71 Results for Financial Planning Analyst Jobs in San Rafael, CA

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Financial Analyst

Menlo Park, CA
remote
Temporary to Hire
38 - 44 USD / Hourly
We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends. Responsibilities: • Develop and maintain financial models that support forecasting, budgeting, and business planning activities. • Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities. • Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods. • Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects. • Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy. • Create reports and presentations that translate complex financial information into concise recommendations for stakeholders. • Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
2026-11-06T00:00:00Z

Financial Planner

Mountain View, CA
onsite
Permanent / Full Time
100000 - 160000 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.
2026-11-06T00:00:00Z

Senior Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment firm focused on the venture and growth equity ecosystem. The firm offers a collaborative, entrepreneurial environment and the opportunity to work with sophisticated institutional funds during an exciting stage of growth. This is a high-exposure role spanning fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, analysis, and oversight rather than day-to-day fund administration. You'll work closely with a lean finance team, gain exposure to complex investment vehicles, and help drive process improvements as the platform continues to scale. Strong bonus potential, excellent benefits, and long-term career growth. Responsibilities<ul><li>Review fund accounting, NAVs, capital activity, and financial reporting prepared by third-party administrators</li><li>Oversee fund administrators and resolve accounting and reporting matters</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Support audits, tax processes, and external service providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and control enhancements</li><li>Partner with teams across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>
2026-10-26T00:00:00Z

Financial Analyst - Entry Level

Concord, CA
onsite
Temporary / Contract
26 - 32 USD / Hourly
We are looking for an entry-level Financial Analyst to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams. Responsibilities: • Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.
2026-11-06T00:00:00Z

Fund Accounting Analyst Growing Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Analyst | Growing Investment Firm | Menlo Park (3 Days onsite) Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers strong mentorship, meaningful ownership, and exposure to investment accounting, reporting, and data analytics. This is an excellent opportunity for an accounting professional who enjoys working with data, improving processes, and leveraging technology to drive efficiency. You'll gain exposure to investment accounting, performance reporting, automation initiatives, and cross-functional projects, while working closely with a lean, high-performing team. Responsibilities<ul><li>Perform fund and portfolio accounting across multiple investment vehicles</li><li>Support financial reporting, audits, and month-end close activities</li><li>Reconcile cash, investment activity, and portfolio balances</li><li>Prepare and analyze portfolio and investment performance reports</li><li>Partner with investment, reporting, and data teams to ensure reporting accuracy</li><li>Manage large datasets and support data normalization efforts</li><li>Identify and implement automation and process improvement opportunities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Sr. Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Sr. Financial Analyst - R&D Newly created position for a Sr. Financial Analyst to support the financial planning and accounting activities tied to clinical operation for a growing biotech company. This position works closely with Clinical Operations and will managing complex clinical accounting and clinical trial budgets and financial forecasts. Responsibilities:-Lead the financial oversight of clinical studies by building budgets, updating forecasts, and analyzing spending trends across active programs.- Create and maintain financial models that reflect enrollment assumptions, site activation timelines, monitoring needs, and study closeout costs.- Clinical trial budgets, forecasting, expense tracking, CRO/vendor financial management, and clinical program financial modeling.- Clinical accruals, monthly close support, invoicing and reconciliations, and financial reporting accuracy.-Provide strategic FP&A and business partnership for long-range planning, scenario modeling, executive reporting, and financial support for clinical operations decisions.-Manage clinical trial accounting across multiple studies and trials that tracks and analyzes expenses with clinical research organizations (CROs), clinical sites, third party vendors-Ensure accurate monthly clinical expense accruals and financial reporting in accordance with U.S. GAAP• Direct accrual calculations and support month-end activities by preparing reconciliations and ensuring clinical expenses are recorded accurately.• Review study-related expenditures against approved budgets, vendor agreements, and milestone expectations to confirm appropriate cost tracking.• Track key indicators related to enrollment, site activity, and overall trial spend to improve visibility into financial performance.• Prepare recurring and ad hoc reporting for leadership, including scenario analysis and forward-looking insights to support strategic planning.• Identify opportunities to improve efficiency, reduce avoidable costs, and strengthen financial processes connected to clinical development.• Contribute to long-range planning efforts by modeling different operational and financial scenarios across the development portfolio.
2026-11-04T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
2026-10-20T00:00:00Z

Lead Financial Analyst

San Ramon, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions. Responsibilities:<ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
2026-10-28T00:00:00Z

Fund Operations Analyst

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations Analyst | Thriving Investment Management Firm | Menlo Park | Base + Bonus + Profit Sharing + Strong Perks! Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers strong mentorship, meaningful responsibility, and exposure to private investments from day one. This is a great opportunity for someone looking to move beyond fund accounting into a broader investment operations role. You'll gain hands-on exposure to private investments, transaction execution, fund operations, and process improvement initiatives, while working closely with teams across the business. Responsibilities<ul><li>Support operational workflows across private investment portfolios</li><li>Coordinate subscriptions, capital calls, redemptions, and investment activity</li><li>Manage investment documentation and onboarding processes</li><li>Partner with fund administrators, custodians, and internal teams</li><li>Support funding activities, cash movements, and transaction processing</li><li>Track key deadlines and reporting requirements</li><li>Drive process improvement and operational efficiency initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Financial Planner at RIA

Mountain View, 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.
2026-11-04T00:00:00Z

Financial Planner at RIA

Mill Valley, CA
onsite
Permanent / Full Time
90000 - 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.
2026-11-04T00:00:00Z

Financial Planner at RIA

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. 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.
2026-11-04T00:00:00Z

Financial Planner at Wealth Management Firm

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite) Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice. This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization. Responsibilities<ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

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.
2026-11-04T00:00:00Z

Financial Systems & Budget Analyst (Contract)

South San Francisco, CA
onsite
Temporary / Contract
48 - 53 USD / Hourly
Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership. This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration. Key Responsibilities<ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul>
2026-11-03T00:00:00Z

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
2026-11-06T00:00:00Z

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
2026-11-06T00:00:00Z

Financial Planner $2B AUM RIA Fim!

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days OnsiteJennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.This is not just another planning role—this is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move. Why this role stands out:<ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul>What You’ll Do<ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul>
2026-11-03T00:00:00Z

Finance Associate/Fund Accountant

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Are you in Audit and thinking about making the move in-house?If you’re auditing VC, PE, or alternative investment clients and considering your next move before busy season hits, let’s talk. This could be a great opportunity to take your experience in-house, gain broader business exposure, and join a team that is forward-thinking about AI and automation. About the OpportunityA leading early-stage venture capital firm is seeking a Fund Accountant to join its finance and operations team. Reporting to the Controller, this role will support accounting, reporting, and fund operations across multiple venture funds and related entities. This is a chance to gain broad exposure to fund accounting, investor reporting, audits, tax, and fund operations. This is a great opportunity for someone looking to build on their accounting experience and deepen their exposure to the venture capital space while working on a small, collaborative team. What You’ll Do<ul><li>Support accounting and reporting for multiple venture funds</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Prepare reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Assist with investor reporting, audits, tax processes, and K-1s</li><li>Support management company and GP accounting, including month-end close</li><li>Partner with external fund administrators, auditors, and tax providers</li><li>Contribute to process improvements and special projects as the firm grows</li></ul>
2026-10-23T00:00:00Z

Finance Manager

Oakland, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Our nonprofit employee union client is seeking an experienced Finance Manager to support a government-affiliated organization in Oakland, California, on a Contract basis. This role will oversee daily finance operations, guide a team of eight, and partner closely with the Finance Director to keep core accounting functions running smoothly during an interim period. The position is well suited for a hands-on leader who can manage full-cycle finance activities, maintain compliance, and bring structure to a fast-moving environment. The role is hybrid, onsite 4 days and is expected to pay $60-70 DOE. Responsibilities:• Direct day-to-day accounting operations across accounts payable, accounts receivable, payroll, and related financial workflows• Lead and support a finance team of eight by setting priorities, reviewing output, and helping staff maintain strong performance standards• Partner with the Finance Director to manage ongoing departmental activities and address operational needs as they arise• Oversee month-end and year-end close activities, including reconciliations, audit preparation, and financial accuracy reviews• Perform and review bank account and credit card reconciliations to ensure complete and accurate records• Coordinate with Human Resources on payroll-related matters, employee changes, and other cross-functional finance processes• Monitor contract-related financial activity, track changes, and help ensure proper documentation and compliance• Use systems such as Great Plains, Concur, and related platforms to manage reimbursements, accounting records, and reporting needs• Identify process improvement opportunities, adjust workflows when business demands shift, and help maintain effective financial controls
2026-10-31T00:00:00Z

Finance Manager

Napa, CA
onsite
Permanent / Full Time
130000 - 155000 USD / Yearly
We are seeking an experienced Finance Manager to join a well-established and growing wine industry organization in Napa, California. This is a full-time, onsite position that plays a key role in ensuring the accuracy and integrity of financial reporting, delivering actionable business insights, and supporting strategic planning initiatives. The Accounting Manager will collaborate closely with accounting leadership, corporate stakeholders, and external advisors to strengthen internal controls, enhance reporting processes, and support the company's overall financial performance. For more information about this opportunity, contact Robyn Rosemon directly at 707-387-0299. Responsibilities:• Partner with accounting leadership to maintain the accuracy of the general ledger by reviewing entries, reconciliations, and period-end accruals.• Lead the month-end, quarter-end, and year-end close review process to help ensure financial statements are completed accurately and on schedule in accordance with US GAAP.• Compile consolidated financial information and deliver reporting packages to the parent organization within required timelines.• Serve as a primary liaison between the Napa, California winery team and corporate counterparts to align on reporting expectations, accounting policies, and procedural requirements.• Assist with tax-related activities by coordinating information, supporting compliance efforts, and working with outside tax advisors when needed.• Evaluate operating results, investigate fluctuations and trends, and present clear recommendations to support leadership decision-making.• Work with external accountants and auditors by answering questions, supplying documentation, and helping address audit findings or process recommendations.• Support cost accounting activities such as inventory valuation, allocation methodologies, and margin analysis across the business.• Use ERP system and Excel to prepare financial reporting, strengthen internal controls, and identify opportunities to improve accounting processes.• Contribute to budgeting, forecasting, and cash management activities in partnership with the leadership of Finance.
2026-10-15T00:00:00Z

Business Analyst

Richmond, CA
onsite
Temporary to Hire
50 - 65 USD / Hourly
We are looking for a Business Analyst to join a California team in a contract capacity with the potential to become permanent. This position serves as a key connector between business stakeholders and technical teams, translating operational needs into practical data, reporting, and process improvement solutions. The role focuses heavily on analytics, application support, and continuous improvement within a manufacturing environment, with an emphasis on creating reliable reporting and a consistent source of trusted data. This individual will work across cross-functional initiatives while helping drive project delivery through structured analysis and Agile practices. Responsibilities: • Partner with business leaders and IT teams to gather, clarify, and document requirements for operational and technical initiatives. • Lead data-focused efforts that improve reporting accuracy, strengthen governance, and establish a dependable single source of truth across business functions. • Develop and enhance dashboards and reporting tools in Power BI to support decision-making in areas such as supply chain, accounting, quality, and production performance. • Analyze existing workflows, identify process gaps, and recommend automation opportunities that increase efficiency, consistency, and visibility. • Support enterprise applications and business initiatives by assessing needs, coordinating solutions, and helping standardize processes across teams. • Oversee project progress within an Agile framework, using Azure DevOps to track work, manage priorities, and maintain accountability with development resources. • Perform data validation, cleansing, and analysis activities to improve data quality and ensure information is flowing correctly between systems. • Collaborate with external development teams to review deliverables, clarify expectations, and help keep projects aligned with scope and timelines. • Contribute to readiness planning and business process support for future platform and ERP-related initiatives as needed.
2026-11-02T00:00:00Z

Business Operations Analyst (Fund Operations)

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Business Operations Analyst (Fund Operations)📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Great Benefits Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence. This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment. Key Responsibilities<ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul>Why This Opportunity?✅ Exposure to public and private market investments✅ Blend of accounting, reporting, investment operations, and analytics✅ Strong mentorship and career growth potential✅ Technology-forward environment embracing AI and automation✅ High visibility and interaction with investment professionals and leadership✅ Competitive compensation, bonus opportunity, and comprehensive benefits package For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Finance Associate

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Are you in Audit and thinking about making the move in-house?If you’re auditing VC, PE, or alternative investment clients and considering your next move before busy season hits, let’s talk. This could be a great opportunity to take your experience in-house, gain broader business exposure, and join a team that is forward-thinking about AI and automation. About the OpportunityA leading early-stage venture capital firm is seeking a Fund Accountant to join its finance and operations team. Reporting to the Controller, this role will support accounting, reporting, and fund operations across multiple venture funds and related entities. This is a chance to gain broad exposure to fund accounting, investor reporting, audits, tax, and fund operations. This is a great opportunity for someone looking to build on their accounting experience and deepen their exposure to the venture capital space while working on a small, collaborative team. What You’ll Do<ul><li>Support accounting and reporting for multiple venture funds</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Prepare reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Assist with investor reporting, audits, tax processes, and K-1s</li><li>Support management company and GP accounting, including month-end close</li><li>Partner with external fund administrators, auditors, and tax providers</li><li>Contribute to process improvements and special projects as the firm grows</li></ul>
2026-10-30T00:00:00Z

71 results for Financial Planning Analyst in San Rafael, CA