55 results for Financial Systems Administrator in Santa Clara, CA

Governance Administrator

Burlingame, CA
onsite
Temporary
40 - 50 USD / Hourly
Robert Half is partnering with one of its top clients to identify a highly organized and detail-oriented professional to support governance and administrative functions. This role is ideal for a candidate who thrives in a collaborative environment, demonstrates strong analytical skills, particularly in Microsoft Excel, and can quickly adapt to new processes and systems. Key Responsibilities<ul><li>Review, analyze, and maintain organizational bylaws, ensuring accuracy and alignment with current governance standards</li><li>Collaborate closely with internal committees and committee chairs to support meetings, documentation, and follow-up actions</li><li>Utilize advanced Microsoft Excel skills to track data, generate reports, and support decision-making processes</li><li>Coordinate and organize materials for committee meetings, including agendas, minutes, and supporting documentation</li><li>Maintain accurate records and ensure timely updates to governance-related documents</li><li>Provide administrative and project support across multiple teams, managing competing priorities effectively</li></ul>
2026-03-17T00:00:00Z

Accounts Payable Administrator

Livermore, CA
onsite
Contract / Temporary to Hire
25 - 30 USD / Hourly
We are looking for a detail-oriented Accounts Payable Administrator to join our client in Livermore, California. This Contract-to-permanent position offers an exciting opportunity to contribute to vendor management, payment processing, and purchasing operations within a dynamic environment. Candidates with prior experience in the construction industry are strongly encouraged to apply. Responsibilities: • Manage accounts payable tasks, including setting up new vendors, entering invoices, and processing payments efficiently.• Oversee vendor communications and maintain positive relationships to ensure smooth purchasing operations.• Place purchase orders, verify pricing, and confirm acknowledgements against purchase orders.• Conduct regular coding of invoices and prepare check runs in a timely manner.• Maintain accurate records of invoice processing and payment activities.• Collaborate with team members to resolve discrepancies and ensure compliance with company policies.• Assist in maintaining updated pricing information for items and services.• Provide support in evaluating vendor performance and identifying cost-saving opportunities.• Ensure adherence to deadlines for payments and purchase order management.• Contribute to process improvement initiatives within the accounts payable function.
2026-03-13T00:00:00Z

Financial Analyst

Burlingame, CA
onsite
Temporary
35 - 40 USD / Hourly
🧾 Financial Analyst – Consulting Role (Robert Half Loan Staff Practice)Robert Half is seeking a detail-oriented Financial Analyst to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing financial analysis and reporting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with financial planning, forecasting, reporting, and business analysis while gaining experience across different industries, financial systems, and organizational environments. 💼 What You’ll Do:Prepare and analyze monthly, quarterly, and annual financial reports for client organizationsDevelop financial models to support budgeting, forecasting, and strategic planningPerform variance analysis to identify trends, risks, and opportunities in financial performanceAssist with the annual budgeting process and periodic financial forecastsAnalyze operating results and provide actionable insights to managementPrepare dashboards, KPIs, and management reporting packagesSupport month-end and quarter-end close by analyzing financial results and preparing supporting schedulesConduct profitability, cost, and margin analysis to support business decision-makingCollaborate with accounting, operations, and leadership teams to ensure accurate financial dataAssist with financial system implementations, reporting automation, and process improvementsSupport audit requests and assist with documentation for internal and external reviewsProvide ad-hoc financial analysis and reporting for special projects and strategic initiatives
2026-03-10T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Financial Analyst to join our team in the Palo Alto area, on a contract basis. In this role, you will provide critical support to the finance director by streamlining operational financial planning and analysis (FP&A) processes and ensuring accurate reporting. This position is ideal for someone who is detail-oriented, experienced in advanced financial tasks, and comfortable collaborating across departments. Responsibilities:• Generate and manage detailed expense reports to ensure accurate tracking and analysis.• Oversee headcount reporting and forecasting processes to align with organizational goals.• Develop and maintain budgets while providing precise forecasting to support decision-making.• Assist in month-end closing activities, including identifying accruals and reconciling accounts.• Review and analyze open purchase order (PO) reports to ensure proper management.• Monitor and manage expenses, with a focus on marketing spend, ensuring cost efficiency.• Scrub, validate, and analyze financial data to maintain integrity and reliability.• Collaborate with vendors to investigate invoices and resolve discrepancies in PO closures.• Partner with non-finance business stakeholders to provide financial insights and guidance.
2026-03-26T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
38 - 48 USD / Hourly
Financial Analyst (Hybrid, San Francisco)• Hybrid Financial Analyst role based in San Francisco supporting day‑to‑day financial planning, analysis, and reporting activities• Assists with preparing financial reports, forecasts, budget updates, and routine management reporting to support business visibility• Analyzes financial data to identify trends, variances, performance drivers, and areas needing follow‑up or deeper review• Supports month‑end and quarter‑end close processes, including reconciliations, variance explanations, and preparation of supporting schedules• Partners with cross‑functional teams to gather information, understand business needs, and assist with decision‑making and strategic planning• Helps maintain financial models and templates used for reporting, scenario analysis, and operational planning• Provides general analytical and administrative support to keep finance processes running efficiently and ensure accuracy across deliverables
2026-03-09T00:00:00Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-03-02T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
42 - 49 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes. Responsibilities: • Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement. • Develop and maintain financial models to support business planning and forecasting. • Perform ad hoc financial analysis to address specific business needs or challenges. • Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts. • Utilize data mining techniques to extract, analyze, and interpret large datasets. • Collaborate with cross-functional teams to deliver actionable financial insights. • Support strategic planning by providing in-depth analysis and recommendations. • Present findings and reports to stakeholders in a clear and concise manner. • Ensure accuracy and integrity in all financial data and analyses. • Stay updated on industry trends and best practices to enhance analytical methods.
2026-03-27T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for a Senior Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is ideal for an experienced and detail-oriented individual with a strong background in financial planning and analysis (FP&A). You will play a key role in supporting the finance director by streamlining reporting processes and ensuring precise expense and headcount management. Responsibilities:• Prepare detailed expense reports and ensure accurate tracking.• Manage headcount reporting and provide reliable forecasting.• Develop and maintain budgets and financial forecasts.• Assist with month-end close activities, ensuring all necessary adjustments are completed.• Identify and record accruals to maintain accurate financial records.• Review open purchase order (PO) reports and address discrepancies.• Oversee expense management, including marketing spend, ensuring alignment with budgets.• Scrub and validate financial data for accuracy and completeness.• Collaborate with non-finance teams to address financial inquiries and resolve vendor-related issues.
2026-03-26T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Financial Analyst to join our team on a contract basis in the Palo Alto area. This role is focused on supporting the finance director with operational financial planning and analysis, streamlining reporting processes, and ensuring accurate financial data management. You will play a key role in providing insights into expenses, headcount forecasting, and budgeting to drive informed decision-making. Responsibilities:• Prepare detailed expense reports and ensure accurate tracking of costs across various departments.• Conduct headcount reporting and forecasting to align staffing plans with organizational goals.• Develop and maintain budgets and forecasts, ensuring alignment with strategic objectives.• Provide support during month-end closing processes, including identifying accruals and reconciling accounts.• Analyze open purchase order reports and assist in resolving outstanding items.• Manage and monitor marketing expenses, ensuring adherence to budget limits.• Review and validate financial data to ensure accuracy and consistency.• Collaborate with cross-functional teams to investigate vendor invoices and address discrepancies.• Utilize advanced Excel techniques such as pivot tables and lookups to perform in-depth data analysis.
2026-03-26T00:00:00Z

Windows Systems Administrator

Los Altos, CA
onsite
Temporary
50.67 - 58.01 USD / Hourly
We're seeking a Senior Windows System Administrator to support a complex, hybrid on‑prem environment with a strong emphasis on VDI, automation, and image management. This role is hands‑on, fast‑moving, and ideal for someone who can independently own systems, streamline workflows, and translate instructional or operational needs into reliable technical solutions. Key Responsibilities<ul><li>Administer and maintain Windows Server environments at a senior level</li><li>Manage VMware Horizon (Omnissa) VDI infrastructure and image lifecycle</li><li>Design and maintain advanced Group Policy configurations</li><li>Build and enhance PowerShell automation for imaging, patching, and GPO workflows</li><li>Support on‑prem backend systems; collaborate with networking as needed</li><li>Convert faculty/instructional requirements into deployable images and configurations</li><li>Work within ITSM/ticketing workflows and maintain strong documentation standards</li><li>Operate independently with clear communication and proactive problem‑solving</li></ul>
2026-03-26T00:00:00Z

Payroll Administrator

Morgan Hill, CA
onsite
Permanent
75000 - 90000 USD / Yearly
Colleen McAuliffe from Robert Half is looking for a skilled Payroll Administrator to oversee and manage comprehensive payroll operations for our organization. This role involves ensuring accurate and timely payroll processing while adhering to compliance standards and regulations. The ideal candidate will possess strong attention to detail and the ability to collaborate across departments to optimize payroll systems and procedures. 100% onsite Responsibilities:• Process payroll efficiently and accurately, ensuring all payments comply with organizational policies and relevant regulations.• Monitor and apply updates to payroll laws, tax regulations, and compliance standards to maintain accuracy.• Validate payroll inputs such as employee time records, deductions, and compensation changes to ensure proper processing.• Collaborate with internal teams to identify and implement process improvements for payroll operations.• Administer statutory deductions, including garnishments and support orders, ensuring accurate calculations and timely remittance.• Generate detailed payroll reports and summaries, highlighting key findings and addressing discrepancies.• Provide support for employee inquiries related to payroll, resolving issues promptly and professionally.• Assist with annual payroll activities such as regulatory filings and year-end reporting.• Document and refine payroll procedures to strengthen internal controls and ensure consistency.• Take on additional payroll-related tasks as required to support evolving business needs.
2026-03-10T00:00:00Z

Payroll Administrator

San Francisco, CA
onsite
Temporary
38 - 44 USD / Hourly
We are looking for a skilled Payroll Administrator to join our team in San Francisco, California. In this contract position, you will play a critical role in maintaining the accuracy of payroll processes, ensuring compliance with organizational policies, and providing technical expertise in position control and labor cost distribution. This opportunity is ideal for candidates with strong analytical skills and a background in payroll and financial operations. Responsibilities: • Assist in managing position control tasks, including creating and updating positions, assigning numbers, and reviewing historical records. • Analyze employee data for new hires, promotions, reclassifications, separations, and position requests to ensure accurate payroll and funding alignment. • Monitor labor cost distribution transactions to verify proper allocation to funding sources. • Reconcile payroll expenses between organizational systems and campus financial records. • Prepare journal entries and implement corrections for funding discrepancies as needed. • Maintain and update database tables to support system integrity for budgeting and labor mapping. • Collaborate with departments such as Human Resources, IT, and Accounting to resolve payroll discrepancies and ensure smooth operations. • Provide guidance to campus departments on payroll charges, position funding, and adjustments to meet budgetary requirements. • Support financial reporting processes by ensuring compliance with university and state policies.
2026-03-26T00:00:00Z

Payroll Administrator

Walnut Creek, CA
onsite
Permanent
100000 - 120000 USD / Yearly
We are looking for an experienced Payroll Administrator to join our team in Walnut Creek, California. In this role, you will oversee complex payroll processes for a multi-state workforce, ensuring compliance with all legal and organizational standards. This position offers an opportunity to mentor staff, optimize payroll systems, and collaborate across departments in a dynamic and fast-paced environment. Responsibilities: • Manage and process bi-weekly payroll for employees and partners across multiple states, ensuring accuracy and timeliness. • Review and approve payroll transactions, including new hires, salary adjustments, overtime, and leave-of-absence calculations. • Handle payroll deductions such as tax levies, garnishments, and child support payments. • Calculate and process termination and out-of-cycle paychecks. • Continuously improve payroll policies, controls, and procedures to align with best practices. • Collaborate with payroll providers to address and resolve tax filing discrepancies. • Ensure compliance with federal, state, and local payroll regulations. • Mentor and provide guidance to payroll staff, fostering attention to detail and growth within the team. • Prepare detailed payroll reports, reconcile discrepancies, and support audit processes. • Work closely with HR and Benefits departments to streamline payroll operations and enhance efficiency.
2026-03-18T00:00:00Z

Payroll Administrator

Hayward, CA
onsite
Permanent
80000 - 100000 USD / Yearly
We are looking for an experienced Payroll Administrator to join our team in Hayward, California. This role requires expertise in handling multi-state payroll processes for both union and non-union employees. The ideal candidate will be detail-oriented, adept at managing complex payroll systems, and capable of ensuring compliance with all applicable regulations. Responsibilities:<ul><li>Administer weekly and biweekly payroll processing</li><li>Manage employee onboarding and offboarding activities</li><li>Review timekeeping records, validate wages, and resolve discrepancies</li><li>Develop documentation and deliver training on UKG for new and existing employees</li><li>Maintain and update confidential employee information in UKG Kronos</li><li>Respond to employee questions regarding payroll and benefits</li><li>Process union documentation and benefit-related paperwork</li><li>Submit biweekly census reports to benefit broker for new hires, terminations, and changes</li><li>Prepare reports for internal teams and external stakeholders</li><li>Support internal and external audit processes</li><li>Perform additional duties as assigned</li></ul>
2026-03-06T00:00:00Z

Payroll Administrator

Pleasanton, CA
remote
Temporary
45 - 65 USD / Hourly
We are looking for an experienced Payroll Administrator to join our team in Pleasanton, California. This long-term contract position offers an exciting opportunity to manage payroll operations for a diverse employee base of over 1000+ individuals across multiple states. The ideal candidate will bring expertise in payroll processing and must have processed payroll SuccessFactors EC Payroll or SAP on premise Payroll. (open to remote for PST and MT) Responsibilities:• Process payroll on a semi-monthly or bi-weekly basis for over 1000 employees across multiple states, ensuring compliance with federal, state, and local regulations.• Utilize SAP SuccessFactors as the primary payroll platform, supporting system activities such as data validation, testing, and troubleshooting.• Train and assist team members and end-users in the functionalities of SAP SuccessFactors.• Maintain accurate payroll records, conduct audits, and resolve discrepancies in a timely manner.• Prepare detailed payroll reports and analytics using advanced Excel functions, including pivot tables, VLOOKUPs, and custom formulas.• Collaborate with HR, Finance, and IT teams to ensure seamless data integration and accurate reporting.• Supervise and mentor team members, providing guidance and assigning tasks during system transitions.• Develop comprehensive documentation and training materials to support updated payroll procedures and workflows.
2026-03-06T00:00:00Z

Payroll Administrator

San Francisco, CA
onsite
Permanent
80000 - 83000 USD / Yearly
PAYROLL ADMINSTRATOR Apply immediately for consideration! We are in search of a diligent Payroll Administrator to become a part of our team located in San Francisco (degree and bi-lingual). As a Payroll Administrator, your role will be pivotal in coordinating the payroll cycle, maintaining precise electronic and paper payroll records, and resolving any payroll-related issues. Responsibilities-Payroll for over 300 employees on ADP-Create schedules in ABI for union extra help, referrals and any non-seniority employees- Review and complete department WIP approvals in ABI-Manage, oversee and post calculations for employees on a bi-weekly period into ABI timekeeping system-Prepare and inputs vacation and PTO pay into timekeeping system -Prepare all checks and review for accuracy-Address & resolve employee’s payroll-related issues-Assist with any other payroll /accounting/scheduling related project as they may arise
2026-03-16T00:00:00Z

Finance Manager

Emeryville, CA
onsite
Permanent
150000 - 175000 USD / Yearly
We are looking for a skilled Decision Support Finance Manager to join our healthcare team in Emeryville, California. This role requires a proactive and analytical individual who can oversee financial planning and analysis to support organizational goals. You will play a key role in managing budgets, analyzing variances, and delivering actionable insights to drive financial efficiency. Responsibilities:<ul><li>Lead annual budgeting and monthly variance analysis, identifying trends and areas to bring departments back in line with targets</li><li>Analyze financial, operational, capital, and strategic planning data and present actionable insights</li><li>Monitor position control and labor metrics; partner with cost centers to manage staffing within benchmarks</li><li>Collaborate with departments to drive efficiencies and implement system, process, and performance improvements</li><li>Act as a strategic financial partner, building strong, trusted relationships across the organization</li><li>Produce and maintain profitability, volume, service, and ad‑hoc financial reports</li><li>Use benchmarking and trend analysis to identify performance improvement opportunities</li><li>Oversee decision support systems, ensuring data accuracy, audits, and documentation</li><li>Support capitation rate development, forecasting utilization, risk, and expenditures</li><li>Manage budgeting tools and regulatory reporting</li><li>Partner with actuaries, auditors, vendors, and internal teams to resolve data and coding issues</li></ul>
2026-03-18T00:00:00Z

Finance Manager

Oakland, CA
onsite
Permanent
145000 - 185000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Finance Manager

San Francisco, CA
onsite
Permanent
120000 - 140000 USD / Yearly
Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.Analyze financial performance, support teams, and drive process improvements.Manage working capital, month-end close, and vendor payments.This is a hybrid position in San Francisco and relevant experience is highly preferred.
2026-03-24T00:00:00Z

Finance Manager

San Francisco, CA
onsite
Temporary
60 - 65 USD / Hourly
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling. Responsibilities: • Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review. • Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability. • Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision. • Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance. • Create detailed executive-level financial reports and dashboards to support strategic decision-making. • Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment. • Reconcile and manage large datasets to produce accurate financial reporting and analysis. • Participate in month-end close activities, ensuring timely and accurate financial reporting. • Support senior leadership with data-driven recommendations that enhance organizational strategy. • Continuously refine forecasting processes and models to improve accuracy and efficiency.
2026-03-24T00:00:00Z

Finance Manager

San Leandro, CA
onsite
Permanent
125000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to lead financial planning and analysis efforts for our organization. This role requires a strategic thinker who can deliver insightful financial models, provide clear analysis, and support decision-making processes. Based in San Leandro, California, you will play a key role in driving corporate financial planning initiatives and ensuring the company’s financial health. Responsibilities:• Own the company’s financial planning cadence and timelines• Lead budgeting, forecasting, and long-range strategy cycles• Manage financial submissions to the parent organization• Oversee and enhance financial planning systems and tools• Build and maintain long-term financial models• Align volume forecasts across Procurement, Operations, Supply Chain, and Commercial teams• Roll out and maintain SAP‑integrated planning software• Train finance teams and budget owners on planning tools and processes
2026-03-26T00:00:00Z

U.S. Financial Controller

Santa Clara, CA
onsite
Permanent
175000 - 250000 USD / Yearly
We are looking for an experienced and proactive U.S. Financial Controller to oversee all accounting and financial operations for our organization in Boston, MA. This is a critical leadership role for someone who has previously been the end-to-end finance/accounting owner of a U.S. entity and understands how to build structure while operating in a lean environment.The ideal candidate has a strong foundation from a well-established company (e.g., Big 4 or large multinational), and has subsequently taken on a broader, full-scope leadership role in a smaller or high-growth company where they owned the entire accounting function.This role reports to senior leadership and partners closely with global finance teams. Key Responsibilities:Full Ownership of U.S. Finance & Accounting<ul><li>Lead and own all accounting operations for the U.S. entity, including GL, AP/AR, payroll, and month-end/year-end close.</li><li>Ensure timely and accurate financial statements in accordance with U.S. GAAP.</li><li>Take full responsibility for balance sheet integrity and reconciliations.</li><li>Serve as the accountable finance lead for the U.S. business.</li></ul>Internal Controls & Audit<ul><li>Design, implement, and continuously improve internal control processes.</li><li>Serve as the primary contact for external auditors.</li><li>Ensure compliance with U.S. regulatory and statutory requirements.</li></ul>Process Building & Financial Infrastructure<ul><li>Establish scalable accounting processes and policies from the ground up.</li><li>Improve systems, reporting automation, and financial visibility.</li><li>Evaluate and optimize financial systems to support business growth.</li></ul>Cross-Border Coordination<ul><li>Partner with global finance teams on consolidation and intercompany transactions.</li><li>Coordinate cross-border accounting matters between U.S., China, and Singapore entities.</li><li>Support transfer pricing and tax compliance with external advisors.</li></ul>Treasury & Business Partnership<ul><li>Oversee U.S. cash management and forecasting.</li><li>Support strategic initiatives, entity structuring, and financial analysis.</li><li>Provide financial insights to support business decision-making.</li></ul>
2026-03-24T00:00:00Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent
160000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-03-13T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | 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.
2026-03-14T00:00:00Z