54 results for Operational Risk Analysis Manager in Santa Rosa, CA

Finance Manager

Vacaville, CA
onsite
Permanent
140000.00 - 170000.00 USD / Yearly
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
2026-03-23T18:33:44Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent
120000.00 - 140000.00 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-03-20T15:58:47Z

Finance Manager

Emeryville, CA
onsite
Permanent
150000.00 - 175000.00 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>
2026-03-18T23:18:45Z

Cost Accounting Manager

Walnut Creek, CA
onsite
Permanent
115000.00 - 135000.00 USD / Yearly
We are looking for a Cost Accounting Manager to oversee and refine the costing processes for our co-manufactured products. In this role, you will play a key part in ensuring accurate cost analysis, driving operational efficiency, and supporting strategic decision-making. This position offers an exciting opportunity to contribute to the financial success of a dynamic, fast-paced organization. Responsibilities: • Develop and manage standard costing methodologies for all co-manufactured products. • Conduct detailed variance analysis and provide insights into product-level margins. • Review and audit co-manufacturer invoices to ensure compliance with contractual agreements and cost accuracy. • Provide costing inputs for budgeting, forecasting, and financial scenario modeling. • Collaborate with Procurement, Operations, FP& A, and Sales Operations teams to optimize cost strategies. • Lead the month-end costing close process, including inventory reconciliations and reporting. • Ensure the integrity of costing data and identify opportunities for process improvements. • Analyze cost structures and provide recommendations to enhance operational and financial outcomes. • Support strategic pricing and margin optimization efforts through detailed cost analysis. • Partner with external co-manufacturers to streamline costing processes and maintain accuracy.
2026-03-27T15:44:06Z

Accounting Manager

San Francisco, CA
remote
Temporary
70.00 - 75.00 USD / Hourly
We are looking for a skilled Accounting Manager to assist our client on a contract basis in San Francisco. In this role, you will collaborate closely with the accounting leadership to ensure smooth financial operations, lead a small team, and contribute to achieving key organizational goals. This position offers an opportunity to utilize your expertise in financial management within the SaaS or technology industry. Responsibilities:• Oversee general ledger activities to ensure accurate and timely month-end close processes.• Assist in the preparation and review of flux analysis reports to identify and explain variances.• Support audit processes by preparing necessary documentation and collaborating with auditors.• Lead and mentor a small team, fostering effective communication and collaboration.• Utilize NetSuite to manage accounting operations and enhance system accuracy.• Perform account reconciliations and ensure the integrity of financial records.• Collaborate with stakeholders to maintain compliance with industry standards and practices.• Prepare and post journal entries to maintain accurate financial records.
2026-03-27T20:28:43Z

Strategic Finance Manager

San Francisco,, CA
onsite
Permanent
180000.00 - 200000.00 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-02-27T16:58:57Z

Senior Financial Planner | Marin, CA

Marin, CA
remote
Permanent
140000.00 - 170000.00 USD / Yearly
This role is for wealth management professionals with a growth mindset who excel in a collaborative, people-first environment, this is a chance to elevate your skills through top-tier mentorship. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a fast-growing, client-focused firm to recruit a Financial Planner to join their dynamic team. The OpportunityThis is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence. Responsibilities<ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul>
2026-03-16T02:43:41Z

Accounting Manager

Napa, CA
onsite
Permanent
115000.00 - 140000.00 USD / Yearly
Position Summary: The Accounting Manager will oversee core accounting processes while supporting the financial infrastructure of winery operations, including financial reporting, operational accounting and ERP oversight. This role will serve as the internal expert on the company’s ERP environment, with a focus on Vintrace winery management software, Microsoft Business Central (BC) Cloud and Power BI. The Accounting Manager will serve as a key member of the team and will work closely with the VP of Finance to ensure financial accuracy across production, bottling, and sales activities. Positions Supervised: Staff Accountant & AP/AR Functions Essential Duties & Responsibilities:Support VP of Finance with Overall Accounting & Finance Functions• Support month-end and year-end close processes• Trial balance & G/L ownership• Review journal entries, account reconciliations, and inventory adjustments• Assist in preparation of financial statements and operational reporting• Contribute to budgeting & forecasting functions• Execute Ad hoc analysis and projects as directed• Manage and maintain Fixed Assets list and related depreciation schedules• Document and maintain system structure, workflows, and accounting processes across all financial systems and ensure accounting processes align with GAAP and internal controls• Identify opportunities to improve accounting processes, reporting accuracy, and operational efficiency• Assist with and act as a company representative for annual CPA and bank audits• Manage activities of Staff Accountant and AP/AP accountants Cost Accounting• Manage and maintain updated inventory accounting for bulk wine, dry goods, and finished goods• Review costing models within BC to ensure accurate allocation of production costs• Ensure accurate tracking of bulk wine movements, production costs, and inventory valueso Maintain overhead allocations per company guidelines, cost of manufactured goods and cost of goods sold on a unit (SKU) basis• Maintain inventory reconciliations between Vintrace operational records and BC financial records• Work closely with winery production and procurement team to ensure accurate inventory tracking, including annual physical inventory
2026-03-18T19:48:41Z

Finance Manager

San Leandro, CA
onsite
Permanent
125000.00 - 150000.00 USD / Yearly
We are looking for a skilled Finance Manager to lead financial planning and analysis efforts for our organization. This role requires a strategic thinker who can deliver insightful financial models, provide clear analysis, and support decision-making processes. Based in San Leandro, California, you will play a key role in driving corporate financial planning initiatives and ensuring the company’s financial health. Responsibilities:• Own the company’s financial planning cadence and timelines• Lead budgeting, forecasting, and long-range strategy cycles• Manage financial submissions to the parent organization• Oversee and enhance financial planning systems and tools• Build and maintain long-term financial models• Align volume forecasts across Procurement, Operations, Supply Chain, and Commercial teams• Roll out and maintain SAP‑integrated planning software• Train finance teams and budget owners on planning tools and processes
2026-03-26T22:03:44Z

Senior Reporting Analyst

Emeryville, CA
onsite
Permanent
110000.00 - 125000.00 USD / Yearly
We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities. Responsibilities:<ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
2026-03-04T20:48:41Z

Senior Accounting Manager

San Francisco, CA
onsite
Permanent
160000.00 - 180000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR ACCOUNTING MANAGER /DIRECTOR Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting. Responsibilities:• Manage the financial close process, ensuring accuracy and timely completion of reports.• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.• Monitor cash security processes, including disbursement approvals and account reconciliations.• Provide financial data and reports to support transactions, financing, and capital planning initiatives.• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.• Mentor and develop a team of accounting professionals, fostering growth and accountability.• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.
2026-03-20T23:28:42Z

Accounting Manager

San Francisco, CA
remote
Temporary
60.00 - 65.00 USD / Hourly
We are looking for an experienced Accounting Manager to assist our client in San Francisco. In this long-term contract role, you will oversee key financial areas such as inventory management, revenue accounting, and contract review. This position requires a proactive individual with strong attention to detail who excels in improving processes, analyzing data, and collaborating across departments. Responsibilities:• Manage inventory accounting processes, including tracking movements and reconciling discrepancies.• Oversee revenue accounting tasks, ensuring compliance with ASC 606 standards and accurate contract reviews.• Prepare and post journal entries while maintaining the general ledger for month-end close activities.• Analyze financial data to identify trends, develop reports, and highlight discrepancies in large data sets.• Collaborate cross-functionally to improve accounting operations and streamline workflows.• Review and set up accounting treatments for new contracts, partnering with stakeholders to ensure clarity.• Conduct detailed daily analyses of inventory, receipts, and purchase orders to reconcile quantities.• Develop and maintain a repository of financial reports to support decision-making.• Participate in complex cycle counts and provide actionable insights for inventory management.• Take an active leadership role in identifying areas for improvement and implementing better tracking systems.
2026-03-18T20:38:44Z

Controller

San Leandro, CA
onsite
Permanent
130000.00 - 140000.00 USD / Yearly
We are looking for an experienced Controller to join our team in Hayward, California. This role is ideal for someone with exceptional organizational skills and a keen eye for detail, particularly in managing and maintaining critical documentation processes. The successful candidate will play a vital role in ensuring the integrity and accessibility of organizational records while supporting operational efficiency. Responsibilities:<ul><li>Oversee all accounting operations, including general ledger management, account reconciliations, payroll, AP/AR, budgeting, and financial reporting.</li><li>Lead monthly, quarterly, and annual close processes to ensure accurate, timely, and audit-ready financial statements and reports.</li><li>Prepare and review financial statements, program cost reports, budget monitoring reports, and required filings for management and external parties.</li><li>Serve as primary liaison for external auditors, coordinate audit activities, and ensure timely resolution of findings.</li><li>Oversee fixed asset accounting, including capitalization, depreciation, and reporting.</li><li>Develop, implement, and maintain strong internal controls, financial policies, and procedures to safeguard assets and ensure regulatory compliance.</li><li>Monitor financial performance, analyze variances and trends, identify risks, and recommend corrective actions to support budget and compliance goals.</li><li>Lead annual budget development and support forecasting, financial planning, and scenario analysis to promote long-term sustainability.</li><li>Drive continuous improvement of accounting systems, ERP optimization, reporting automation, and data integrity initiatives in partnership with the CFO.</li><li>Maintain strict confidentiality and ensure robust data security controls for sensitive financial information.</li><li>Perform additional responsibilities as assigned by the CFO.</li></ul>
2026-03-27T15:44:06Z

Accounting Manager

South San Francisco, CA
onsite
Permanent
170000.00 - 185000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER - TOTAL COMP CAN BE 230K+ Exciting biotech company is seeking an Accounting Manager to join their dynamic expanding team. This position will be responsible for operational accounting and clinical accounting. This is a high visibility position with an opportunity to make an impact within the organization. Company also offers amazing benefits! Responsibilities:-Oversee the month-end, quarter-end and year-end financial close process-Prepare journal entries, balance sheet and income statement account reconciliations.-Responsible for the fixed asset function, including fixed asset additions, deletions and depreciations-Analyze and explain fluctuations in account balances as needed-Assist in the preparation of quarterly financial statements.-Lead clinical trial expense accruals, working closely with Clinical Operations to ensure accuracy and transparency in accounting-Review and approve invoices entered by AP contractor & correct GL/Dept/Class coding as appropriate.-Document and maintain effective internal controls, ensuring compliance with company policies and SOX requirements-Assist with various tax and regulatory reporting and filings.-Assist with ad hoc/special projects, as needed.
2026-03-15T19:48:43Z

Accounting and Reporting Manager

Emeryville, CA
onsite
Permanent
145000.00 - 155000.00 USD / Yearly
We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records. Responsibilities:<ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
2026-03-23T17:24:03Z

Accounting Manager

Oakland, CA
onsite
Permanent
125000.00 - 135000.00 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements. Responsibilities:• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements. • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management. • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls. • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development. • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.
2026-03-20T15:58:47Z

Billing Supervisor/Manager

San Francisco, CA
onsite
Permanent
70000.00 - 71000.00 USD / Yearly
We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. For immediate consideration, please contact Tra Nguyen directly via Linked-In. Responsibilities:• Generate and distribute tuition and fee statements each term.• Record charges, adjustments, payments, and credits to student accounts.• Administer and monitor student payment plans for compliance.• Process refunds in accordance with Title IV and institutional regulations.• Respond to billing and payment inquiries from students and families.• Send payment reminders and assist with follow-up on past-due accounts.• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.• Assist with reconciling student accounts to the general ledger and financial aid records.• Maintain current knowledge of student billing policies and procedures.• Prepare regular reports on account balances, aging, and payment plans.• Perform other related duties as assigned.
2026-03-20T16:13:43Z

Finance Manager

San Francisco, CA
onsite
Permanent
120000.00 - 140000.00 USD / Yearly
Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.Analyze financial performance, support teams, and drive process improvements.Manage working capital, month-end close, and vendor payments.This is a hybrid position in San Francisco and relevant experience is highly preferred.
2026-03-13T15:28:42Z

Operations Associate, Accountant | Hedge Fund

San Francisco, CA
remote
Permanent
75000.00 - 95000.00 USD / Yearly
We have an excellent opportunity for a Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients who is interested in transitioning into an industry role. Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a growing investment management firm in San Francisco that is looking to add a Staff Accountant to their team. The firm offers a collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule. Responsibilities<ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client NAVs on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables </li></ul>
2026-03-15T15:18:41Z

Assistant Controller or Controller

San Francisco, CA
onsite
Permanent
150000.00 - 225000.00 USD / Yearly
The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of allaccounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk managementand mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.Duties:• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.● Maintains accurate and current books and records for all assigned entities.● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.● Maintains accurate and timely records of intercompany transactions.● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. ● Prepares annual financial plans in collaboration with estate management.● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintainseffective relationships with partners.● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware ofclaim status.● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.● Participates in special projects and initiatives as requested by the CEO.● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.
2026-03-13T15:28:42Z

Senior Fraud Analyst

San Francisco, CA
remote
Temporary
40.00 - 45.00 USD / Hourly
We are looking for a Senior Fraud Analyst to join our team in San Francisco, California, on a contract basis. This position focuses on overseeing transaction monitoring and fraud management for a card portfolio, ensuring effective decision-making and fraud prevention strategies. The ideal candidate will have extensive experience in issuer-side fraud analysis, with a strong ability to balance fraud loss prevention and operational efficiency. Responsibilities: • Conduct real-time transaction reviews to approve or decline flagged activities based on fraud risk. • Develop and optimize fraud detection rules, including velocity limits, spending patterns, and merchant category restrictions. • Analyze transactional data to identify new fraud trends and implement preventive measures. • Maintain a balance between minimizing fraud losses and reducing false positives to achieve targeted approval rates. • Collaborate with cross-functional teams such as Product, Risk, and Operations to enhance fraud prevention strategies. • Utilize fraud monitoring platforms like Falcon, Forter, Sardine, or similar tools to optimize decision-making processes. • Apply knowledge of interchange mechanics, authorization flows, and network decline codes to refine fraud rules. • Stay informed about the latest fraud tactics and incorporate findings into rule design and monitoring procedures. • Ensure compliance with industry standards and regulatory requirements for fraud prevention. • Provide insights and recommendations for improving fraud management performance.
2026-03-25T23:33:41Z

Tax Director | Asset Management

San Francisco, CA
remote
Permanent
250000.00 - 300000.00 USD / Yearly
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a leading firm in the asset management industry to hire a Tax Director. This is a hands-on leadership role overseeing tax operations and managing a small team, including one direct report (Tax Manager). The position offers strong visibility to senior leadership and the opportunity to work within a high-growth, specialized investment platform. Responsibilities<ul><li>Lead and manage all partnership tax matters across complex investment structures</li><li>Oversee tax compliance, reporting, and planning for leasing, private credit, and fund investments</li><li>Review returns, K-1s, and related tax filings</li><li>Partner closely with internal leadership, finance, and external advisors</li><li>Mentor and develop the Tax Manager; contribute to team growth and best practices</li><li>Support international tax considerations, including cross-border structures</li></ul>
2026-03-17T23:08:45Z

Senior Financial Analyst (Sales Finance)

San Leandro, CA
onsite
Permanent
105000.00 - 115000.00 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in San Leandro, California. In this role, you will focus on driving financial insights and supporting sales operations through detailed analysis and modeling. This position is ideal for someone with a strong analytical mindset and the ability to translate data into actionable strategies. Responsibilities:<ul><li>Build and automate revenue-to-GP reports and forecasts</li><li>Analyze revenue and margin drivers by product and customer</li><li>Advise leaders on actions to improve margins and grow revenue</li><li>Manage pricing and discount accuracy in ERP and TPM systems</li><li>Oversee clean capture of distributor and indirect sales data</li><li>Consolidate monthly forecasts, flag risks/opportunities, and push back when needed</li><li>Produce timely month-end results with clear business insights</li><li>Align with Sales Finance teams to standardize approaches</li><li>Lead annual budgets for assigned regions or channels</li></ul>
2026-03-24T17:18:46Z

Finance Manager

Oakland, CA
remote
Permanent
145000.00 - 185000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Finance Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T02:48:43Z

Financial Analyst

Walnut Creek, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes. Responsibilities:<ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
2026-03-02T22:18:39Z