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11 results for Portfolio Manager in Santa Rosa, CA

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 165000 USD / Yearly
Ready to step out of the shadows and into a seat with real ownership?If you’re in real estate fund accounting and thinking about what’s next—this is the kind of role that actually moves your career forward. Oakland, CA (Hybrid – 3 days onsite) $150K – $165K + bonus Clear path to Controller-level progression This isn’t just another reporting role.You’ll be stepping into a high-growth real estate investment platform actively deploying capital, launching new vehicles, and scaling fast.Translation: more exposure, more ownership, more upside. What you’ll own:<ul><li>Full oversight of fund-level accounting + reporting (ASC 946)</li><li>Lead audits and tax processes (you’re the point person)</li><li>Manage 3rd-party fund administrators</li><li>Drive investor reporting + LP communication</li><li>Partner cross-functionally with asset management + leadership</li></ul>
2026-04-08T00:00:00Z

Fund Manager

San Francisco, CA
onsite
Permanent
150000 - 165000 USD / Yearly
If you’ve been waiting for a role that actually puts you on the path to Controller… this is it.This isn’t just another Accounting Manager seat—it’s a high-visibility role inside a growing real estate investment platform where you’ll own the fund and be groomed for the next step. Oakland, CA (3x/week in office) $150K – $165K + Bonus Real Estate Private Equity | Growth mode Why this role stands out:You’re stepping into a seat where you’ll own fund-level operations and reporting end-to-end.<ul><li>Lead fund accounting, reporting, and investor deliverables</li><li>Run point on audits & tax (not just support—ownership)</li><li>Oversee 3rd party administrators and drive accountability</li><li>Partner across asset management, IR, and senior leadership</li><li>Work across value-add funds, SMAs, and JV structures</li></ul>
2026-04-13T00:00:00Z

Property Manager

San Francisco, CA
onsite
Temporary
26 - 26 USD / Hourly
We are looking for an experienced Property Manager to oversee both residential and commercial properties in San Francisco, California. This contract position requires a detail-oriented individual with expertise in property management to ensure smooth operations, tenant satisfaction, and compliance with regulations. If you thrive in a dynamic environment and excel at managing diverse portfolios, we encourage you to apply. Responsibilities: • Manage day-to-day operations of residential and commercial properties, ensuring smooth functioning and tenant satisfaction. • Coordinate property maintenance and repairs, addressing issues promptly to maintain high standards. • Handle tenant relations, including lease agreements, renewals, and resolving concerns in a detail-oriented manner. • Monitor compliance with local, state, and federal regulations, including HUD requirements. • Prepare and manage budgets for properties, ensuring financial performance aligns with organizational goals. • Conduct regular property inspections to identify and address potential issues proactively. • Collaborate with vendors and contractors to schedule services and manage projects efficiently. • Maintain accurate records of property activities, including payments, repairs, and tenant communication. • Implement strategies to maximize occupancy rates and rental income. • Review and update policies and procedures to improve property management processes.
2026-04-20T00:00:00Z

Finance Manager

Vacaville, CA
onsite
Permanent
140000 - 170000 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
2026-04-07T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent
180000 - 200000 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>
2026-04-14T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent
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.
2026-03-30T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent
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>
2026-03-20T00:00:00Z

Property Accounting Manager

San Francisco, CA
onsite
Permanent
125000 - 135000 USD / Yearly
Fully remote. Real ownership. Real growth.If you’ve been waiting for a role where you’re not just managing the close—but helping build the engine behind it… this is it. 100% Remote (core hours 10–4 PST, flexibility outside) $125K – $135K + BonusReal Estate Investment Platform | Rapid growth Why this role stands out:This isn’t a “plug-and-play” accounting job.You’ll step into a fast-scaling platform where you’ll:<ul><li>Oversee financial reporting across 5 funds</li><li>Manage and mentor a team of 3</li><li>Own month-end close, reporting, and process improvements</li><li>Partner with leadership on system implementations + operational buildout</li><li>Operate in a high-trust, low-handholding environment</li></ul>
2026-04-13T00:00:00Z

Property Accounting Manager

San Francisco, CA
onsite
Permanent
125000 - 135000 USD / Yearly
Most accounting managers are stuck maintaining processes…This role lets you build and reinvent them.If you’re a Real Estate Accounting Manager who’s tired of structure, red tape, and being told exactly what to do—this is the opposite of that. 100% Remote (just be online 10–4 PST) $125K – $135K + bonus High-growth real estate investment platform (serious momentum) Here’s the reality:This is NOT a plug-and-play environment.There’s no one handing you a perfect playbook.No micromanagement.No “just do your piece” mentality.They want someone who can think, lead, and build. What makes this role different:<ul><li>You’ll oversee multiple real estate funds (multifamily + more)</li><li>Manage and develop a team of 3</li><li>Work directly on process improvements + system implementations</li><li>Operate in a high-growth platform that’s scaling fast (AUM has exploded in recent years)</li><li>Get exposure to institutional-level investors and deals</li></ul>
2026-04-08T00:00:00Z

Sr. Manager, R&D Portfolio Finance and Analytics

Hercules, CA
onsite
Permanent
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>
2026-04-03T00:00:00Z

Accounting Manager;Private Equity

San Francisco, CA
onsite
Permanent
135000 - 150000 USD / Yearly
Step Into Leadership in Private Equity Accounting — Accounting Manager ($135–150K)Jennifer Fukumae with Robert Half is partnering with a San Francisco-based asset manager overseeing $4B+ across private equity and credit strategies. This is a high-visibility Accounting Manager role for someone ready to own key workflows, guide junior staff, and operate at the center of fund and GP economics. Interested? Message Jennifer Fukumae on LinkedIn for quickest consideration. What You’ll Own<ul><li>Lead accounting across GP entities, carried interest, and the management company</li><li>Oversee month-end close, general ledger integrity, and financial reporting</li><li>Manage partnership allocations, capital activity, and fund-level accounting processes</li><li>Review and guide work related to waterfall calculations and distribution mechanics</li><li>Partner with investment, operations, and external stakeholders (auditors, tax advisors)</li><li>Drive process improvements and help scale systems and workflows</li></ul>
2026-04-21T00:00:00Z