T00:00:00Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent / Full Time
160000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-04-17T00:00:00Z

Financial Reporting Manager

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

Finance Manager

Oakland, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Finance Manager

San Leandro, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to lead financial planning and analysis efforts for our organization. This role requires a strategic thinker who can deliver insightful financial models, provide clear analysis, and support decision-making processes. Based in San Leandro, California, you will play a key role in driving corporate financial planning initiatives and ensuring the company’s financial health. Responsibilities:• Own the company’s financial planning cadence and timelines• Lead budgeting, forecasting, and long-range strategy cycles• Manage financial submissions to the parent organization• Oversee and enhance financial planning systems and tools• Build and maintain long-term financial models• Align volume forecasts across Procurement, Operations, Supply Chain, and Commercial teams• Roll out and maintain SAP‑integrated planning software• Train finance teams and budget owners on planning tools and processes
2026-05-01T00:00:00Z