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64 results for Director Of Financial Reporting in Santa Clara, CA

Director of Accounting
  • Salinas, CA
  • onsite
  • Permanent / Full Time
  • 170000 - 195000 USD / Yearly
  • <p>We are looking for an experienced finance leader to guide accounting and financial strategy for an agriculture-focused organization in Salinas, California. This onsite role will work closely with senior leadership to strengthen financial performance, support operational decision-making, and provide oversight across budgeting, reporting, costing, and compliance. The ideal candidate brings strong leadership, sound business judgment, and a track record of success in complex manufacturing, food, produce, or agricultural environments.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a strategic advisor to division leadership, translating financial results into recommendations that support growth, profitability, and operational efficiency.</p><p>• Direct the yearly planning cycle, including budget development, forecast updates, and longer-range financial outlooks for the business.</p><p>• Build financial models and scenario analyses that help leaders evaluate business conditions, risks, and investment opportunities.</p><p>• Oversee the preparation of monthly, quarterly, and annual financial statements, ensuring reporting is accurate, timely, and aligned with company standards.</p><p>• Lead accounting close activities and maintain strong internal controls, policy compliance, and reliable financial processes across the division.</p><p>• Manage product costing and inventory valuation, with close attention to raw materials, packaging, labor, freight, and other core cost drivers.</p><p>• Track key financial and operational metrics, identify performance trends, and communicate actionable insights to leadership teams.</p><p>• Monitor capital spending, assess return expectations, and help improve cash flow and working capital management.</p><p>• Lead, coach, and develop finance and accounting staff while fostering accountability and high performance across multiple entities or business units.</p><p>Posted by Staffing Director Scott G. Moore (Apply here and connect on LinkedIn)</p>
  • 2026-09-09T00:00:00Z
Director of Finance
  • Salinas, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 155000 USD / Yearly
  • <p>We are looking for an experienced Director of Finance to provide both strategic financial leadership and hands-on oversight for a mission-focused nonprofit in Salinas, California. This position will guide budgeting, reporting, compliance, and funding management while helping the organization strengthen long-term financial health. The role offers close partnership with executive leadership and board stakeholders, making it well suited for a finance leader who can connect day-to-day operations with broader organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Direct the organization’s financial planning activities, including annual budgeting, rolling forecasts, cash flow projections, and analysis of financial performance against targets.</p><p>• Oversee core accounting functions such as the monthly close process, general ledger accuracy, audit preparation, and timely production of financial statements.</p><p>• Administer financial oversight for grants, government agreements, and other public or private revenue sources, ensuring accurate tracking, reporting, and compliance.</p><p>• Work closely with senior leaders and board-level partners to inform strategic decisions, evaluate financial scenarios, and support sustainable growth.</p><p>• Build and refine management reports, dashboards, and analytical tools that provide clear insight into operational and financial results.</p><p>• Maintain strong internal controls and ensure finance practices align with nonprofit accounting standards and fund-based reporting principles.</p><p>• Lead, coach, and develop members of the finance team to strengthen performance, accountability, and career growth.</p><p>• Contribute directly to day-to-day finance and accounting work in a hands-on leadership capacity, stepping into operational details when needed.</p><p><br></p><p>Posted by Director of Staffing Scott G. Moore (Apply here and connect on LinkedIn also!)</p>
  • 2026-09-14T00:00:00Z
Director of Fund Accounting
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 118.75 - 137.5 USD / Hourly
  • We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization.<br><br>Responsibilities:<br>• Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations.<br>• Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules.<br>• Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy.<br>• Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform.<br>• Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work.<br>• Coordinate capital activity processes, including contributions, distributions, and related accounting records.<br>• Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization.<br>• Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
  • 2026-08-22T00:00:00Z
Financial Reporting Manager
  • 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>
  • 2026-09-03T00:00:00Z
Financial Reporting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• 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.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
  • 2026-09-03T00:00:00Z
Director of Finance | Hedge Fund
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 180000 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>A growing financial services firm is seeking a <strong>Director of Finance</strong> to support a diverse portfolio of hedge fund and alternative investment clients. This is a highly visible opportunity for someone with a strong <strong>hedge fund accounting and operations background</strong> who enjoys working directly with clients and taking ownership across the full fund lifecycle.</p><p> </p><p>This is an ideal opportunity for someone who is comfortable wearing multiple hats, managing competing priorities, and working through both recurring responsibilities and frequent one-off client requests.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with fund administrators on shadow accounting, NAV estimates and review, month-end close, financial statements, portfolio valuation, audits, and tax reporting</li><li>Serve as a key point of contact for clients and fund administrators on investor relations, operational due diligence, and ad-hoc requests</li><li>Review monthly close packages, including financial statements, expense schedules, transparency reports, and investor statements</li><li>Oversee the review and timely completion of year-end financial statements, audits, tax returns, and investor tax reporting</li><li>Oversee daily portfolio reconciliations and trade activity, working closely with prime brokers, custodians, and internal portfolio management systems</li><li>Play an active role in onboarding new funds, including operational setup, vendor selection, and process decisions</li><li>Review fund capital calls, distributions, expense payments, and budgeting</li><li>Provide finance oversight for management companies, including budgeting and vendor management</li><li>Partner with internal teams and external service providers across accounting, operations, technology, tax, compliance, and legal</li><li>Provide regular reporting on revenue, AUM, and fund performance</li><li>Assist with the review of regulatory filings in partnership with the compliance team</li><li>Take ownership of special projects and other client-driven requests as needed</li></ul><p><br></p>
  • 2026-09-09T00:00:00Z
VP/Director of Finance
  • San Jose, CA
  • onsite
  • Temporary / Contract
  • 75 - 85 USD / Hourly
  • The duties listed below exemplify the work of the classification and assigned duties may include work that <br>is similar, related or a logical assignment to this class. <br>1. Plans, directs, controls, integrates and evaluates the work of the College Business Office, <br>overseeing financial systems to track and monitor revenues and expenditures; develops and <br>monitors the College’s annual budget and a variety of grant budgets; prepares multi-year <br>projections and prepares or monitors the preparation of related state reports; prepares a variety <br>of financial reports to manage and track college and grant performance; prepares documents for <br>annual audits, conducts financial analyses and develops internal controls. <br>2. With the Vice President, Administration, collaborates with college administrators and the District <br>office to prepare the annual budget; monitors and evaluates budget usage and revises budget to <br>meet goals and objectives; performs ongoing forecasting and financial analyses; develops, <br>implements and monitors internal accounting controls to safeguard assets and ensure accurate <br>financial information; complies with all applicable federal, state, and District regulations related to <br>financial activities. <br>3. Directs and manages the work assignments and performance of assigned staff and student <br>workers; interviews and participates in selecting employees; trains, counsels, evaluates and <br>disciplines personnel according to established policies and procedures. <br>4. Manages college accounts and records involving accounts receivable and student accounting <br>including billing, payments, financial aid, and refund activities; oversees cashiering, secures cash <br>collection and manages reconciliation processes and procedures; coordinates and ensures <br>accurate and timely production of general ledger entries, accounting and accounts receivable <br>reports. <br>5. Reviews and approves campus purchase requisitions and requests for checks, warrants, claims <br>and expense reimbursements; directs, plans and reviews cash flow, revenue, and expenditures; <br>ensures prompt payment of invoices and issuance of budget usage reports and other accounts <br>payable reports. <br>6. Manages fiscal portion of college grants and other external financial and service relationships <br>including developing grant budgets, agreements and other documents and reports; ensures <br>compliance with generally accepted accounting principles (GAAP) and Governmental Accounting <br>Standards Board (GASB) in executing, analyzing, verifying, and reporting fiscal transactions; <br>provides training and technical expertise to administrators, faculty, and staff for budget develop<br>ment and assists in resolving issues and conflicts associated with expenditures.
  • 2026-09-03T00:00:00Z
Director of Finance | Private Equity
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 250000 - 300000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Director of Finance| Private Equity | San Francisco | 4 days onsite</strong></p><p> </p><p>Jennifer Fukumae with <strong>Robert Half Finance &amp; Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul><p><br></p>
  • 2026-09-04T00:00:00Z
Director of Financial Systems Support
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 170000 - 180000 USD / Yearly
  • <p>We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
  • 2026-08-20T00:00:00Z
Accounting and Reporting Manager
  • Emeryville, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 155000 USD / Yearly
  • <p>We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
  • 2026-09-11T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 160000 USD / Yearly
  • <p>Anisa Henry is partnered with a growing venture capital investment firm seeking a <strong>Fund Accounting Manager</strong> to join its finance team. This role is responsible for overseeing the day-to-day fund accounting operations, financial reporting, cash management, investor reporting, and tax coordination across multiple investment vehicles. Reporting to senior finance leadership, the Fund Accounting Manager will play a critical role in ensuring accurate financial reporting, maintaining compliance with accounting standards, and supporting the firm&#39;s continued growth.</p><p><br></p><p>This is a highly hands-on position suited for an experienced accounting professional who enjoys managing complex fund operations and working closely with internal stakeholders, investors, and external service providers. The ideal candidate will have strong technical accounting expertise, experience with private equity or venture capital fund structures, and the ability to thrive in a fast-paced, entrepreneurial environment.</p><p><br></p><p><strong>Why Join</strong></p><ul><li>Opportunity to join a growing investment management firm with a collaborative and entrepreneurial culture.</li><li>High visibility role with direct exposure to senior leadership and fund operations.</li><li>Broad responsibility across accounting, reporting, investor relations, and fund management activities.</li><li>Chance to make a meaningful impact within an expanding organization focused on innovation and long-term growth.</li></ul><p><strong>Schedule &amp; Flexibility</strong></p><ul><li>Hybrid and remote-friendly work environment.</li><li>Local employees may work onsite as little as once per week, with flexibility to come in more often.</li><li>Fully remote candidates are welcome, with travel accommodations provided for required onsite meetings.</li><li>Occasional quarter-end close periods may require several consecutive days of in-person collaboration.</li><li>Flexible scheduling, including the potential for a condensed workweek, while maintaining availability for key business needs and meetings.</li></ul>
  • 2026-09-03T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 175000 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; 2-3 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>
  • 2026-09-10T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 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 | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry</strong></p><p> </p><p>Join a <strong>growing Bay Area venture capital firm</strong> investing in early-stage <strong>frontier and climate technologies</strong>, with approximately <strong>$800M in AUM</strong> and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the <strong>broad exposure and ownership of a lean investment team</strong>.</p><p> </p><p>Working closely with the <strong>CFO and Controller</strong>, you&#39;ll gain hands-on exposure across the full fund lifecycle, including <strong>capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting</strong>. The firm offers <strong>strong compensation, bonus + carry potential</strong>, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage end-to-end <strong>capital calls and distributions </strong></li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review <strong>American and European waterfall models </strong></li><li>Calculate <strong>carried interest, hurdle rates, and capital statements </strong></li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare <strong>LP and parent company reporting </strong></li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-11T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 180000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Finance &amp; Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you&#39;re currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm&#39;s general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul><p><br></p>
  • 2026-09-04T00:00:00Z
Senior Financial Analyst
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>The Sr. Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions.</p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes.</li><li>Collaborate with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
  • 2026-09-01T00:00:00Z
Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 35 - 49.5 USD / Hourly
  • <p>We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP&amp;A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
  • 2026-09-10T00:00:00Z
Financial Analyst
  • San Leandro, CA
  • onsite
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
  • 2026-09-01T00:00:00Z
Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 45 - 58 USD / Hourly
  • <p>We are looking for a temporary Financial Analyst/Sr. Financial Analyst to support customer pricing, changing costs, and other key business initiatives. The position is 100% onsite with an early start. This role will partner closely with Sales and Supply Chain teams to provide insights, support reporting, and help manage customer communications. The ideal candidate will take ownership of pricing processes, help improve accuracy and consistency, maintain documentation, and support pricing activities from analysis through execution.</p><p><br></p><p>For immediate consideration, please email your resume in a Word format to my email address located on LinkedIn under Tawnia Kirshen. </p><p><br></p><p><br></p><p>Job Duties</p><ul><li>Analyze changes in inventory and input costs to understand their effect on customer pricing.</li><li>Create and maintain reports that track cost trends and pricing updates.</li><li>Work closely with Sales and Supply Chain to gather data, confirm assumptions, and share updates clearly.</li><li>Manage select pricing areas from the initial quote through final billing during production.</li><li>Prepare clear, data-backed customer communications related to pricing changes.</li><li>Assist with financial modeling, scenario planning, forecasting, budgeting, and variance analysis.</li><li>Help improve planning and reporting tools, templates, and overall processes.</li><li>Identify gaps in reporting or workflows and recommend practical improvements.</li><li>Deliver timely, accurate insights to support decision-making across teams.</li><li>Partner cross-functionally to align financial recommendations with business goal</li></ul>
  • 2026-09-10T00:00:00Z
Financial Analyst
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 30 - 38 USD / Hourly
  • <p><strong>Financial Analyst</strong></p><p>The Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Collaborate with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
  • 2026-09-01T00:00:00Z
Financial Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 35 - 50 USD / Hourly
  • <p>We are looking for a Financial Analyst to support financial planning, reporting, and operational analysis for a retail technology organization in San Francisco, California. This Long-term Contract position will partner closely with project, engineering, product, and business leaders to provide insight into spending, budgeting, and forecast performance across key technology initiatives. The role is well suited for a finance specialist who can translate complex data into practical recommendations, improve reporting accuracy, and help guide investment decisions across capital and operating budgets. This role required 4 days onsite.</p><p><br></p><p>Responsibilities:</p><p>• Drive monthly financial close activities for assigned technology functions, including accrual preparation, variance review, and reporting of actual results against plan.</p><p>• Build and maintain forecasts and budgets for technology programs, with particular attention to digital commerce, marketing, software, hardware, and other operational spending areas.</p><p>• Review historical and current project costs to identify spending trends, surface potential overruns or savings opportunities, and flag financial risks early in the project lifecycle.</p><p>• Oversee contract-related financial tracking by maintaining agreement records, supporting renewal planning, and reflecting commitments accurately in monthly, quarterly, and annual outlooks.</p><p>• Administer complex cost allocation activities and explain the budget impact of shared expenses and contractual commitments to business and store leadership teams.</p><p>• Support planning for contract labor expenses, including coordination of resource setup and time-reporting alignment so capitalizable project work is recorded correctly.</p><p>• Advise project stakeholders on the appropriate treatment of costs as capital or operating expense in accordance with internal policy and financial reporting guidance.</p><p>• Prepare non-payroll operating budget inputs for assigned areas, validate project cost assumptions, and enter forecast and budget data into planning tools such as Essbase.</p><p>• Identify opportunities to streamline reporting processes, reduce manual effort, and enhance financial analysis through better use of systems, automation, and available data tools.</p>
  • 2026-09-11T00:00:00Z
Finance Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 140000 USD / Yearly
  • <p>We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP&amp;A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
  • 2026-08-26T00:00:00Z
Finance Manager
  • Los Altos, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 170000 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>Finance Manager | Thriving Venture Capital Firm | Palo Alto | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of investing in innovative, high-growth companies. You&#39;ll work alongside an experienced, collaborative team while gaining broad exposure across the <strong>entire fund lifecycle</strong>, partnering closely with investment, operations, and firm leadership.</p><p> </p><p>The firm offers <strong>competitive compensation</strong>, <strong>bonus potential</strong>, a <strong>generous phantom carry program</strong>, excellent benefits, retirement contributions, and a <strong>flexible hybrid schedule</strong>. This is an exceptional opportunity for someone looking to deepen their venture capital experience and build a long-term career in private investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting, quarterly closes, and financial statement preparation</li><li>Track investments, investor allocations, and capital activity</li><li>Lead the annual audit process and coordinate with external auditors</li><li>Partner with the investment team on <strong>portfolio valuations </strong></li><li>Support capital calls, distributions, cash management, and investor reporting</li><li>Assist with tax-related fund matters</li><li>Drive <strong>process improvements</strong>, automation, and AI initiatives</li><li>Support finance leadership on strategic projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-28T00:00:00Z
Senior Finance Manager
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support.<br><br>Responsibilities:<br>• Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting.<br>• Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities.<br>• Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review.<br>• Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions.<br>• Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time.<br>• Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration.<br>• Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement.<br>• Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes.<br>• Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
  • 2026-09-08T00:00:00Z
Global Tax & Compliance Director
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>We are looking for an experienced Global Tax &amp; Compliance Director to lead corporate tax operations and strengthen compliance practices for a complex business environment in San Francisco, California. This role will oversee income tax provision activities, direct corporate tax filing obligations, and guide the effective use of tax technology to support reporting accuracy and operational efficiency. The ideal candidate brings deep technical tax expertise, sound leadership judgment, and the ability to partner across functions to manage risk and improve processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead global tax compliance, including corporate tax filings, VAT/GST, withholding tax, transfer pricing, and multi-country reporting.</li><li>Manage tax provisions, forecasting, and financial reporting compliance.</li><li>Oversee year-end tax processes, audits, and tax authority inquiries with internal and external partners.</li><li>Advise on domestic and international tax strategies to support business growth and expansion.</li><li>Assess tax risks related to cross-border operations, foreign entities, and permanent establishment matters.</li><li>Improve tax operations through automation, systems enhancements, and technology solutions.</li><li>Handle entertainment industry tax requirements, including multi-state and international filings.</li></ul>
  • 2026-08-14T00:00:00Z
Director of Operations
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 200000 USD / Yearly
  • <p>Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a <strong>Director of Operations</strong> to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations.</p><p><br></p><p>The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul><p><br></p>
  • 2026-09-03T00:00:00Z
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