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35 results for Senior Financial Data Analyst in Santa Rosa, CA

Sr. Financial Analyst
  • Petaluma, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&amp;A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&amp;A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
  • 2026-06-19T00:00:00Z
Senior Business Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 60 - 64.5 USD / Hourly
  • <p><strong>Senior Business Analyst</strong></p><p><strong>Location:</strong> San Francisco, CA | Hybrid/Onsite</p><p><strong>Overview</strong></p><p>An organization within the Advertising and Data Platforms space is seeking a <strong>Senior Delivery &amp; Operational Intelligence Analyst</strong> to support tactical and strategic operational initiatives across engineering, product, program management, and finance teams.</p><p>This role is ideal for someone with strong analytical and operational experience who thrives in fast-paced, technology-driven environments. The ideal candidate will bring advanced communication, presentation, project coordination, and stakeholder management skills while supporting leadership teams in driving execution, operational excellence, and strategic planning initiatives.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a liaison between senior leadership teams to support ongoing operational initiatives and executive team coordination</li><li>Help standardize operating models, meeting cadences, and communication processes across the organization</li><li>Prepare executive updates, meeting materials, presentations, templates, and status communications</li><li>Support operational programs related to resource planning, budgeting, strategic planning, and organizational reporting</li><li>Partner with engineering, product, program, and finance leadership to support execution of strategic priorities</li><li>Coordinate and support organizational engagement forums including town halls, leadership meetings, and strategic readouts</li><li>Analyze operational challenges, identify opportunities for improvement, and support implementation of solutions</li><li>Manage multiple priorities and adapt quickly in a fast-moving environment</li></ul>
  • 2026-06-26T00:00:00Z
Senior Finance Associate
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 155000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p><br></p><p>Join a successful fast growing early-stage <strong>venture capital </strong>firm. Gain exposure to investing, fund operations, and high-growth startups. The firm invests in <strong>AI, software, fintech, </strong>and infrastructure companies, offering the opportunity to work closely with experienced investors and gain insight into how startups are funded, evaluated, and scaled.</p><p><br></p><p>You&#39;ll <strong>work directly with partners and leadership</strong> across <strong>fund accounting, investor reporting, valuations, portfolio analysis, and strategic initiatives</strong> while gaining exposure to the full venture capital lifecycle. It&#39;s an opportunity to learn the business, take on meaningful responsibility, and grow alongside a rapidly expanding firm.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support capital calls, distributions, waterfalls, and NAV reporting</li><li>Assist with investor reporting, audits, tax coordination, and fund administration</li><li>Support portfolio monitoring, valuation analysis, and investment reporting</li><li>Work with SPVs, co-investment vehicles, SAFEs, and convertible instruments</li><li>Help drive month-end, quarter-end, and year-end close processes</li><li>Improve reporting processes, workflows, and operational efficiency</li><li>Partner with leadership on key finance and operational initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-14T00:00:00Z
Senior FP&A; Analyst (Expense & Headcount Focus)
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 52.25 - 60.5 USD / Hourly
  • We are looking for a Senior FP&amp;A Analyst to provide high-impact financial planning support with a primary emphasis on operating expenses and workforce reporting in San Francisco, California. This Long-term Contract position will partner closely with finance leadership to improve visibility into spending, strengthen forecast accuracy, and reduce time spent on manual reporting activities. The ideal candidate brings strong analytical judgment, communicates effectively with cross-functional stakeholders, and is comfortable working through detailed financial data to support business decisions.<br><br>Responsibilities:<br>• Produce recurring and ad hoc analysis on operating expenses, highlighting trends, risks, and key drivers for leadership review.<br>• Develop and maintain headcount reports and workforce forecasts to support planning across teams and business functions.<br>• Support budget cycles and rolling forecasts by preparing models, consolidating inputs, and explaining variances against plan.<br>• Assist with month-end activities by preparing financial reporting, investigating differences, and coordinating follow-up items with business partners.<br>• Evaluate transactions to determine appropriate accruals and help ensure expenses are recorded in the proper period.<br>• Analyze open purchase order activity, follow up on outstanding items, and help resolve questions related to vendor invoices and PO closures.<br>• Oversee expense management with particular attention to marketing-related spend, ensuring reporting is accurate and aligned with budgets.<br>• Review, reconcile, and validate financial datasets to improve data quality and support reliable decision-making.<br>• Collaborate with non-finance stakeholders to gather inputs, clarify spending activity, and translate financial information into actionable insights.
  • 2026-07-01T00:00:00Z
Senior Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Fund Accountant| Venture Capital | San Francisco | Hybrid</strong></p><p> </p><p>A growing early-stage <strong>venture capital firm</strong> is seeking a finance and accounting professional to join its collaborative, high-performing team. The firm invests across software, AI, fintech, infrastructure, offering strong exposure to the startup and venture ecosystem.</p><p> </p><p>This is an exciting opportunity to work closely with partners and leadership across fund accounting, investor reporting, portfolio analysis, audit, and operational strategy. The role offers meaningful ownership, broad exposure across the investment platform, a hybrid schedule, competitive compensation, bonus potential, and strong long-term growth opportunity.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting activities including capital calls, distributions, waterfalls, and NAV reporting </li><li>Assist with investor reporting, audits, tax coordination, and fund administration </li><li>Support portfolio monitoring, valuation analysis, and investment reporting </li><li>Assist with SPVs, co-investment vehicles, SAFEs, and convertible instruments </li><li>Help drive month-end, quarter-end, and year-end close processes </li><li>Improve workflows, reporting processes, and operational controls </li><li>Partner closely with leadership and external service providers on key finance initiatives </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-24T00:00:00Z
Senior Accountant – Funds & Financial Operations
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 175000 USD / Yearly
  • <p><strong>This is NOT your typical fund accounting role.</strong></p><p>If you’re a fund accountant who enjoys the technical side of accounting—but wants <strong>broader exposure, more strategic impact, and less of the rinse-and-repeat close process</strong>—this could be a seriously compelling opportunity.</p><p>A highly respected investment firm managing <strong>$22B+ in AUM</strong> is looking for a <strong>Senior Accountant – Funds &amp; Financial Operations</strong> to join their collaborative team supporting sophisticated fund-of-funds investment vehicles across <strong>private equity, venture capital, hedge funds, real assets, listed equity, and fixed income.</strong></p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>You won’t be buried in journal entries or stuck in a silo.</p><p>This role is heavily focused on <strong>review, oversight, operational improvements, and risk management</strong>—working closely with third-party administrators while gaining exposure across multiple investment products and strategies.</p><p>You’ll oversee <strong>NAV packages, investor capital statements, audits, compliance filings, expense allocations, and fund operations</strong> tied to a flagship investment platform.</p><p>Translation? <strong>More visibility. Broader exposure. Bigger-picture thinking.</strong></p><p><br></p><p><strong> What You’ll Be Doing</strong></p><p>✔ Review monthly &amp; quarterly fund administrator deliverables and NAV packages</p><p> ✔ Oversee investor capital statements and compliance filings</p><p> ✔ Partner on annual audits and fund operational oversight</p><p> ✔ Manage expense allocations across multiple investment products</p><p> ✔ Support separately managed accounts and investment agreement compliance</p><p> ✔ Gain exposure across a broad mix of alternative investment strategies</p>
  • 2026-06-15T00:00:00Z
Sr. Manager, Finance and Analytics
  • Hercules, CA
  • onsite
  • Permanent / Full Time
  • 190000 - 210000 USD / Yearly
  • We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment.<br><br>Responsibilities:<br>• Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions.<br>• Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances.<br>• Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives.<br>• Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions.<br>• Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments.<br>• Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning.<br>• Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity.<br>• Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
  • 2026-06-25T00:00:00Z
Sr. Financial Analyst -PSO Revenue Finance
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 52.25 - 60.5 USD / Hourly
  • We are looking for an experienced Sr. Financial Analyst to support PSO Revenue Finance in San Francisco, California. This Contract position will partner closely with business stakeholders to deliver financial insights, strengthen forecasting accuracy, and guide revenue-related decision-making. The ideal candidate brings strong analytical judgment, advanced modeling capability, and the ability to turn complex data into clear recommendations.<br><br>Responsibilities:<br>• Develop and maintain financial models that evaluate revenue performance, support planning activities, and inform strategic business decisions.<br>• Perform detailed variance reviews to identify trends, explain performance drivers, and highlight risks or opportunities across revenue-related metrics.<br>• Partner with cross-functional teams to provide financial guidance, respond to business questions, and support ongoing revenue finance initiatives.<br>• Conduct ad hoc analysis using large and varied data sets to address emerging priorities and deliver timely decision support.<br>• Gather, organize, and interpret financial and operational data to produce accurate reporting and actionable business insights.<br>• Translate analytical findings into concise presentations and recommendations for finance leaders and key stakeholders.<br>• Improve reporting approaches and analytical processes to increase efficiency, consistency, and visibility into revenue performance.
  • 2026-07-01T00:00:00Z
Financial Planning & Analysis Manager
  • Sausalito, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 155000 USD / Yearly
  • We are looking for a highly driven Financial Planning &amp; 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.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
  • 2026-07-01T00:00:00Z
Financial Planning &amp; Analysis Manager
  • Emeryville, CA
  • remote
  • Permanent / Full Time
  • 120000 - 140000 USD / Yearly
  • <p>We are looking for a skilled Financial Planning &amp; 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.</p><p><br></p><p>Responsibilities:</p><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
Senior Fund Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 225000 - 300000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Senior Fund Controller | Private Equity | San Francisco | Hybrid; 2 days onsite | Base + Bonus + Carry</strong></p><p><br></p><p>Join a well-established investment firm with a strong track record backing <strong>high-growth, innovation-driven companies</strong>. With significant assets under management and a <strong>collaborative, hands-on culture</strong>, the firm is continuing to expand across technology and other dynamic sectors.</p><p><br></p><p>This is a <strong>senior leadership role</strong> within a <strong>lean, high-performing team</strong>, offering strong visibility with senior stakeholders, the opportunity to <strong>shape and scale a core finance function</strong>, and a flexible hybrid setup.</p><p><br></p><p>There is a strong focus on <strong>modernization and process improvement</strong>. This is not a maintenance role. You will be expected to <strong>improve how things are done</strong>, introduce efficiencies, and help drive change as the platform scales. A forward-thinking approach to <strong>systems, automation, and emerging tools</strong> is highly valued.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead oversight of fund accounting, managing a small team in a <strong>review-focused capacity</strong></li><li>Own financial reporting across multiple investment vehicles</li><li>Manage GP accounting (fees, offsets, fund lifecycle activity)</li><li>Coordinate <strong>audit and tax processes</strong> with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Drive <strong>process, systems, and reporting improvements</strong></li><li>Support scaling of the platform as new funds are raised</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-26T00:00:00Z
Sr. Credit Policy Analyst
  • Vacaville, CA
  • onsite
  • Permanent / Full Time
  • 105000 - 130000 USD / Yearly
  • <p>We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.</p><p>• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.</p><p>• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.</p><p>• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.</p><p>• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.</p><p>• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.</p><p>• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.</p><p>• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.</p>
  • 2026-06-12T00:00:00Z
Senior Fund Accountant | Venture Capital | San Francisco
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 155555 USD / Yearly
  • <p>For quickest consideration, send a message to <strong>Jennifer Fukumae </strong>with Robert Half Finance and Accounting on <strong>LinkedIn</strong>.</p><p><br></p><p>&#128680; Senior Fund Accountant / Fund Manager | Venture Capital | San Francisco (Presidio)</p><p>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.</p><p>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.</p><p>The environment is intentionally small, highly collaborative, and founder-centric—offering significant exposure to partners, portfolio companies, and the full venture investment lifecycle.</p><p><br></p><p>&#128205; Location: Presidio, San Francisco (Onsite Tues/Wed/Thurs)</p><p>&#128176; Compensation: $125K–$170K base (DOE) + bonus + excellent benefits</p><p><br></p><p>Key Responsibilities:</p><p>• Lead and support fund accounting processes including monthly/quarterly closes</p><p>• Execute capital calls, distributions, and waterfall allocations</p><p>• Manage NAV calculations, management fees, and carried interest tracking</p><p>• Support financial statement preparation and audit coordination</p><p>• Oversee GP/LP allocations and investor reporting packages</p><p>• Partner closely with fund administration, tax, audit, and legal teams</p><p>• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles</p><p>• Assist with valuation support for illiquid and venture-stage investments</p><p>• Monitor portfolio company activity including financing events and exits</p><p>• Drive process improvements, automation, and reporting efficiency</p><p> </p>
  • 2026-06-26T00:00:00Z
Fraud Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 36 - 40 USD / Hourly
  • <p><strong>About the Role</strong></p><p>Our client is seeking a <strong>Senior Fraud Analyst</strong> to join their team onsite in San Francisco on a <strong>contract basis</strong>. This role will focus on detecting, investigating, and preventing fraudulent activity while leveraging advanced fraud detection tools and data analysis to mitigate risk across transactions and systems.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze transactional data to identify suspicious patterns and potential fraud risks</li><li>Investigate fraud alerts, chargebacks, and high-risk activities using fraud detection platforms</li><li>Utilize fraud prevention tools (e.g., Sift, Riskified, Kount, Stripe Radar, or similar) to monitor and mitigate threats</li><li>Conduct deep-dive investigations and document findings, including root cause analysis and recommendations</li><li>Collaborate with cross-functional teams (risk, compliance, finance, and operations) to resolve fraud cases</li><li>Monitor and optimize fraud rules, thresholds, and system performance to reduce false positives</li><li>Prepare reporting dashboards and present fraud trends, KPIs, and insights to leadership</li><li>Support audit and compliance efforts, ensuring adherence to internal controls and regulatory standards</li></ul>
  • 2026-06-23T00:00:00Z
Senior Fund Accounting Manager - Includes Carry
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 200000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Fund Accounting Manager | Growing Private Equity Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-24T00:00:00Z
Senior Fund Accountant | Venture Capital | SF
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 155000 USD / Yearly
  • <p><strong><em>For confidential consideration, please contact Jennifer Fukumae at Robert Half Financial Services via LinkedIn or email.</em></strong></p><p><br></p><p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Lead and support fund accounting processes including monthly/quarterly closes</p><p>• Execute capital calls, distributions, and waterfall allocations</p><p>• Manage NAV calculations, management fees, and carried interest tracking</p><p>• Support financial statement preparation and audit coordination</p><p>• Oversee GP/LP allocations and investor reporting packages</p><p>• Partner closely with fund administration, tax, audit, and legal teams</p><p>• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles</p><p>• Assist with valuation support for illiquid and venture-stage investments</p><p>• Monitor portfolio company activity including financing events and exits</p><p>• Drive process improvements, automation, and reporting efficiency</p>
  • 2026-06-19T00:00:00Z
Senior Accountant at Real Estate & Family Office
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Senior Accountant | Real Estate Investment &amp; Family Office | SF Bay Area</strong></p><p> </p><p>Our client is a San Francisco-based real estate investment and development firm focused on transforming underutilized assets into high-performing properties. With a strong presence in build-for-rent and industrial, they’re known for an entrepreneurial approach and strong investment results.</p><p> </p><p>Join a high-growth, collaborative team with direct exposure to leadership, hands-on experience, and clear advancement opportunities. Strong benefits and a strong remote setup.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead full-cycle month-end close</li><li>Oversee accounting across acquisitions, dispositions, and operations</li><li>Manage and develop a team</li><li>Support fund accounting, capital activity, and reporting</li><li>Analyze property performance and support financial planning</li><li>Partner with internal teams and external advisors (audit, tax, legal)</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-06-26T00:00:00Z
Customer Due Diligence Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 42.75 - 49.5 USD / Hourly
  • We are looking for a Customer Due Diligence Analyst to join a fintech organization in a Long-term Contract position supporting onboarding and risk review activities. Based in San Francisco, California, this opportunity is well suited for someone who can assess customer information, maintain compliance standards, and help create a seamless onboarding experience. The role calls for strong judgment, comfort working independently, and the ability to manage priorities in a fast-moving regulated environment.<br><br>Responsibilities:<br>• Conduct due diligence assessments for prospective and existing customers to support compliant onboarding decisions.<br>• Evaluate customer records and submitted documentation to confirm accuracy, completeness, and adherence to internal standards.<br>• Assist with identity verification and related review workflows tied to customer risk evaluation.<br>• Investigate inconsistencies, unusual findings, or missing information and elevate concerns when further review is needed.<br>• Work closely with cross-functional partners to keep onboarding activities efficient and aligned with compliance expectations.<br>• Maintain clear and organized case documentation to support audit readiness and operational transparency.<br>• Contribute to process improvement efforts by identifying opportunities to strengthen review quality and turnaround times.
  • 2026-06-26T00:00:00Z
Sr. Accountant
  • Napa, CA
  • onsite
  • Temporary / Contract
  • 38 - 42 USD / Hourly
  • We are looking for an experienced Sr. Accountant to join a contract opportunity based in California. This role is ideal for a hands-on, detail-oriented accountant who can bring order to incomplete records, strengthen the accuracy of financial reporting, and help prepare the organization for year-end close. The position will work closely with internal staff and make an immediate contribution in a lean environment where strong judgment and independence are essential.<br><br>Responsibilities:<br>• Reconcile bank accounts and balance sheet accounts while addressing a twelve-month backlog of unresolved activity.<br>• Review and refine general ledger records to improve accuracy, consistency, and overall financial integrity.<br>• Investigate mismatches, unsupported balances, and other accounting issues, then drive them through resolution.<br>• Assist in preparing the organization for year-end close by organizing schedules, validating balances, and supporting closing activities.<br>• Partner with team members responsible for accounts payable, accounts receivable, payroll, and related processes to align accounting records.<br>• Post and review journal entries as needed to ensure transactions are properly recorded.<br>• Establish practical accounting structure and recommend improvements that increase efficiency and reduce recurring errors.
  • 2026-06-24T00:00:00Z
Sr. Accountant
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 55 - 65 USD / Hourly
  • We are looking for an experienced Senior Accountant to join a growing finance organization in San Francisco, California on a Long-term Contract assignment. This role will help drive accurate financial reporting, support the close cycle, and strengthen day-to-day accounting operations in a fast-moving environment. The position works closely with finance and business partners to resolve accounting issues, improve reporting quality, and maintain strong compliance practices.<br><br>Responsibilities:<br>• Manage journal entry preparation, ledger activity review, and detailed account reconciliations to keep financial records complete and accurate.<br>• Contribute to monthly, quarterly, and annual close activities by coordinating deadlines, validating balances, and resolving outstanding items.<br>• Produce supporting schedules and reporting packages that help ensure reliable internal and external financial statements.<br>• Investigate fluctuations in results, research unusual transactions, and explain key account variances to finance leadership and business stakeholders.<br>• Partner with teams across finance, operations, compliance, and product to determine proper accounting treatment for new initiatives and ongoing business activity.<br>• Oversee balance sheet reconciliation support, including bank-related and transaction-based accounts, with clear documentation for audit readiness.<br>• Assist with audit requests, compliance reporting, and tax-related support by preparing schedules and responding to documentation needs.<br>• Help refine accounting policies, strengthen internal controls, and recommend process improvements or system enhancements that reduce manual work.<br>• Apply accounting knowledge to revenue-related and payment activity such as platform fees, reserves, chargebacks, and other financial transactions common in regulated environments.
  • 2026-06-26T00:00:00Z
Sr. Accountant
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 50 - 95 USD / Hourly
  • <p>We are looking for an Accountant to support a registered real estate fund in San Francisco, California. This is a Long-term Contract opportunity focused on maintaining accurate financial reporting, overseeing core accounting activities, and providing interim leadership coverage during a critical period. The ideal candidate brings a strong background in real estate accounting and is comfortable working across fund-level and general ledger processes in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities by reviewing entries, reconciliations, and supporting schedules to ensure timely and accurate reporting.</p><p>• Oversee general ledger accuracy and resolve accounting issues by analyzing balances, researching variances, and maintaining proper documentation.</p><p>• Review financial statements for completeness and compliance, ensuring reports align with applicable accounting standards and fund requirements.</p><p>• Manage account reconciliation work across key balance sheet and income statement areas, following up on discrepancies and driving resolution.</p><p>• Prepare and approve journal entries with clear support, strong internal controls, and appropriate accounting treatment.</p><p>• Support audit and financial statement review activities by coordinating requested documentation and responding to inquiries from internal and external stakeholders.</p><p>• Contribute accounting expertise related to real estate fund operations, including property-level activity and fund accounting considerations.</p><p>• Utilize Yardi where applicable to review transactions, support reporting, and strengthen accounting workflows.</p>
  • 2026-06-15T00:00:00Z
Sr. Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 120000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR PROPRETY ACCOUNTANT</strong></p><p><br></p><p>Well established real estate investment company with over 6Bil AUM is expanding its accounting team. We are looking for a Senior Accountant to join a growing dynamic team. In this role, you will oversee property-related financial operations, ensure the accuracy and compliance of reporting while driving strategic insights through financial analysis. This position requires expertise in managing full-cycle accounting processes and collaborating with cross-functional teams to maintain the integrity of financial data.</p><p><br></p><p>Responsibilities:</p><p>• Manage the month-end close process, ensuring accurate and timely financial reporting.</p><p>• Prepare and record journal entries, verifying documentation and reconciling financial accounts.</p><p>• Conduct bank reconciliations to ensure compliance and accuracy.</p><p>• Oversee general ledger activities, including intercompany allocations, loan schedules, and asset tracking.</p><p>• Assist with liquidity management, including fund transfer requests and investor distribution coordination.</p><p>• Prepare financial reports to meet lender and investor requirements.</p><p>• Support budget preparation and provide recommendations based on financial trends and forecasts.</p><p>• Ensure compliance with tax regulations, business license renewals, and property tax filings.</p><p>• Collaborate with property management and regional teams to align financial operations with business goals.</p><p>• Identify opportunities for process improvements to enhance efficiency and reporting accuracy.</p>
  • 2026-06-12T00:00:00Z
Sr. Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 135000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to support core accounting operations and help maintain accurate financial records in San Francisco, California. This role will play a key part in the monthly close process, balance sheet integrity, and day-to-day general ledger activities. The ideal candidate brings strong analytical skills, attention to detail, and a solid background in reconciliations, journal entries, and financial reporting support. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Handle key month-end close tasks (journal entries, reconciliations, and schedules across cash, intercompany, FA, and expenses)</li><li>Establish and refine accounting policies; recommend improvements</li><li>Assist with audits by preparing support and responding to requests</li><li>Analyze monthly financial fluctuations and explain results</li><li>Partner cross-functionally to identify issues and streamline or automate processes</li><li>Support the Controller with corporate accounting and special projects</li></ul>
  • 2026-06-29T00:00:00Z
Sr. Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 125000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to support core accounting operations in San Francisco, California. This position plays a key role in maintaining accurate financial records, overseeing close activities, and ensuring balance sheet accounts are properly supported. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to manage recurring deadlines in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist with month-end close, including payment reviews and reconciliations</li><li>Help track forecasts and provide monthly recoupment updates</li><li>Analyze contracts to pull royalty rates, key terms, and payee details; enter into system</li><li>Handle reporting, analysis, and ad hoc requests</li><li>Manage client communication and shared royalty inbox</li><li>Set up and maintain royalty accounts, including contact and tax info updates</li><li>Partner with development on system enhancements</li><li>Update and review royalty rate changes</li><li>Prepare and check monthly royalty statements for accuracy</li><li>Review team output to ensure setups, statements, and payments are correct</li></ul>
  • 2026-06-02T00:00:00Z
Compensation Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • We are looking for an experienced Compensation Analyst to join a long-term contract assignment supporting payroll and stock administration activities in San Francisco, California. This role will play a key part in managing complex employee payments, validating tax treatment, and maintaining accurate payroll reporting for a large U.S. employee population, with some exposure to international matters as needed. The position works closely with payroll and stock administration leadership and requires strong Workday expertise, sound judgment, and a high level of accuracy in a fast-paced environment.<br><br>Responsibilities:<br>• Manage and reconcile special payroll transactions in Workday, including equity-related payments, incentive compensation, cash settlements, and expense adjustments, while confirming correct withholding treatment for each item.<br>• Partner with stock administration leadership to review employee-level settlement details, verify tax outcomes, and assess supporting allocation data provided by external partners.<br>• Perform payroll tax calculations for supplemental earnings, ensuring proper application of federal, state, Social Security, Medicare, and year-end wage reporting requirements.<br>• Create and analyze custom Workday reports and data files to support payment modeling, employee data validation, and payroll balancing activities.<br>• Identify inconsistencies in employee tax profiles, work locations, or withholding results, and escalate issues promptly to support accurate payroll processing.<br>• Administer retirement contribution processing and review time tracking records for eligible non-exempt employees during high-volume payroll periods.<br>• Respond to employee questions related to payment amounts, withholding calculations, and payroll statements with clear and timely guidance.<br>• Assist with U.S.-focused payroll activities tied to a major corporate event and contribute to international payment support when needed.
  • 2026-07-02T00:00:00Z
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