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15 results for Budget Analyst in Santa Rosa, CA

Cost Accountant

Vacaville, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
We are looking for a detail-oriented Cost Accountant/Senior Accountant in Solano County, California. This position supports accurate financial reporting while providing meaningful cost and inventory insights that help leaders make informed business decisions. The role works closely with accounting, operations, sourcing, and finance teams to strengthen profitability, improve reporting accuracy, and enhance financial processes. Responsibilities:• Manage monthly, quarterly, and annual close activities to ensure timely and accurate financial results.• Maintain reliable accounting records and prepare reports that support compliance with U.S. accounting standards and internal reporting needs.• Analyze product costs, standard costs, and manufacturing variances to identify trends and recommend improvements.• Monitor inventory accounting activities, including reconciliations, valuation reviews, and asset-related analysis.• Partner with operations and sourcing teams to evaluate cost drivers and provide financial insight on production performance.• Develop and refine cost accounting procedures that improve visibility into margins, efficiency, and operational results.• Use ERP and financial systems, including NetSuite when applicable, to support reporting, analysis, and process effectiveness.• Contribute to cross-functional initiatives that strengthen controls, streamline workflows, and support ongoing operational improvement.
2026-05-29T00:00:00Z

Cost Accountant

Napa, CA
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for an experienced Cost Accountant to join our team in Napa, California. In this role, you will focus on budgeting, forecasting, and analyzing production and farming operations while ensuring compliance with company policies and regulatory standards. Your expertise will be vital in maintaining accurate inventory records, performing reconciliations, and managing cost allocations to support efficient financial operations. Responsibilities: • Lead budgeting and forecasting activities related to production and farming operations. • Prepare detailed budget-to-actual analyses and provide variance explanations. • Conduct periodic inventory reconciliations to align physical counts with system records for bulk wine inventories. • Reconcile inventory subledgers with the general ledger on a monthly basis. • Create balance sheet account reconciliations for inventory, overhead, vineyard costs, and other production accounts. • Develop bills of materials (BOM) costing for finished goods, including bulk wine, dry goods, and overhead allocations. • Generate management reports on inventory metrics such as cost per gallon, harvest expenses, and supply chain analytics. • Manage harvest cost closeout processes, including allocation of estate fruit, purchased fruit, and crush overhead costs. • Support bulk wine-related contract administration and ensure accurate system setup for purchased grapes, bulk wine, and custom winemaking agreements. • Assist with inventory cycle counts across various locations to maintain accuracy and control.
2026-05-01T00:00:00Z

Finance and Accounting Analyst

Richmond, CA
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are seeking a detail-oriented Finance and Accounting Analyst to support the finance function of a multi-entity operating business. This role blends core accounting, financial analysis, and month-end support with hands-on Accounts Payable ownership. It is well-suited for someone who enjoys digging into data, reconciling accounts, improving processes, and ensuring the accuracy of financial results. While Accounts Payable is a meaningful component of the role, this position goes beyond transactional work and offers exposure to financial reporting, balance sheet integrity, and close processes in a dynamic operating environment. What You’ll Be DoingFinance & Accounting Analysis<ul><li>Perform account and balance sheet reconciliations, ensuring accuracy and completeness of financial records</li><li>Support month-end close, including accruals, reconciliations, and variance analysis</li><li>Analyze financial data to identify trends, discrepancies, and opportunities for improvement</li><li>Assist with internal and external audit support through well-documented reconciliations and schedules</li><li>Work in a multi-entity environment, helping ensure consistency and accuracy across companies</li></ul>Accounts Payable (Analytical & Operational)<ul><li>Own day-to-day Accounts Payable activity with a strong focus on accuracy and controls</li><li>Perform three-way matching (PO, invoice, receiving) for product and operational purchases</li><li>Review, code, and process invoices while ensuring proper approvals and documentation</li><li>Analyze AP aging and vendor balances; research and resolve discrepancies</li><li>Reconcile vendor statements and ensure timely and accurate payments</li></ul>Systems & Process Improvement<ul><li>Work extensively in ERP systems and accounting software to maintain accurate records</li><li>Use Excel for reconciliations, reporting, and data analysis (pivot tables, formulas, lookups)</li><li>Identify opportunities to improve accounting workflows, reporting, and internal controls</li><li>Collaborate with operations and other departments to resolve issues and improve efficiency</li></ul>
2026-05-27T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-05-01T00:00:00Z

Fund Accounting and Tax Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting & Tax Manager | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations. This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Fund Accounting & Tax Manager

San Francisco, CA
onsite
Permanent / Full Time
165000 - 180000 USD / Yearly
If you are looking for the next step in your career, send Jennifer Fukumae with Robert Half Finance and Accounting a message on LinkedIn for immediate consideration. A leading venture and growth investment platform is seeking a Fund Accounting & Tax Manager to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2.2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing. Responsibilities<ul><li>Manage fund accounting activities across multiple investment vehicles </li><li>Oversee quarterly closes, financial reporting, and investor reporting </li><li>Review capital calls, distributions, carried interest allocations, and management fees </li><li>Coordinate with external fund administrators, auditors, and tax providers </li><li>Manage tax compliance and investor tax reporting processes </li><li>Assist with valuation support and portfolio reporting initiatives </li><li>Improve operational processes, controls, and reporting efficiencies </li><li>Support fundraising activities and strategic finance projects </li></ul>
2026-05-19T00:00:00Z

Finance Manager

St. Helena, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Our client is seeking a Finance Manager to join a winery and manufacturing operation in St. Helena, California on a Long-term Contract basis. This role is ideal for a hands-on, detail-oriented finance leader who can lead daily accounting activities, support operational finance, and provide accurate reporting across multiple related entities. The position calls for someone who is comfortable working independently in a lean environment while partnering closely with leadership to maintain strong financial discipline and business continuity. This role requires onsite work in St. Helena 5 days per week and is expected to pay between $60/hr and $70/hr DOE. Responsibilities:• Direct day-to-day accounting activities for multiple affiliated entities, ensuring records are accurate, complete, and aligned with reporting deadlines• Lead monthly and annual close cycles, including account reconciliations, journal entries, accruals, and fixed asset tracking• Produce entity-level and consolidated financial statements, along with supporting analysis for management review and decision-making• Oversee inventory and cost accounting for production, stored materials, finished goods, and allocation of manufacturing-related expenses• Manage accounts payable and accounts receivable processes, monitor collections, coordinate vendor disbursements, and maintain cash visibilit.• Support compliance and finance-related administrative processes, including payroll coordination and use of banking or regulatory reporting platforms• Partner with ownership and key stakeholders to improve financial processes, organize reporting workflows, and strengthen operational controls• Maintain continuity of finance operations by documenting procedures, supporting knowledge transfer, and helping stabilize existing accounting practices during team transition
2026-05-22T00:00:00Z

Project Estimator

Petaluma, CA
onsite
Temporary / Contract
26 - 35 USD / Hourly
The Construction Estimator is responsible for preparing accurate cost estimates for construction projects by analyzing plans, specifications, and project requirements. This role plays a critical part in supporting project bidding, budgeting, and overall financial planning to ensure competitive and profitable project outcomes. Key Responsibilities<ul><li>Review project plans, specifications, and drawings to determine scope, materials, labor, and timeline requirements</li><li>Prepare detailed cost estimates, including labor, materials, equipment, subcontractor bids, and overhead</li><li>Solicit and evaluate bids from subcontractors and suppliers to ensure competitive pricing</li><li>Identify cost risks, value engineering opportunities, and cost-saving strategies</li><li>Collaborate with project managers, architects, engineers, and clients to clarify project scope and requirements</li><li>Maintain and update cost databases and historical pricing for accurate forecasting</li><li>Assist in preparing bid proposals, presentations, and supporting documentation</li><li>Track and analyze costs throughout the project lifecycle to ensure alignment with estimates</li></ul>
2026-05-19T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Accounting Manager | Real Estate, Private Equity | San Francisco| Hybrid, Very flexible A well-regarded global real estate investment firm is seeking an Accounting Manager to join its finance team and support fund accounting across a complex investment platform. This role offers strong exposure to day-to-day fund operations, process improvements, and scalable reporting infrastructure within a collaborative, fast-paced environment. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Fund Controller

San Francisco, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller| Real Estate, Private Equity | San Francisco| Hybrid, Very flexible A highly regarded global real estate investment firm is seeking a senior finance leader to oversee fund accounting across a sophisticated investment platform. This is a high-impact opportunity to join a collaborative, entrepreneurial team, drive operational improvements, and help build scalable infrastructure with a clear path to CFO. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Grant Accountant

San Francisco, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are looking for a Grant Accountant to join a non-profit organization in San Francisco, California on a Contract basis. This role will oversee the financial administration of grants and contracts, partnering with internal teams to support compliant budgeting, reporting, billing, and close activities. The ideal candidate brings strong nonprofit accounting experience and can manage funding-related transactions with accuracy while maintaining clear documentation and audit readiness. Responsibilities: • Build and maintain grant and contract budgets in partnership with program leaders and other key stakeholders to support accurate financial planning. • Work closely with program and development teams during funding submissions to help align financial details with sponsor requirements and applicable regulations. • Review spending against approved grant budgets, record activity accurately, and investigate differences to help address variances promptly. • Create and maintain grant documentation and financial summaries to support appropriate accounting treatment and complete recordkeeping. • Administer invoicing and reimbursement requests for funded programs, ensuring submissions are accurate, timely, and consistent with sponsor guidelines. • Address questions related to billing and grant finances from external funding sources as well as internal business partners. • Contribute to monthly close by preparing revenue accruals, journal entries, and reconciliations tied to grant and contract activity. • Support compliance efforts by maintaining readiness for internal reviews and external audits and ensuring adherence to contractual and regulatory obligations. • Recommend and assist with workflow enhancements that improve the efficiency and consistency of grant and contract accounting processes.
2026-05-29T00:00:00Z

Data Analyst

Corte Madera, CA
remote
Temporary / Contract
30 - 35 USD / Hourly
We are looking for a Data Analyst to support a luxury retail organization in Corte Madera, California. This Long-term Contract opportunity is ideal for someone who enjoys bringing order to complex information, partnering with creative and marketing stakeholders, and improving how data moves across teams. The role calls for strong analytical skills, comfort working across several platforms, and the ability to prepare accurate, usable data for publishing and downstream business needs. Responsibilities: • Partner with creative and marketing teams to fulfill daily data requests and ensure information is ready for active business use. • Organize, clean, and standardize inconsistent datasets gathered from multiple teams and systems to improve accuracy and usability. • Prepare and format files for downstream partners, making sure data structures align with workflow and publishing requirements. • Work across tools such as Oracle, Adobe Experience Manager, and Airtable to maintain data continuity between platforms. • Translate information between teams using different systems and file formats so assets and records remain usable throughout the process. • Support the movement and coordination of InDesign-related files and associated data between cross-functional teams. • Investigate and resolve metadata or tagging issues that affect file organization, discoverability, or handoff quality. • Guide team members on approved data handling practices to promote consistency and reduce operational confusion. • Assist senior colleagues with documentation, shadowing, and knowledge-sharing activities to strengthen team capability over time.
2026-05-20T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-05-27T00:00:00Z

Revenue Reporting Analyst

San Francisco, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a Revenue Reporting Analyst to join our team in San Francisco, California. In this role, you will play a vital part in ensuring the accuracy and integrity of revenue-related data to support seamless financial reporting processes. The position offers an opportunity to work closely with both internal teams and external partners, leveraging your analytical expertise to create impactful reports and dashboards that drive business insights. For immediate consideration, please contact Daniel Mok directly via Linked-In. Responsibilities:• Manage the import, validation, and analysis of revenue-related data to support accurate financial reporting.• Collaborate with external data providers to ensure timely delivery of statements and resolve data quality issues.• Oversee the onboarding process for new data providers, ensuring proper documentation and technical specifications are maintained.• Work closely with internal accounting and reporting teams to support accurate financial reporting and efficient period-close activities.• Monitor data ingestion logs and reporting dashboards to proactively identify and address discrepancies.• Assist with system upgrades and data migrations, including testing ingestion tools and platforms.• Design and implement data-driven analyses, creating dashboards and reports tailored to key business metrics.• Conduct ongoing evaluations of business performance metrics and provide actionable insights.• Develop and maintain clear documentation of processes and workflows.• Build strong relationships with external and internal stakeholders to facilitate seamless data operations.
2026-05-08T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T00:00:00Z