Results for Operational Risk Analysis Manager Jobs in San Ramon, CA

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Operations Manager

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 195000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-09T00:00:00Z

Operations Manager

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 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. ✨ Branch Operations Manager📍 San Francisco, CA (On-Site)🏢 Respected Wealth Management Firm💰 Competitive Base + Bonus A well-established and highly respected wealth management and financial services firm is seeking an experienced Operations Manager to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-15T00:00:00Z

Financial Reporting Manager

Palo Alto, CA
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
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. Responsibilities:• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Accounting Analyst Investment Management

Foster City, CA
onsite
Permanent / Full Time
110000 - 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>
2026-10-22T00:00:00Z

RIA Billing & Operations Specialist

San Ramon, CA
onsite
Permanent / Full Time
80000 - 100000 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. An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a detail-oriented Reporting & Billing Specialist to join its growing operations team. This is an internal-facing role that works closely with financial advisors and the firm's internal team to support portfolio reporting, quarterly billing, account administration, and operational workflows. The primary focus will be managing quarterly billing across client accounts, maintaining accurate account data, and overseeing reporting and financial systems, including Envestnet Tamarac. Key Responsibilities<ul><li>Quarterly Billing: Manage the end-to-end quarterly billing process across client accounts, ensuring calculations are accurate and completed on schedule.</li><li>Billing & Fee Administration: Review fee schedules, account information, and billing calculations; identify discrepancies and communicate anticipated billing amounts to advisors and internal teams.</li><li>Portfolio Reporting: Manage Envestnet Tamarac, including portfolio accounting, reporting functionality, and ongoing system maintenance.</li><li>Account Administration: Set up new accounts, establish client portals, process account updates, and maintain accurate information across internal systems.</li><li>CRM Management: Oversee CRM data and maintain accurate account, household, and relationship records.</li><li>Daily Operations: Handle system updates, reporting needs, account maintenance, and other operational tasks that keep the firm running smoothly.</li><li>Internal Collaboration: Partner with advisors and internal team members to coordinate billing cycles, resolve operational issues, and support ongoing reporting needs.</li></ul>
2026-10-22T00:00:00Z

6 results for Operational Risk Analysis Manager in San Ramon, CA