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31 results for Portfolio Manager in San Rafael, CA

Fund Manager | Venture Capital

San Francisco, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a venture capital firm seeking a Fund Accounting Manager to join its lean Finance team. This is a hands-on opportunity for someone who enjoys owning fund accounting in-house and wants broad exposure to the full fund lifecycle. What You’ll Do<ul><li>Own key areas of fund accounting and financial reporting across multiple VC funds.</li><li>Prepare capital statements, capital activity, and investor reporting.</li><li>Perform waterfall and carried interest calculations.</li><li>Support quarterly and year-end closes, audits, and tax-related deliverables.</li><li>Partner closely with the Controller, CFO, and Senior Accountant.</li><li>Ensure fund records and reporting are accurate, timely, and well maintained.</li><li>Work directly with leadership on ad hoc analysis and fund-related projects.</li><li>Coordinate time-sensitive reporting requests, including those involving international teams.</li></ul>
2026-09-10T00:00:00Z

Project Manager

Pleasanton, CA
remote
Temporary / Contract
30 - 35 USD / Hourly
We are looking for a Project Manager to coordinate multi-channel marketing initiatives and keep complex campaign work moving from concept through launch. This Long-term Contract position is ideal for someone who can organize timelines, align cross-functional teams, and maintain visibility across deliverables, priorities, and performance goals. The role will work closely with marketing, sales, creative, and agency partners to support effective execution and measurable results. Responsibilities:• Direct the planning and delivery of integrated marketing programs spanning digital and offline channels, ensuring each initiative stays on track from kickoff to release.• Own project schedules, scope management, milestone tracking, and team coordination so campaign deliverables are completed accurately and on time.• Work closely with creative, content, digital, product marketing, and sales stakeholders to establish goals, define messaging needs, and confirm success metrics.• Coordinate with external agency partners by managing briefs, review cycles, approvals, due dates, and ongoing status communication.• Oversee campaign configuration and monitoring in Salesforce, including lead tracking, audience segmentation, attribution support, and quality checks.• Analyze results across campaign channels and prepare dashboards, summaries, and post-launch reporting that identify outcomes and areas for improvement.• Keep stakeholders informed through structured updates, team meetings, launch readiness checkpoints, and retrospective discussions.• Partner with sales and marketing operations teams to strengthen lead routing, audience targeting, segmentation strategy, and conversion workflows.• Recommend and implement process enhancements that improve campaign efficiency, visibility, and collaboration across teams.
2026-09-17T00:00:00Z

Project Manager

Emeryville, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Position OverviewWe're seeking an organized, proactive, and results-driven Project Manager to lead projects from initiation through completion. This role is responsible for coordinating resources, managing timelines, facilitating communication, and ensuring project objectives are delivered on time and within budget. The ideal candidate is a strong relationship builder who can effectively collaborate with stakeholders across departments, manage competing priorities, and drive projects forward while maintaining attention to detail. This position plays a critical role in ensuring operational efficiency, process improvement, and successful project execution. Day-to-Day Responsibilities<ul><li>Serve as the primary point of contact for project stakeholders.</li><li>Develop project plans, timelines, milestones, and deliverables.</li><li>Define project scope, objectives, resources, and success metrics.</li><li>Facilitate meetings, status updates, and project communications.</li><li>Manage stakeholder expectations and communicate project updates effectively.</li><li>Assist with project budgeting, forecasting, and resource allocation.</li><li>Track project expenditures and ensure projects remain within approved budgets.</li><li>Track project performance using established metrics and reporting tools.</li><li>Prepare project status reports, dashboards, and executive updates.</li><li>Identify project risks and develop mitigation strategies.</li><li>Ensure deadlines, deliverables, and quality standards are consistently met.</li><li>Maintain project documentation and compliance with company procedures.</li></ul>
2026-08-29T00:00:00Z

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-09-08T00:00:00Z

Property Manager

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Property ManagerJob DescriptionWe are seeking an experienced Property Manager to oversee daily operations, financial performance, and resident satisfaction for a residential community.Responsibilities<ul><li>Manage property operations and staff</li><li>Oversee budgets, rent collections, and occupancy goals</li><li>Ensure compliance with housing regulations</li><li>Manage vendor and maintenance relationships</li><li>Resolve resident concerns and escalations</li></ul>
2026-09-04T00:00:00Z

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

Product Manager

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Job TitleProduct Manager, Trust & Assurance Company OverviewA leading technology organization is building advanced platforms that enable organizations to operate more intelligently and securely in complex environments. Focused on integrating data, systems, and emerging AI capabilities, the company serves enterprise and highly regulated sectors that require reliability, transparency, and strong governance. Their mission centers on enabling scalable, responsible innovation while maintaining rigorous standards for trust and performance. Role SummaryThe Product Manager, Trust & Assurance will own critical systems that define how secure, reliable, and auditable the platform operates. This role is central to ensuring that organizations in regulated environments can confidently deploy advanced technologies by establishing robust controls around identity, permissions, governance, and system behavior. Based in Los Angeles, CA, this position plays a key role in shaping foundational product capabilities that directly impact enterprise adoption and long-term growth. Key Responsibilities<ul><li>Define and own the product strategy for identity, access management, and permissions frameworks</li><li>Develop guardrails and approval workflows that govern system actions and enforce responsible usage</li><li>Build and manage audit and traceability features, ensuring complete visibility into system behavior and user interactions</li><li>Lead the development of evaluation and monitoring tools that validate system performance and consistency over time</li><li>Translate regulatory and compliance requirements into scalable, productized solutions</li><li>Partner closely with engineering, design, and leadership to drive product direction and execution</li><li>Establish frameworks for secure deployment across various environments, including restricted or isolated systems</li><li>Drive roadmap prioritization for trust and assurance features that influence enterprise adoption</li><li>Communicate product vision, trade-offs, and progress clearly to cross-functional stakeholders</li></ul>Compensation & Benefits<ul><li>$150,000-$200,000</li><li>Comprehensive benefits package</li><li>Health, dental, and vision coverage</li><li>Performance-based incentives and potential equity participation</li></ul>Additional Details<ul><li>Work model: On-site</li><li>Collaborative, small-team environment with high ownership and impact</li><li>Emphasis on thoughtful product development and long-term value creation</li></ul>
2026-09-02T00:00:00Z

Manager, Investment Operations

San Francisco, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Join a highly respected investment management firm known for its collaborative culture, thoughtful leadership, and long-term approach to investing. With a stable platform, strong employee tenure, and team-oriented environment, this is an opportunity to step into a visible leadership role with meaningful impact. Lead critical performance and reporting functions across multiple investment vehicles while partnering with internal teams and external providers. The role offers competitive compensation + bonus, strong benefits, work-life balance, and the opportunity to drive process improvements through technology and AI. Responsibilities<ul><li>Oversee daily performance reconciliation and reporting across investment products</li><li>Review pricing checks, NAV controls, and performance calculations</li><li>Prepare and review monthly performance reporting</li><li>Manage performance data for SMAs and model portfolios</li><li>Maintain composite performance records and related reporting</li><li>Oversee submissions to third-party reporting platforms and vendors</li><li>Lead annual performance presentations and support audits/compliance</li><li>Supervise, train, and cross-train team members</li><li>Identify and resolve data discrepancies</li><li>Drive process improvement, technology, and AI initiatives</li><li>Support product launches, audits, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-09T00:00:00Z

Manager, Investment Operations

San Francisco, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a leading investment management firm seeking a Manager, Investment Operations to oversee investment performance, reporting, and related operational functions.This role is ideal for someone with strong performance measurement who enjoys working cross-functionally and leading a small team. You’ll have visibility across the organization and play a key role in ensuring performance data is accurate, timely, and client-ready. What You’ll Do<ul><li>Lead daily and monthly investment performance reconciliation and reporting across mutual funds, ETFs, SMAs, and models.</li><li>Oversee pricing, NAV, performance data, and reporting accuracy.</li><li>Manage ongoing GIPS composite maintenance and support annual GIPS presentations and audits.</li><li>Coordinate performance reporting with internal teams and external partners, including custodians, consultants, and data vendors.</li><li>Review and resolve data discrepancies and help strengthen operational controls.</li><li>Partner with Fund Accounting, IT, Sales, Marketing, and other teams on reporting, product launches, audits, and special projects.</li><li>Look for opportunities to leverage AI and automation to improve recurring reporting and reconciliation processes.</li></ul>
2026-09-10T00:00:00Z

ERP Project Manager

Hayward, CA
onsite
Temporary / Contract
75 - 90 USD / Hourly
Job Title: Site ERP Implementation CoordinatorReports To: Site Manager (with dotted line to Global Business Units (GBU) ERP Project Manager)Location and details: On-site Position Summary:The Site ERP Implementation Coordinator will play a critical role in supporting the successful rollout of the ERP system at the site level. As a local liaison between the global ERP project team and site operations, this individual will help ensure business continuity, coordinate change management efforts throughout the implementation, facilitate data collection and validation, identify and support future training activities. Key Responsibilities: • Main Point of Contact: Act as the local liaison between central programme teams and site stakeholders, ensuring smooth communication and coordination.• Responsible for the Highlander project plan for site• Identify business impacts and define action plans in collaboration with subject matter experts (SMEs), the BU ERP Project Manager and report progress to the Transformation Programme Management Office (PMO).• Monitor site readiness and escalate issues or risks to the project teams and PMO through governance structure, as needed.• Define local training plan through training needs analysis and proactively develop, in conjunction with relevant stakeholders, to ensure timely knowledge and skill transfer.• Identification of other training initiatives, (For example, change management, project management, standard costing, MRPII) at the appropriate time and organize delivery.• Coordinate local testing effort including identification of scenarios. • Participate in go-live preparation and hypercare support to ensure a smooth transition and minimal disruption to operations and monitor adoption.• Working with Site Data Lead, highlight any issues or risks with regards to Data to project teams and PMO• Assisting with project documentation to support GBU ERP Project Managers.• Co-ordinate local stakeholder communications and engagements, monitoring efficacy and buy-in.• Highlighting resourcing issues and ensuring the project team has the necessary tools and personnel from the business at the right time. Core Competencies:• Shows resilience and consistent commitment to delivering the ERP programme.• Leads and motivates the site team with clear, consistent messaging.• Is able to communicate the purpose of changes effectively (“the why”) to help others understand and engage.• Builds positive working relationships and handles conflict professionally when it arises.• Supports and reinforces the ERP messaging from the central team.• Champions changes locally, even when they are unpopular, and helps others to adapt. Time Commitment:This is a temporary assignment for the duration of the ERP implementation, expected to last 6 months. Flexibility may be required during key phases of the project such as testing and go-live. Hourly pay expected to be $75-$90/hr.
2026-09-16T00:00:00Z

Contracts Manager - Biotech

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A well-established biotechnology company based in San Francisco is seeking a Contracts Manager to support its legal and business teams. This is a contract-to-hire opportunity for a contracts professional with experience in the biotech or life sciences sector. The role focuses on managing, drafting, and negotiating a high volume of commercial and research-related agreements while partnering closely with internal stakeholders across scientific, operational, and business functions. Key Responsibilities<ul><li>Draft, review, and negotiate a broad range of agreements, including NDAs, vendor agreements, MSAs, SOWs, consulting agreements, and research collaboration contracts</li><li>Support contracts related to research and development, clinical activities, and commercial operations</li><li>Manage the full contract lifecycle, from intake and review through execution and amendment</li><li>Collaborate with legal, finance, procurement, and business teams to ensure alignment with company objectives</li><li>Maintain contract records, templates, and compliance tracking</li><li>Identify and escalate legal or business risks as appropriate</li></ul>
2026-09-01T00:00:00Z

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.
2026-09-16T00:00:00Z

Manager; Investment Operations

San Francisco, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
Anisa Henry is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Anisa Henry is partnered with a leading investment management firm seeking a Manager, Investment Operations to oversee performance measurement, investment reporting, and key operational functions. This role leads the firm's performance and investment reporting function, with primary responsibility for performance reconciliation, calculation, and client-facing reporting across multiple investment products. The role also supports back-office operational activities, supervises junior team members, and partners closely with internal departments and external service providers to ensure reporting accuracy and operational excellence. The firm is known for its collaborative culture, commitment to excellence, and long-term approach to serving clients. Employees benefit from a supportive, team-oriented environment that values professionalism, continuous learning, work-life balance, and cross-functional collaboration. Key Responsibilities<ul><li>Oversee daily performance reconciliation and reporting, security pricing reviews, and valuation-related controls.</li><li>Review performance data and reporting outputs for accuracy prior to internal and external distribution.</li><li>Maintain and review public-facing performance information to ensure consistency and accuracy.</li><li>Prepare and oversee monthly performance reporting across various investment products.</li><li>Manage performance calculations, asset flow reporting, and related reporting deliverables.</li><li>Maintain GIPS composite data and support ongoing performance reporting requirements.</li><li>Review and approve growth and performance-related calculations and supporting reports.</li><li>Oversee preparation and submission of performance data to third-party reporting platforms and service providers.</li><li>Review operational reporting related to fund and portfolio activity.</li><li>Lead annual GIPS reporting preparation and support compliance and audit processes related to performance data.</li><li>Supervise, mentor, and cross-train team members to ensure continuity across critical processes and deliverables.</li><li>Identify and resolve reporting discrepancies, escalating issues when appropriate.</li><li>Leverage technology and AI-enabled tools to improve reporting accuracy, efficiency, and workflow automation.</li><li>Support audits, new product launches, operational initiatives, and special projects.</li><li>Partner with Operations, Fund Accounting, Technology, Marketing, Sales, Compliance, and external service providers to ensure accurate and timely reporting.</li></ul>Being Part of the Parnassus Team Includes<ul><li>Competitive compensation with annual bonus potential.</li><li>Comprehensive medical, dental, and vision coverage for employees and eligible dependents.</li><li>Charitable giving matching program.</li><li>Collaborative, intellectually engaging team environment.</li><li>Hybrid work schedule with commuter benefits and flexible work arrangements.</li></ul>
2026-09-09T00:00:00Z

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

Fund Accounting Manager | Venture Capital

Los Altos, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a venture capital firm seeking a Fund Accounting Manager to join its lean Finance team. This is a hands-on opportunity for someone who enjoys owning fund accounting in-house and wants broad exposure to the full fund lifecycle. What You’ll Do<ul><li>Own key areas of fund accounting and financial reporting across multiple VC funds.</li><li>Prepare capital statements, capital activity, and investor reporting.</li><li>Perform waterfall and carried interest calculations.</li><li>Support quarterly and year-end closes, audits, and tax-related deliverables.</li><li>Partner closely with the Controller, CFO, and Senior Accountant.</li><li>Ensure fund records and reporting are accurate, timely, and well maintained.</li><li>Work directly with leadership on ad hoc analysis and fund-related projects.</li><li>Coordinate time-sensitive reporting requests, including those involving international teams.</li></ul>
2026-09-10T00:00:00Z

Financial Planning & Analysis Manager

Berkeley, CA
onsite
Permanent / Full Time
150000 - 165000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join a mission-oriented consumer products company in Berkeley, California. In this role, you will guide budgeting, forecasting, and performance analysis while helping leadership make informed business decisions. The position works closely with cross-functional teams to uncover insights, improve financial visibility, and support long-term growth. This is a hybrid opportunity with onsite collaboration in Berkeley, California three days per week. Responsibilities: • Direct the annual budgeting cycle by partnering with business leaders to build realistic plans aligned with company objectives. • Produce rolling forecasts, financial models, and scenario evaluations that support short- and long-range planning. • Review financial results against targets, explain variances, and highlight the operational factors influencing performance. • Turn financial and business data into clear insights that identify risks, emerging trends, and areas for improvement. • Create reporting packages and dashboards that give senior leaders timely visibility into company performance. • Work with teams across sales, marketing, operations, research and development, and people functions to support strategic decisions. • Recommend actions that strengthen profitability, improve efficiency, and optimize the use of company resources. • Challenge assumptions, test business cases, and provide sound financial guidance on spending and investment decisions. • Enhance planning and reporting practices by refining tools, methodologies, and analytics capabilities. • Take ownership of special projects that extend beyond routine FP&A work and contribute to broader business priorities.
2026-09-11T00:00:00Z

Finance Manager @ Reputable VC Firm

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.
2026-09-16T00:00:00Z

Fund Accounting Manager | Private Equity

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>
2026-09-09T00:00:00Z

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.
2026-09-11T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
Anisa Henry is partnered with a growing independent wealth management firm seeking a Financial Advisor to join its expanding team. In this role, you'll provide comprehensive financial planning and investment guidance to an established client base, helping individuals and families achieve their long-term financial goals. You'll develop personalized strategies, build trusted client relationships, and deliver ongoing advice in a highly collaborative, client-focused environment.This opportunity is ideal for an advisor who enjoys working with sophisticated clients and values a culture centered on exceptional service, teamwork, and professional growth. The firm offers a supportive, entrepreneurial atmosphere, strong work-life balance, hybrid flexibility, and the opportunity to make a meaningful impact while advancing your career within a growing organization. Additional Info:<ul><li>AUM is ~$800M.</li><li>Serves all types of clients, average AUM is $2M.</li><li>The team enjoys helping folks become wealthy and don’t just work with the ultra-wealthy.</li><li>14-person firm, 8 advisors</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

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

Financial Advisor

San Francisco, 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 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.
2026-09-16T00:00:00Z

Project Accountant

Fremont, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a detail-oriented Project Accountant to support the financial administration of projects in Fremont, California. This role works closely with operations and project teams to maintain accurate project records, support contract compliance, and help ensure reliable revenue and cost reporting. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage project-related financial activity in a fast-paced environment. Responsibilities: • Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately. • Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward. • Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations. • Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required. • Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished. • Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance. • Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues. • Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing. • Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management. • Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
2026-08-21T00:00:00Z

Commercial Property Manager

Palo Alto, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Commercial Property Manager Real estate investment, development, and ownership company focused on high-quality, value-add commercial properties in supply-constrained downtown markets. Company own and operate a portfolio of office, retail, mixed-use, and residential assets across markets including Palo Alto, Menlo Park, Mountain View, Redwood City, and San Francisco. We are looking for a highly organized, detail-oriented, and proactive Commercial Property Manager who can help keep our portfolio running smoothly and make day-to-day execution more predictable, professional, and efficient.Position OverviewThe Commercial Property Manager / Portfolio Operations Manager will oversee the day-to-day operations of a portfolio of Bay Area commercial properties, with a focus on tenant communication, vendor coordination, maintenance follow-up, property inspections, lease administration support, small project management, and overall tenant experience.This person should be comfortable managing multiple small-to-mid-sized properties, working directly with tenants, vendors, brokers, contractors, architects, and internal team members. The right candidate will be proactive, organized, responsive, and able to identify issues before they become larger problems.This is an important role for a boutique real estate owner-operator where people wear multiple hats. The ideal candidate is not just collecting work orders, but actively thinking about how each property should feel, operate, lease, and improve over time. Qualifications• 5+ years of property management, commercial real estate operations, asset management support, facilities management, or related real estate experience.• Experience with commercial office, retail, mixed-use, or downtown properties preferred.• Strong vendor management and tenant communication skills.• Ability to manage multiple properties, projects, vendors, and deadlines at the same time.• Strong written and verbal communication skills.• Comfortable reviewing leases, vendor proposals, invoices, budgets, and operating expenses.• Strong attention to detail and follow-through.• Ability to visit properties regularly across the Bay Area.• Experience with Yardi, AppFolio, MRI, Building Engines, Angus, Excel, Google Workspace, Microsoft Office, or similar tools preferred.
2026-09-02T00:00:00Z

Controller - Private Equity Firm

San Mateo, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Private Equity Firm | Burlingame Join a growing private equity firm that partners with founder-owned businesses across technology and services. Reporting directly to the CFO, this is a highly visible leadership role with broad exposure across fund accounting, management company accounting, financial reporting, valuations, investor relations, and firm operations. This is an excellent opportunity for an experienced finance professional who wants to be more than a traditional fund accounting leader. You'll work closely with senior leadership and investors, help develop the accounting team, and play an important role in the firm's continued growth and future fund initiatives. The position offers strong compensation + bonus potential and meaningful long-term career upside. Responsibilities<ul><li>Partner directly with the CFO across fund and management company finance </li><li>Oversee financial reporting and accounting operations </li><li>Mentor and ultimately manage members of the accounting team </li><li>Partner with legal, investor relations, and senior leadership </li><li>Support valuations and other front-office initiatives </li><li>Participate in operational due diligence </li><li>Respond to investor inquiries and interact directly with LPs </li><li>Research complex accounting and operational matters and drive solutions </li><li>Support firm growth and future fund launches </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z