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68 results for Financial Systems Administrator in San Jose, CA

Financial Analyst
  • San Leandro, CA
  • onsite
  • Temporary / Contract
  • 30 - 36 USD / Hourly
  • <p>Robert Half is looking for a financial analyst to join a well-known company. This is an entry-level to early-career role best suited for someone with strong data entry skills, solid attention to detail, and the ability to work accurately in a fast-paced environment. The Financial Analyst will primarily support the team through high-volume data entry and validation of financial information. The role will involve reviewing P&amp;L data from revenue through gross profit, identifying discrepancies, and helping research root causes. This position does not require advanced reporting or BI tools, but candidates should be comfortable working in Excel and asking questions to ensure accuracy.</p>
  • 2026-06-23T00:00:00Z
Financial Analyst
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <p>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 professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p>
  • 2026-06-20T00:00:00Z
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
Financial Analyst
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 32 - 40 USD / Hourly
  • <p>Overview:</p><p>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.</p><p><br></p><p>Key Responsibilities:</p><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>
  • 2026-06-12T00:00:00Z
Financial Analyst
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 62 - 72 USD / Hourly
  • We are looking for a Financial Analyst to support budgeting, reporting, and financial operations for a dynamic organization in Palo Alto, California. This Long-term Contract position is ideal for a highly organized individual who can interpret financial data, monitor spending activity, and provide clear insights to business partners and leadership. The role offers the opportunity to contribute to budget planning, reporting accuracy, and issue resolution while working closely with internal departments and external contacts.<br><br>Responsibilities:<br>• Support budget planning activities by reviewing operating budgets and evaluating department funding requests for accuracy and alignment.<br>• Prepare recurring and ad hoc financial reports for internal stakeholders as well as external agencies, ensuring data is complete and timely.<br>• Track spending against approved budgets, identify unfavorable patterns or variances, and summarize findings with practical recommendations for management.<br>• Serve as a point of contact for departments, customers, and vendors regarding financial transactions and routine business cycle questions.<br>• Partner with business managers and administrative teams to analyze financial results and address discrepancies from established budget expectations.<br>• Coordinate the distribution of financial reports and provide department-level analysis to support informed decision-making.<br>• Process and maintain financial transactions for assigned areas while following established fiscal policies and procedures.<br>• Reconcile transaction activity, investigate inconsistencies, and assist in resolving outstanding financial issues within assigned departments.
  • 2026-06-19T00:00:00Z
Payroll Administrator
  • Santa Clara, CA
  • onsite
  • Temporary to Hire
  • 27.7115 - 32.087 USD / Hourly
  • <p>We are seeking a <strong>Payroll Data Entry Clerk</strong> for a temp-to-hire opportunity. This role is primarily focused on <strong>high-volume data entry</strong> in support of payroll operations. The ideal candidate will have strong <strong>10-key skills</strong>, excellent accuracy, and experience handling employee data in a fast-paced environment. Experience with <strong>union payroll</strong> is a plus, as this team supports multiple union groups. This is a fully <strong>onsite</strong> position with an <strong>early start time of 6:30 a.m. or 7:00 a.m.</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform <strong>high-volume data entry</strong> with speed and accuracy in support of payroll processing</li><li>Enter <strong>new hire and onboarding information</strong> into the payroll system</li><li>Maintain and update employee payroll records and other related data</li><li>Review entered information for completeness and accuracy</li><li>Assist with payroll-related documentation and help organize records for <strong>audits</strong></li><li>Support the team with <strong>certified payroll</strong> processes; training can be provided</li><li>Work with payroll and internal teams to resolve data discrepancies as needed</li><li>Meet daily and weekly deadlines in a high-volume environment supporting approximately <strong>500 employees per person</strong></li></ul><p><br></p><p><br></p>
  • 2026-06-22T00:00:00Z
Payroll Administrator
  • Pleasanton, CA
  • onsite
  • Permanent / Full Time
  • 32.5 - 45 USD / Hourly
  • <p>Our team is seeking a <strong>Payroll Administrator</strong> for our <strong>Full-Time Engagement Professionals</strong> practice. In this role, you will support client projects by processing payroll and assisting with related compliance, reporting, and employee records activities. This opportunity is ideal for someone who thrives in fast-paced environments, can adapt quickly to new systems, and is comfortable supporting a variety of client needs.</p><p><br></p><p>For immediate consideration, please email your resume in a Word document format to my email on LinkedIn - Tawnia Kirshen. Looking forward to hearing from you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process full-cycle payroll for 1,000+ employees across multiple client environments.</li><li>Support weekly, bi-weekly, semi-monthly, and other payroll schedules as needed.</li><li>Manage payroll for union and non-union employee populations.</li><li>Ensure accurate payroll processing across multi-state jurisdictions.</li><li>Review timekeeping data, audit payroll records, and research discrepancies.</li><li>Maintain payroll records and assist with employee updates, deductions, garnishments, and adjustments.</li><li>Support payroll compliance, reporting, and reconciliations.</li><li>Use Excel to analyze payroll data, create reports, and support audits, including pivot tables and XLOOKUP/VLOOKUP functions.</li><li>Respond to employee, manager, and client payroll inquiries in a timely and professional manner.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul><p><br></p>
  • 2026-06-12T00:00:00Z
Payroll Administrator
  • Santa Clara, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p>Colleen McAuliffe from Robert Half is looking for a Payroll Administrator to support accurate, compliant payroll operations for a multi-state workforce in California. This role is responsible for maintaining payroll records, assisting with employee data updates, and helping ensure tax filings and reporting are completed correctly and on time. The ideal candidate brings strong payroll experience, sound judgment with sensitive information, and the ability to work effectively across departments in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Partner with internal teams to keep payroll processing aligned and verify adjustments before they are finalized.</p><p>• Assist with onboarding setup by reviewing employment and payroll documents for completeness across multiple states and work locations.</p><p>• Reconcile payroll tax activity, maintain accurate monthly records, and help meet filing deadlines in accordance with applicable requirements.</p><p>• Maintain employee payroll information, including withholding elections, direct deposit details, compensation changes, and contact information updates.</p><p>• Oversee payroll-related deductions for benefits, retirement plans, and other employee-elected programs to ensure proper processing.</p><p>• Administer paid leave and absence-related pay entries so approved time away is reflected correctly in payroll.</p><p>• Prepare and submit quarterly and year-end payroll reporting, including wage and contractor tax documents and other required filings.</p><p>• Perform routine audits of payroll data to identify discrepancies, support compliance, and improve record accuracy.</p><p>• Support adherence to federal, state, and local payroll regulations, and contribute to special projects connected to payroll and HR operations.</p>
  • 2026-06-11T00:00:00Z
Payroll Administrator
  • Morgan Hill, CA
  • onsite
  • Permanent / Full Time
  • 75000 - 90000 USD / Yearly
  • <p>Colleen McAuliffe from Robert Half is looking for a skilled Payroll Administrator to oversee and manage comprehensive payroll operations for our organization. This role involves ensuring accurate and timely payroll processing while adhering to compliance standards and regulations. The ideal candidate will possess strong attention to detail and the ability to collaborate across departments to optimize payroll systems and procedures.</p><p><br></p><p>100% onsite </p><p><br></p><p>Responsibilities:</p><p>• Process payroll efficiently and accurately, ensuring all payments comply with organizational policies and relevant regulations.</p><p>• Monitor and apply updates to payroll laws, tax regulations, and compliance standards to maintain accuracy.</p><p>• Validate payroll inputs such as employee time records, deductions, and compensation changes to ensure proper processing.</p><p>• Collaborate with internal teams to identify and implement process improvements for payroll operations.</p><p>• Administer statutory deductions, including garnishments and support orders, ensuring accurate calculations and timely remittance.</p><p>• Generate detailed payroll reports and summaries, highlighting key findings and addressing discrepancies.</p><p>• Provide support for employee inquiries related to payroll, resolving issues promptly and professionally.</p><p>• Assist with annual payroll activities such as regulatory filings and year-end reporting.</p><p>• Document and refine payroll procedures to strengthen internal controls and ensure consistency.</p><p>• Take on additional payroll-related tasks as required to support evolving business needs.</p>
  • 2026-05-27T00:00:00Z
Payroll Administrator
  • Santa Clara, CA
  • onsite
  • Temporary / Contract
  • 29.2885 - 33.913 USD / Hourly
  • We are looking for a Payroll Administrator to support a busy payroll function in Santa Clara, California. This is a Long-term Contract position offering part-time hours, approximately 20 to 25 hours per week, with an immediate start and an assignment expected to continue through December. The person in this role will manage payroll activities in a manual environment, contribute to retirement administration tasks, and provide dependable support in a fast-moving workplace that values accuracy, discretion, and independent work.<br><br>Responsibilities:<br>• Administer payroll for employees by reviewing paper time records, validating details, and entering information accurately within established deadlines.<br>• Manage day-to-day payroll updates and maintain organized records to ensure employee information remains current and reliable.<br>• Use payroll and tracking systems, including Axon and Samsara, to support processing needs and related administrative tasks.<br>• Assist with 401(k) activities through Empower, including routine coordination and payroll-related retirement support.<br>• Address employee payroll inquiries promptly, investigate discrepancies, and deliver clear resolutions with professionalism.<br>• Collaborate with internal leaders to keep payroll operations running smoothly during leave coverage and other staffing gaps.<br>• Safeguard confidential payroll and employee data while following company standards for privacy and accuracy.<br>• Adapt quickly to existing workflows and help sustain a timely payroll cycle in a hands-on, fast-paced environment.
  • 2026-06-23T00:00:00Z
Fund Accounting Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 180000 USD / Yearly
  • <p>If you are looking for the next step in your Fund Accounting career, <strong>send Jennifer Fukumae a message </strong>on LinkedIn for immediate consideration.</p><p> </p><p>A leading venture and growth investment platform is seeking a <strong>Fund Accounting Manager </strong>to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting activities across multiple investment vehicles</li><li>Oversee quarterly closes, financial reporting, and investor reporting</li><li>Review capital calls, distributions, carried interest allocations, and management fees</li><li>Coordinate with external fund administrators, auditors, and tax providers</li><li>Manage tax compliance and investor tax reporting processes</li><li>Assist with valuation support and portfolio reporting initiatives</li><li>Improve operational processes, controls, and reporting efficiencies</li><li>Support fundraising activities and strategic finance projects </li></ul>
  • 2026-06-19T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 160000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li><li>Mentor and develop junior team members</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-23T00:00:00Z
Fund Accounting Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 160000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Global Venture Capital Firm | Menlo Park </strong></p><p> </p><p>A global venture firm investing in cutting-edge enterprise tech, known for a strong presence in the ecosystem and a forward-looking strategy. You’ll join a lean, high-impact team where finance is at the center of both fund and management company operations.</p><p> </p><p>This is a great role for someone who wants real ownership and fast growth. You’ll work closely with leadership, gain full exposure to the fund lifecycle, and play a key role in investor activity and day-to-day operations.</p><p>Competitive comp, bonus, 401(k) match, strong benefits, PTO, and the chance to join at an exciting growth stage.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial statements across funds and management entities</li><li>Handle journal entries, allocations, and expenses</li><li>Manage capital calls, distributions, and management fees</li><li>Reconcile cash, investments, and capital accounts</li><li>Maintain investor records and supporting documentation</li><li>Support audits and coordinate with external partners</li><li>Partner with investment teams on transaction activity</li><li>Assist with budgeting and cash flow forecasting</li><li>Track portfolio valuations and capital activity</li><li>Ensure data accuracy across systems and reporting</li><li>Support investor communications</li><li>Help improve processes and controls</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
Finance Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 160000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Finance Manager | Global Venture Capital Firm | Menlo Park </strong></p><p> </p><p>A global venture firm investing in cutting-edge enterprise tech, known for a strong presence in the ecosystem and a forward-looking strategy. You’ll join a lean, high-impact team where finance is at the center of both fund and management company operations.</p><p> </p><p>This is a great role for someone who wants real ownership and fast growth. You’ll work closely with leadership, gain full exposure to the fund lifecycle, and play a key role in investor activity and day-to-day operations.</p><p>Competitive comp, bonus, 401(k) match, strong benefits, PTO, and the chance to join at an exciting growth stage.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial statements across funds and management entities</li><li>Handle journal entries, allocations, and expenses</li><li>Manage capital calls, distributions, and management fees</li><li>Reconcile cash, investments, and capital accounts</li><li>Maintain investor records and supporting documentation</li><li>Support audits and coordinate with external partners</li><li>Partner with investment teams on transaction activity</li><li>Assist with budgeting and cash flow forecasting</li><li>Track portfolio valuations and capital activity</li><li>Ensure data accuracy across systems and reporting</li><li>Support investor communications</li><li>Help improve processes and controls</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-23T00:00:00Z
Finance Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 190000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth.</p><p> </p><p>Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
Financial Reporting Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 200000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you&#39;re interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
  • 2026-05-28T00:00:00Z
Financial Planning & Analysis Manager
  • Sausalito, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 155000 USD / Yearly
  • We are looking for a highly driven Financial Planning &amp; 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.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
  • 2026-06-08T00:00:00Z
Fund Accountant
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 175000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Senior Accountant – Fund &amp; Financial Operations</strong></p><p><strong>Menlo Park, CA (Hybrid Schedule)</strong></p><p><strong>$145,000 – $175,000 + Bonus + Comprehensive Benefits</strong></p><p> </p><p>A highly respected institutional investment management firm is seeking a <strong>Senior Accountant</strong> 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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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>
  • 2026-06-12T00:00:00Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 190000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant | Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks</strong></p><p> </p><p>Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team.</p><p> </p><p>You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-12T00:00:00Z
Financial Advisor
  • San Carlos, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 190000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Mateo</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-10T00:00:00Z
Senior Financial Analyst
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Overview:</p><p>The Senior FP&amp;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&amp;A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP&amp;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>
  • 2026-06-12T00:00:00Z
Senior Financial Analyst
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 50 - 65 USD / Hourly
  • <p>We are looking for a Senior Financial Analyst to join a service-focused organization in California on a long-term contract basis. This role will help guide high-value investment decisions through detailed financial evaluation, revenue forecasting, and strategic planning support. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and the ability to turn complex data into clear recommendations for leadership.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop financial business cases to evaluate expansion opportunities, facility investments, and other growth initiatives.</li><li>Perform return-on-investment analyses utilizing financial metrics such as discounted cash flow, payback period, profitability projections, and scenario-based outcomes.</li><li>Assess potential business opportunities and provide recommendations to leadership based on financial and operational considerations.</li><li>Collaborate with cross-functional teams to prioritize investments and support capital allocation decisions.</li><li>Play a significant role in the annual budgeting process, rolling forecasts, and long-term strategic planning activities.</li><li>Monitor financial performance against plan and identify key business drivers, risks, and opportunities.</li><li>Support the development of planning methodologies and forecasting tools to improve accuracy and efficiency.</li><li>Create and maintain financial models that analyze customer acquisition, retention, recurring revenue trends, promotional effectiveness, and membership performance.</li><li>Evaluate business performance through scenario analysis and sensitivity testing to support strategic decision-making.</li><li>Identify opportunities to improve profitability and operational effectiveness.</li><li>Translate complex financial information into concise recommendations and presentations for executive stakeholders.</li><li>Prepare financial analyses and reporting packages to support leadership discussions and strategic initiatives.</li><li>Assist with special projects related to pricing strategies, business expansion, operational improvements, and new revenue opportunities.</li></ul>
  • 2026-06-03T00:00:00Z
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.<br><br>Responsibilities:<br>• Consolidate departmental forecasts from teams such as Product, Engineering, Sales, Marketing, and G&amp;A into a cohesive company-wide outlook for leadership review.<br>• Create and refine sophisticated financial models that support scenario analysis related to product launches, pricing strategies, customer expansion, and revenue growth.<br>• Evaluate revenue drivers by reviewing pipeline activity, bookings patterns, and consumption-based performance metrics to improve forecast precision.<br>• Reconcile large-volume datasets and transform detailed financial information into accurate, decision-ready reporting.<br>• Partner with business leaders to explain performance trends, identify risks and opportunities, and guide resource allocation decisions.<br>• Prepare recurring and ad hoc financial analysis that enhances visibility into business results and supports corporate planning efforts.<br>• Contribute to financial stewardship by improving reporting quality, strengthening forecast assumptions, and maintaining analytical consistency across functions.
  • 2026-06-19T00:00:00Z
Senior Accountant – Funds & Financial Operations
  • Foster City, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 175000 USD / Yearly
  • <p><strong>This is NOT your typical fund accounting role.</strong></p><p>If you’re a fund accountant who enjoys the technical side of accounting—but wants <strong>broader exposure, more strategic impact, and less of the rinse-and-repeat close process</strong>—this could be a seriously compelling opportunity.</p><p>A highly respected investment firm managing <strong>$22B+ in AUM</strong> is looking for a <strong>Senior Accountant – Funds &amp; Financial Operations</strong> to join their collaborative team supporting sophisticated fund-of-funds investment vehicles across <strong>private equity, venture capital, hedge funds, real assets, listed equity, and fixed income.</strong></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>You won’t be buried in journal entries or stuck in a silo.</p><p>This role is heavily focused on <strong>review, oversight, operational improvements, and risk management</strong>—working closely with third-party administrators while gaining exposure across multiple investment products and strategies.</p><p>You’ll oversee <strong>NAV packages, investor capital statements, audits, compliance filings, expense allocations, and fund operations</strong> tied to a flagship investment platform.</p><p>Translation? <strong>More visibility. Broader exposure. Bigger-picture thinking.</strong></p><p><br></p><p><strong> What You’ll Be Doing</strong></p><p>✔ Review monthly &amp; quarterly fund administrator deliverables and NAV packages</p><p> ✔ Oversee investor capital statements and compliance filings</p><p> ✔ Partner on annual audits and fund operational oversight</p><p> ✔ Manage expense allocations across multiple investment products</p><p> ✔ Support separately managed accounts and investment agreement compliance</p><p> ✔ Gain exposure across a broad mix of alternative investment strategies</p>
  • 2026-06-15T00:00:00Z
Senior Accountant – Funds & Financial Operations
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 175000 USD / Yearly
  • <p><strong>This is NOT your typical fund accounting role.</strong></p><p>If you’re a fund accountant who enjoys the technical side of accounting—but wants <strong>broader exposure, more strategic impact, and less of the rinse-and-repeat close process</strong>—this could be a seriously compelling opportunity.</p><p>A highly respected investment firm managing <strong>$22B+ in AUM</strong> is looking for a <strong>Senior Accountant – Funds &amp; Financial Operations</strong> to join their collaborative team supporting sophisticated fund-of-funds investment vehicles across <strong>private equity, venture capital, hedge funds, real assets, listed equity, and fixed income.</strong></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>You won’t be buried in journal entries or stuck in a silo.</p><p>This role is heavily focused on <strong>review, oversight, operational improvements, and risk management</strong>—working closely with third-party administrators while gaining exposure across multiple investment products and strategies.</p><p>You’ll oversee <strong>NAV packages, investor capital statements, audits, compliance filings, expense allocations, and fund operations</strong> tied to a flagship investment platform.</p><p>Translation? <strong>More visibility. Broader exposure. Bigger-picture thinking.</strong></p><p><br></p><p><strong> What You’ll Be Doing</strong></p><p>✔ Review monthly &amp; quarterly fund administrator deliverables and NAV packages</p><p> ✔ Oversee investor capital statements and compliance filings</p><p> ✔ Partner on annual audits and fund operational oversight</p><p> ✔ Manage expense allocations across multiple investment products</p><p> ✔ Support separately managed accounts and investment agreement compliance</p><p> ✔ Gain exposure across a broad mix of alternative investment strategies</p>
  • 2026-06-15T00:00:00Z
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