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3 results for Operational Risk 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.
2026-07-10T00:00:00Z

Financial Reporting Manager

Foster City, CA
onsite
Temporary / Contract
65 - 75 USD / Hourly
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate. Responsibilities: • Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement. • Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results. • Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control. • Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders. • Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts. • Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed. • Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards. • Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
2026-07-06T00:00:00Z

Investment Operations Associate

Larkspur, 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. Investment Operations Associate | Larkspur Join a highly respected, employee-owned investment management firm with a global investment platform and a collaborative, research-driven culture. This is an exceptional opportunity for an early-career professional to gain broad exposure across investment operations, global trade settlement, fund operations, foreign exchange, cash management, and regulatory reporting.Rather than being limited to a single function, you'll work closely with experienced professionals across the business while building the foundation for future growth into trading, fund accounting, and broader investment operations. The firm offers strong mentorship, direct exposure to senior leadership, competitive compensation, bonus potential, and excellent long-term career opportunities. Responsibilities<ul><li>Support day-to-day investment operations across the firm's funds </li><li>Assist with global trade settlement, cash management, and foreign exchange activity </li><li>Reconcile cash, positions, transactions, and corporate actions </li><li>Partner with custodians, brokers, and fund administrators to ensure accurate settlement </li><li>Prepare operational, client, and regulatory reporting </li><li>Support compliance initiatives and process improvements </li><li>Assist with special projects across the investment operations team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z