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75 results for Financial Analysis Manager in Santa Rosa, CA

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000.00 - 140000.00 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>
2026-05-29T15:29:06Z

Cash Manager

Oakland, CA
remote
Temporary / Contract
45.00 - 50.00 USD / Hourly
The Treasury / Cash Manager is responsible for supporting the organization’s cash management, liquidity planning, and financial analysis functions. This role plays a key part in optimizing cash flow, managing banking relationships, and providing insights that drive strategic financial decisions. Key Responsibilities<ul><li>Manage daily cash positioning, forecasting, and liquidity planning across multiple accounts and entities</li><li>Monitor and analyze cash flow trends to ensure sufficient liquidity and identify optimization opportunities</li><li>Assist in short- and long-term cash forecasting models</li><li>Execute and track treasury transactions, including wires, ACH payments, and intercompany transfers</li><li>Support debt management, including compliance tracking and reporting on covenants</li><li>Maintain and strengthen relationships with banking partners and financial institutions</li><li>Prepare and analyze financial reports related to cash, investments, and risk exposure</li><li>Assist in identifying and mitigating financial risks (currency, interest rate, and liquidity risk)</li><li>Support monthly, quarterly, and annual close processes related to treasury activities</li><li>Collaborate cross-functionally with accounting, FP& A, and leadership on financial planning initiatives</li><li>Ensure compliance with internal controls, policies, and regulatory requirements</li></ul>
2026-05-22T19:23:44Z

Strategic Finance Manager

San Francisco,, CA
onsite
Permanent / Full Time
180000.00 - 200000.00 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>
2026-05-08T15:38:39Z

Finance Manager

Woodland, CA
onsite
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
We are looking for an experienced and strategic finance manager for a manufacturing company in greater Sacramento. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. In this role, you will oversee financial operations, drive innovation through advanced technologies, and provide critical insights to support organizational success. This position requires a proactive individual with expertise in financial analysis, reporting, and process improvement. Responsibilities:-Drive the modernization of finance capabilities by embedding emerging tools and data-driven approaches into daily operations, enabling stronger insight and faster, better-informed decisions.-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.
2026-05-08T13:28:42Z

Sr. Manager, Finance and Analytics

Hercules, CA
onsite
Permanent / Full Time
190000.00 - 210000.00 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.
2026-05-20T16:43:48Z

F, P&A Manager

San Francisco, CA
remote
Temporary / Contract
47.50 - 55.00 USD / Hourly
We are looking for a Finance Manager to support planning, reporting, and analysis activities for a team based in San Francisco, California. This Long-term Contract opportunity is ideal for a detail-oriented finance specialist who can provide strong insight into business performance through accurate forecasting, thoughtful modeling, and dependable monthly close support. The role will contribute to financial visibility and decision-making by translating data into clear recommendations for stakeholders. Responsibilities: • Lead monthly close activities by reviewing financial results, resolving variances, and helping ensure timely and accurate reporting. • Build and maintain financial models that support budgeting, scenario planning, and strategic decision-making. • Prepare recurring and ad hoc financial reports that highlight trends, risks, and performance drivers. • Analyze operating results against forecasts and budgets, identifying key variances and explaining underlying causes. • Develop forward-looking projections to support planning cycles and business performance reviews. • Partner with cross-functional stakeholders to gather inputs, validate assumptions, and improve the quality of financial analysis. • Present concise financial insights and recommendations that help leadership make informed decisions.
2026-05-13T18:40:36Z

VP/Director of Finance

Oakville, CA
onsite
Permanent / Full Time
185000.00 - 200000.00 USD / Yearly
We’re partnering with a growing, private equity–backed luxury consumer brand portfolio to add a Director of Financial Planning & Analysis to their leadership team.This is a highly visible, strategic role reporting to the CFO and leading the company’s FP& A function. You’ll step in as a true business partner, helping drive performance, shape strategy, and support continued growth across a premium, multi-channel business. If you enjoy connecting financial insights to real business decisions and want a seat at the table, this is an opportunity to make a meaningful impact. Please call Robyn Rosemon directly for more information: 707.387.0299 Responsibilities:• Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization.• Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change.• Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance.• Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions.• Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes.• Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends.• Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership.• Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews.• Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development.
2026-05-15T22:13:48Z

CFO - Chief Financial Officer

San Francisco, CA
onsite
Temporary / Contract
95.00 - 100.00 USD / Hourly
We are looking for an experienced Chief Financial Officer to provide strategic financial leadership for a Contract engagement based in San Francisco, California. This role will guide financial planning, reporting, and capital strategy while helping leadership make informed business decisions. The ideal candidate brings deep executive-level finance expertise, strong operational judgment, and the ability to improve business systems and reporting processes in a dynamic environment. Responsibilities: • Direct the organization’s financial strategy, aligning fiscal priorities with broader business objectives and growth plans. • Oversee cash flow forecasting and liquidity planning to support sound decision-making and maintain financial stability. • Lead capital management activities, including evaluating funding needs, investment priorities, and balance sheet performance. • Manage the month-end close process to ensure timely, accurate financial results and consistent reporting standards. • Prepare and present financial reports, insights, and recommendations to executive stakeholders and other key decision-makers. • Strengthen internal financial controls, compliance practices, and risk management procedures across finance operations. • Assess and enhance business systems that support accounting, reporting, and financial analysis, including process improvements when needed. • Partner with senior leadership to develop budgets, forecasts, and performance metrics that drive accountability and transparency.
2026-05-28T17:23:53Z

Finance Manager

St. Helena, CA
onsite
Temporary / Contract
60.00 - 70.00 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
2026-05-22T19:05:41Z

Accounting Manager

St. Helena, CA
onsite
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
We are looking for an Accounting Manager to oversee the full finance and accounting function for a multi-entity wine business based in St. Helena, California. This position is ideal for a hands-on individual who can independently manage day-to-day accounting, reporting, compliance, payroll, and operational finance activities across several related entities. The role requires strong ownership, sound judgment, and the ability to balance detailed transactional work with higher-level financial oversight in a complex inventory and production environment. Responsibilities: • Lead end-to-end accounting operations for four related entities, including journal entries, reconciliations, accruals, prepaids, fixed assets, and monthly close activities. • Prepare individual and consolidated financial reports each month, ensuring accurate results, timely reporting packages, and support for year-end close and audit readiness. • Manage intercompany accounting, cash activity, bank reconciliations, accounts payable, accounts receivable, collections follow-up, and weekly payment processing across all entities. • Oversee inventory and cost accounting for winery and warehouse operations, including production allocations, vineyard-related cost tracking, finished goods valuation, and reconciliation across multiple storage locations. • Administer wholesale, direct-to-consumer, custom crush, and bulk wine financial transactions by recording sales activity, billing customers, and reconciling related expenses. • Coordinate regulatory and tax compliance requirements such as excise tax, sales and industry-specific filings, annual business renewals, property-related submissions, and support for federal and state income tax preparation. • Process bi-weekly payroll through Paylocity, record payroll activity in the accounting system, maintain leave tracking, and assist with year-end payroll reporting and employee onboarding administration. • Support finance-related operational administration by maintaining key records, organizing permits and compliance documents, and coordinating essential office and facility-related supply needs. • Work with business systems and platforms used for accounting, payroll, compliance, production, sales, distribution, and approval workflows, learning new applications as needed to support accurate financial operations.
2026-06-02T17:04:51Z

Sr Director of Revenue

San Francisco, CA
onsite
Permanent / Full Time
250000.00 - 280000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SR. DIRECTOR OF REVENUE ACCOUNTING We are looking for an experienced and results-driven Sr. Director of Revenue to lead and manage all aspects of revenue accounting for a publicly traded biotech company with over 1B in revenue. This role requires a strong understanding of gross-to-net accounting, revenue recognition, and compliance with industry-specific financial processes. The position offers an opportunity to contribute to impactful financial decision-making and operational excellence. Responsibilities:• Lead and manage the revenue accounting processes, including product revenue, gross-to-net accounting, receivables, royalties, rebates, and chargebacks.• Oversee the monthly and quarterly financial close processes to ensure accurate and timely reporting of revenue-related accounts.• Review and approve revenue entries, reconciliations, and allocation of product sales by site and region.• Develop and distribute monthly revenue flash reports and provide ad-hoc financial analysis as needed.• Collaborate with cross-functional teams, such as Market Access and Commercial Analytics, to ensure data accuracy and support business insights.• Establish and lead structured cross-functional reviews of gross-to-net estimates, partnering with departments to improve forecasting accuracy.• Provide subject matter expertise on payor contract terms, ensuring proper interpretation and reflection in financial assumptions.• Support the launch of new products by offering financial guidance and contributing to forecasting and budgeting efforts.• Serve as a key member of the finance to support strategic decisions.
2026-06-02T18:48:48Z

Financial Analyst

San Pablo, CA
remote
Temporary / Contract
27.00 - 32.00 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 detail oriented who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities: Analyze financial data and trends to provide actionable insights and recommendations Develop, maintain, and improve budgeting and forecasting models Prepare monthly, quarterly, and annual financial reports Partner with department leaders to develop and monitor budgets Conduct variance analysis and investigate discrepancies Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation Assist with month-end and year-end close activities, ensuring accuracy and compliance Identify process improvement opportunities and help implement best practices
2026-06-05T23:55:25Z

Assistant Manager

San Francisco, California, Uni, CA
onsite
Permanent / Full Time
85000.00 - 100000.00 USD / Yearly
Natalie Lue with Robert Half is seeking a hands-on Accounting Supervisor with QuickBooks expertise to support a diverse client base. Must have prior supervisory experience and strong full-cycle accounting skills. Key responsibilities:• Full-charge bookkeeping• AP/AR + reconciliations• Payroll (Paychex, ADP, etc. a plus)• Financial reporting + analysis• Team supervision Ideal for a detail-oriented, client-facing professional who thrives in a fast-paced environment and enjoys working onsite.
2026-05-15T20:53:47Z

Controller

Santa Rosa, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
We are looking for an experienced Controller to lead financial operations for our client in Sonoma County, California. This position will guide accounting activities, strengthen financial reporting, and support informed decision-making across multiple entities. The role also partners closely with leadership and development teams to maintain fiscal discipline, regulatory compliance, and effective long-term planning. Responsibilities:• Direct core finance operations, including general accounting, payables, payroll coordination, liquidity oversight, and financial stewardship across affiliated entities.• Produce accurate monthly and quarterly financial packages, budgets, forecasts, and management reports for executives, board members, partners, and regulatory bodies.• Partner with real estate development stakeholders to monitor construction funding activity, reconcile project budgets, and prepare reporting tied to active development projects.• Lead and mentor the finance function while serving as a key point of contact for banking relationships, external auditors, and the Finance Committee.• Establish and maintain strong internal controls, sound accounting practices, and reliable financial management procedures.• Oversee liability and property insurance administration to help protect organizational assets and manage exposure.• Support strategic planning by providing financial analysis, performance insights, and recommendations to senior leadership.• Utilize financial systems and tools, including Yardi, to improve reporting accuracy and operational effectiveness
2026-05-14T19:14:10Z

Accounting Manager

Berkeley, CA
remote
Permanent / Full Time
130000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager | Real Estate | East Bay | Hybrid; 2 days onsite (Free Parking) A growing real estate organization with a diverse portfolio across development, property management, and corporate operations is seeking an Accounting Manager to join its high-performing finance team. This is a highly visible role offering broad exposure across multiple entities and properties, with strong partnership alongside leadership and key stakeholders. The position is ideal for someone who enjoys a mix of hands-on accounting, financial reporting, budgeting/forecasting, process improvement, and team leadership within a complex real estate environment. Responsibilities<ul><li>Lead month-end close and oversee financial reporting for assigned portfolios</li><li>Manage budgeting, forecasting, cash flow, and variance analysis</li><li>Prepare consolidated reporting for leadership, investors, lenders, and auditors</li><li>Oversee AP processes, billing activity, and transaction accuracy</li><li>Support investor reporting, audit coordination, and job cost analysis</li><li>Review contracts and evaluate accounting treatment for complex transactions</li><li>Improve processes, controls, and reporting efficiency</li><li>Supervise and mentor accounting and administrative staff </li></ul> *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-06-06T17:58:45Z

Accounting Manager

Emeryville, CA
onsite
Permanent / Full Time
120000.00 - 150000.00 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.
2026-05-29T15:29:06Z

Controller

San Rafael, CA
onsite
Permanent / Full Time
120000.00 - 150000.00 USD / Yearly
We are looking for an experienced Controller to lead and manage the financial operations of our organization based in Marin County, California. This role is pivotal in ensuring accurate financial reporting, maintaining compliance with regulations, and providing strategic financial guidance to the leadership team. The ideal candidate will possess a strong background in accounting, financial management, and budgeting, with a proven ability to oversee complex financial systems. Responsibilities:• Prepare, analyze, and present accurate monthly, quarterly, and annual financial statements.• Maintain and oversee the general ledger to ensure the accuracy and integrity of financial records.• Manage all aspects of accounts payable, accounts receivable, and cash flow monitoring.• Reconcile bank accounts and ensure proper fund allocation for operational needs.• Develop and manage annual operating and reserve budgets in collaboration with the management team.• Perform variance analysis to monitor budget performance and identify trends.• Ensure compliance with federal, state, and local regulations as well as organizational policies.• Coordinate and manage annual audits and tax filings with external auditors.• Oversee reserve accounts and collaborate with specialists to plan for capital improvements and repairs.• Review vendor contracts, process payments, and ensure accurate financial tracking of service agreements.
2026-05-15T15:43:43Z

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000.00 - 130000.00 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-05-12T16:43:43Z

Director, Accounting (Sports)

San Francisco, CA
onsite
Permanent / Full Time
170000.00 - 180000.00 USD / Yearly
We are looking for an experienced accounting leader to oversee financial operations for a sports-focused organization in San Francisco, California. This role will guide the close process, strengthen reporting accuracy, and support audit readiness while partnering with senior leadership on key financial matters. The ideal candidate brings strong technical accounting expertise, sound judgment, and the ability to lead a high-performing team in a fast-paced environment. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead GL and close processes; ensure accurate financial statements and variance analysis</li><li>Oversee revenue (sponsorships, media, tickets) and lease accounting (ASC 606/842)</li><li>Manage association reporting and ensure compliance</li><li>Serve as technical accounting lead; write memos and communicate issues to leadership</li><li>Manage external audits and ensure timely, accurate deliverables</li><li>Drive process improvements, strengthen controls, and streamline close</li><li>Partner cross-functionally to align accounting with business goals</li><li>Lead and develop team; set clear goals and support growth</li></ul>
2026-05-12T20:33:44Z

Financial Planning Manager | RIA Firm | 1 Day in Office!

Walnut Creek, CA
remote
Permanent / Full Time
175000.00 - 200000.00 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.What This Role Looks LikeThis position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.You will:<ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul>ResponsibilitiesAs the Financial Planning Manager, you will:<ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul>
2026-06-01T19:54:10Z

Sr. Accountant

San Francisco, CA
onsite
Permanent / Full Time
110000.00 - 120000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR PROPRETY ACCOUNTANT Well established real estate investment company with over 6Bil AUM is expanding its accounting team. We are looking for a Senior Accountant to join a growing dynamic team. In this role, you will oversee property-related financial operations, ensure the accuracy and compliance of reporting while driving strategic insights through financial analysis. This position requires expertise in managing full-cycle accounting processes and collaborating with cross-functional teams to maintain the integrity of financial data. Responsibilities:• Manage the month-end close process, ensuring accurate and timely financial reporting.• Prepare and record journal entries, verifying documentation and reconciling financial accounts.• Conduct bank reconciliations to ensure compliance and accuracy.• Oversee general ledger activities, including intercompany allocations, loan schedules, and asset tracking.• Assist with liquidity management, including fund transfer requests and investor distribution coordination.• Prepare financial reports to meet lender and investor requirements.• Support budget preparation and provide recommendations based on financial trends and forecasts.• Ensure compliance with tax regulations, business license renewals, and property tax filings.• Collaborate with property management and regional teams to align financial operations with business goals.• Identify opportunities for process improvements to enhance efficiency and reporting accuracy.
2026-05-15T23:48:46Z

Early Stage VC - Accounting & Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
140000.00 - 170000.00 USD / Yearly
Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams My client is a boutique early-stage venture capital firm based in San Francisco. They make investments in software, AI, infrastructure, fintech, developer tools, healthcare tech, and crypto/blockchain-related companies. They intentionally stay small with ~15 employees and around $1B+ AUM. Very relationship-driven culture rather than institutional “mega fund” bureaucracy. Their portfolio includes recognizable venture-backed companies, some with recent very successful exits. The Environment and culture is -<ul><li>Kind and values based</li><li>Lean team, will report to Director of Finance (an exceptional person to work with - bright, understanding, a true business partner)</li><li>High ownership</li><li>Fast-moving</li><li>Founder focused</li><li>Significant operational breadth - You will work closely with Partners, Fund Admin, Audit & Tax, LP’s for reporting and portfolio analysis and monitoring.</li></ul>They will value someone who can handle:<ul><li>Capital calls, Distributions, Waterfall allocations, Management fee calculations, Carried interest tracking, Quarterly NAVs, Financial statement review, GP/LP allocations</li><li>SPVs, SAFEs and convertible notes, Valuation support for illiquid investments, Portfolio company financing events, Crypto/digital asset exposure (possibly), Co-invest vehicles</li><li>Process building, automation mindset, vendor management, audit coordination, and improving reporting workflows are all highly valued.</li></ul>Career upsides:<ul><li>Exposure to top-tier venture ecosystem</li><li>Direct interaction with partners</li><li>Visibility into startup investing and portfolio construction</li><li>Broader responsibility than at a giant asset manager</li><li>Opportunity to modernize finance infrastructure</li><li>Strong compensation upside as the platform keeps growing</li></ul>
2026-06-01T20:08:46Z

Senior Manager, Financial Reporting/Technical Accounting

San Francisco, CA
onsite
Permanent / Full Time
140000.00 - 149000.00 USD / Yearly
We are looking for an experienced finance leader to oversee external reporting and technical accounting activities for our organization in San Francisco, California. This role is ideal for someone who combines strong knowledge of U.S. GAAP and SEC requirements with the ability to deliver accurate, timely filings and executive-level financial insights. The successful candidate will partner across finance and business teams to strengthen reporting processes, support complex accounting matters, and maintain a high standard of compliance. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead multi-entity consolidations, intercompany eliminations, and financial reporting (monthly/quarterly/annual)</li><li>Prepare disclosures and support MD& A</li><li>Serve as technical accounting expert; research issues, write memos, and implement new standards</li><li>Strengthen controls over consolidations; improve close process and drive automation</li><li>Lead system and process improvement initiatives; partner with IT/ERP teams</li><li>Support acquisitions by integrating entities into reporting structure</li><li>Work with FP& A on accounting impacts to forecasts and budgets</li></ul>
2026-05-12T20:28:45Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent / Full Time
150000.00 - 180000.00 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-06-05T14:13:47Z

Accounting Manager

San Francsico, CA
onsite
Temporary / Contract
95.00 - 110.00 USD / Hourly
We are looking for an experienced Accounting Manager to support a registered real estate fund in San Francisco, California. This is a Long-term Contract opportunity focused on maintaining accurate financial reporting, overseeing core accounting activities, and providing interim leadership coverage during a critical period. The ideal candidate brings a strong background in real estate accounting and is comfortable working across fund-level and general ledger processes in a deadline-driven environment. Responsibilities: • Lead monthly close activities by reviewing entries, reconciliations, and supporting schedules to ensure timely and accurate reporting. • Oversee general ledger accuracy and resolve accounting issues by analyzing balances, researching variances, and maintaining proper documentation. • Review financial statements for completeness and compliance, ensuring reports align with applicable accounting standards and fund requirements. • Manage account reconciliation work across key balance sheet and income statement areas, following up on discrepancies and driving resolution. • Prepare and approve journal entries with clear support, strong internal controls, and appropriate accounting treatment. • Support audit and financial statement review activities by coordinating requested documentation and responding to inquiries from internal and external stakeholders. • Contribute accounting expertise related to real estate fund operations, including property-level activity and fund accounting considerations. • Utilize Yardi where applicable to review transactions, support reporting, and strengthen accounting workflows.
2026-05-29T18:13:51Z