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72 results for Financial Planning Analysis Manager in San Rafael, CA

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.
2026-08-14T00:00:00Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Financial Reporting Manager

Palo Alto, CA
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives. Responsibilities:• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-09-03T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Financial Planner

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 49.5 USD / Hourly
We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives. Responsibilities:• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.• Help enhance FP&A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.
2026-08-27T00:00:00Z

Financial Analyst

San Leandro, CA
onsite
Temporary / Contract
45 - 50 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 professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-09-01T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite. Responsibilities:• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.
2026-09-02T00:00:00Z

Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a detail-oriented Financial Analyst to support portfolio reporting and data management for a team based in Menlo Park, California. This is a Contract position with part-time hours of approximately 20 per week, offering an opportunity to contribute to financial analysis, reporting preparation, and portfolio data accuracy in a hybrid work environment. The ideal candidate will be comfortable working with investment-related financial information, building organized reporting materials, and collaborating with senior stakeholders. Responsibilities: • Maintain accurate portfolio company information across financial tracking platforms and generate reports as needed to support decision-making. • Prepare presentation materials, summaries, and supporting documents for recurring portfolio review discussions. • Organize investor-facing financial records and ensure documentation is stored in a consistent and accessible format. • Gather, validate, and structure financial and operational data received from portfolio companies for analysis and reporting. • Update and manage relevant records in Salesforce to keep internal information current and reliable. • Provide ad hoc support for reporting, document preparation, and other analytical tasks tied to portfolio oversight.
2026-09-03T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-08-21T00:00:00Z

Finance Manager

Los Altos, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Thriving Venture Capital Firm | Palo Alto | Base + Bonus + Carry! Join a highly regarded venture capital firm with a strong track record of investing in innovative, high-growth companies. You'll work alongside an experienced, collaborative team while gaining broad exposure across the entire fund lifecycle, partnering closely with investment, operations, and firm leadership. The firm offers competitive compensation, bonus potential, a generous phantom carry program, excellent benefits, retirement contributions, and a flexible hybrid schedule. This is an exceptional opportunity for someone looking to deepen their venture capital experience and build a long-term career in private investing. Responsibilities<ul><li>Manage fund accounting, quarterly closes, and financial statement preparation</li><li>Track investments, investor allocations, and capital activity</li><li>Lead the annual audit process and coordinate with external auditors</li><li>Partner with the investment team on portfolio valuations </li><li>Support capital calls, distributions, cash management, and investor reporting</li><li>Assist with tax-related fund matters</li><li>Drive process improvements, automation, and AI initiatives</li><li>Support finance leadership on strategic projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Finance Manager

Walnut Creek, CA
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders. Responsibilities:<ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP&A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
2026-08-26T00:00:00Z

Finance Manager

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager| Venture Capital | Palo Alto| Hybrid | Base + Bonus + Profit Sharing Our client is a well-established venture capital firm backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders. Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale. Responsibilities<ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing 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. 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. Key Responsibilities:<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></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Anisa Henry is partnered with a growing venture capital investment firm seeking a Fund Accounting Manager to join its finance team. This role is responsible for overseeing the day-to-day fund accounting operations, financial reporting, cash management, investor reporting, and tax coordination across multiple investment vehicles. Reporting to senior finance leadership, the Fund Accounting Manager will play a critical role in ensuring accurate financial reporting, maintaining compliance with accounting standards, and supporting the firm's continued growth. This is a highly hands-on position suited for an experienced accounting professional who enjoys managing complex fund operations and working closely with internal stakeholders, investors, and external service providers. The ideal candidate will have strong technical accounting expertise, experience with private equity or venture capital fund structures, and the ability to thrive in a fast-paced, entrepreneurial environment. Why Join<ul><li>Opportunity to join a growing investment management firm with a collaborative and entrepreneurial culture.</li><li>High visibility role with direct exposure to senior leadership and fund operations.</li><li>Broad responsibility across accounting, reporting, investor relations, and fund management activities.</li><li>Chance to make a meaningful impact within an expanding organization focused on innovation and long-term growth.</li></ul>Schedule & Flexibility<ul><li>Hybrid and remote-friendly work environment.</li><li>Local employees may work onsite as little as once per week, with flexibility to come in more often.</li><li>Fully remote candidates are welcome, with travel accommodations provided for required onsite meetings.</li><li>Occasional quarter-end close periods may require several consecutive days of in-person collaboration.</li><li>Flexible scheduling, including the potential for a condensed workweek, while maintaining availability for key business needs and meetings.</li></ul>
2026-09-03T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities. If you're currently in public accounting at the Manager or Senior Manager level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance. Responsibilities<ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>
2026-09-04T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
The Sr. Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions.Key Responsibilities<ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes.</li><li>Collaborate with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
2026-09-01T00:00:00Z

FP&A Analyst

Burlingame, CA
onsite
Temporary / Contract
36 - 55 USD / Hourly
Full-Time Engagement Professional (FTEP)Location: San Mateo County, CA (Hybrid)Employment Type: Full-Time About the OpportunityJoin Robert Half's Full-Time Engagement Practice and combine the stability of full-time employment with the opportunity to support a variety of organizations across the Peninsula. This role is ideal for a finance professional who enjoys business partnering, forecasting, strategic analysis, and helping leadership make informed decisions that drive growth and profitability.This position offers exposure to diverse industries, executive leadership teams, business transformation initiatives, system implementations, and high-impact financial projects. Position OverviewThe FP&A Analyst/Senior FP&A Analyst will support budgeting, forecasting, financial modeling, management reporting, variance analysis, and strategic planning initiatives. The successful candidate will serve as a trusted business partner to finance and operational leaders, delivering actionable insights that improve business performance and support key decision-making.The ideal candidate possesses strong analytical skills, financial acumen, and the ability to communicate complex financial information to non-financial stakeholders. Key Responsibilities<ul><li>Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Prepare monthly management reporting packages and executive dashboards.</li><li>Perform variance analysis and identify key business drivers impacting performance.</li><li>Build, maintain, and enhance financial models to support strategic decision-making.</li><li>Partner with department leaders to evaluate operational and financial results.</li><li>Analyze revenue, expenses, profitability, headcount, and cash flow trends.</li><li>Support month-end close by partnering with Accounting and Finance teams.</li><li>Prepare board, investor, and executive-level reporting materials.</li><li>Develop KPI reporting and business performance metrics.</li><li>Evaluate investment opportunities and business cases through ROI analysis.</li><li>Support M&A due diligence, integration activities, and strategic initiatives.</li><li>Assist with system implementations, reporting automation, and process improvements.</li><li>Provide ad hoc financial analysis and recommendations to leadership.</li></ul>
2026-09-01T00:00:00Z

Lead Financial Planner

Menlo Park, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-07T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
150000 - 250000 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, 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.
2026-08-28T00:00:00Z

Financial Advisor

Foster City, CA
onsite
Permanent / Full Time
170000 - 225000 USD / Yearly
Anisa Henry is partnered with a growing independent wealth management firm seeking a seasoned Financial Advisor to join its team. This is an opportunity to work with an established base of high-net-worth clients while helping deepen relationships and deliver comprehensive financial planning and investment guidance. The ideal candidate is an experienced advisor who can operate independently, build trust with clients, and identify opportunities to enhance the client experience.Joining a successful, relationship-driven advisory practice with a loyal client base and strong growth trajectory, you'll work closely with firm leadership while gradually taking ownership of existing client relationships. This role offers long-term career stability, significant professional growth potential, and the opportunity to make an immediate impact within a collaborative and client-focused environment. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z