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741 results in San Ramon, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 190000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Palo Alto, CA
- onsite
- Permanent / Full Time
- 145000 - 170000 USD / Yearly
- <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.</p><p>• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.</p><p>• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.</p><p>• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.</p><p>• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.</p><p>• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.</p><p>• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.</p><p>• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn</p>
- 2026-11-06T00:00:00Z
- Dublin, CA
- onsite
- Temporary / Contract
- 66.5 - 77 USD / Hourly
- We are looking for an experienced Project Manager - Operations to support a credit union in Dublin, California through a Long-term Contract engagement. In this role, you will provide financial leadership for a major platform modernization effort by guiding business case planning, budget oversight, and performance reporting. You will work closely with finance, accounting, technology, and project stakeholders to keep spending, forecasting, and financial controls aligned with organizational goals.<br><br>Responsibilities:<br>• Build and manage a multi-year financial business case that outlines projected costs, anticipated benefits, cash flow impacts, and expected return on investment.<br>• Track project expenses, open commitments, forecast updates, and budget performance while identifying variances and recommending corrective actions.<br>• Coordinate with accounting partners to support capitalization decisions, confirm appropriate financial treatment, and maintain required documentation.<br>• Partner with technology leaders and project stakeholders to review assumptions, validate forecasts, and evaluate overall financial performance.<br>• Create financial models that support scenario planning, sensitivity reviews, and risk assessment for project decision-making.<br>• Prepare clear reports, dashboards, and leadership updates that summarize financial status, key trends, and emerging risks.<br>• Maintain strong governance practices and internal controls to ensure accurate, audit-ready project financial management.<br>• Support financial oversight for large-scale transformation initiatives, including platform modernization or system-related operational changes when applicable.
- 2026-11-05T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 140000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm with billions in assets under management</strong>, backing innovative companies across automation, AI, and real-world industries. This is a <strong>high-impact opportunity within a lean, high-performing finance team</strong>, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations.</p><p> </p><p>Ideal for someone who enjoys <strong>process improvement, systems, AI, and automation</strong> and wants meaningful ownership as the platform grows. <strong>Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage <strong>AI and automation</strong> across the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- Dixon, CA
- onsite
- Permanent / Full Time
- 55000 - 65000 USD / Yearly
- <p>We are looking for an Accounting Clerk to support day-to-day financial operations for a manufacturing organization in Dixon, California. This position is ideal for someone who is organized, detail-oriented, and comfortable handling a high volume of accounting transactions with accuracy. The role will contribute to timely payment processing, customer billing activities, and reliable financial recordkeeping across the business.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, verify supporting details, and prepare payments in accordance with established timelines and company procedures.</p><p>• Record customer payments, assist with billing follow-up, and maintain accurate receivable balances to support steady cash flow.</p><p>• Enter financial data into accounting systems with a strong focus on completeness, precision, and proper documentation.</p><p>• Maintain organized records for invoices, payment activity, and account transactions to support audits and internal reviews.</p><p>• Reconcile account information by comparing system entries with source documents and resolving discrepancies promptly.</p><p>• Use QuickBooks and related tools to update accounting records, track transactions, and generate routine financial information.</p><p>• Communicate with internal teams, suppliers, and customers to clarify invoice issues, payment status, and account questions.</p>
- 2026-10-23T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 33.5 - 42.5 USD / Hourly
- <p>Join Robert Half’s Full-Time Engagement Professionals team as a Full Charge Bookkeeper! Enjoy full-time stability, comprehensive benefits, and work-life balance while tackling diverse, challenging projects that strengthen your expertise and support long-term career growth.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly.</p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul>
- 2026-11-03T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 150000 - 180000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 135000 USD / Yearly
- <p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 Days Onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 80000 - 130000 USD / Yearly
- <p>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.</p><p><br></p><p>Responsibilities:</p><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>
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 200000 - 250000 USD / Yearly
- <p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
- 2026-11-02T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 150000 - 180000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing</strong></p><p><strong>📍 San Francisco Financial District | Hybrid</strong></p><p><br></p><p><strong>I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.</strong></p><p><br></p><p><strong>This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform.</strong></p><p><strong> </strong></p><p><strong>💡 What You’ll Do</strong></p><ul><li><strong>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</strong></li><li><strong>Oversee audit and tax processes alongside Finance leadership and external service providers</strong></li><li><strong>Review LP and underlying investment capital calls and distributions</strong></li><li><strong>Monitor fund cash positions and forecast liquidity requirements</strong></li><li><strong>Research complex accounting and tax matters and advise on non-routine transactions</strong></li><li><strong>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</strong></li><li><strong>Identify process improvements that strengthen efficiency, accuracy, and controls</strong></li><li><strong>Lead, mentor, and develop junior team members</strong></li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 150000 - 250000 USD / Yearly
- We are looking for an accomplished Senior Estate Planning Attorney to support sophisticated estate matters in San Jose, California. This position focuses on guiding complex trust and probate administrations while developing tailored planning strategies for high-net-worth individuals and families. The attorney in this role will manage tax-related filings, fiduciary accounting review, and the legal structuring needed to carry out effective wealth transfer plans.<br><br>Responsibilities:<br>• Lead trust and probate administration matters from court filings and early case assessment through closing and final transfer of assets.<br>• Oversee the appraisal and categorization of estate holdings, while directing the preparation of legal documents needed for marshaling and distribution.<br>• Prepare and review estate, gift, and related tax filings to support compliance and effective transfer planning.<br>• Analyze and finalize fiduciary accountings to ensure accurate reporting for estates and trusts under administration.<br>• Design customized estate planning strategies for individuals and families with complex asset profiles and unique succession goals.<br>• Establish and structure trust-based entities that align with client objectives, tax considerations, and long-term asset protection needs.<br>• Advise on property tax matters connected to estate and trust holdings, including administrative filings and related compliance obligations.<br>• Collaborate with clients, fiduciaries, accountants, and other advisors to move matters forward efficiently and resolve issues as they arise.
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 120000 - 140000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <strong>Want to build a career as a Financial Planner without sacrificing your work-life balance?</strong></p><p><br></p><p>I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.</p><p>They’re looking for an <strong>Associate Advisor</strong> to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.</p><p><br></p><p>This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in <strong>tax, estate, retirement, and investment planning</strong> while following a clear path toward becoming a Lead Advisor.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- Los Altos, CA
- onsite
- Permanent / Full Time
- 85000 - 130000 USD / Yearly
- We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
- 2026-10-22T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 225000 - 300000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>GP Entity Controller | Great Base + Bonus + Generous Profit Sharing</strong></p><p><br></p><p>📍 <strong>San Francisco or Menlo Park | Hybrid </strong></p><p><br></p><p>🚀 <strong>Global Venture Capital Firm | GP Economics | Carried Interest | Co-Investments</strong></p><p><br></p><p><br></p><p>🔥 <strong>Have experience with GP accounting, carried interest, and complex partner allocations? Ready to take your career to the next level?</strong></p><p><br></p><p>I'm working on an exceptional opportunity with one of the world's most prominent global venture capital firms, with investments across some of the most exciting technology companies in the market.</p><p><br></p><p>They're looking for a <strong>GP Entity Controller</strong> to oversee GP accounting, carried interest structures, partner economics, and co-investment programs across multiple investment vehicles.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Oversee accounting, reporting, and administration of GP entities and carried interest structures</li><li>Manage complex <strong>carried interest allocations, waterfall calculations, and partner participation schedules</strong></li><li>Track carry grants, vesting schedules, unallocated carry pools, ownership changes, and carry transfers</li><li>Oversee co-investment commitments, capital contributions, distributions, and individual participant allocations</li><li>Develop and maintain sophisticated financial models covering GP economics, carried interest, and co-investment programs</li><li>Perform scenario analysis around fund performance, valuation changes, liquidity events, and potential carry distributions</li><li>Partner directly with GPs and senior leadership to explain allocation methodologies and financial outcomes</li><li>Collaborate with Finance, Tax, Legal, Fund Accounting, and Operations teams</li><li>Support partner lending programs, compensation structures, ownership transitions, and new fund launches</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- Mountain View, CA
- onsite
- Temporary / Contract
- 45 - 55 USD / Hourly
- <p>Primary Responsibilities</p><ul><li>Perform core accounting duties including close, reconciliations, and financial reporting.</li><li>Identify manual accounting tasks that can be streamlined through automation.</li><li>Partner with finance and IT teams to implement AI or workflow tools.</li><li>Monitor process controls and help improve efficiency and accuracy.</li><li>Analyze accounting data and support management reporting.</li><li>Document procedures and support continuous improvement initiatives.</li></ul><p><br></p>
- 2026-11-02T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 120000 - 140000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Advisor</p><p>📍 Walnut Creek, CA (Hybrid)</p><p>🏢 Client-Focused Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Anisa is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role.</p><p><br></p><p><strong>Responsibilities: </strong></p><p><strong>Client & Meeting Support </strong></p><ul><li>Prepare meeting materials and supporting documentation</li><li>Participate in client meetings and document follow-up items</li><li>Handle routine client communications and service requests</li><li>Follow up on documents, signatures, and outstanding items</li><li>Provide backup support to Lead Advisors as needed</li></ul><p><strong>Financial Planning</strong></p><ul><li>Gather and maintain client financial information</li><li>Prepare and update financial plans with Lead Advisor guidance</li><li>Support planning analyses across retirement, tax, estate, and insurance</li><li>Coordinate information with internal and external specialists</li><li>Identify missing information, inconsistencies, and implementation needs</li></ul><p><strong>Coordination & Execution </strong></p><ul><li>Turn client decisions into clear next steps</li><li>Track requests, paperwork, and internal deliverables</li><li>Maintain accurate records, notes, tasks, and deadlines</li><li>Follow up on outstanding items and escalate delays</li><li>Help keep recurring client service activities on schedule</li></ul><p><strong>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p>A San Francisco–based law firm is seeking a professional and client-focused Legal Receptionist to serve as the first point of contact for attorneys, clients, and visitors. This is a contract-to-hire opportunity for someone who excels in a fast-paced, detail-oriented legal environment and takes pride in providing exceptional front-desk and administrative support. The Legal Receptionist will manage daily reception operations, maintain a welcoming office atmosphere, and support attorneys and legal staff with light administrative tasks to ensure smooth day-to-day operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Greet and assist clients, visitors, and vendors in a professional and courteous manner</li><li>Answer and route incoming phone calls, take accurate messages, and manage voicemail systems</li><li>Maintain lobby, conference rooms, and reception areas to ensure a polished and organized office environment</li><li>Coordinate conference room scheduling and assist with meeting setup as needed</li><li>Receive, sort, and distribute mail and courier deliveries</li><li>Assist with basic administrative tasks such as data entry, filing, scanning, and document preparation</li><li>Support attorneys, paralegals, and legal assistants with ad hoc administrative requests</li><li>Monitor office supplies and coordinate restocking as needed</li><li>Ensure compliance with firm confidentiality and professionalism standards</li></ul>
- 2026-11-02T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 30 - 35 USD / Hourly
- <p>A San Francisco–based law firm is seeking an experienced and detail-oriented Litigation Support Specialist to support attorneys and litigation teams through all phases of the litigation lifecycle. This is a contract-to-hire opportunity for someone who excels in managing large volumes of data, supporting e‑discovery workflows, and ensuring litigation materials are accurately organized and accessible. The Litigation Support Specialist will work closely with attorneys, paralegals, and IT teams to support document review, discovery, and trial preparation efforts in a fast-paced legal environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support litigation teams with e‑discovery and document management throughout active cases</li><li>Assist with document collections, processing, and productions</li><li>Manage and maintain litigation databases and document review platforms (e.g., Relativity)</li><li>Coordinate document review workflows and ensure quality control during review projects</li><li>Prepare and organize discovery responses, exhibits, and trial materials</li><li>Support deposition and trial preparation, including exhibit management and logistics</li><li>Troubleshoot basic technical issues related to litigation databases and review tools</li><li>Collaborate with attorneys, paralegals, and vendors on discovery-related tasks</li><li>Ensure compliance with court rules, discovery deadlines, and confidentiality standards</li></ul>
- 2026-11-02T00:00:00Z
- Menlo Park, CA
- onsite
- Temporary / Contract
- 35 - 45 USD / Hourly
- <p>Primary Responsibilities</p><ul><li>Support daily accounting operations and month-end close.</li><li>Prepare journal entries, reconciliations, and expense analyses.</li><li>Assist with AP, AR, payroll support, and cash tracking.</li><li>Help establish scalable accounting processes and controls.</li><li>Maintain accurate records for financial reporting and audits.</li><li>Work cross-functionally with operations, HR, and leadership as needed.</li></ul><p><br></p>
- 2026-11-02T00:00:00Z
- San Francisco, CA
- remote
- Temporary / Contract
- 28 - 30 USD / Hourly
- <p>We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.</p><p>• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.</p><p>• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.</p><p>• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.</p><p>• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.</p><p>• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.</p><p>• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548** </p>
- 2026-11-03T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> 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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><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><p><strong>Why This Opportunity Stands Out</strong></p><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><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Are you interested in markets and looking for a role in Wealth Management?</p><p> </p><p>An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of Analysts.</p><p> </p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficiently</li><li>Execute an average of 40–80 trades per day across custodial platforms including Schwab and Fidelity</li><li>Ensure precise trade entry and maintain high standards of data integrity throughout the process</li><li>Partner with custodians’ trading desks to resolve trade discrepancies, errors, and execution issues in a timely manner</li><li>Monitor trade activity and escalate any irregularities or operational risks as needed</li><li>Support the investment team and Analyst with ad hoc projects, reporting, and process improvements</li></ul><p><br></p>
- 2026-11-10T00:00:00Z