17 Results for Operations Manager Financial Services Jobs in Santa Rosa, CA

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Operations Manager - Boutique Wealth Management

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days) Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T00:00:00Z

Finance Manager

Oakland, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Our nonprofit employee union client is seeking an experienced Finance Manager to support a government-affiliated organization in Oakland, California, on a Contract basis. This role will oversee daily finance operations, guide a team of eight, and partner closely with the Finance Director to keep core accounting functions running smoothly during an interim period. The position is well suited for a hands-on leader who can manage full-cycle finance activities, maintain compliance, and bring structure to a fast-moving environment. The role is hybrid, onsite 4 days and is expected to pay $60-70 DOE. Responsibilities:• Direct day-to-day accounting operations across accounts payable, accounts receivable, payroll, and related financial workflows• Lead and support a finance team of eight by setting priorities, reviewing output, and helping staff maintain strong performance standards• Partner with the Finance Director to manage ongoing departmental activities and address operational needs as they arise• Oversee month-end and year-end close activities, including reconciliations, audit preparation, and financial accuracy reviews• Perform and review bank account and credit card reconciliations to ensure complete and accurate records• Coordinate with Human Resources on payroll-related matters, employee changes, and other cross-functional finance processes• Monitor contract-related financial activity, track changes, and help ensure proper documentation and compliance• Use systems such as Great Plains, Concur, and related platforms to manage reimbursements, accounting records, and reporting needs• Identify process improvement opportunities, adjust workflows when business demands shift, and help maintain effective financial controls
2026-10-31T00:00:00Z

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

Wealth Management Firm - Operations Director

Mill Valley, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid - 3 Days onsite Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Director of Business Operations - Investment Management Firm

Larkspur, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits!! Join a highly respected, employee-owned investment management firm with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with senior leadership while overseeing a broad range of business functions across operations, fund administration, compliance, technology, HR, and corporate initiatives. This high-impact role offers significant visibility, the opportunity to drive strategic initiatives and process improvements, mentor team members, and play a key role in the firm's continued growth. The firm offers competitive compensation, excellent benefits, and a clear path for long-term leadership. Responsibilities<ul><li>Oversee key business operations across fund administration, compliance, HR, technology, and corporate operations </li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on finance, compliance, AI, valuation, and business continuity </li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Director of Operations

Mill Valley, CA
onsite
Permanent / Full Time
140000 - 200000 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. ✨ Director of Operations📍 Mill Valley, CA (Hybrid)🏢 Boutique Wealth Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a Director of Operations to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting. The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution. Key Responsibilities<ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul>
2026-10-26T00:00:00Z

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 - 190000 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.
2026-11-04T00:00:00Z

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

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 185000 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.
2026-11-04T00:00:00Z

Accounting & Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
120000 - 135000 USD / Yearly
We are looking for an experienced Accounting & Finance Manager to lead core accounting operations and support accurate, timely financial reporting in San Francisco, California. This role will oversee close activities, maintain the integrity of the general ledger, and help ensure accounts are fully reconciled and audit-ready. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to improve processes while partnering effectively across the business. Responsibilities:<ul><li>Lead budgeting, forecasting, and financial modeling to support business planning and strategic decisions.</li><li>Track financial performance, analyze budget variances, and provide regular reports to leadership.</li><li>Partner with department leaders to align operational goals with financial plans and projections.</li><li>Assist with financial statement preparation, reporting, and GAAP-compliant accounting processes.</li><li>Support audits, create ad hoc financial analyses, and improve reporting and financial workflows.</li></ul>
2026-11-05T00:00:00Z

Director of Business Operations

Larkspur, CA
onsite
Permanent / Full Time
200000 - 225000 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. ✨ Director of Business Operations📍 Larkspur, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits About the OpportunityA highly respected employee-owned investment management firm is seeking a Director of Business Operations to join its leadership team. This is a unique opportunity to partner closely with senior leadership and help oversee key areas of the business, including fund administration, compliance, technology, human resources, and corporate operations. The ideal candidate is a strategic and hands-on operator who thrives in an entrepreneurial environment and enjoys working across multiple functional areas. This individual will play a critical role in supporting the firm's long-term growth, operational excellence, and organizational development. Key Responsibilities<ul><li>Lead fund administration activities, regulatory initiatives, client reporting, and vendor relationships.</li><li>Partner with senior leadership on strategic projects, operational improvements, and business growth initiatives.</li><li>Support compliance oversight, regulatory filings, risk management, and governance processes.</li><li>Coordinate HR-related functions, including recruiting, onboarding, employee development, and performance programs.</li><li>Oversee technology vendors, information security initiatives, system enhancements, and business continuity planning.</li><li>Manage key service provider relationships, contracts, and cross-functional projects across the organization.</li><li>Mentor junior business professionals and help build scalable processes to support the firm's long-term growth.</li></ul>Why Join?<ul><li>Collaborative, supportive, and highly professional culture</li><li>Broad exposure across all areas of the business</li><li>Opportunity to partner directly with senior leadership</li><li>High visibility role with significant long-term growth potential</li><li>Diverse and intellectually challenging work</li><li>Leadership team committed to mentorship, knowledge sharing, and employee development</li><li>Competitive compensation, bonus potential, strong benefits, retirement contribution, and long-term equity opportunity</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-26T00:00:00Z

Finance Manager - VC Firm

San Francisco, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry! Join a growing Bay Area venture capital firm investing in early-stage frontier and climate technologies, with approximately $800M in AUM and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the broad exposure and ownership of a lean investment team. Working closely with the CFO and Controller, you'll gain hands-on exposure across the full fund lifecycle, including capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting. The firm offers strong compensation, bonus + carry potential, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team. Responsibilities<ul><li>Manage end-to-end capital calls and distributions </li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review American and European waterfall models </li><li>Calculate carried interest, hurdle rates, and capital statements </li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare LP and parent company reporting </li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-10-19T00:00:00Z

Office Manager

Richmond, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
We're seeking a proactive, organized, and resourceful Office Manager to oversee daily office operations and serve as the central point of coordination across administrative functions. This individual will be responsible for ensuring the office runs efficiently while providing support to leadership, managing vendor relationships, coordinating facilities needs, and fostering a positive workplace environment. The ideal candidate is a natural problem-solver who thrives in a fast-paced environment, can manage competing priorities, and brings strong communication and organizational skills. This role requires someone who is comfortable taking ownership of projects, improving processes, and supporting both employees and leadership teams. Responsibilities:<ul><li>Oversee day-to-day office activities and ensure smooth business operations.</li><li>Manage office supplies, equipment, and inventory, maintaining relationships with vendors and service providers.</li><li>Coordinate office maintenance, repairs, and facilities-related requests.</li><li>Ensure conference rooms, common areas, and office spaces remain professional and organized.</li><li>Provide administrative support to leadership and cross-functional teams.</li><li>Prepare correspondence, reports, presentations, and meeting materials.</li><li>Handle confidential information with professionalism and discretion.</li><li>Serve as the primary contact for vendors, contractors, and building management.</li><li>Manage purchase orders, invoices, and office-related budgets.</li></ul>
2026-10-16T00:00:00Z

Office Manager

San Rafael, CA
onsite
Temporary / Contract
25 - 278 USD / Hourly
We are looking for an organized and service-oriented Office Manager to support daily operations and help create a welcoming, detail-focused environment for clients and staff. This Long-term Contract position plays a key role in coordinating administrative activities, assisting advisors with day-to-day needs, and ensuring the office runs smoothly. The ideal candidate brings strong judgment, close attention to detail, and the ability to manage multiple priorities while maintaining a responsive presence. Responsibilities: • Welcome clients and visitors, provide front-desk support, and help create a positive in-office experience. • Coordinate internal and client-facing schedules, arrange meetings, and prepare conference spaces before and after use. • Oversee incoming mail, packages, and routine deliveries while keeping shared office areas organized and presentable. • Maintain inventory for office and kitchen supplies, place orders as needed, and ensure supply storage areas remain neat and fully stocked. • Support advisor requests by arranging client gifts, preparing printed materials such as reports and invoices, and handling general administrative tasks. • Assist with employee engagement activities, including team lunches, celebrations, and other office recognition efforts. • Work with building or facilities contacts to address workspace needs and help maintain an orderly, functional office environment. • Provide basic technology troubleshooting and support office systems and document organization as needed. • Contribute to special projects, marketing functions, and occasional after-hours events when business needs require additional support.
2026-11-06T00:00:00Z

Director of Operations- Administrative

Hidden Valley Lake, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are seeking an experienced operations leader to support executive leadership in overseeing organizational operations, strategic initiatives, budgeting, policy development, and community services. This role will coordinate operational activities in accordance with established policies, goals, and objectives while supporting long-range planning, personnel initiatives, financial performance, and organizational growth. Please reach out to Robyn Rosemon directly for more information: 707.387.0299 What You'll Do<ul><li>Coordinate operational activities in alignment with organizational goals and objectives.</li><li>Assist with strategic planning, budgeting, and financial oversight.</li><li>Develop, implement, and evaluate policies, procedures, and operational controls.</li><li>Monitor organizational performance and recommend improvements.</li><li>Lead and support department heads and staff.</li><li>Oversee reporting systems, training programs, and process improvements.</li><li>Ensure compliance with local, state, and federal regulations.</li><li>Represent the Association with community stakeholders, agencies, and business partners.</li><li>Assist with Reserve Projects and other organizational initiatives.</li></ul>
2026-10-30T00:00:00Z

17 results for Operations Manager Financial Services in Santa Rosa, CA