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5 results for Portfolio Manager in Santa Rosa, CA

Fund Manager | Venture Capital

San Francisco, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
If interested in the role, please message Jennifer Fukumae with Robert Half's Finance and Accounting on LinkedIn to learn more about this opportunity. 🚨 Fund Manager | Venture Capital | San Francisco (Presidio)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. 📍 Location: Presidio, San Francisco (Onsite Tues/Wed/Thurs)💰 Compensation: $125K–$170K base (DOE) + bonus + excellent benefits Key Responsibilities:• Lead and support fund accounting processes including monthly/quarterly closes• Execute capital calls, distributions, and waterfall allocations• Manage NAV calculations, management fees, and carried interest tracking• Support financial statement preparation and audit coordination• Oversee GP/LP allocations and investor reporting packages• Partner closely with fund administration, tax, audit, and legal teams• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles• Assist with valuation support for illiquid and venture-stage investments• Monitor portfolio company activity including financing events and exits• Drive process improvements, automation, and reporting efficiency
2026-06-09T00:00:00Z

Contracts Manager - Biotech

San Francisco, CA
onsite
Temporary / Contract
65 - 75 USD / Hourly
A well-established biotechnology company based in San Francisco is seeking a Contracts Manager to support its legal and business teams. This is a contract-to-hire opportunity for a contracts professional with experience in the biotech or life sciences sector. The role focuses on managing, drafting, and negotiating a high volume of commercial and research-related agreements while partnering closely with internal stakeholders across scientific, operational, and business functions. Key Responsibilities<ul><li>Draft, review, and negotiate a broad range of agreements, including NDAs, vendor agreements, MSAs, SOWs, consulting agreements, and research collaboration contracts</li><li>Support contracts related to research and development, clinical activities, and commercial operations</li><li>Manage the full contract lifecycle, from intake and review through execution and amendment</li><li>Collaborate with legal, finance, procurement, and business teams to ensure alignment with company objectives</li><li>Maintain contract records, templates, and compliance tracking</li><li>Identify and escalate legal or business risks as appropriate</li></ul>
2026-06-02T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
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>
2026-06-12T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-06-08T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T00:00:00Z