<p>We are looking for a detail-oriented Financial Analyst to join our clients team in San Ramon, California. This long-term contract position offers the opportunity to work on complex financial models, enhance reporting processes, and support strategic decision-making by delivering accurate financial data and insights. If you have a passion for data analysis, forecasting, and process improvement, we encourage you to apply.</p><p><br></p><p>This is a fully remote position but occasional onsite visits may be needed. Applicants must be local to the Bay Area. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile and verify financial datasets from various sources to ensure accuracy and consistency.</p><p>• Investigate and resolve data discrepancies to maintain high-quality reporting standards.</p><p>• Collaborate with governance teams to align financial data with compliance and organizational standards.</p><p>• Identify inefficiencies in data preparation workflows and implement improvements to streamline processes.</p><p>• Prepare enterprise-level financial reports, focusing on global metrics and intercompany considerations.</p><p>• Work with IT and Treasury teams to address data inconsistencies and align reporting systems with key performance indicators.</p><p>• Analyze data trends and variances to provide actionable insights for senior leaders and financial business partners.</p><p>• Assist with enterprise-wide reporting exercises, including compensation plan analysis and budget reconciliation.</p><p>• Build and refine financial forecasting models to support budgeting and resource allocation processes.</p><p>• Partner with finance teams to enhance and automate reporting templates and forecasting tools.</p>
<p>Seeking a nearly 100% remote job? We are looking for an experienced Lead Financial Analyst to join our team at the company headquartered in the East Bay. This role requires a detail-oriented individual who can leverage financial insights to support strategic decision-making and enhance business performance. The ideal candidate will excel in managing complex financial data and collaborating across teams to drive impactful results.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborates with senior leadership to analyze regional financial performance and guide decisions on pricing, resource allocation, and compensation strategies.</li><li>Advises mid-level leaders by interpreting financial data and recommending region-specific strategies to optimize profitability.</li><li>Develops and presents financial reports, forecasts, and scenario analyses to align operational plans with company goals.</li><li>Partners with Financial Analysts and Finance Intelligence to build models that support tactical and strategic decision-making.</li><li>Integrates predictive analytics into revenue planning and monitors key variances to refine forecasts and hit performance targets.</li><li>Supports compensation planning by validating data and suggesting adjustments based on trends and KPIs.</li><li>Guides leadership through changing market conditions, aligning strategies with business objectives and financial goals.</li><li>Facilitates regular financial reviews with regional leaders to enhance efficiency and execution.</li><li>Ensures compliance with financial regulations (GAAP, IFRS, SOX) and corporate governance through audits and documentation.</li><li>Collaborates cross-functionally to identify inefficiencies, drive process improvements, and align regional tools with operational needs.</li><li>Mentors junior team members and promotes best practices in financial analysis and reporting.</li></ul>
<p>We are looking for a highly skilled Senior Financial Analyst to join our team on a short-term contract basis. Based in Monterey, California, this role requires expertise in financial analysis and modeling to support budgeting and reporting functions. The ideal candidate will bring strong communication skills and advanced proficiency in Excel to ensure accuracy and efficiency in financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Analyze budget-to-actual performance for a five-year period to identify trends and variances.</p><p>• Prepare detailed month-end financial reports, ensuring all data is accurate and timely.</p><p>• Update and refine budget templates to align with organizational needs and compliance standards.</p><p>• Perform variance analysis to pinpoint discrepancies and recommend actionable solutions.</p><p>• Handle ad hoc financial analysis to address specific business questions or challenges.</p><p>• Utilize data mining techniques to extract meaningful insights from large financial datasets.</p><p>• Collaborate with government stakeholders to ensure adherence to accounting standards and regulatory requirements.</p><p>• Communicate complex financial information clearly to non-financial stakeholders.</p><p>• Maintain meticulous documentation of financial processes and analyses.</p>
<p><strong>Job Description: <em>Financial Planning & Analysis (FP& A) Analyst</em></strong></p><p>We’re seeking a detail-oriented, highly analytical FP& A Analyst to join our accounting/finance team. As an FP& A Analyst, you will work closely with the firm's Controller and department managers in supporting the firm's various businesses. Here are the key responsibilities and qualifications:</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist in preparing annual budgets, and forecasts.</li><li>Assist in preparing financial statements for senior management.</li><li>Develop and maintain financial models for various business units and projects.</li><li>Analyze financial data to identify trends, variances, and opportunities for improvement.</li><li>Support the monthly financial reporting process, including variance analysis and management reporting.</li><li>Prepare ad-hoc financial analyses and reports as needed.</li><li>Continuously improve financial processes and systems.</li></ul><p><br></p>
We are looking for a detail-oriented Entry-Level Financial Analyst to join our team in San Jose, California. In this role, you will support financial operations and analysis while gaining hands-on experience in accounting functions, reporting, and data management. This position offers an excellent opportunity to grow your career in financial services while contributing to meaningful business outcomes.<br><br>Responsibilities:<br>• Assist in managing and maintaining accounting software systems to ensure accurate financial reporting.<br>• Perform data mining and analysis to identify trends and provide actionable insights.<br>• Generate detailed reports using tools like Crystal Reports to support decision-making processes.<br>• Support auditing activities by preparing documentation and verifying financial records.<br>• Participate in budget planning and monitoring processes to ensure alignment with organizational goals.<br>• Apply accrual accounting methods to track revenues and expenses effectively.<br>• Collaborate with teams to enhance capital management strategies and optimize resource allocation.<br>• Handle CRM-related financial tasks to streamline operations and improve client satisfaction.<br>• Contribute to the refinement of financial processes for greater efficiency and accuracy.
We are looking for a dedicated Financial Analyst to join our team in San Francisco, California. This long-term contract position offers an excellent opportunity to contribute to fiscal management within the dynamic healthcare industry. The ideal candidate will bring strong analytical skills and a keen eye for detail to support budgeting, financial reporting, and compliance functions.<br><br>Responsibilities:<br>• Prepare and manage monthly reconciliations, projections, and invoices to ensure accurate financial reporting.<br>• Develop detailed financial status reports and assist in budgeting processes.<br>• Perform journal entries and recharges, ensuring compliance with established guidelines and regulations.<br>• Conduct account close-outs, verifying accuracy in revenue and cost allocations.<br>• Monitor and maintain precision in account budgets, identifying discrepancies and resolving them promptly.<br>• Utilize advanced Excel features, such as pivot tables and VLOOKUP, to generate and analyze financial data.<br>• Adhere to compliance standards, including organizational circulars and policies, in all financial activities.<br>• Collaborate with team members to streamline financial processes and improve efficiency.<br>• Provide insights and recommendations based on financial data analysis.<br>• Support additional financial tasks and projects as needed.
<p><strong>Job Title:</strong> Financial Analyst – Public Sector (Scenario Analysis)</p><p><strong>Duration:</strong> Contract Role (1–3 months)</p><p><strong>Company:</strong> Robert Half Client – Public Sector</p><p><br></p><p><strong>Job Description:</strong></p><p>Our public sector client is seeking an experienced <strong>Financial Analyst</strong> for a short-term contract role to support scenario analysis related to grants and funding. This position offers an opportunity to contribute to meaningful projects impacting community programs and initiatives. If you have a strong background in financial modeling, forecasting, and working with grant-related budgets, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Scenario Analysis:</strong> Develop and conduct in-depth financial scenario analyses to assess the impact of changes in grant funding, allocation, and program priorities.</li><li><strong>Grant Budget Management:</strong> Review grant agreements and funding guidelines to ensure compliance and alignment with financial projections.</li><li><strong>Forecasting:</strong> Create detailed funding models and projections using historical data, anticipated grant disbursements, and program-specific requirements.</li><li><strong>Reporting:</strong> Prepare clear, concise reports and presentations to communicate findings to stakeholders, including senior management and program leadership.</li><li><strong>Risk Assessment:</strong> Evaluate financial risks associated with funding uncertainties and propose mitigation strategies.</li><li><strong>Collaboration:</strong> Work closely with program managers, grant coordinators, and finance teams to gather data and provide actionable recommendations.</li><li><strong>Ad Hoc Analysis:</strong> Provide support for additional budgeting, forecasting, and reporting requests as needed.</li></ul><p><br></p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>Are you an experienced finance leader with a strong background in accounting and financial operational excellence? Our client is seeking an <strong>Interim Director of Finance</strong> for a <strong>3+ month engagement</strong>. This role requires a hands-on professional with the ability to guide financial and operational decisions while ensuring the company’s financial health and compliance. This role is onsite in San Leandro and is expected to pay between $70-$85/hr. DOE.</p><p><br></p><p><strong>Primary Duties</strong></p><ul><li>Deliver financial updates by evaluating, analyzing, and reporting key data points to operational managers.</li><li>Develop, implement, and maintain strong financial controls and guidelines.</li><li>Achieve budgeting goals through proper analysis, scheduling, and corrective actions.</li><li>Innovate processes to maximize payroll efficiency.</li><li>Assist in developing and supporting short- and long-term operational strategies.</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Ensure timely, accurate, and useful financial information across annual, bi-weekly, monthly, and daily reporting cycles.</li><li>Conduct financial analyses related to product costing and pricing strategies.</li><li>Collaborate with the ownership team to establish financial and operational benchmarks, budgets, and reporting standards (biweekly, monthly, and annual).</li><li>Strengthen internal controls to safeguard company assets, policies, procedures, and workflows.</li><li>Provide oversight to human resources and IT while focusing on efficiency and service in these departments.</li><li>Lead the accounting team with dynamic leadership that fosters trust and productivity.</li><li>Improve financial and cash flow models throughout the organization.</li><li>Supervise accounts receivable and accounts payable processes.</li><li>Manage and deliver financial reports to external stakeholders (e.g., banks) on a monthly and quarterly basis.</li><li>Act as the primary interface with external CPAs for reviewed financial statements and tax filings.</li><li>Promote continuous improvement within the company, emphasizing financial analysis initially.</li></ul>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p><strong>Job Overview:</strong></p><p>We are seeking an experienced <strong>Accounts Payable (AP) Analyst</strong> to join our team at a leading medical company. This is a fully remote, full-time position that requires working in the Pacific Standard Time (PST) zone. The ideal candidate will possess strong expertise in <strong>Workday</strong>, <strong>Power Automate</strong>, and <strong>advanced Excel</strong>, along with a proven track record of automating AP processes. If you're detail-oriented, analytical, and excel at streamlining workflows, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>AP Process Management:</strong> Handle full-cycle accounts payable processing, including posting invoices, verifying transactions, reconciling accounts, and ensuring accurate and timely payments.</li><li><strong>Process Automation:</strong> Spearhead the automation of AP workflows using <strong>Power Automate</strong> and other tools, improving operational efficiency and reducing manual workload.</li><li><strong>Workday Expertise:</strong> Leverage extensive experience with <strong>Workday</strong> ERP to manage AP processes, reporting, and integrations effectively.</li><li><strong>Data Analysis and Reporting:</strong> Utilize <strong>advanced Excel skills</strong>, including pivot tables, VLOOKUPs, and macros, to analyze and report AP data to stakeholders.</li><li><strong>Vendor Management:</strong> Communicate with vendors to resolve invoice discrepancies, process payments, and maintain strong relationships.</li><li><strong>Compliance and Accuracy:</strong> Adhere to regulatory standards, internal controls, and company policies to ensure financial accuracy and data integrity.</li><li><strong>Collaboration:</strong> Work cross-functionally with finance, procurement, and other departments to align processes and procedures.</li></ul><p><br></p>
<p>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.</p><p><br></p><p><strong>Responsibilities</strong></p><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>
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p>Excited about the role? Apply here and please reach out to <strong><u>Jennifer Fukumae</u></strong> on LinkedIn for quicker consideration.</p><p> </p><p><strong>Job Title: Trading & Investment Analyst - SF!</strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $90-120k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support.</p><p>The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Support senior investment professionals in the <strong>construction and implementation of customized portfolios</strong>, including strategy shifts and capital deployment plans</li><li>Gain and apply a deep understanding of the firm’s <strong>investment philosophy, proprietary models, asset classes, and product offerings</strong></li><li>Conduct <strong>company- and security-level investment analysis</strong> in response to client inquiries or internal research needs</li><li>Execute <strong>client-directed trades</strong> across equities, fixed income, and options in coordination with the Investment Management team</li><li>Prepare and maintain <strong>comprehensive client performance reports</strong>, balance sheets, and related investment documentation</li><li>Oversee and manage <strong>performance tracking for private investments</strong>, including communication with external managers</li><li>Assist in <strong>preparing alternative investment subscription documents</strong> and managing related workflows</li><li>Collaborate with the Client Service team to facilitate <strong>cash movements</strong>, including client-requested withdrawals and strategic cash deployment</li><li>Monitor client portfolios for <strong>cash drag, rebalancing needs, and tax-loss harvesting</strong> opportunities, proactively surfacing insights to the investment team</li><li>Review portfolio holdings for potential <strong>enhancement or optimization opportunities</strong>, presenting research and recommendations to senior team members</li><li>Provide <strong>operational support to the broader Investment Team</strong>, including coordination of internal projects and workflows</li><li>Manage <strong>private fund operations administration</strong> by liaising with third-party fund administrators and ensuring accurate recordkeeping</li></ul><p><br></p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
We are looking for an experienced Accounting Manager/Supervisor to lead the financial operations of our organization in Tracy, California. This is a long-term contract position offering an excellent opportunity to oversee critical accounting functions and contribute to the strategic financial management of the company. The ideal candidate will excel in managing finance teams, ensuring compliance with policies, and driving efficiency in financial processes.<br><br>Responsibilities:<br>• Oversee daily operations of the Finance Department, including accounting, accounts payable, accounts receivable, audits, and financial reporting.<br>• Develop and implement departmental policies, procedures, and goals to enhance efficiency and ensure regulatory compliance.<br>• Manage the budgeting process, prepare detailed financial reports, and ensure the timely delivery of accurate financial statements.<br>• Supervise and evaluate finance staff, providing guidance, training, and addressing performance concerns.<br>• Conduct financial studies and recommend improvements to systems, processes, and operational practices.<br>• Advise on financial policies, compliance matters, and strategies to optimize organizational financial performance.<br>• Collaborate with auditors to facilitate successful audits and maintain accurate financial documentation.<br>• Utilize accounting software systems and ERP platforms to streamline financial processes and reporting.<br>• Ensure proper handling of billing functions and maintain high standards for accounts payable and receivable processes.<br>• Monitor and assess financial risks, providing solutions to mitigate potential issues.
<p><strong>Job Title:</strong> Wealth Manager / Senior Wealth Manager</p><p><strong>Location:</strong> Mill Valley, CA (Hybrid: 2-3 days/week onsite)</p><p><strong>Salary:</strong> $150,000 – $200,000+ (DOE) + Bonus + Profit Sharing (Senior WM)</p><p> </p><p><strong>Company Details:</strong></p><p>We are partnering with an independent SEC-registered investment advisory firm based in Mill Valley. The firm offers personalized financial services to high-net-worth individuals and families and is known for its collaborative culture and commitment to delivering holistic, purpose-driven wealth management.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Manage and nurture client relationships by providing tailored financial planning and investment advice</li><li>Develop comprehensive strategies covering retirement, tax, estate, insurance, and portfolio management</li><li>Support business growth through client referrals and expanding networks</li><li>Collaborate with team members to ensure consistent delivery of high-quality client service</li><li>Maintain compliance and accurate records of all client interactions</li><li>(Senior Wealth Manager) Lead complex client engagements, mentor junior advisors, and contribute to firm-wide strategic initiatives</li></ul><p><br></p>
<p>Excited about the role? Apply here and please reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for quicker consideration.</p><p><br></p><p><strong>Job Title:</strong> Wealth Manager / Senior Wealth Manager</p><p><strong>Location:</strong> Mill Valley, CA (Hybrid: 2-3 days/week onsite)</p><p><strong>Salary:</strong> $150,000 – $200,000+ (DOE) + Bonus + Profit Sharing (Senior WM)</p><p> </p><p><strong>Company Details:</strong></p><p>We are partnering with an independent SEC-registered investment advisory firm based in Mill Valley. The firm offers personalized financial services to high-net-worth individuals and families and is known for its collaborative culture and commitment to delivering holistic, purpose-driven wealth management.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Manage and nurture client relationships by providing tailored financial planning and investment advice</li><li>Develop comprehensive strategies covering retirement, tax, estate, insurance, and portfolio management</li><li>Support business growth through client referrals and expanding networks</li><li>Collaborate with team members to ensure consistent delivery of high-quality client service</li><li>Maintain compliance and accurate records of all client interactions</li><li>(Senior Wealth Manager) Lead complex client engagements, mentor junior advisors, and contribute to firm-wide strategic initiatives</li></ul>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>A premier venture capital firm is seeking a <strong>Fund Accounting Manager or Senior Manager</strong> to join its dynamic finance team in Menlo Park. This role is central to managing the financial operations of the firm’s venture funds and offers comprehensive exposure to the full fund lifecycle. Reporting to the Vice President of Finance, the position also supports key initiatives for the CFO and Head of Investor Relations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain fund and general partner ledgers, including investment transactions, expenses, accruals, and intercompany balances</li><li>Prepare quarterly and annual fund financial statements</li><li>Oversee capital calls and distributions to limited partners</li><li>Monitor fund cash flows and ensure timely processing of transactions</li><li>Manage deliverables from external fund administrators and review financial reporting packages</li><li>Coordinate with audit and tax providers, supporting timely and accurate filings</li><li>Partner with the Investor Relations team to address LP inquiries and reporting needs</li><li>Participate in special projects and process improvement initiatives</li></ul><p><strong>Why This Role:</strong></p><ul><li>Opportunity to work with one of the industry’s most active and well-capitalized VC platforms</li><li>Exposure to the entire fund lifecycle—from formation through exit</li><li>A culture that values cross-functional learning and growth</li><li>Strong team stability and leadership committed to development</li><li>Close partnership with third-party fund administrators and internal stakeholders</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive base salary with performance-based bonus</li><li>Fully covered medical, dental, vision, and life insurance</li><li>401(k) plan with profit sharing</li><li>Complimentary lunches and a stocked office kitchen</li><li>Team-oriented and mission-driven work environment</li></ul>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>An established and rapidly growing investment firm is seeking a <strong>Senior Fund Accounting Manager</strong> or <strong>Assistant Controller</strong> to join its finance team. The firm manages <strong>multi-billion-dollar assets</strong> across a diverse portfolio of private investments and is in the process of raising its next major fund. This is a rare opportunity to join a high-performing team with deep exposure to the full fund lifecycle and long-term growth potential.</p><p><br></p><p><strong>Why This Role</strong></p><ul><li>Join a <strong>collaborative and experienced finance team</strong> at a well-respected investment firm</li><li>Work across all phases of the <strong>fund lifecycle</strong>, from capital calls to financial reporting</li><li>Partner closely with internal stakeholders and external service providers</li><li>Benefit from a <strong>stable environment</strong> with strong leadership and a track record of success</li><li>Enjoy a culture that values <strong>teamwork, transparency, and development</strong></li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and general partner ledgers, including investment activity, accruals, and intercompany transactions</li><li>Prepare quarterly and annual financial statements for multiple funds</li><li>Oversee cash positions and manage capital calls and distributions</li><li>Coordinate with fund administrators, auditors, and tax advisors to ensure timely, accurate reporting</li><li>Review financial reports, capital account statements, and other fund documentation</li><li>Support investor communications by responding to limited partner inquiries in collaboration with Investor Relations</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li><strong>Competitive base salary</strong> with annual <strong>performance-based bonus</strong></li><li><strong>Comprehensive health coverage</strong>: medical, dental, vision, and life insurance</li><li><strong>401(k) with firm contribution</strong></li><li><strong>Office perks</strong> including free lunches and stocked kitchen</li><li><strong>Flexible hybrid schedule</strong> to support work-life balance</li></ul>
<p>We are looking for a CFO to join our team based in Carmel, California. In this role, you'll be expected to oversee our financial operations, manage our accounting software systems and handle our budget processes. This role is crucial to our company's financial health and stability.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the financial operations within the company, including accounting functions and cash flow analysis.</p><p>• Financial Services for efficient financial management and reporting.</p><p>• Implement and maintain accounting software systems for accurate financial data and reporting.</p><p>• Manage and optimize CRM and business systems to support financial operations.</p><p>• Lead the budget processes, ensuring that all financial forecasts align with the company's strategic goals.</p><p>• Conduct regular auditing to ensure compliance with financial laws and regulations.</p><p>• Oversee capital management strategies to optimize financial resources.</p><p>• Respond to financial inquiries by gathering and interpreting financial data.</p><p>• Develop and implement financial policies and procedures to improve operational efficiency.</p><p>• Analyze financial data and prepare financial reports for executive management</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• 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.</p>
We are looking for an experienced and detail-oriented Accounting Manager to join our team on a contract basis in San Francisco, California. In this role, you will oversee critical accounting functions, including insurance claims processing and financial reconciliations, while ensuring compliance and accuracy. This position offers the opportunity to contribute to a dynamic, fast-paced environment within the high-tech electronics industry.<br><br>Responsibilities:<br>• Manage financial processes related to insurance claims, ensuring compliance with regulations and maintaining accurate documentation.<br>• Process and record cash transactions through coding and journal entries, supporting robust accounting practices.<br>• Perform bank reconciliations regularly, identifying and resolving discrepancies to align company records with bank statements.<br>• Handle a high volume of claim cases monthly, maintaining precision and adherence to deadlines.<br>• Collaborate with senior leadership and the Controller to provide updates on financial activities and outcomes.<br>• Ensure the accuracy and efficiency of month-end close procedures, including the preparation of general ledger entries.<br>• Prepare financial statement audits by organizing and verifying relevant documentation.<br>• Enhance financial controls and processes to improve operational efficiency.<br>• Conduct account reconciliations to maintain the integrity of financial records.
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>Position Summary:</strong></p><p> A leading venture capital firm is seeking a <strong>Fund Accounting Manager or Senior Manager</strong> to join its growing finance team in Menlo Park. This role is ideal for individuals with a strong foundation in fund accounting and a desire to learn the full lifecycle of venture capital funds. Reporting to the Vice President of Finance, the role offers hands-on exposure to fund operations, audit and tax processes, and investor relations support.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Maintain general ledgers for Funds and GPs, including investment transactions, quarterly expenses, and intercompany activity</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax, and fund administrators to ensure timely and accurate filings</li><li>Monitor fund cash positions and manage capital call/distribution processes</li><li>Review fund administrator workbooks and reporting packages</li><li>Collaborate with the investor relations team to address limited partner requests and inquiries</li><li>Contribute to special projects for the CFO, Head of IR, and broader finance team</li></ul><p><strong>Why Join Us:</strong></p><ul><li>Be part of a team supporting the deployment of one of the largest venture capital funds in the industry</li><li>Learn the fund lifecycle from start to finish</li><li>Work in an environment that values growth and does not pigeonhole team members</li><li>Collaborate with a high-performing, stable, and mission-driven finance team</li><li>Enjoy a supportive, team-first culture</li></ul><p><strong>Compensation & Perks:</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) with profit sharing</li><li>Free lunches and a fully stocked office kitchen</li><li>Hybrid work schedule and a collaborative office environment</li></ul>
