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27 results for Financial Data Analyst in Santa Rosa, CA

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.
2026-05-05T00:00:00Z

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

Data Analyst

Corte Madera, CA
remote
Temporary / Contract
30 - 35 USD / Hourly
We are looking for a Data Analyst to support a luxury retail organization in Corte Madera, California. This Long-term Contract opportunity is ideal for someone who enjoys bringing order to complex information, partnering with creative and marketing stakeholders, and improving how data moves across teams. The role calls for strong analytical skills, comfort working across several platforms, and the ability to prepare accurate, usable data for publishing and downstream business needs. Responsibilities: • Partner with creative and marketing teams to fulfill daily data requests and ensure information is ready for active business use. • Organize, clean, and standardize inconsistent datasets gathered from multiple teams and systems to improve accuracy and usability. • Prepare and format files for downstream partners, making sure data structures align with workflow and publishing requirements. • Work across tools such as Oracle, Adobe Experience Manager, and Airtable to maintain data continuity between platforms. • Translate information between teams using different systems and file formats so assets and records remain usable throughout the process. • Support the movement and coordination of InDesign-related files and associated data between cross-functional teams. • Investigate and resolve metadata or tagging issues that affect file organization, discoverability, or handoff quality. • Guide team members on approved data handling practices to promote consistency and reduce operational confusion. • Assist senior colleagues with documentation, shadowing, and knowledge-sharing activities to strengthen team capability over time.
2026-05-06T00:00:00Z

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>
2026-05-06T00:00:00Z

Sr. Financial Analyst

San Francisco, CA
remote
Temporary / Contract
71.25 - 82.5 USD / Hourly
We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools. Responsibilities: • Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions. • Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses. • Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review. • Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams. • Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials. • Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs. • Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews. • Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
2026-04-24T00:00:00Z

Payroll Analyst

San Francisco, CA
onsite
Temporary / Contract
32 - 36 USD / Hourly
We are seeking a highly skilled Payroll Analyst to work with a client of ours on a long-term contract. Job Description<ul><li>Analyze payroll data, identify discrepancies, and recommend process improvements to enhance accuracy and efficiency</li><li>Perform payroll audits, variance analysis, and trend reporting across multiple entities and jurisdictions</li><li>Support payroll system implementations, upgrades, and integrations (HRIS/ERP)</li><li>Develop and maintain payroll reports and dashboards for leadership visibility (headcount, overtime, tax exposure)</li><li>Ensure compliance with SOX controls, internal policies, and regulatory requirements</li><li>Partner cross-functionally with HRIS, Finance, and IT on data integrity and system performance</li><li>Document workflows, SOPs, and internal controls for payroll processes</li><li>Support automation initiatives and continuous improvement projects</li></ul>
2026-05-07T00:00:00Z

Payroll Analyst

San Francisco, CA
remote
Temporary / Contract
38 - 44 USD / Hourly
We are looking for a Payroll Analyst to join a fast-moving global payroll team supporting employees and consultants across multiple countries from San Francisco, California. This Long-term Contract position begins with an initial six-month term and focuses on resolving payroll issues, answering inquiries, reviewing reports, and helping stakeholders navigate complex payroll situations in an exception-driven environment. The role is ideal for someone who can stay organized through frequent interruptions, shift priorities quickly, and collaborate effectively with finance, HR, and other business partners. Success in this position will come from strong analytical thinking, responsive follow-through, and confidence working across international payroll operations. Responsibilities: • Monitor, sort, and resolve payroll cases, escalations, and urgent requests while maintaining clear follow-up with stakeholders. • Address payroll-related questions from internal teams with a service-oriented approach and practical, step-by-step guidance. • Investigate pay discrepancies, manage off-cycle activity, and coordinate solutions for exceptions across global payrolls. • Review payroll data and reporting outputs to identify inconsistencies, validate accuracy, and support informed decision-making. • Assist with gross-to-net reviews, pension-related considerations, and other payroll calculations as needed across different regions. • Partner with finance, HR, and operational teams to resolve time-sensitive payroll matters affecting employees and consultants. • Support payroll administration across multiple countries, including work performed outside standard processing cycles. • Use payroll and workflow systems such as Workday, ADP Workforce Now, Jira, and other platforms to track activity and maintain process visibility.
2026-05-08T00:00:00Z

Revenue Reporting Analyst

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

Entry Level Analyst

Benicia, CA
onsite
Temporary / Contract
24.5 - 28.5 USD / Hourly
Do you have a sharp eye for detail and enjoy working with high-volume data? Our client is hiring an Entry-Level Analyst for a temporary-to-permanent opportunity focused on accounts receivable, account reconciliation, and billing support. This role is ideal for recent graduates, and internship experience is a plus. Ready to get started? Please submit your application and resume for immediate consideration. Responsibilities:· Analyze and maintain large data sets using Advanced Excel functions, including pivot tables, VLOOKUP, and complex formulas.· Assist with accounts receivable (AR) processes: invoice generation, monitoring payment status, and resolving discrepancies.· Perform daily, weekly, and monthly reconciliations of financial transactions and account balances.· Support the billing cycle by preparing and reviewing invoices, validating data accuracy, and correcting errors as needed.· Collaborate with internal teams to ensure timely and accurate processing of AR and billing transactions.· Help prepare reports on AR aging, billing status, and reconciliations for management review.· Identify trends, variances, or issues in data and recommend solutions to improve process efficiency
2026-04-28T00:00:00Z

Entry Level Analyst

Benicia, CA
onsite
Temporary / Contract
25 - 30.5 USD / Hourly
Our client is looking for a motivated and detail-focused Entry Level Accounting Analyst to join their expanding team in a temporary-to-hire capacity. This opportunity is well suited for an early-career accounting professional who is excited to build practical experience, strengthen analytical abilities, and grow in a supportive, team-oriented environment. Key Responsibilities <ul><li>Assist with daily accounting operations, including accounts payable and accounts receivable</li><li>Support month-end and year-end close processes</li><li>Prepare and analyze journal entries and account reconciliations</li><li>Review financial data for accuracy and identify discrepancies</li><li>Assist in maintaining general ledger integrity</li><li>Compile financial reports and support ad hoc analysis</li><li>Collaborate with cross-functional teams to gather financial information</li><li>Help improve processes and support internal controls</li></ul>
2026-04-28T00:00:00Z

Financial Planning & Analysis Manager

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

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>
2026-04-24T00:00:00Z

Customer Due Diligence Analyst

San Francisco, CA
remote
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for a Customer Due Diligence Analyst to join a fintech organization in a Long-term Contract position supporting onboarding and risk review activities. Based in San Francisco, California, this opportunity is well suited for someone who can assess customer information, maintain compliance standards, and help create a seamless onboarding experience. The role calls for strong judgment, comfort working independently, and the ability to manage priorities in a fast-moving regulated environment. Responsibilities: • Conduct due diligence assessments for prospective and existing customers to support compliant onboarding decisions. • Evaluate customer records and submitted documentation to confirm accuracy, completeness, and adherence to internal standards. • Assist with identity verification and related review workflows tied to customer risk evaluation. • Investigate inconsistencies, unusual findings, or missing information and elevate concerns when further review is needed. • Work closely with cross-functional partners to keep onboarding activities efficient and aligned with compliance expectations. • Maintain clear and organized case documentation to support audit readiness and operational transparency. • Contribute to process improvement efforts by identifying opportunities to strengthen review quality and turnaround times.
2026-05-06T00:00:00Z

Supply Chain Analyst

Benicia, CA
onsite
Temporary to Hire
26.6 - 35.5 USD / Hourly
We are looking for a skilled Supply Chain Analyst to join our team in Benicia, California on a hybrid basis. This Contract-to-permanent position offers an opportunity to support a dynamic supply chain team in driving efficient inventory management and procurement processes. The ideal candidate will bring expertise in planning, forecasting, and supply chain operations to help meet organizational goals. Responsibilities:• Develop and manage inventory planning and forecasting processes to maintain optimal stock levels and meet customer service goals.• Update and maintain planning tool parameters, including lead times, service levels, inventory targets, and other relevant inputs.• Analyze historical data and supplier-specific factors to recommend adjustments to inventory levels and reorder points.• Collaborate with Brand Management to integrate market trends, sales strategies, and brand initiatives into forecasting and procurement decisions.• Work closely with Logistics and Operations teams to ensure the efficient and cost-effective movement of inventory.• Provide data-driven insights and input to support the development and execution of brand strategies.• Conduct special projects and assignments as needed to support supply chain objectives.
2026-05-06T00:00:00Z

AI Business Analyst/Consultant

San Francisco, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
We are looking for a skilled AI Business Analyst/Consultant to support the continuous enhancement of a public-facing Help Center application. This long-term contract position involves collaborating with both internal stakeholders and external consultants to refine features, expand multilingual capabilities, and transition the platform into a cutting-edge, AI-enabled solution. Based in San Francisco, California, this role offers the opportunity to contribute to innovative project development in a hybrid work environment. Responsibilities: • Collaborate with business leaders and external consultants to define and refine system requirements. • Translate complex business workflows into clear technical specifications for development teams. • Drive product roadmap planning, ensuring alignment with business goals and user needs. • Support testing, troubleshooting, and deployment of platform updates and new features. • Implement and optimize AI-enabled functionalities to enhance user experience. • Coordinate with technical teams to ensure seamless integration of multilingual support. • Analyze and document current and future system workflows to identify areas for improvement. • Facilitate communication between technical and non-technical stakeholders to ensure project success. • Provide insights and recommendations based on data analysis and business intelligence tools. • Maintain comprehensive documentation of product features, updates, and workflows.
2026-05-04T00:00:00Z

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

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>
2026-05-08T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-04-17T00:00:00Z

Hedge Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Hedge Fund | San Francisco | Hybrid | Strong Comp Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
135000 - 175000 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.
2026-05-07T00:00:00Z

Corporate Finance

San Francisco, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
2026-04-15T00:00:00Z

Real Estate Investment Firm - Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund & Property Accountant | Reputable Investment Firm | San Francisco; Hybrid A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams. This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives. Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support. Responsibilities<ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
38 - 44 USD / Hourly
We are looking for a Sr. Compliance Analyst to support regulatory oversight for financial product marketing activities in San Francisco, California. This Long-term Contract position focuses on reviewing materials and practices for alignment with federal banking and financial compliance standards while partnering closely with marketing and business stakeholders. The ideal candidate brings strong experience interpreting regulatory expectations, identifying risk, and helping teams maintain compliant processes in a fast-paced environment. Responsibilities:• Review marketing content and related financial product materials to ensure compliance with applicable federal regulations and internal policy standards.• Partner with marketing and cross-functional teams to provide guidance before launch, helping reduce regulatory risk across campaigns and customer-facing communications.• Evaluate business activities for potential compliance concerns involving banking regulations, anti-money laundering controls, and Bank Secrecy Act obligations.• Conduct compliance assessments and document findings, recommendations, and required follow-up actions for stakeholders and leadership.• Analyze regulatory requirements tied to financial products and translate them into practical review criteria for day-to-day business use.• Use Excel formulas and reporting tools to organize review results, track issues, and support compliance monitoring activities.• Collaborate with underwriting, risk, and operational teams when questions arise related to loan products or regulated marketing practices.• Escalate high-risk items promptly and contribute to remediation efforts to strengthen controls and improve review quality.Marketing Compliance Reviewer – FinTech (UDAAP & TILA Focus) We are seeking a detail-oriented Marketing Compliance Reviewer to support regulatory oversight of all customer-facing marketing and advertising materials across our financial products. This role will focus on ensuring compliance with UDAAP, TILA, and other applicable federal regulations, partnering closely with Marketing, Product, and Design teams to mitigate regulatory risk while enabling effective customer communication. The ideal candidate brings deep expertise in consumer protection laws and experience reviewing digital marketing content within a fast-paced fintech or lending environment. Key Responsibilities Review and approve all marketing materials (digital, web, email, social, and campaigns) for compliance with UDAAP, TILA, and related regulationsPartner closely with Marketing, Product, and Design teams to ensure compliant messaging across all financial product offeringsEvaluate disclosures, claims, rates/terms presentation, and promotional language to identify and mitigate regulatory riskProvide clear, actionable feedback on marketing copy, layouts, and user flows to align with compliance standardsReview designs and marketing assets in Figma and manage feedback and approvals through JiraIdentify compliance gaps in marketing practices and recommend remediation or process improvementsSupport development of marketing compliance guidelines, review frameworks, and approval processesAssist with audit readiness, regulatory exams, and internal monitoring related to marketing activitiesStay current on regulatory changes and proactively advise Marketing on impacts to campaigns and messaging
2026-04-25T00:00:00Z

Fund Accounting Manager - Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
130000 - 200000 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.
2026-04-28T00:00:00Z

Valuations & Finance Associate - Top VC Fund

San Francisco, CA
onsite
Permanent / Full Time
120000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-28T00:00:00Z