Add your latest resume to match with open positions.

7 results for Portfolio Manager in Santa Rosa, CA

Finance Manager

St. Helena, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Our client is seeking a Finance Manager to join a winery and manufacturing operation in St. Helena, California on a Long-term Contract basis. This role is ideal for a hands-on, detail-oriented finance leader who can lead daily accounting activities, support operational finance, and provide accurate reporting across multiple related entities. The position calls for someone who is comfortable working independently in a lean environment while partnering closely with leadership to maintain strong financial discipline and business continuity. This role requires onsite work in St. Helena 5 days per week and is expected to pay between $60/hr and $70/hr DOE. Responsibilities:• Direct day-to-day accounting activities for multiple affiliated entities, ensuring records are accurate, complete, and aligned with reporting deadlines• Lead monthly and annual close cycles, including account reconciliations, journal entries, accruals, and fixed asset tracking• Produce entity-level and consolidated financial statements, along with supporting analysis for management review and decision-making• Oversee inventory and cost accounting for production, stored materials, finished goods, and allocation of manufacturing-related expenses• Manage accounts payable and accounts receivable processes, monitor collections, coordinate vendor disbursements, and maintain cash visibilit.• Support compliance and finance-related administrative processes, including payroll coordination and use of banking or regulatory reporting platforms• Partner with ownership and key stakeholders to improve financial processes, organize reporting workflows, and strengthen operational controls• Maintain continuity of finance operations by documenting procedures, supporting knowledge transfer, and helping stabilize existing accounting practices during team transition
2026-05-22T00:00:00Z

Fund Accounting Manager - Innovative Investment Firm

San Francisco, 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. Fund Accounting Manager | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations. This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures </li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting </li><li>Coordinate audits, K-1 processes, and fund-level reporting </li><li>Partner with fund administrators and external providers to ensure accurate reporting </li><li>Support accounting across complex multi-entity structures </li><li>Improve reporting processes, controls, and workflows </li><li>Collaborate with finance, legal, operations, and investment teams </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

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>
2026-05-08T00:00:00Z

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.
2026-05-01T00:00:00Z

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>
2026-05-12T00:00:00Z

VP of Finance - Venture Capital

San Francisco, CA
onsite
Permanent / Full Time
250000 - 400000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Finance | Venture Capital Firm | SF Bay Area | Hybrid A highly respected investment firm is seeking a senior finance leader to join its growing alternative asset management platform. This is a high-impact role within a lean, sophisticated organization known for its strong performance, collaborative culture, and operational excellence. The position will serve as a key partner to senior leadership, overseeing fund finance, management company operations, investor reporting, treasury, audit, tax, and strategic initiatives across the platform. Rather than building from scratch, this person will step into a well-established infrastructure and help drive scalability, process improvements, and continued growth.This is an exciting opportunity for someone who enjoys working in a hands-on, entrepreneurial environment with direct exposure to firm leadership, meaningful ownership, and long-term upside. Responsibilities<ul><li>Lead finance and accounting activities across the management company and investment entities </li><li>Partner with senior leadership on fund economics, business strategy, and growth initiatives </li><li>Oversee financial reporting, audits, tax processes, treasury, budgeting, and cash management </li><li>Manage fund operations including capital calls, distributions, waterfalls, NAV reporting, and investor reporting </li><li>Coordinate with auditors, administrators, tax advisors, legal counsel, and external partners </li><li>Improve financial processes, systems, controls, and operational workflows </li><li>Support fund launches, structuring, valuations, and investor-related requests </li><li>Lead and mentor a small finance team </li><li>Assist with compliance and regulatory matters as needed </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

F, P&A Manager

San Francisco, CA
remote
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for a Finance Manager to support planning, reporting, and analysis activities for a team based in San Francisco, California. This Long-term Contract opportunity is ideal for a detail-oriented finance specialist who can provide strong insight into business performance through accurate forecasting, thoughtful modeling, and dependable monthly close support. The role will contribute to financial visibility and decision-making by translating data into clear recommendations for stakeholders. Responsibilities: • Lead monthly close activities by reviewing financial results, resolving variances, and helping ensure timely and accurate reporting. • Build and maintain financial models that support budgeting, scenario planning, and strategic decision-making. • Prepare recurring and ad hoc financial reports that highlight trends, risks, and performance drivers. • Analyze operating results against forecasts and budgets, identifying key variances and explaining underlying causes. • Develop forward-looking projections to support planning cycles and business performance reviews. • Partner with cross-functional stakeholders to gather inputs, validate assumptions, and improve the quality of financial analysis. • Present concise financial insights and recommendations that help leadership make informed decisions.
2026-05-13T00:00:00Z