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5 results for Managing Directorpartner in Santa Rosa, CA
- San Francisco, CA
- remote
- Permanent / Full Time
- 170000 - 190000 USD / Yearly
- <p>A mission-driven, growth-oriented organization in the healthcare services sector is seeking a <strong>Director of Finance</strong> to lead strategic pricing and revenue optimization initiatives across a diverse portfolio of service lines. This role serves as a key partner to executive leadership, helping drive financial performance, growth strategy, and long-term sustainability.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Director of Finance will lead corporate pricing and financial strategy efforts, focusing on revenue optimization, margin improvement, and data-driven decision support. This individual will collaborate cross-functionally with executive leadership, business development, and FP&A to evaluate market opportunities, support contract strategy, and guide key financial decisions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead development and execution of pricing strategies across multiple service lines</li><li>Build and maintain complex financial models to support rate setting, contract negotiations, and business expansion</li><li>Partner with business development to evaluate new opportunities, RFPs, and market expansion initiatives</li><li>Analyze financial performance, market trends, and competitive positioning to inform strategic decisions</li><li>Present actionable insights and recommendations to executive leadership (CFO, FP&A, and senior leadership team)</li><li>Drive initiatives that improve revenue growth, profitability, and operational efficiency</li><li>Manage and mentor a small team, fostering a high-performance finance function</li><li>Ensure compliance with applicable financial and regulatory requirements</li></ul>
- 2026-06-08T00:00:00Z
- Oakville, CA
- onsite
- Permanent / Full Time
- 185000 - 200000 USD / Yearly
- <p>We’re partnering with a <strong>growing, private equity–backed luxury consumer brand portfolio</strong> to add a <strong>Director of Financial Planning & Analysis</strong> to their leadership team.</p><p>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.</p><p><br></p><p><strong>Please call Robyn Rosemon directly for more information: 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization.</p><p>• Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change.</p><p>• Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance.</p><p>• Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions.</p><p>• Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes.</p><p>• Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends.</p><p>• Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership.</p><p>• Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews.</p><p>• Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development.</p>
- 2026-05-15T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p> <strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p> What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p> ✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p> ✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p> ✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p> ✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p> ✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
- 2026-06-08T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 225000 - 300000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Finance & Operations | Real Estate, Private Equity | San Francisco; Hybrid | Base + Bonus + Carry</strong></p><p> </p><p>Join a fast-growing real estate investment and development platform focused on <strong>transforming underutilized assets into high-performing properties in supply-constrained markets</strong>. The firm takes a <strong>hands-on, execution-driven approach</strong>, combining <strong>operational discipline, market insight, and creative structuring</strong>.</p><p> </p><p>This is a <strong>high-visibility leadership role</strong> at a scaling platform where finance is central to <strong>strategy, capital formation, and growth</strong>. You’ll partner directly with senior leadership across <strong>finance, treasury, and investments</strong>, with <strong>strong compensation, bonus potential, and long-term upside</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>financial planning, forecasting, and performance reporting </strong></li><li>Build <strong>cash flow and treasury models </strong></li><li>Support <strong>capital allocation and investment decision-making </strong></li><li>Manage <strong>liquidity, cash management, capital calls, and distributions </strong></li><li>Partner with lenders and internal teams on financing needs</li><li>Support <strong>JVs, fund structures, and co-investments </strong></li><li>Oversee <strong>waterfalls, promotes, and distribution modeling </strong></li><li>Track <strong>portfolio performance and returns (IRR, equity metrics) </strong></li><li>Support fund launches, capital raising, and investor analysis</li><li>Improve <strong>systems, reporting, and finance infrastructure </strong></li><li>Partner with legal, tax, and asset management teams</li><li>Advise leadership on investments and strategic initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-06-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 145000 - 175000 USD / Yearly
- <p>If interested in the role, please message <strong>Jennifer Fukumae with Robert Half's Finance and Accounting</strong> on LinkedIn to learn more about this opportunity.</p><p><br></p><p>🚨 Fund Manager | Venture Capital | San Francisco (Presidio)</p><p>A leading boutique early-stage venture capital firm in San Francisco is seeking a Senior Fund Accountant / Fund Manager to join its lean and high-impact finance team. This is a rare opportunity to step into a highly visible role supporting a ~$1B+ AUM investment platform focused on seed and Series A investments across software, AI, fintech, infrastructure, healthcare, and emerging technologies. The environment is intentionally small, highly collaborative, and founder-centric—offering significant exposure to partners, portfolio companies, and the full venture investment lifecycle.</p><p><br></p><p>📍 Location: Presidio, San Francisco (Onsite Tues/Wed/Thurs)</p><p>💰 Compensation: $125K–$170K base (DOE) + bonus + excellent benefits</p><p><br></p><p>Key Responsibilities:</p><p>• Lead and support fund accounting processes including monthly/quarterly closes</p><p>• Execute capital calls, distributions, and waterfall allocations</p><p>• Manage NAV calculations, management fees, and carried interest tracking</p><p>• Support financial statement preparation and audit coordination</p><p>• Oversee GP/LP allocations and investor reporting packages</p><p>• Partner closely with fund administration, tax, audit, and legal teams</p><p>• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles</p><p>• Assist with valuation support for illiquid and venture-stage investments</p><p>• Monitor portfolio company activity including financing events and exits</p><p>• Drive process improvements, automation, and reporting efficiency</p>
- 2026-06-09T00:00:00Z