31 Results for Financial Data Analyst Jobs in Santa Rosa, CA

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Accounting Analyst

Emeryville, CA
onsite
Temporary / Contract
35 - 46 USD / Hourly
We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight. Key Responsibilities<ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul>
2026-10-13T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
2026-10-20T00:00:00Z

Security Analyst

Petaluma, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
We are looking for a Security Analyst to join our aviation client in a contract position based onsite in Petaluma, California. This role is ideal for an experienced security specialist who can strengthen daily security operations, investigate threats, and help protect cloud, identity, and endpoint environments. You will work closely with technical partners across IT and security to reduce risk, improve response readiness, and support compliance-focused initiatives. Responsibilities:• Lead the response to security events by containing threats, gathering evidence, escalating issues when needed, and documenting outcomes for follow-up review.• Oversee identity and access activities, including user access reviews, permission governance, and control validation across enterprise systems.• Analyze suspicious authentication activity, compromised accounts, phishing attempts, and other indicators of malicious behavior to determine impact and next steps.• Coordinate vulnerability follow-up efforts with IT teams to drive remediation progress and reduce exposure across the environment.• Track endpoint protection health, device compliance status, and broader security posture to identify gaps requiring attention.• Examine privileged account usage, network security logs, and web access controls to detect abnormal or unauthorized activity.• Maintain and enhance operational security documents such as incident procedures, playbooks, standard operating guidance, and response runbooks.• Prepare recurring security reports and metrics covering incidents, threat trends, vulnerabilities, and operational performance.• Support audit requests, compliance reviews, eDiscovery efforts, and third-party security assessments as part of ongoing governance activities.• Partner with security, infrastructure, and support teams on daily operations, tabletop exercises, and continuous improvements informed by incident findings.
2026-10-22T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Fund Accountant📍 San Francisco, CA (Hybrid)🏢 Leading Venture Capital Firm💰 Competitive Base + Bonus + Wonderful Benefits A leading investment firm focused on backing innovative, high-growth companies is seeking a Finance Associate to join its collaborative finance team. This role offers broad exposure to venture capital fund operations, fund accounting, valuations, investor reporting, and portfolio analytics within a fast-paced, technology-driven environment. The RoleAs a Finance Associate, you'll play a critical role in the day-to-day operations of multiple investment funds and SPVs, supporting fund accounting, reporting, valuations, and strategic finance initiatives. This position is ideal for someone who enjoys ownership, thrives in a dynamic environment, and wants to build a long-term career in investment management. Key Responsibilities<ul><li>Support monthly and quarterly fund closes, including NAVs, capital accounts, allocations, and reconciliations.</li><li>Assist with investor reporting, audits, tax deliverables, and fund performance reporting.</li><li>Prepare valuation analyses, portfolio reporting, and investment tracking schedules.</li><li>Support transaction execution, cash management, and investment operations.</li><li>Maintain portfolio and fund data, improve processes, and leverage AI and automation tools to enhance efficiency and scalability.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-09T00:00:00Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Fund Accountant📍 San Francisco, CA (Hybrid)🏢 Growing & Respected Investment Platform 💰 Competitive Base + Bonus + Awesome Benefits Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth. The RoleThe Finance Associate serves as a key member of a lean, high-impact finance team. This individual will support the day-to-day financial operations of investment funds and special purpose vehicles (SPVs), while contributing to fund accounting, reporting, valuations, and process improvement initiatives. The ideal candidate is detail-oriented, analytical, systems-minded, and excited to leverage automation and AI tools to improve efficiency and scalability. What You'll Do<ul><li>Support monthly and quarterly fund close processes across investment funds and SPVs.</li><li>Prepare NAVs, capital account activity, allocations, and financial reporting schedules.</li><li>Assist with investor reporting, audits, and tax processes.</li><li>Support valuation analyses and portfolio performance reporting.</li><li>Coordinate investment-related transactions and cash activity.</li><li>Drive process improvements through automation, AI, and technology tools.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-09T00:00:00Z

Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven businesses. This is a high-visibility, high-ownership role within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations. Ideal for someone who thinks critically, works independently, and wants meaningful responsibility and growth within a sophisticated investment platform. Strong team culture, process improvement focus, and exposure to AI and automation. Responsibilities<ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for AI and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-17T00:00:00Z

Billing Analyst: II

San Francisco, CA
remote
Temporary / Contract
28 - 30 USD / Hourly
We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries. Responsibilities:• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548**
2026-10-23T00:00:00Z

Investment Operations Analyst $130K + 30% Bonus + Profit S

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
📩 Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 🚀 Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing 📍 Menlo Park | Hybrid 💰 6% 401(k) Match | Free Daily Meals | Exceptional Benefits Want to break into private markets and work closer to the investment process? I’m working on a newly created opportunity with a $15+B global investment firm known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies. This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments—from capital calls and subscriptions to funding coordination and transaction execution. They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work. 💡 What You'll Do<ul><li>Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance</li><li>Coordinate investment documentation, onboarding materials, and operational records</li><li>Assist with funding coordination, wire preparation, and cash movement tracking</li><li>Work with custodians, fund administrators, external managers, and internal investment teams</li><li>Maintain workflow trackers, calendars, and reporting tools</li><li>Support secondary transactions and other investment-related activities</li><li>Identify opportunities to improve processes, automate workflows, and scale operations</li></ul>
2026-10-16T00:00:00Z

Accounting Analyst Investment Management $115K $130K + B

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team. This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-10-18T00:00:00Z

Accounting Analyst Investment Management $115K $130K + B

San Mateo, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 💼 Accounting Analyst | $115K–$130K + Bonus📈 Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits I’m working on an exciting opportunity with an established investment management firm seeking an Accounting Analyst to join its finance team.This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact. 💡 What You’ll Do<ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul>
2026-10-18T00:00:00Z

Sr Accounting Analyst

San Francisco, CA
remote
Temporary / Contract
61.75 - 71.5 USD / Hourly
We are looking for a Senior Finance Analyst to support a private equity environment in San Francisco, California. This Long-term Contract position is ideal for a finance specialist who brings strong analytical judgment, precision in account review, and experience working closely with accounting teams. The role centers on evaluating portfolio and investment data, interpreting agreement terms, and producing accurate financial insights that support informed decision-making. Responsibilities:• Review valuation data and supporting schedules to identify accuracy issues, inconsistencies, and items requiring follow-up• Consolidate portfolio deal activity across multiple investments and maintain organized tracking records using Excel-based analysis• Perform detailed reconciliations of financial data, balances, and transaction activity to ensure completeness and reliability• Assess investment terms and related agreements to determine allocation parameters, restrictions, and permissible investment treatment• Partner closely with accounting personnel to research entries, validate financial records, and resolve reporting discrepancies• Prepare analytical summaries and reporting materials that highlight portfolio activity, valuation movement, and key financial findings• Monitor large volumes of transactional and portfolio information with a high degree of accuracy and attention to detail
2026-10-17T00:00:00Z

Finance Manager

San Francisco, CA
onsite
Temporary / Contract
90.25 - 104.5 USD / Hourly
We are looking for a Finance Manager to support a leading private equity firm in California. This long-term contract opportunity is ideal for a detail-oriented finance specialist with a strong background in alternative investment management and a sharp eye for accuracy. The role combines fund-focused financial oversight with analytical support, reporting, and process improvement in a collaborative, in-office environment from Tuesday through Thursday. Responsibilities: • Lead the monthly close process for fund-related activities, ensuring timely and accurate financial results. • Prepare and review financial reports, investor-related schedules, and supporting analyses for private equity fund operations. • Build and maintain forecasting models and financial analyses to support planning, performance tracking, and decision-making. • Oversee key accounting and finance activities related to partnership structures and private equity fund management. • Partner with internal stakeholders to investigate variances, resolve reporting issues, and strengthen financial controls. • Identify opportunities to improve workflows, increase efficiency, and enhance the consistency of finance processes. • Monitor detailed fund data and documentation to ensure completeness, accuracy, and compliance with reporting standards.
2026-10-16T00:00:00Z

Finance Manager

Napa, CA
onsite
Permanent / Full Time
130000 - 155000 USD / Yearly
We are seeking an experienced Finance Manager to join a well-established and growing wine industry organization in Napa, California. This is a full-time, onsite position that plays a key role in ensuring the accuracy and integrity of financial reporting, delivering actionable business insights, and supporting strategic planning initiatives. The Accounting Manager will collaborate closely with accounting leadership, corporate stakeholders, and external advisors to strengthen internal controls, enhance reporting processes, and support the company's overall financial performance. For more information about this opportunity, contact Robyn Rosemon directly at 707-387-0299. Responsibilities:• Partner with accounting leadership to maintain the accuracy of the general ledger by reviewing entries, reconciliations, and period-end accruals.• Lead the month-end, quarter-end, and year-end close review process to help ensure financial statements are completed accurately and on schedule in accordance with US GAAP.• Compile consolidated financial information and deliver reporting packages to the parent organization within required timelines.• Serve as a primary liaison between the Napa, California winery team and corporate counterparts to align on reporting expectations, accounting policies, and procedural requirements.• Assist with tax-related activities by coordinating information, supporting compliance efforts, and working with outside tax advisors when needed.• Evaluate operating results, investigate fluctuations and trends, and present clear recommendations to support leadership decision-making.• Work with external accountants and auditors by answering questions, supplying documentation, and helping address audit findings or process recommendations.• Support cost accounting activities such as inventory valuation, allocation methodologies, and margin analysis across the business.• Use ERP system and Excel to prepare financial reporting, strengthen internal controls, and identify opportunities to improve accounting processes.• Contribute to budgeting, forecasting, and cash management activities in partnership with the leadership of Finance.
2026-10-15T00:00:00Z

Finance Associate at High Growth VC Fund

San Francisco, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!) Join a highly regarded venture capital firm with billions in assets under management, backing innovative companies across automation, AI, and real-world industries. This is a high-impact opportunity within a lean, high-performing finance team, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations. Ideal for someone who enjoys process improvement, systems, AI, and automation and wants meaningful ownership as the platform grows. Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential. Responsibilities<ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage AI and automation across the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-23T00:00:00Z

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.
2026-10-16T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 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.
2026-10-20T00:00:00Z

Finance Associate / Senior Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!) Join a highly regarded venture capital firm with billions in assets under management, backing innovative companies across automation, AI, and real-world industries. This is a high-impact opportunity within a lean, high-performing finance team, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations. Ideal for someone who enjoys process improvement, systems, AI, and automation and wants meaningful ownership as the platform grows. Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential. Responsibilities<ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage AI and automation across the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-17T00:00:00Z

Finance Associate, Venture Capital

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a Fund Finance Associate to join its finance team.This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations. Key Responsibilities<ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul>
2026-10-13T00:00:00Z

Senior Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
130000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-3 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></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 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></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-21T00:00:00Z

Wealth Analyst at Thriving Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for an experienced Sr. Compliance Analyst to support marketing and customer communications oversight for financial products in San Francisco, California. This Long-term Contract position focuses on helping the business deliver accurate, compliant messaging while partnering closely with cross-functional teams to reduce regulatory risk. The ideal candidate brings strong knowledge of financial services compliance and can translate regulatory expectations into practical guidance, documentation, and reporting. Responsibilities: • Evaluate marketing and promotional materials for financial products to confirm disclosures, pricing details, fee information, and claims align with applicable regulatory standards. • Collaborate with Marketing, Legal, Product, and Risk partners to identify potential compliance concerns and advise teams during campaign planning, review, and launch activities. • Assess customer-facing communications before release to ensure consent language, opt-out instructions, required notices, and advertising expectations are properly addressed. • Conduct compliance testing, quality checks, and periodic reviews of campaigns and related materials to detect gaps and recommend corrective measures. • Research potential compliance issues, document observations clearly, and work with stakeholders to drive timely remediation and issue resolution. • Maintain organized records of reviews, approvals, supporting evidence, and audit documentation for internal oversight and regulatory examinations. • Track changes in regulatory requirements and industry guidance, then recommend updates to policies, procedures, and training content as needed. • Contribute to compliance program enhancements by supporting risk assessments, procedural development, and employee education across marketing and acquisition functions. • Prepare summaries, metrics, and presentations for management to communicate findings, highlight risk trends, and support process improvements.
2026-10-24T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are seeking a detail-oriented Senior Compliance Analyst to review direct marketing materials and customer communications for financial services products. This role focuses on ensuring marketing campaigns, promotional content, and customer-facing disclosures comply with applicable regulations, including UDAAP, TILA, Regulation Z, and CAN-SPAM. The ideal candidate has hands-on experience reviewing financial services marketing materials, identifying regulatory risks, and partnering with Marketing, Legal, Product, and Risk teams to support compliant campaign execution. Previous experience with Figma and Jira is a plus. Key Responsibilities Review direct marketing materials, advertisements, promotional offers, emails, and customer communications for regulatory compliance and accuracy. Evaluate disclosures, pricing, fees, promotional claims, and required terms under UDAAP, TILA, Regulation Z, and CAN-SPAM. Partner with Marketing, Legal, Product, and Risk teams to identify compliance concerns and provide practical guidance throughout campaign development and launch. Verify that marketing communications include appropriate disclosures, consent language, unsubscribe mechanisms, and other required consumer protections. Conduct quality checks and targeted reviews to identify compliance gaps, document findings, and recommend corrective actions. Maintain clear documentation of reviews, approvals, and remediation activities to support audits and regulatory examinations. Monitor regulatory developments and assist with updating compliance procedures, review standards, and internal guidance. Prepare compliance summaries, risk assessments, and reporting to support leadership oversight and continuous improvement. Required Qualifications detail oriented experience reviewing direct marketing materials or customer communications within financial services. Working knowledge of UDAAP, TILA, Regulation Z, and CAN-SPAM requirements. Strong understanding of marketing disclosures, consumer protection requirements, and advertising compliance. Excellent analytical, written communication, and documentation skills. Ability to work collaboratively with cross-functional stakeholders and communicate regulatory requirements clearly. Strong attention to detail and the ability to manage multiple reviews and deadlines. Preferred Qualifications Previous detail oriented experience using Figma for marketing asset review. Familiarity with Jira for workflow management, issue tracking, and compliance review processes.
2026-10-23T00:00:00Z

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