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54 results for Financial Analysis Manager in Santa Rosa, CA

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.
2026-03-30T00:00:00Z

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>
2026-03-20T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
100000 - 100000 USD / Yearly
Our client is looking for a Senior Financial Analyst to join our team in San Francisco, California. In this role, you will play a critical part in driving financial planning and analysis efforts, partnering with operations and leadership to deliver actionable insights. Your expertise will help shape strategies that enhance financial performance and operational efficiency. Responsibilities:• Develop and maintain pro forma financial models for new business opportunities and expansion projects.• Conduct scenario and sensitivity analyses to evaluate the financial impact of operational variables, such as labor costs and participation rates.• Assist in the preparation of annual budgets and rolling forecasts to align with organizational goals.• Analyze key cost drivers, including labor, food expenses, and cost per unit, to identify trends and variances.• Collaborate with operations teams to ensure financial performance aligns with service delivery models.• Provide actionable recommendations to improve margins and overall financial health.• Aggregate, validate, and standardize financial and operational data across multiple locations.• Create clear, concise reports and presentations to communicate financial insights to stakeholders.• Partner with leadership and cross-functional teams to support data-driven decision-making.• Perform ad hoc analyses to address specific business challenges or opportunities.
2026-04-16T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
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.
2026-04-23T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
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.
2026-04-23T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
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.
2026-04-23T00:00:00Z

Finance Manager

Emeryville, CA
onsite
Permanent / Full Time
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>
2026-04-22T00:00:00Z

Finance Manager

Vacaville, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
2026-04-07T00:00:00Z

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>
2026-04-14T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
HOT JOB: Fund Accounting Manager – Step Into Global Allocator Power 💰 $150K–$180K base + Bonus + Profit Sharing + 100% Paid Benefits📍 San Francisco (Hybrid – 2–3 days onsite) If you’ve been reviewing fund financials… managing audits… answering LP questions. but still feel like you’re one level away from real influence — this is that jump.This isn’t just another fund. This is a $13B+ global allocator investing across private equity, venture capital, and special situations throughout Asia — meaning your work directly touches top-tier fund managers across multiple markets and strategies. Why this role stands out:<ul><li>You’re not buried in the weeds — you’re owning the review, judgment, and decisions</li><li>Exposure to complex multi-strategy portfolios across global markets</li><li>Direct interaction with senior leadership, auditors, and LPs</li><li>Real seat at the table to improve processes, not just follow them</li><li>Leadership opportunity — mentor and develop junior staff</li></ul> What you’ll be doing:<ul><li>Reviewing fund financials (US GAAP) with a sharp, technical lens</li><li>Leading audit & tax processes end-to-end</li><li>Overseeing capital calls, distributions, and cash forecasting</li><li>Acting as a key point of contact for LPs and external stakeholders</li><li>Driving process improvements and operational efficiency</li><li>Coaching and elevating junior team members</li></ul>
2026-04-20T00:00:00Z

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>
2026-04-22T00:00:00Z

Senior Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst with Alteryx experience to join a team in Mountain View, California on a Long-term Contract basis. This position will lead high-level financial planning and analysis efforts, turning complex data into practical recommendations that support business performance. The role will partner with leadership to strengthen forecasting, budgeting, and reporting processes while providing clear insight into financial results and operational trends. Responsibilities:<ul><li>Own financial forecasting and month‑end close support for Professional Services, including revenue, labor costs, margins, and accruals</li><li>Develop and maintain forecasts for headcount, utilization, billable rates, backlog, and project profitability</li><li>Partner with Accounting to ensure accurate revenue recognition and cost allocation in accordance with policy and GAAP</li><li>Prepare and deliver any applicable monthly and quarterly financial reporting packages, highlighting key drivers, risks, and opportunities</li><li>Identify opportunities to improve forecasting accuracy, reporting scale/efficiency, and data transparency (eg PS month-end close / accruals, renewal/retention rate levels of detail, customer account hierarchy alignment)</li><li>Help design, integrate and implement scalable FP&A processes, tools, and dashboards with AI driven solutions (eg Alteryx, other ML models) </li><li>Train finance team members on new tools and automated workflows</li><li>Continuously improve SLA performance, cycle times, and data quality without degrading service</li></ul>
2026-04-23T00:00:00Z

Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
135000 - 165000 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in San Francisco, California. In this role, you will oversee essential accounting functions, ensuring accurate and timely financial reporting while maintaining compliance with relevant regulations. This position requires strong analytical skills and attention to detail, as you will play a key role in managing month-end processes and audits. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Manages and supports the accounting team, including hiring, training, and performance reviews.</li><li>Oversees daily billing, collections, A/R, and A/P activities.</li><li>Supports the Controller and ensures deadlines and quality standards are met.</li><li>Creates a positive, team-focused work environment and coordinates staff matters with HR.</li><li>Maintains and improves accounting policies, procedures, and internal controls.</li><li>Trains staff firm-wide on accounting processes and systems.</li><li>Handles daily banking activities, including deposits, transfers, and wires.</li><li>Assists with reconciliations, journal entries, and month-end and year-end close.</li><li>Provides hands-on support, resolves system issues, and helps with software upgrades and automation.</li></ul>
2026-04-15T00:00:00Z

Accounting Manager

Rutherford, CA
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management. Responsibilities: • Oversee and ensure timely completion of monthly and quarterly financial close processes. • Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries. • Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks. • Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency. • Analyze inventory costing for discrepancies and report notable trends or variances to management. • Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis. • Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns. • Support external audits and ensure accurate data for annual tax filings. • Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making. • Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
2026-03-20T00:00:00Z

Accounting Manager

San Francisco, CA
remote
Temporary / Contract
70 - 75 USD / Hourly
We are looking for a skilled Accounting Manager to assist our client on a contract basis in San Francisco. In this role, you will collaborate closely with the accounting leadership to ensure smooth financial operations, lead a small team, and contribute to achieving key organizational goals. This position offers an opportunity to utilize your expertise in financial management within the SaaS or technology industry. Responsibilities:• Oversee general ledger activities to ensure accurate and timely month-end close processes.• Assist in the preparation and review of flux analysis reports to identify and explain variances.• Support audit processes by preparing necessary documentation and collaborating with auditors.• Lead and mentor a small team, fostering effective communication and collaboration.• Utilize NetSuite to manage accounting operations and enhance system accuracy.• Perform account reconciliations and ensure the integrity of financial records.• Collaborate with stakeholders to maintain compliance with industry standards and practices.• Prepare and post journal entries to maintain accurate financial records.
2026-04-16T00:00:00Z

Accounting Manager

Emeryville, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for an Accounting Manager to join a hybrid team in Emeryville, California, supporting both core accounting operations and the administration of Deltek Vantagepoint. This position plays a central role in project financial oversight, system stewardship, and coordination with internal stakeholders across accounting, project leadership, and HR. The ideal candidate brings experience in project-based accounting, strong systems knowledge, and the ability to balance accuracy, collaboration, and process improvement in a services environment. Responsibilities: • Oversee day-to-day accounting activities, including payables, receivables, client billing, cash handling, and related financial transactions. • Guide and support project accounting staff while helping maintain consistent, accurate financial practices across the team. • Work closely with principals and project managers to prepare and release invoices that align with contract terms, while monitoring project financial performance and identifying issues that may affect budgets or profitability. • Review project-related accounts, prepare journal entries, and reconcile financial data to maintain complete and accurate records throughout the life of each engagement. • Maintain contract files, budget information, and project financial documentation within Deltek Vantagepoint to support reporting accuracy and operational visibility. • Serve as the internal administrator for Deltek Vantagepoint SaaS, including user access, permissions, workflow settings, security controls, and module setup. • Resolve system issues, coordinate with vendor support, and improve reporting tools, dashboards, templates, and automated processes to strengthen firm operations. • Train employees on Deltek functionality and provide ongoing guidance as the primary internal resource for system-related questions, enhancements, and upgrades. • Partner with HR on payroll support activities by assisting with data entry, validation, reconciliation, and the accuracy of timesheets, labor allocations, and payroll-related records. • Help support accurate and timely 401(k) reporting and contribution processing through careful data review and coordination with HR and external plan contacts.
2026-04-23T00:00:00Z

Accounting Manager

San Francisco, CA
remote
Temporary / Contract
60 - 70 USD / Hourly
We are looking for an experienced Accounting Manager to assist our client on a contract basis. This role will lead core accounting operations, support accurate and timely financial reporting, and provide day-to-day guidance to a small accounts receivable team. The ideal candidate brings strong expertise in the month-end close process, general ledger management, reconciliations, and audit support, along with a hands-on approach to improving accounting workflows. Responsibilities:• Lead the monthly close cycle by coordinating deadlines, reviewing entries, and ensuring financial results are recorded accurately and on schedule.• Manage general ledger activity, maintain accounting integrity across accounts, and resolve discrepancies through detailed analysis.• Supervise and support a team of two accounts receivable specialists, providing direction, coaching, and oversight of daily performance.• Prepare and review journal entries, reconciliations, and supporting schedules to strengthen the accuracy of financial records.• Partner with internal and external stakeholders during financial statement audits by organizing documentation and responding to audit requests.• Identify opportunities to streamline accounting procedures and implement process improvements that increase efficiency and control.• Monitor account balances and investigate variances to ensure issues are addressed promptly and appropriately documented.• Utilize systems such as NetSuite and Intacct to manage accounting data, reporting activities, and operational consistency.
2026-04-23T00:00:00Z

Accounting and Reporting Manager

Emeryville, CA
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
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. Responsibilities:<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>
2026-04-20T00:00:00Z

Fund Accounting Manager at Prominent Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing 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. 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. Key Responsibilities:<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><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Sr. Manager, R&D Portfolio Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000 - 210000 USD / Yearly
We are seeking a Senior Manager to collaborate with Project Management, Product Development, Senior Leadership, and Finance teams to increase visibility into pipeline performance and productivity. This role partners with cross-functional teams to develop and review business cases, enhance financial valuation models, support portfolio governance, and deliver ad hoc analysis that provides insight into key portfolio metrics. How You’ll Make an Impact:<ul><li>Oversee financial processes and manage ad hoc portfolio analytics within established timelines.</li><li>Provide financial guidance to project teams and develop business cases that drive measurable value.</li><li>Work closely with Project Management to strengthen financial understanding across teams.</li><li>Evaluate KPIs and identify improved approaches to assess portfolio performance and returns.</li><li>Drive process improvements and implement practical, fit-for-purpose solutions tailored to company groups.</li></ul>
2026-04-03T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join our team on a long-term contract basis in San Francisco, California. In this role, you will play a pivotal part in driving financial insights, supporting business decisions, and contributing to the organization's financial growth. This is an excellent opportunity for candidates with strong attention to detail, analytical, and modeling skills. Responsibilities: • Perform in-depth financial analysis to evaluate business performance and identify trends. • Develop and maintain comprehensive financial models to support strategic decision-making. • Conduct variance analysis to compare actual results against forecasts and budgets. • Provide ad hoc financial analyses to address specific business questions and challenges. • Collaborate with cross-functional teams to gather and analyze data for informed financial planning. • Utilize data mining techniques to extract and interpret complex financial datasets. • Present financial findings and recommendations to stakeholders in a clear and actionable manner. • Support revenue finance initiatives by identifying opportunities for growth and optimization. • Ensure the accuracy and integrity of financial data and reporting processes. • Assist in the preparation of financial forecasts, budgets, and long-term planning documents.
2026-04-23T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward. Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonus Clear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast.Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 165000 USD / Yearly
If you’ve been waiting for a role that actually puts you on the path to Controller… this is it.This isn’t just another Accounting Manager seat—it’s a high-visibility role inside a growing real estate investment platform where you’ll own the fund and be groomed for the next step. Oakland, CA (3x/week in office) $150K – $165K + Bonus Real Estate Private Equity | Growth mode Why this role stands out:You’re stepping into a seat where you’ll own fund-level operations and reporting end-to-end.<ul><li>Lead fund accounting, reporting, and investor deliverables</li><li>Run point on audits & tax (not just support—ownership)</li><li>Oversee 3rd party administrators and drive accountability</li><li>Partner across asset management, IR, and senior leadership</li><li>Work across value-add funds, SMAs, and JV structures</li></ul>
2026-04-13T00:00:00Z

Senior Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR ACCOUNTING MANAGER /DIRECTOR Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting. Responsibilities:• Manage the financial close process, ensuring accuracy and timely completion of reports.• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.• Monitor cash security processes, including disbursement approvals and account reconciliations.• Provide financial data and reports to support transactions, financing, and capital planning initiatives.• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.• Mentor and develop a team of accounting professionals, fostering growth and accountability.• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.
2026-04-15T00:00:00Z

Accounting Manager;Private Equity

San Francisco, CA
onsite
Permanent / Full Time
135000 - 150000 USD / Yearly
Step Into Leadership in Private Equity Accounting — Accounting Manager ($135–150K)Jennifer Fukumae with Robert Half is partnering with a San Francisco-based asset manager overseeing $4B+ across private equity and credit strategies. This is a high-visibility Accounting Manager role for someone ready to own key workflows, guide junior staff, and operate at the center of fund and GP economics. Interested? Message Jennifer Fukumae on LinkedIn for quickest consideration. What You’ll Own<ul><li>Lead accounting across GP entities, carried interest, and the management company</li><li>Oversee month-end close, general ledger integrity, and financial reporting</li><li>Manage partnership allocations, capital activity, and fund-level accounting processes</li><li>Review and guide work related to waterfall calculations and distribution mechanics</li><li>Partner with investment, operations, and external stakeholders (auditors, tax advisors)</li><li>Drive process improvements and help scale systems and workflows</li></ul>
2026-04-21T00:00:00Z