20 Results for Compliance Analyst Jobs in San Ramon, CA

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Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for an experienced Sr. Compliance Analyst to support marketing and customer communications oversight for financial products in San Francisco, California. This Long-term Contract position focuses on helping the business deliver accurate, compliant messaging while partnering closely with cross-functional teams to reduce regulatory risk. The ideal candidate brings strong knowledge of financial services compliance and can translate regulatory expectations into practical guidance, documentation, and reporting. Responsibilities: • Evaluate marketing and promotional materials for financial products to confirm disclosures, pricing details, fee information, and claims align with applicable regulatory standards. • Collaborate with Marketing, Legal, Product, and Risk partners to identify potential compliance concerns and advise teams during campaign planning, review, and launch activities. • Assess customer-facing communications before release to ensure consent language, opt-out instructions, required notices, and advertising expectations are properly addressed. • Conduct compliance testing, quality checks, and periodic reviews of campaigns and related materials to detect gaps and recommend corrective measures. • Research potential compliance issues, document observations clearly, and work with stakeholders to drive timely remediation and issue resolution. • Maintain organized records of reviews, approvals, supporting evidence, and audit documentation for internal oversight and regulatory examinations. • Track changes in regulatory requirements and industry guidance, then recommend updates to policies, procedures, and training content as needed. • Contribute to compliance program enhancements by supporting risk assessments, procedural development, and employee education across marketing and acquisition functions. • Prepare summaries, metrics, and presentations for management to communicate findings, highlight risk trends, and support process improvements.
2026-10-24T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are seeking a detail-oriented Senior Compliance Analyst to review direct marketing materials and customer communications for financial services products. This role focuses on ensuring marketing campaigns, promotional content, and customer-facing disclosures comply with applicable regulations, including UDAAP, TILA, Regulation Z, and CAN-SPAM. The ideal candidate has hands-on experience reviewing financial services marketing materials, identifying regulatory risks, and partnering with Marketing, Legal, Product, and Risk teams to support compliant campaign execution. Previous experience with Figma and Jira is a plus. Key Responsibilities Review direct marketing materials, advertisements, promotional offers, emails, and customer communications for regulatory compliance and accuracy. Evaluate disclosures, pricing, fees, promotional claims, and required terms under UDAAP, TILA, Regulation Z, and CAN-SPAM. Partner with Marketing, Legal, Product, and Risk teams to identify compliance concerns and provide practical guidance throughout campaign development and launch. Verify that marketing communications include appropriate disclosures, consent language, unsubscribe mechanisms, and other required consumer protections. Conduct quality checks and targeted reviews to identify compliance gaps, document findings, and recommend corrective actions. Maintain clear documentation of reviews, approvals, and remediation activities to support audits and regulatory examinations. Monitor regulatory developments and assist with updating compliance procedures, review standards, and internal guidance. Prepare compliance summaries, risk assessments, and reporting to support leadership oversight and continuous improvement. Required Qualifications detail oriented experience reviewing direct marketing materials or customer communications within financial services. Working knowledge of UDAAP, TILA, Regulation Z, and CAN-SPAM requirements. Strong understanding of marketing disclosures, consumer protection requirements, and advertising compliance. Excellent analytical, written communication, and documentation skills. Ability to work collaboratively with cross-functional stakeholders and communicate regulatory requirements clearly. Strong attention to detail and the ability to manage multiple reviews and deadlines. Preferred Qualifications Previous detail oriented experience using Figma for marketing asset review. Familiarity with Jira for workflow management, issue tracking, and compliance review processes.
2026-10-23T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a Sr. Compliance Analyst to support marketing and customer communications oversight for financial products in San Francisco, California. This Long-term Contract position focuses on helping the business meet regulatory expectations by reviewing promotional content, assessing compliance risk, and advising cross-functional partners on compliant execution. The ideal candidate brings strong knowledge of financial services compliance and can translate regulatory requirements into practical guidance for Marketing, Legal, Product, and Risk teams. Responsibilities: • Evaluate marketing and advertising materials for financial products to confirm disclosures, pricing details, promotional statements, and fee information align with applicable regulations. • Advise business partners across Marketing, Legal, Product, and Risk on compliance considerations during campaign planning, review, and launch activities. • Examine customer-facing communications before release to ensure consent language, opt-out options, and required notices are properly presented. • Perform compliance testing, quality reviews, and recurring audits of campaigns and related materials to detect control weaknesses and regulatory exposure. • Research potential compliance concerns, document observations, and work with stakeholders to drive corrective actions within established timelines. • Maintain organized records of approvals, review decisions, and supporting documentation to strengthen audit readiness and regulatory examination support. • Track changes in regulatory expectations and industry guidance, then recommend updates to policies, procedures, and training resources. • Contribute to risk assessments, compliance procedures, and employee education efforts that reinforce sound practices across marketing and customer acquisition activities. • Prepare summaries, metrics, and presentations on compliance results and risk themes to support leadership decision-making and ongoing process improvement.
2026-10-24T00:00:00Z

Compliance Manager

Oakland, CA
remote
Temporary / Contract
65 - 80 USD / Hourly
Our client, a well-established higher education organization, is seeking an experienced Compliance Manager to provide leadership and guidance across compliance, privacy, and regulatory initiatives. This is an ongoing contract opportunity. We are looking for a seasoned compliance professional who can quickly step into a highly visible role, serve as a trusted resource to stakeholders, and help support ongoing compliance efforts with minimal ramp-up. The ideal candidate will bring a broad compliance background, strong leadership experience, and prior experience supporting compliance programs within a higher education environment. Key Responsibilities<ul><li>Serve as a subject matter resource for compliance, regulatory, and privacy-related questions.</li><li>Provide leadership and guidance on compliance initiatives, policies, and best practices.</li><li>Partner with internal stakeholders to identify and address compliance risks.</li><li>Support the development, implementation, and maintenance of compliance programs.</li><li>Assist with audits, investigations, reporting requirements, and regulatory inquiries.</li><li>Review and recommend improvements to compliance-related processes and procedures.</li><li>Ensure organizational practices align with applicable laws, regulations, and internal policies.</li><li>Advise leadership on emerging compliance issues and risk management strategies.</li><li>Help foster a culture of ethics, accountability, and regulatory compliance.</li></ul>
2026-10-24T00:00:00Z

Accounting Analyst

Emeryville, CA
onsite
Temporary / Contract
35 - 46 USD / Hourly
We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight. Key Responsibilities<ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul>
2026-10-13T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>This is an excellent opportunity for an analytically minded accounting or finance professional who enjoys working at the intersection of accounting, data, technology, and investment operations. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-14T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>
2026-10-14T00:00:00Z

Payroll Analyst

San Ramon, CA
remote
Temporary / Contract
31.35 - 36.3 USD / Hourly
We are looking for an experienced Payroll Analyst to support payroll issue analysis, testing coordination, and resolution efforts in San Ramon, California. This is a Long-term Contract position within the healthcare sector, suited for a hands-on, detail-oriented individual who can investigate discrepancies, interpret payroll results, and work effectively across multiple systems. The role calls for someone who can manage competing priorities, communicate clearly with stakeholders, and help drive payroll defects through to closure in a fast-paced environment. Responsibilities: • Investigate payroll exceptions and system-related issues by reviewing outputs, tracing root causes, and documenting findings clearly for resolution teams. • Support payroll environment setup activities, data conversion validation, and catch-up transaction review to help maintain accuracy across impacted processes. • Compare payroll test and parallel results, reconcile variances, and recommend corrective actions based on identified calculation or data issues. • Manage defect intake by assessing priority, monitoring status, and escalating critical risks or blockers that may affect payroll delivery. • Coordinate testing activities across teams, including planning schedules, validating process flows, and confirming issue remediation through retesting. • Partner with internal stakeholders and external vendors to address integration-related issues affecting payroll data exchange and downstream processing. • Track recurring problems and defect patterns, then provide practical insights to project leaders to support decision-making and risk mitigation. • Prepare reports, summaries, and dashboards that highlight testing progress, defect trends, open issues, and completed corrective actions. • Maintain organized records of test outcomes, resolutions, key decisions, and lessons learned to support future payroll validation efforts.
2026-10-23T00:00:00Z

Analyst

Morgan Hill, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth. Responsibilities:• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.
2026-10-01T00:00:00Z

Inventory Analyst

Concord, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for an Inventory Analyst to support inventory planning and performance management for our operations in Concord, California. This role focuses on evaluating stock trends, improving supply and demand alignment, and helping maintain accurate inventory records across the business. The ideal candidate brings strong analytical ability, experience working with vendors and cross-functional partners, and a solid understanding of inventory practices within a retail or consumer-focused environment. Responsibilities: • Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement. • Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs. • Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability. • Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization. • Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency. • Monitor asset inventory data and investigate discrepancies to improve overall control and visibility. • Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces. • Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
2026-10-19T00:00:00Z

Financial Analyst

Menlo Park, CA
remote
Temporary to Hire
38 - 44 USD / Hourly
We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends. Responsibilities: • Develop and maintain financial models that support forecasting, budgeting, and business planning activities. • Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities. • Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods. • Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects. • Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy. • Create reports and presentations that translate complex financial information into concise recommendations for stakeholders. • Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
2026-10-21T00:00:00Z

Billing Analyst

Foster City, CA
onsite
Temporary to Hire
45 - 50 USD / Hourly
We are looking for a Billing Analyst to join a finance team in California on a contract basis with the potential for a long-term opportunity. This position supports invoicing accuracy, receivables follow-up, and timely resolution of billing questions in a fast-moving, technology-focused environment. The role is well suited to someone who can coordinate effectively across internal teams and customer contacts while helping strengthen day-to-day financial operations. Responsibilities: • Prepare and review customer invoices to ensure charges are accurate, complete, and issued on schedule. • Monitor outstanding accounts, follow up on past-due balances, and help drive timely payment collection. • Respond to billing and account inquiries from customers and internal business partners with clear and effective communication. • Reconcile account activity by researching discrepancies, validating supporting data, and resolving exceptions promptly. • Partner with finance, customer service, and operational teams to improve billing workflows and reduce recurring issues. • Maintain organized records of invoicing, collections activity, and account status updates for reporting and audit support. • Assist with process improvement efforts, including automation initiatives and enhancements to finance systems such as NetSuite. • Support export-related customer service coordination when billing questions involve international transactions or documentation needs.
2026-10-23T00:00:00Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement*** We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment. Responsibilities:• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.
2026-10-06T00:00:00Z

Accounting Analyst, Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae 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. Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an Accounting Analyst to join its growing finance team. The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
2026-10-13T00:00:00Z

AML/KYC Analyst

San Ramon, CA
onsite
Temporary / Contract
35 - 35 USD / Hourly
We are looking for an AML/KYC Analyst to join a financial crimes compliance team in California. This long-term contract position is suited for a detail-focused individual who can assess transactional alerts, evaluate potential risk, and document findings with precision. The role offers the opportunity to contribute to anti-money laundering and know-your-customer efforts by supporting investigations and helping maintain compliance with applicable regulatory standards. Responsibilities: • Conduct initial reviews of alerts to identify unusual activity and assess whether additional investigation is warranted.• Evaluate transaction patterns and customer information to determine when matters should be referred for deeper examination.• Support the identification of cases that may lead to suspicious activity reporting by summarizing relevant risk indicators.• Research account activity and related data sources to build well-supported investigative findings.• Prepare clear, organized documentation that explains review outcomes, supporting evidence, and recommended next steps.• Apply AML, KYC, and Bank Secrecy Act standards while performing daily compliance-related analysis.• Use spreadsheets and other data analysis methods to interpret information efficiently and accurately.
2026-10-07T00:00:00Z

Accounting Analyst, Investment Management

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae 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. Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established investment management firm in Menlo Park seeking an Accounting Analyst to join its growing finance team.The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Oversee fund accounting and financial reporting for multiple separately managed accounts (SMAs).</li><li>Perform daily cash reconciliations, monitor cash activity, and maintain accurate financial records across multiple entities.</li><li>Support monthly close activities, including investment valuation reconciliations and general ledger reviews.</li><li>Prepare investment performance analysis, portfolio reporting, and financial statement schedules.</li><li>Coordinate annual audits and assist with quarterly and annual reporting requirements.</li><li>Work with investment teams, external service providers, and internal data teams to ensure accurate and timely financial information.</li><li>Analyze, organize, and reconcile large datasets for financial reporting and accounting systems.</li><li>Identify opportunities to improve accounting processes through automation, technology, and AI tools.</li></ul>
2026-10-12T00:00:00Z

FP&A Analyst

San Mateo, CA
onsite
Temporary / Contract
40 - 50 USD / Hourly
The FP&A Analyst is responsible for supporting financial planning, budgeting, forecasting, and analytical initiatives across the organization. This role partners with business leaders to evaluate financial performance, develop forecasts, analyze variances, and provide insights that support strategic decision-making. The ideal candidate is highly analytical, detail-oriented, and comfortable working with large datasets to identify trends and drive business performance.
2026-10-20T00:00:00Z

Accounting Analyst, Investment Management Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae 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. Enjoy putting your accounting knowledge to work while exploring new technology, working with data and spreadsheets, and finding smarter ways to get things done? If you're naturally curious about systems, tools, and process improvements, let's have a conversation! The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
2026-10-14T00:00:00Z

Financial Analyst - Entry Level

Concord, CA
onsite
Temporary / Contract
26 - 32 USD / Hourly
We are looking for an entry-level Financial Analyst to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams. Responsibilities: • Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.
2026-10-23T00:00:00Z

Fund Operations Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae 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. This is an opportunity to gain hands-on exposure to venture capital and private market investments while working across investment operations, transaction coordination, documentation, and process improvement. You'll play an important role in keeping investment activities organized and moving forward, while helping the team build more efficient and scalable processes. The ideal candidate enjoys working with details, coordinating across teams, and using technology and systems to stay organized. Someone who is naturally curious, takes initiative, and enjoys finding ways to work smarter will thrive in this environment. What You'll Do:<ul><li>Develop an understanding of the firm's investment platform, private market transactions, and operational processes.</li><li>Coordinate investment activities, including subscriptions, capital calls, redemptions, and ongoing portfolio maintenance.</li><li>Organize and track investment agreements, onboarding documents, and other transaction-related materials.</li><li>Manage internal trackers, calendars, and reporting tools to keep deliverables, deadlines, and outstanding items on track.</li><li>Work with custodians, fund administrators, external investment managers, and internal teams to coordinate operational needs.</li><li>Assist with funding activities, wire preparation, and tracking cash movements.</li><li>Support secondary transactions and other investment-related projects.</li><li>Identify opportunities to improve workflows, streamline processes, and make better use of internal systems.</li><li>Help develop and maintain procedures and documentation as the platform continues to grow.</li><li>Bring a high level of accountability, organization, and attention to detail to daily responsibilities.</li></ul>
2026-10-22T00:00:00Z

20 results for Compliance Analyst in San Ramon, CA