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13 results for Treasurer in Santa Rosa, CA

Tax Supervisor

Santa Rosa, CA
onsite
Permanent
115000 - 130000 USD / Yearly
We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities. Responsibilities:• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.• Build and maintain strong client relationships while delivering outstanding tax-related services.• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.• Analyze and resolve complex tax challenges, offering innovative solutions.• Manage client expectations effectively to ensure satisfaction and trust.• Utilize advanced computer skills and maintain proficiency in relevant tax software.• Identify opportunities to expand service offerings and grow client portfolios.• Develop new client relationships through effective networking and referrals.• Stay informed on current tax regulations and industry standards through ongoing education and training.
2026-03-20T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent
110000 - 150000 USD / Yearly
Ever worked on a fund… but never touched the carry?This is where that changes.If you understand private equity structures and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it. San Francisco, CA $110K – $150K + bonus Direct exposure to GP entities, carry, and management company operations This isn’t your typical fund accounting seat.You’ll be working directly on:<ul><li>GP allocations + deal-by-deal carried interest waterfalls</li><li>Tracking carry, clawbacks, and distributions</li><li>Supporting management company financials, budgeting, and forecasting</li><li>Owning GL, intercompany activity, and operational accounting</li><li>Partnering with CFO, tax advisors, and auditors</li></ul> Why this role stands out:<ul><li>Real exposure to how money actually flows in private equity</li><li>Work directly with GP economics (not just LP reporting)</li><li>Blend of technical accounting + strategic visibility</li><li>High-impact seat in a fast-paced investment environment</li></ul>
2026-04-08T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent
110000 - 150000 USD / Yearly
Want to get closer to how the GP actually makes money?Most roles keep you on the reporting side of private equity.This one puts you right in the middle of the economics—carry, allocations, and decision-making. San Francisco, CA $110K – $150K + bonus Direct exposure to GP entities + management company operations What makes this role different:You won’t just be supporting the fund… you’ll be working on the engine behind it.<ul><li>Own GP allocations + deal-by-deal carried interest waterfalls</li><li>Track carry, clawbacks, and distributions</li><li>Support management company financials, budgeting, and forecasting</li><li>Handle GL, intercompany activity, and operational accounting</li><li>Partner with CFO, tax advisors, and auditors</li></ul>
2026-04-11T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent
110000 - 150000 USD / Yearly
This isn’t your typical fund accounting role.If you’re tired of just closing the books and want to actually influence how a world-class investment platform operates—keep reading. San Francisco (M–Th in office, flexible Fridays)$110K – $150K (stretch) + discretionary bonus100% covered healthcare + profit sharing + top-tier perks Why this role stands out:You’re not just reporting numbers—you’re helping shape best-in-class fund accounting processes inside a globally recognized investment platform.<ul><li>Own financial statements, allocations, capital calls & distributions</li><li>Work closely with investment teams on valuation models (PE & debt)</li><li>Partner with investor relations, legal, and external stakeholders</li><li>Get involved in process improvement + digital transformation initiatives</li></ul>
2026-04-13T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent
130000 - 155000 USD / Yearly
Most fund accountants report valuations.This role actually drives them.If you have ASC 820 + fund accounting experience and you’re ready to get closer to the investing side—this is where the game changes. Menlo Park (Hybrid – 4 days) $130K – $155K + up to 20% bonus Phantom Carry + Unlimited PTO + 100% covered healthcare This isn’t a back-office accounting role.You’ll be sitting at the intersection of fund accounting, valuations, and investment decision-making—working directly with senior leadership and partners in a high-performing venture environment. What you’ll actually be doing:<ul><li>Leading ASC 820 valuations across portfolio companies</li><li>Turning assumptions, market data, and models into real investment insights</li><li>Supporting fund operations, financials, and capital activity</li><li>Interacting with auditors, LPs, and investment professionals</li><li>Mentoring junior team members and stepping into increased ownership</li></ul>
2026-04-06T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent
110000 - 150000 USD / Yearly
Ever worked on a fund… but never touched the carry?This is where that changes.If you understand private equity structures and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it. San Francisco, CA $110K – $150K + bonus Direct exposure to GP entities, carry, and management company operations This isn’t your typical fund accounting seat.You’ll be working directly on:<ul><li>GP allocations + deal-by-deal carried interest waterfalls</li><li>Tracking carry, clawbacks, and distributions</li><li>Supporting management company financials, budgeting, and forecasting</li><li>Owning GL, intercompany activity, and operational accounting</li><li>Partnering with CFO, tax advisors, and auditors</li></ul> Why this role stands out:<ul><li>Real exposure to how money actually flows in private equity</li><li>Work directly with GP economics (not just LP reporting)</li><li>Blend of technical accounting + strategic visibility</li><li>High-impact seat in a fast-paced investment environment</li></ul>
2026-04-08T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent
110000 - 150000 USD / Yearly
Most fund accountants follow the process…This role lets you improve and redefine it.If you’re in fund accounting and want more than just closing books—this is where things get interesting. San Francisco, CA (M–Th onsite, flexible Fridays) $110K – $150K + discretionary bonus 100% covered healthcare + profit sharing + serious perks This isn’t a routine accounting role.You’ll step into a global investment platform with exposure across public + private investments, credit, equity, and real estate—and actually have a voice in how things are done. What you’ll be doing:<ul><li>Own financials, allocations, capital activity, and reporting</li><li>Work closely with investment teams on valuations</li><li>Partner with investor relations, auditors, and leadership</li><li>Get involved in process improvements + system modernization</li></ul> Why this role stands out:<ul><li>Exposure to complex, multi-asset investment strategies</li><li>Opportunity to drive change—not just execute tasks</li><li>Collaborative, high-caliber team with global reach</li><li>Top-tier benefits (100% healthcare, profit sharing, stipends, meals, gym, and more)</li></ul>
2026-04-09T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-03-20T00:00:00Z

Director of Accounting

San Francisco, CA
onsite
Temporary
75 - 110 USD / Hourly
We are looking for an experienced Director of Accounting to join our team on a long-term contract basis in San Francisco, California. This position will play a critical role in maintaining financial accuracy and compliance while leading a small accounting team. The ideal candidate will bring a strong background in financial reporting, leadership, and accounting processes, particularly within the investment industry. This hybrid role requires on-site work three days a week (Tuesday, Wednesday, and Thursday). Responsibilities: • Lead and manage a team of three accounting professionals, providing guidance and oversight. • Oversee financial reporting processes to ensure compliance with industry regulations and standards. • Manage accounts payable, accounts receivable, and general ledger entries with accuracy and efficiency. • Ensure timely and accurate completion of month-end close processes. • Collaborate with internal teams to prepare and review financial statements and reports. • Maintain and improve internal controls to safeguard company assets and ensure operational effectiveness. • Utilize accounting tools such as Sage Intacct, Concur Expense, Asana, and bill.com to streamline processes. • Support external audits by preparing documentation and addressing auditor inquiries. • Stay updated on GAAP accounting standards and apply them to financial operations.
2026-04-13T00:00:00Z

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

Finance Manager

San Francisco, CA
onsite
Temporary
60 - 65 USD / Hourly
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling. Responsibilities: • Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review. • Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability. • Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision. • Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance. • Create detailed executive-level financial reports and dashboards to support strategic decision-making. • Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment. • Reconcile and manage large datasets to produce accurate financial reporting and analysis. • Participate in month-end close activities, ensuring timely and accurate financial reporting. • Support senior leadership with data-driven recommendations that enhance organizational strategy. • Continuously refine forecasting processes and models to improve accuracy and efficiency.
2026-04-17T00:00:00Z

Fund Controller - CFO Track

San Francisco, CA
onsite
Permanent
225000 - 290000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Controller | Private Equity Firm| San Francisco | Hybrid Our client is a growth-focused private equity firm investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence. This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations. Responsibilities<ul><li>Oversee treasury operations including capital calls, distributions, and cash management</li><li>Manage cash flow forecasting and the annual budgeting process</li><li>Lead monthly closes and financial reporting for funds and GP entities</li><li>Oversee outsourced accounting operations and expense approvals</li><li>Manage fund administrator relationships and investment cash flow tracking</li><li>Prepare quarterly financial reporting and investment performance summaries</li><li>Lead annual audit and tax processes</li></ul> For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

VP of Finance - CFO Track

San Francisco, CA
onsite
Permanent
250000 - 300000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Director of Finance | Private Equity Firm| San Francisco | Hybrid Our client is a growth-focused private equity firm investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence. This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations. Responsibilities<ul><li>Oversee treasury operations including capital calls, distributions, and cash management</li><li>Manage cash flow forecasting and the annual budgeting process</li><li>Lead monthly closes and financial reporting for funds and GP entities</li><li>Oversee outsourced accounting operations and expense approvals</li><li>Manage fund administrator relationships and investment cash flow tracking</li><li>Prepare quarterly financial reporting and investment performance summaries</li><li>Lead annual audit and tax processes</li></ul> For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-09T00:00:00Z