8 results for Managing Directorpartner in San Ramon, CA

Director of Finance

Oakland, CA
onsite
Permanent
120000 - 130000 USD / Yearly
We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future. Responsibilities:<ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
2026-02-13T00:00:00Z

Accounting Manager, Management Company - Venture Capital

Menlo Park, CA
onsite
Permanent
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager, Management Company | Reputable Venture Capital Firm| Menlo Park| Hybrid Join a top-tier venture capital firm known for backing bold ideas and scaling companies from launch through IPO. This is a visible leadership role within a dynamic, multi-fund platform, working closely with senior stakeholders. Compensation includes a strong base, generous bonus, phantom carry participation, 100% paid medical, dental, and vision for your family, 401(k) match, HRA, and unlimited PTO. Responsibilities<ul><li>Lead GL oversight and manage month-end, quarter-end, and year-end close for the management company</li><li>Review journal entries, reconciliations, and financial reporting packages</li><li>Oversee expense allocations across entities and funds</li><li>Maintain and strengthen accounting policies and internal controls</li><li>Manage outsourced accounting and AP providers</li><li>Support budgeting, forecasting, and variance analysis</li><li>Partner with leadership on reporting improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

VP/Director of Finance

Fremont, CA
onsite
Permanent
180000 - 225000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives. This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight Responsibilities:• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.• Translate complex financial data into actionable insights that align with organizational goals.• Develop and maintain internal control frameworks in coordination with corporate finance standards.• Manage working capital effectively, including oversight of credit and collections performance.• Identify and implement strategies to mitigate financial risks across the regional portfolio.• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.• Support corporate leadership with financial insights that guide strategic planning and execution.
2026-02-27T00:00:00Z

Trust & Estates Director

Mountain View, CA
onsite
Permanent
180000 - 250000 USD / Yearly
We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance. Responsibilities:• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.
2026-02-06T00:00:00Z

Director for Legal Non-profit

San Francisco, CA
onsite
Permanent
165000 - 185000 USD / Yearly
Director - Legal Non-profit We are looking for a dedicated Director for a legal nonprofit to oversee operations and ensure compliance within a key legal program based in the San Francisco Bay Area. In this role, you will guide organizational processes, monitor financial performance, and foster collaboration with various stakeholders to achieve high-quality legal representation for indigent clients. The ideal candidate will have significant experience in criminal law and a proven ability to lead teams effectively. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Ensure adherence to program contracts, applicable laws, organizational policies, and regulations, recommending updates to rules, procedures, or fee schedules to enhance operations and financial sustainability.• Represent the organization in court, county, and inter-agency meetings, collaborating with stakeholders to improve services and legal outcomes for indigent clients.• Monitor financial activities, including revenue and expenses, while analyzing monthly attorney fees and ensuring alignment with budgetary goals.• Provide support to the advisory committee by fostering positive relationships with members, coordinating training resources, and responding to panel attorney inquiries.• Develop and implement a mentoring program that pairs less experienced attorneys with highly skilled professionals, supporting skill advancement and career growth.• Train, coach, and supervise staff to maintain efficient administrative operations, assisting with case referrals, billing processes, and timely attorney payments as needed.• Identify and implement data collection systems and procedures that promote accuracy and optimize resource use.• Coordinate peer and judicial evaluations, including courtroom observations, to maintain high standards of attorney performance.• Address compliance issues effectively and consistently, ensuring resolutions align with organizational goals.
2026-02-12T00:00:00Z

Management Company Controller - Venture Capital

Palo Alto, CA
onsite
Permanent
175000 - 250000 USD / Yearly
If you'd like to be considered, please apply here and feel free to reach out via LinkedIn as well to Jeffrey Abrams. Join a lean team transforming the corporate finance and accounting function at a top performing VC firm. This role will direct the evolution of a QuickBooks and Google Sheets-led accounting and FP&A function into the future. Ideal candidates have led (or played a big role in) major accounting software implementation projects and significant "work smarter not harder" outsourcing initiatives. Familiarity with Fund finance and the interplay with Management Company is a plus. The Role: <ul><li>Assist in managing day-to-day financial operations of the firm's Management Company including the General Ledger, Accounts Payable, Financial Statement preparation, and FP&A (budgeting, forecasting, general P&L management). </li><li>Assist with the preparation of the global consolidated management company budget, along with quarterly updates for forecasted numbers and associated variance analysis. </li><li>Assist in allocating expenses to the various entities and the automation of allocation processes.</li><li>Lead the selection & implementation of new Accounting and FP&A software for the Management Company. Improve efficiency on AP/AR side (Bill.com) through outsourced or other solutions.</li><li>Cross functional communicator with commercial mindset. Can manage to a budget but also understand business needs and adeptly navigate competing priorities.</li></ul>Keys & Pluses:<ul><li>Ideal to have experience in accounting systems, outsourcing administrative work (i.e., work smarter not harder), invoice management, process documentation and system implementation / due diligence on system selection.</li><li>Management reporting and operational analytics. Extensive experience establishing and running budgets.</li><li>Experience working with and for key stakeholders across the organization with superior communication skills and ability to 'manage up' when needed.</li></ul>Benefits and Highlights:<ul><li>Excellent team culture with tenure and camaraderie. </li><li>Opportunity to have a voice and a seat at the table, making a meaningful impact on the operating company's performance.</li><li>Fully paid MDV premiums</li><li>Above market generous 401k plan(s)</li><li>Phantom Carry program</li><li>Meals and commute covered by firm</li><li>And more... it's a platinum level package. </li></ul>
2026-02-12T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Associate Direct or BD and Marketing

San Mateo, CA
onsite
Permanent
165000 - 200000 USD / Yearly
We are looking for an Senior Manager of Marketing and Business Development who is going to be responsible for strategic planning, marketing expertise, and relationship management to identify opportunities, foster partnerships, and implement impactful strategies. The ideal candidate will bring creativity, strong analytical thinking, and exceptional communication skills to collaborate across teams and achieve organizational goals. Responsibilities:• Develop and execute strategic business plans in collaboration with attorney shareholders to support firmwide and individual growth objectives.• Identify opportunities for client acquisition, cross-selling, and expansion, and provide actionable recommendations.• Create compelling pitches, proposals, and presentations to attract new business and strengthen partnerships.• Monitor and report on performance metrics related to business development and client growth.• Oversee the creation and execution of digital marketing strategies, including website content, thought leadership campaigns, and social media initiatives.• Ensure branding consistency across all platforms while driving content creation that aligns with the firm's market positioning.• Conduct market research and competitive analysis to identify emerging industries and business opportunities.
2026-02-24T00:00:00Z