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11 results for Chief Financial Officer in Santa Rosa, CA

Controller / Director of Finance | Elite Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
🚨 Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE)📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services.If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an owner, you'll likely thrive here. 💡 What You'll Do• Own the accounting and finance function across Funds, GP, and Management Company• Partner directly with the Managing Partner on strategic initiatives• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A• Manage treasury, capital calls, distributions, cash forecasting, and liquidity• Oversee outsourced accounting partners while remaining hands-on• Drive process improvements, automation, KPIs, and operational efficiency• Support audits, tax compliance, investment valuations, and investor reporting 🚀 Why This Opportunity Stands Out✅ Report directly to firm leadership with exceptional visibility✅ Play a critical role in scaling a growing private equity platform✅ Broad exposure across Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy✅ Small, entrepreneurial team where your ideas actually get implemented✅ Significant long-term upside through bonus and carry participation✅ High-autonomy environment with no micromanagement
2026-08-10T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-07-17T00:00:00Z

COO - Chief Operating Officer

Rohnert Park, CA
onsite
Permanent / Full Time
310000 - 410000 USD / Yearly
A mission-driven organization is seeking an experienced executive leader to oversee the administration and operations of a complex organization. This individual will provide strategic direction, operational leadership, and oversight of multiple departments while partnering closely with an elected governing body and senior leadership team. The ideal candidate will have a proven track record leading multi-department organizations, driving organizational performance, and implementing strategic initiatives across diverse functional areas. This role requires strong experience in public sector, tribal government, municipal, county government, or similarly regulated environments where collaboration, diplomacy, and accountability are critical. For confidential consideration or additional information, please contact: Robyn Rosemon: 707.387.0299 Responsibilities:<ul><li>Lead day-to-day operations across multiple administrative and program functions, ensuring effective execution of organizational priorities and consistent service delivery.</li><li>Shape and advance strategic initiatives by translating long-range goals into measurable operational plans, performance targets, and accountable workflows.</li><li>Oversee budgeting, forecasting, and financial controls, including fund accounting practices, grant-related oversight, and responsible allocation of organizational resources.</li><li>Build strong working relationships with boards, councils, advisory groups, and external partners by preparing executive-level updates and supporting informed decision-making.</li><li>Direct policy development, compliance efforts, and risk management practices to maintain operational integrity and meet applicable regulatory requirements.</li><li>Develop and mentor senior leaders and department teams, strengthening talent pipelines, succession readiness, and overall organizational effectiveness.</li><li>Monitor key operational metrics and use data-driven insights to improve performance, identify risks, and support continuous improvement efforts.</li><li>Guide change management efforts tied to evolving business needs, operational improvements, and cross-functional initiatives while maintaining stability across departments.</li><li>Support community, government, and stakeholder engagement activities that reinforce the organization’s mission, partnerships, and long-term sustainability.</li></ul>
2026-07-30T00:00:00Z

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000 - 325000 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-08-07T00:00:00Z

Financial Analyst

Emeryville, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
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. Key Responsibilities:<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>
2026-08-04T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
42 - 55 USD / Hourly
We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.Responsibilities<ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul>
2026-08-13T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-07T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are seeking a Fund Accountant to support the accounting and reporting activities of an investment management firm in San Francisco. This hybrid contract role will focus on fund-level accounting, portfolio reconciliations, capital activity, financial reporting, and audit support.Responsibilities<ul><li>Maintain accounting records for assigned investment funds and related entities.</li><li>Prepare and post journal entries for investment, income, expense, and capital activity.</li><li>Reconcile cash, investment positions, and fund activity to custodial and administrator records.</li><li>Calculate or review net asset value and investor allocations.</li><li>Record capital calls, distributions, management fees, and fund expenses.</li><li>Maintain partner capital accounts and investment roll-forward schedules.</li><li>Prepare monthly, quarterly, and annual fund reporting packages.</li><li>Review administrator reports and investigate accounting discrepancies.</li><li>Assist with financial statement preparation and annual audits.</li><li>Coordinate with fund administrators, auditors, custodians, and internal teams.</li><li>Support investor reporting, data requests, and ad hoc accounting projects.</li><li>Document procedures and identify opportunities to improve fund accounting processes.</li></ul>
2026-08-13T00:00:00Z

Sr. Manager, Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000 - 210000 USD / Yearly
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions. • Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments. • Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning. • Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity. • Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
2026-07-31T00:00:00Z

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.
2026-08-14T00:00:00Z

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>
2026-08-10T00:00:00Z