53 results for Financial Analyst Entry Level in Sunnyvale, CA

Sr. Financial Analyst Robert Half Management Resources is seeking a Sr. Financial Analyst on an interim basis for one of our SaaS clients. As a Sr. Financial Analyst, you will be expected to analyze and forecast net working capital, improve actual billings reporting models, and assist in the preparation of MD& As/Board Decks. Responsibilities:• Perform monthly revenue variance analysis and understand the impact of various drivers to revenue recognition as well as ability to decipher actuals through large data analysis.• Own revenue, Billings and Deferred revenue forecast, drive improvements to accuracy and automate processes and data flow.• Own and improve actuals billings reporting model and analytics to assure proper reporting of billings by bookings license type and splits between new booking billings, renewal booking billings, and installment billings.• Analyze and forecast net working capital (balance sheet and cash flow).• Assist in the preparation of MD& As / Board Decks and understand and explain the drivers behind the business.• Coordinate with FP& A organization for full P& L roll up and analysis.• Develop new revenue analytics to improve storytelling and future forecast accuracy.• Develop and build new forecasting processes, methodologies, and models in excel and Adaptive Planning.• Fixed asset capital expenditure forecasting.• Improve and automate processes and data flows utilized in forecasting processes.• Leverage (technology) systems to easily identify trends and variances and deliver ROI analysis on future investment.• Provide critical insight and analysis on business performance.• Complete investor reporting requirements and inquiries.

Financial Analyst (Venture Capital Firm) *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Ready to break out of public accounting? Join a top VC firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. San Francisco Bay AreaHybrid - 2 Days on-site$100-115k Base + Generous Bonus + Carry! Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Analyst We are offering a contract/contract to hire employment opportunity for a Financial/Business Analyst position in the east bay. As a Financial Analyst, you will play a crucial role in conducting cost and margin analysis, performing business analytics, and handling multiple product lines. Responsibilities:• Conduct a thorough analysis of parts, products, and inventory margins.• Assess and review profitable and non-profitable sales.• Perform business analytics to ensure efficiency and effectiveness.• Utilize advanced Microsoft Excel skills for data management and analysis.• Handle multiple product lines in the manufacturing sector.• Use Crystal Reports, Accrual Accounting, Auditing, and other financial analysis tools.• Perform Gross Margin Analysis and Inventory Analysis.• Utilize Excel Formulas for efficient data processing.• Conduct Cash Flow Analysis and Financial Modeling.• Question and investigate any discrepancies or irregularities in financial data.

Financial Analyst We are on the search for a Financial Analyst to become a part of our team. The role is based in Morgan Hill, California, 95037, United States. The industry we operate in is steeped in accounting systems, CRM, and data mining techniques. This role offers a short term contract employment opportunity. Responsibilities: • Accurately and efficiently process customer credit applications using Accounting Software Systems and ADP - Financial Services • Maintain comprehensive and up-to-date customer credit records • Respond to and resolve customer inquiries related to their credit status • Monitor customer accounts and take appropriate action when necessary • Utilize CRM and Crystal Reports to manage customer relationships and generate reports • Implement Data Mining Techniques to analyze financial data and forecast trends • Oversee accounting functions to ensure financial accuracy • Follow accrual accounting principles to record financial transactions • Conduct auditing processes to verify financial data and procedures • Participate in budget processes and capital management activities to optimize financial resources.

Financial Planning & Analysis Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS SR. FINANCIAL ANALYST - hybrid role of finance and some accounting Responsibilities:Perform highly specialized and complex financial analysis, budget analysis, and related fiscal functions for a large and diverse hospital service line/department or is responsible for coordinating a major budget/financial analysis program in the Hospital Finance Department. Duties include financial planning, forecasting and modeling, budget development, performance monitoring and management reporting. Prepareand provide complex analysis for special and high-level reports for review at the executive level. Track expenses for various cost centers. Provide leadership in the fiscal planning process and recommends process improvements.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Silicon Valley, California. This role is integral to the healthcare industry and involves detailed financial analysis, budgeting, and data-driven decision-making. The successful candidate will collaborate with various departments, including leadership and IT, to develop reports, monitor vital metrics, and assist in due diligence for medical practice acquisitions. Responsibilities:• Lead the creation of annual operating and capital budgets• Foster effective relationships with department managers to monitor financial performance and report on budget variances• Generate reports and track key metrics by practice, providing accurate financial performance analysis• Prepare management and executive-level reports for leadership review• Collaborate with leadership and IT teams to create and maintain performance dashboards• Support due diligence initiatives related to medical practice acquisitions• Validate data from practices, ensuring its integrity• Develop detailed reports on productivity, revenue, and expenses, benchmarked against industry standards• Create business plans for existing and new ventures, with a focus on data analysis and market viability• Conduct complex data extractions and calculations to produce meaningful ad hoc analyses and reports• Use decision support systems, cost accounting principles, and financial tools to provide actionable insights• Establish and maintain effective working relationships with employees, managers, senior leaders, and physicians/providers• Represent the organization in a positive manner both internally and externally

Senior Revenue Analyst We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions. Responsibilities<ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>

Financial Data Analyst We are in search of a Financial Data Analyst to join our team in the agriculture industry located in Salinas, California. As a Financial Data Analyst, you will play a crucial role in analyzing financial data, formulating reports, and providing insights that will contribute to the future growth of our operations. Responsibilities • Analyze financial data, recognizing and interpreting trends, risks, and opportunities for improvement. • Lead the annual forecasting process and provide monthly variance updates, ensuring timely communication, preparation, and delivery of these reports. • Develop and maintain financial models, projections, and scenarios that will support strategic planning and decision-making processes. • Conduct market and industry research and benchmarking to assess the company's performance and competitiveness in the agriculture industry. • Offer financial guidance and support to various departments and projects, enriching areas such as sales, procurement, operations, etc. • Aid in the design and implementation of dashboards as required. • Perform ad hoc financial analysis and modeling to support management decisions. • Handle the responsibility of processing customer credit applications accurately and efficiently. • Maintain accurate customer credit records.

Oracle Financials Business Analyst We are seeking a Business Analyst to join our team in Martinez, California. This role serves as a vital link between our Finance/Accounting teams and IT, focusing on resolving Oracle Fusion Financials system issues. This is a long-term contract opportunity, involving the review and improvement of configurations, standard operating procedures (SOPs), and processes. Additionally, the role includes overseeing system testing and user acceptance testing (UAT) to ensure seamless functionality. Responsibilities:<ul><li>Act as a liaison between Finance/Accounting teams and IT to address Oracle Fusion Financials system issues.</li><li>Review configurations, SOPs, and processes to identify and implement improvements.</li><li>Gather and document business requirements to align Oracle Fusion Financials with business needs.</li><li>Support Redwood UI updates, testing coordination, and user adoption.</li><li>Oversee testing phases with implementers and facilitate user testing.</li><li>Lead change management efforts to ensure smooth transitions and system adoption.</li></ul>.

Lawson Functional Financial Data Analyst Robert Half Management Resources is seeking a highly motivated and experienced Financial Systems Analyst to join our client for a 2-year contract. This role will play a crucial role in supporting our client during a complex system implementation by backfilling a key member of their financial systems team. This remote position offers a unique opportunity to contribute to a significant project and gain valuable experience in a dynamic environment. Responsibilities:• Maintain and update accounting and finance master data (e.g., chart of accounts, cost centers, vendors, customers) within the client's financial systems.• Ensure data accuracy, consistency, and integrity across all master data domains.• Develop and implement master data governance procedures and best practices.• Collaborate with stakeholders to resolve master data issues and discrepancies.• Perform data cleansing and validation activities.• Gather and document business requirements related to financial systems and processes.• Analyze existing business processes and identify areas for improvement.• Assist in the development and testing of system configurations and enhancements.• Provide support to end-users during system implementation and post-implementation.• Create and maintain process documentation and training materials.• Generate reports and perform data analysis for various stakeholders.• Participate in testing and validation of system changes.• Provide support to the project team during the system implementation lifecycle.• Assist with data migration and cutover activities.• Troubleshoot system issues and provide timely resolutions.• Collaborate with technical teams to ensure seamless system integration.

Investment Analyst *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.Our client is a top-tier global placement agent, specializing in raising capital for private equity, real estate, infrastructure, and credit funds. With a proven track record and a strong global presence, they partner with leading fund managers and institutional investors to drive successful fundraising initiatives.We’re looking for an Investment Analyst to join the San Francisco team. This high-impact role offers direct exposure to senior leadership, including the CEO, and provides a unique opportunity to gain broad insights into private equity and venture capital.Key Responsibilities<ul><li>Support Fundraising: Prepare investor materials, including detailed presentations and due diligence reports.</li><li>Fund Analysis: Evaluate fund structures, performance, and investor profiles.</li><li>Investor Engagement: Coordinate communication with LPs, internal teams, and senior leadership.</li><li>Data Integrity: Manage investor databases and marketing materials with accuracy.</li><li>Market Research: Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.</li></ul>Why Join?<ul><li>Direct exposure to top-tier private equity and venture capital firms.</li><li>Hands-on mentorship from senior leadership, including the CEO.</li><li>Strong career trajectory—past analysts have gone on to successful careers in investing, investor relations, and entrepreneurship.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Accounting Manager Robert Half Management Resources is seeking a highly motivated and detail-oriented Accounting Consultant to join our client's team on a 2-year remote contract. This role will be critical in supporting the accounting and finance team during a complex system implementation, ensuring the accurate and timely completion of key accounting functions. Your expertise will be vital in maintaining financial integrity and supporting the successful adoption of the new system. Responsibilities:• Perform month-end, quarter-end, and year-end closing activities, including journal entries, reconciliations, and financial reporting.• Analyze and interpret financial data to identify trends and variances.• Assist in the development and implementation of accounting policies and procedures.• Provide support during the system implementation, including data validation, testing, and troubleshooting.• Collaborate with cross-functional teams to ensure accurate financial data and reporting.• Prepare and maintain documentation related to accounting processes and procedures.• Support internal and external audits.• Assist with ad-hoc financial analysis and reporting as needed.• Maintain and manage general ledger accounts.

Accounting Manager We are in search of an Accounting Manager to join our team in Hayward, California. The successful candidate will be tasked with overseeing accounting functions, managing software systems, and maintaining financial processes. This role is an exciting opportunity for those proficient in managing accounts payable and receivable, auditing, and month-end close. Responsibilities:<ul><li>Supervise and mentor accounting specialists, managing daily tasks, priorities, and deliverables</li><li>Oversee cash management, bank reconciliations, and reporting to ensure sound financial controls</li><li>Supervise Accounts Payable and Receivable, ensuring adherence to policies and procedures</li><li>Manage General Ledger transactions </li><li>Oversee monthly closing process, ensuring timely book closure, financial statement review, and reconciliations</li><li>Prepare and present financial statements with variance analysis to Management</li><li>Offer recommendations to optimize financial performance based on analysis</li><li>Supervise semi-monthly payroll and off-cycle processing, ensuring compliance with reporting requirements</li><li>Manage Tax filings, Audits, and external reporting needs</li><li>Collaborate with Management on financial forecasts, projections, and budgets</li><li>Align operating practices with optimal financial performance goals.</li></ul>

Accounting Manager We are positioning an opportunity for an Accounting Manager in the financial services industry, based in Berkeley, California. In this role, the individual will be handling a range of accounting functions, utilizing various accounting software systems while interacting with different departments within the organization. Responsibilities:<ul><li>Manages accounting staff responsible for month-end closing, financial reporting, billing, payables, and payroll.</li><li>Recruits, hires, trains, and evaluates accounting staff, coordinating training programs.</li><li>Oversees month-end procedures, journal entries, reconciliations, adjustments, and accruals.</li><li>Prepares monthly invoices and ensures reconciliations are completed.</li><li>Maintains budget analysis and establishes internal controls for transactions.</li><li>Ensures financial reports comply with accounting principles and standards.</li><li>Ensures compliance with government regulations.</li><li>Reviews journal entries for accounting activity.</li><li>Oversees semi-monthly payroll, including timekeeping system and employee records.</li><li>Administers 401(k) uploads and provides audit/compliance support.</li><li>Acts as backup for payroll and accounts payable.</li><li>Performs additional accounting duties, participates in projects, and attends meetings.</li></ul>

Accounting Manager We are offering an interim employment opportunity for an Accounting Manager in SAN FRANCISCO, California. The primary function of this role lies within the non-profit industry. The successful candidate will be responsible for overseeing financial transactions and ensuring compliance with IRS regulations. Responsibilities:• Oversee the recording of all financial transactions, including donations, grants, and program expenses• Ensure the financial stability of the organization through the preparation, management, and analysis of budgets• Prepare regular financial reports for stakeholders such as grant funders, donors, and board of directors• Guarantee compliance with IRS regulations and prepare necessary tax filings, such as Form 990 in the U.S.• Manage grants and funds and ensure internal financial controls are in place to protect the organization's resources and prevent fraud or mismanagement• Utilize accounting or enterprise resource planning (ERP) platforms specific to nonprofits, such as Blackbaud or NetSuite• Perform complex data analysis and financial modeling in Excel• Lead teams, interact with donors or stakeholders, and provide mentorship or guidance• Utilize accounting software systems such as NetSuite to manage accounting functions including Accounts Payable (AP), Accounts Receivable (AR), Auditing, and Billing Functions.

Tax Manager - Public We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.

Senior SEC Manager We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>

Finance & Operations Associate – Asset Management Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Finance & Operations Associate – Asset Management FirmEmployment Type: Full-TimeLocation: San Mateo; 5 days in officeSalary: $110-150k (DOE) + Bonus Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing. We are partnering with a well-established asset management firm seeking a Finance & Operations Associate to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations. Key Responsibilities:<ul><li>Assist with accounts payable processes, ensuring timely and accurate payments.</li><li>Serve as a vendor liaison, coordinating with external partners and financial institutions.</li><li>Support payroll processing, benefits administration, and HSA plan management.</li><li>Assist with internship program onboarding and offboarding, including background checks.</li><li>Manage financial transactions, including wires and ACH transfers.</li><li>Assist with compensation and benefits administration, including annual statements and insurance renewals.</li><li>Provide accounting and tax support, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to budgeting and forecasting efforts, as well as financial statement reviews.</li></ul>

Fund Accounting Manager (Venture Capital) Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, an innovative venture capital firm based in Menlo Park, is dedicated to empowering startups from inception to IPO and beyond. They are seeking a talented professional to join their dynamic team and collaborate closely with finance, partners, and team leads. This hybrid role offers a unique blend of traditional accounting responsibilities alongside strategic initiatives. Enjoy a competitive benefits package, comprehensive insurance, a Phantom share plan, and unlimited PTO. Responsibilities:<ul><li>Review weekly transactions and manage investment documentation.</li><li>Calculate capital call allocations.</li><li>Track and report cash and stock distributions.</li><li>Analyze partners’ quarterly and year-to-date capital allocations.</li><li>Mentor and develop the accounting staff.</li><li>Conduct and document technical research for complex transactions.</li><li>Update limited partner interest transfers and contact information.</li><li>Prepare and document quarterly valuation analyses for portfolio companies.</li><li>Stay informed on industry best practices and valuation guidance.</li><li>Identify key assumptions in valuation models and communicate findings.</li><li>Assist with the quarterly close and preparation of financial statements.</li><li>Coordinate audit requests and prepare year-end financial statements and notes.</li></ul>Start Date: Very flexible, depending on the candidate Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Accounting Manager We are offering a contract employment opportunity for an Accounting Manager in San Francisco, California. The role involves managing inventory, cost management, and using Enterprise Resource Planning (ERP) systems to streamline our accounting functions. Responsibilities: • Oversee the tracking, costing, and valuation of inventory to guarantee accurate financial documentation. • Collaborate with operations and supply chain teams to establish appropriate stock levels that align with business needs. • Analyze costs associated with inventory and production, identifying potential opportunities for cost savings. • Utilize ERP software, such as Oracle Fusion to manage inventory records and reconcile discrepancies with the general ledger. • Prepare financial statements, reconcile inventory-related accounts, and organize records for audits or tax filings. • Ensure compliance with accounting regulations like GAAP or IFRS. • Provide insights into inventory trends and incorporate relevant data into budgeting and cash flow forecasting processes. • Work with technical teams to align inventory costs with technology product cycles or timelines for new releases. • Partner across departments such as R& D, product teams, and sales to align inventory accounting functions with the organization's broader objectives.

Accounting Manager (ManCo) **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AccountantEmployment Type: Full-TimeLocation: Palo Alto; Hybrid 2 days in office (2nd day half day in office)Salary: $90-125k base + 15-20% + Fully Paid We are partnering with a leading venture capital firm specializing in early-stage technology investments. Based in Palo Alto, this firm manages $1B in assets and is currently investing from its fifth fund. Their mission is to support U.S. entrepreneurs by providing strategic value through deep industry insights and strong connections with key partners across Asia. Responsibilities:<ul><li>Maintain general ledger for Funds, including day-to-day cash and non-cash transactions (purchase of investments, conversions, accruals, expenses, capital calls, distributions, change in investment valuations, and exit transactions).</li><li>Prepare monthly bank account reconciliations.</li><li>Process wires for investments and Fund expenses.</li><li>Perform quarterly close of the books for Funds, including all financial statements (Balance Sheet, Income Statement, Partners Capital, Cash Flows, SOI).</li><li>Prepare quarter and year-to-date individual partners’ capital allocations.</li><li>Process capital calls, including allocation calculations and cash receipt tracking.</li><li>Process both cash and stock distributions, including detailed distribution calculations.</li><li>Track investment data and documentation for all investments.</li><li>Complete quarterly tie out to cap tables.</li><li>Update and maintain LP records; record and perform calculations for LP interest transfers.</li><li>Answer LP inquiries and respond to confirmation requests.</li><li>Electronically distribute financial statements, partners’ capital statements, K-1s, capital call and distribution notices to LPs.</li><li>Other ad hoc responsibilities as appropriate for the position.</li></ul>

Financial Reporting Manager Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient. Responsibilities: • Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.• Act as mentor for employees by coaching and offering feedback to help improve performance.• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.• Assist with month-end processing, income and expense review, and financial statement preparation.• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.• Assist with the sales and use tax filing to the State Board of Equalization. If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn

Tax Manager - Family Office Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. An esteemed venture capital firm in Palo Alto is on the hunt for a seasoned Tax Manager to join their Family Office team. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development. With a commitment to a true work-life balance, the firm promotes a standard 40-hour work week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move. Responsibilities:<ul><li>Overseeing tax returns for family office clients</li><li>Nurturing client relationships</li><li>Conducting and reviewing tax assessments, extensions, and returns</li><li>Performing in-depth tax issue research and responding to notices</li><li>Assisting the CFO and Directors on special projects</li></ul>Ideal Start Date: Very flexible: Q2/Q3 2025 Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Private Equity - Finance Associate Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a leading private equity firm, renowned for its strategic, large-scale investments and industry-leading funds. This is your opportunity to be part of a high-performing team where your expertise will shape the financial reporting and operations of top-tier funds. Beyond competitive compensation, enjoy 100% company-paid medical, dental, and vision benefits, annual bonuses, generous 401(k) profit-sharing contributions, phantom carry, and pre-tax parking/transit savings accounts. The firm fosters a collaborative and growth-oriented culture, ensuring you have the tools and mentorship to thrive. Some responsibilities:<ul><li>Manage accounting functions for private equity funds, ensuring smooth quarterly closings.</li><li>Play a key role in audit coordination, from planning to data review.</li><li>Maintain and enhance accounting and operating procedures to align with best practices.</li><li>Ensure financial reporting adheres to GAAP standards.</li><li>Oversee the preparation of financial statements and key reports.</li><li>Analyze financial statements and review third-party quarterly valuations.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.