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347 results for Finance in Walnut Creek Ca

VP/Director of Finance <p>We are offering an exciting opportunity in South San Francisco, California for a VP/Director of Finance to join our team in the industry. As a VP/Director of Finance, you will be primarily involved in handling Accounting Software Systems, ADP - Financial Services, Concur, CRM, and other accounting functions. </p><p><strong>Please contact <u>Tra Nguyen via LinkedIn or Email with your updated resume</u> for fastest consideration for this opportunity.</strong></p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the company's financial operations and guide financial decisions by establishing, monitoring, and enforcing policies and procedures.</p><p>• Utilize Accounting Software Systems and CRM to maintain accurate financial records.</p><p>• Handle Accounts Payable (AP) and ensure timely and accurate payments.</p><p>• Prepare and manage the organization's Annual Budget, ensuring all financial data aligns with company goals and budget forecasts.</p><p>• Conduct regular Auditing and ensure all financial actions adhere to the company's financial policies and legal regulations.</p><p>• Manage Budget Processes to ensure the efficient and effective allocation of resources.</p><p>• Use ADP - Financial Services and Concur for efficient financial management and report preparation.</p><p>• Implement and manage 3M in the organization to achieve financial objectives.</p><p>• Ensure all accounting functions are carried out in compliance with local, state, and federal laws and regulations.</p> Manager of Finance, Planning <p>Reporting into the Associate Director of Finance and Planning, the Manager of Finance and Planning is responsible for the overall financial management. In coordination with Senior Director of Finance and Planning, this position will be responsible for monthly invoicing of all grants and contracts in accordance with funder requirements. Please contact <strong><u>Tra Nguyen via LinkedIn or Email with your updated resume</u></strong> for fastest consideration for this opportunity.</p><p><br></p><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Ensure timely and accurate processing of all invoices, promoting prompt payment from funders.</li><li>Assist the Senior Director of Finance & Planning (F& P) and CFO in developing the annual agency budget and periodic financial forecasts (monthly or quarterly).</li><li>Support the Senior Director of F& P in managing program and agency budgets, aiming to maximize revenue and identify areas for improvement and cost savings.</li><li>Use financial modeling in coordination with the Senior Director of F& P to simulate scenarios and forecasts, presenting potential outcomes to the CFO/management team to avoid financial pitfalls and recommend solutions for improved financial health.</li><li>Collaborate with Program and Administrative Directors under the Senior Director of F& P’s supervision to drive continuous improvements in financial management.</li><li>Conduct monthly financial assessments with each Director and generate reports for the CFO and senior management team.</li><li>Work with the Senior Controller to ensure financial records' accuracy and compliance with financial regulations and accounting principles.</li><li>Partner with the Development department and Senior Controller to ensure restricted donations are spent per donor restrictions, and reports to funders are accurate and timely.</li><li>Assist the Senior Director of F& P in coordinating compliance audits from public and private agencies.</li><li>Work with the Senior Controller and finance team to ensure successful financial audits for the company and its affiliates.</li><li>Manage additional tasks as assigned.</li></ul> Director of Finance <p>We are offering an exciting opportunity for a Director of Finance in Emeryville, California. As a key member of our team, your role will involve overseeing the financial operations, implementing accounting systems, and managing budgeting processes. </p><p><br></p><p>Responsibilities: </p><ul><li>Lead financial planning and analysis for global Dx plants.</li><li>Prepare monthly and ad-hoc reports to track performance, budgets, forecasts, and operational metrics.</li><li>Provide financial support to Plant Heads and lead financial reviews at management meetings.</li><li>Challenge business assumptions to ensure reasonable budgets and forecasts; advise on resource allocation.</li><li>Oversee financial audits of manufacturing processes and partnerships.</li><li>Manage accounting for joint business partnerships and collaborate on planning and analysis.</li><li>Support global Diagnostics Capex planning with the international office.</li><li>Provide financial modeling for new industrial businesses and strategic initiatives.</li><li>Assess cost efficiencies and operational effectiveness.</li><li>Ensure accurate cost capture and reasonable budget assumptions with Industrial personnel.</li><li>Collaborate on optimizing inventory, manufacturing costs, and supply chain expenses.</li><li>Coordinate with corporate functions to ensure proper service allocations.</li><li>Lead/support strategic growth projects (acquisitions, integrations, divestitures, system implementations).</li></ul><p><strong>Financial Systems</strong></p><ul><li>Improve systems for planning, capturing, and analyzing manufacturing expenses; lead costing methodology.</li><li>Develop efficiencies and improvements in financial data analysis and reporting.</li><li>Work with IT to adapt systems to meet business structure changes.</li></ul><p><strong>General</strong></p><ul><li>Lead and develop the Industrial Finance team (6-8 individuals across 6 plants).</li><li>Improve SAP financial controlling systems across Diagnostics plants.</li><li>Continuously enhance the quality of service from the Diagnostics Finance function.</li></ul><p><br></p> Junior Financial Analyst <p>Our client is seeking a talented Junior Financial Analyst with 1-2 years' experience. A candidate who is looking to build their finance career would be a good fit for this role as plenty of training will be provided for the right fit.</p><p> </p><ul><li>Preparation of financial reports.</li><li>Reconcile transactions through comparison and correction of data.</li><li>Conducts various statistical and financial reports, as assigned. Gathers analysis and creates reports.</li><li>Prepare monthly analysis of cost of goods sold and operational expenses against prior year and budget.</li><li>Conduct market research analysis, maintains statistical/financial databases.</li><li>Identify trends and recommend actions to senior financial analysts.</li><li>Assist analysts in creating press releases, research, and analysis.</li></ul><p><br></p> Financial Planning & Analysis Manager <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> Financial Analyst We are seeking a Financial Analyst to join our team in San Jose, California. As a Financial Analyst, you will be responsible for assisting with Mergers and Acquisitions (M& A) activities, learning Financial Planning & Analysis (FP& A) functions and transactions, and performing financial modeling. This opportunity offers a contract to permanent employment opportunity.<br><br>Responsibilities:<br><br>• Assist with Mergers and Acquisitions (M& A) activities<br><br>• Learn and execute Financial Planning & Analysis (FP& A) functions and transactions<br><br>• Perform financial modeling to support decision making<br><br>• Utilize Microsoft Excel for data analysis and reporting<br><br>• Develop and deliver PowerPoint presentations to communicate financial insights<br><br>• Maintain clear and effective communication across the team<br><br>• Support the growth and development of entry level positions<br><br>• Ensure accuracy and efficiency in all financial operations. Finance Treasury Associate - Private Equity Firm! <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Finance Treasury Associate</p><p><strong>Location</strong>: Menlo Park (4 days in office, 1 day work from home)</p><p><strong>Employment Type:</strong> Full-Time</p><p> </p><p> A top-tier financial services provider dedicated to supporting high-growth companies backed by venture capital and private equity throughout their development. Specializing in debt financing, equity investments, and related services, the firm focuses on dynamic sectors. </p> Financial Analyst - Entry level <p>We are offering an exciting opportunity for an Entry Level Financial Analyst in the venture capital industry,<strong> located remotely on a PART-TIME basis.</strong> If you are looking to work 20 hours a week with a fairly flexible schedule, this job is for you! The successful candidate will be fundamental in supporting our team by conducting financial data analysis, forecasting, and reporting to contribute to risk mitigation and effective decision-making processes. </p><p><br></p><p>Responsibilities: </p><p>• Contribute to the maintenance of accurate and up-to-date investment schedules for various entities.</p><p>• Manage and maintain the finance folder within the client’s systems in a precise and agreed-upon manner.</p><p>• Collaborate with third-party accounting teams to support quarterly valuations of funds, ensuring accuracy and reasonableness.</p><p>• Maintain precise and accessible audit documentation for the CFO and external accounting teams within an agreed-upon timeline.</p><p>• Ensure the Venture Capital database is accurate and current, including precise investor and stakeholder data.</p><p>• Update and validate key performance indicators (KPIs) for venture capital investments.</p><p>• Assist in the analysis of financial statements, projections, and valuation methodologies, and contribute to the creation of financial models.</p><p>• Work together with other external vendors to update financial information.</p><p>• Conduct comprehensive industry and technology analyses to identify trends and investment opportunities to support sound financial decision-making.</p><p>• Support the maintenance of positive and transparent relationships with fund investors, other venture capital partners, and industry experts by providing regular reporting and addressing standard inquiries from investors.</p> Senior Valuation/Finance Analyst - Private Equity Firm <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Valuation/Finance Analyst</p><p><strong>Employment Type:</strong> Full-Time</p><p> </p><p>A private equity firm managing 2 billion in assets is looking for a Senior Valuation/Finance Analyst to join their team. Based in Redwood city, this role offers a Hybrid work schedule and competitive compensation. </p> CFO <p>Robert Half is in search for a Non-Profit CFO. Reporting to and partnering with the CEO, the CFO will play a critical role in developing financial plans, overseeing all fiscal and fiduciary responsibilities for the organization and it’s fiscally sponsored projects in conjunction with the Board of Directors and Finance and Audit Committees of the Board.  The CFO plays a critical role in developing and implementing our approach to customer service, ensuring appropriate financial processes and policies are in place, and upgrading systems to operate more efficiently and transparently with our projects. The CFO manages, motivates, and mentors the Accounting/Finance Department.</p><p><br></p><p>Essential Job Functions Summary</p><p>Financial and Operational Management</p><ul><li>Oversee accounts, ledgers, and reporting for compliance with accounting principles and regulatory requirements.</li><li>Manage cash flow and forecasting for the organization.</li><li>Collaborate with CEO and Board to develop strategic and annual plans for budget alignment and cost management.</li><li>Monitor budget progress and present financial metrics internally and externally.</li><li>Utilize predictive models and financial analyses to inform operations and business plans.</li><li>Partner with consultants and CEO to implement new systems for organizational needs.</li><li>Engage with Board Finance and Audit Committees on trends, budgets, and cost management.</li><li>Participate in policy development as part of the senior management team.</li><li>Optimize banking relationships for better financial management.</li><li>Represent the organization to financial partners and stay updated on nonprofit audit best practices and regulations.</li></ul><p>Team Management</p><ul><li>Hire, coach, and develop accounting and finance staff; manage work allocation and performance evaluations.</li><li>Assess and improve processes for efficiency and cross-training.</li><li>Collaborate with senior leaders to ensure effective cross-functional teamwork and customer service.</li></ul> Financial Analyst <p>We are seeking a talented and motivated Financial Analyst to join our client in Hayward, CA. The ideal candidate will possess strong analytical skills, attention to detail, and the ability to interpret complex financial data to support business objectives. This role offers an exciting opportunity to collaborate with cross-functional teams, perform financial modeling, and provide valuable insights to drive operational efficiency and profitability.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Conduct in-depth financial analysis, including variance analysis, trend analysis, and forecasting, to support strategic decision-making.</li><li>Develop and maintain financial models to evaluate business performance, investment opportunities, and potential risks.</li><li>Prepare comprehensive reports and presentations for senior management and stakeholders, highlighting key financial metrics and insights.</li><li>Collaborate with departments across the organization to gather relevant data and provide actionable recommendations for process improvements and cost-saving initiatives.</li><li>Assist in budgeting, forecasting, and long-range planning activities, ensuring alignment with overall business objectives.</li><li>Stay updated on industry trends, market conditions, and regulatory changes to provide informed recommendations and insights.</li></ul><p>Please submit your updated resume and cover letter. We look forward to reviewing your application!</p><p> </p> Senior Valuation/Finance Analyst - Hyrbid <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Valuation/Finance Analyst</p><p><strong>Employment Type:</strong> Full-Time</p><p> </p><p>A private equity firm managing 2 billion in assets is looking for a Senior Valuation/Finance Analyst to join their team. Based in Redwood city, this role offers a Hybrid work schedule and competitive compensation. </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review fund documentation and portfolio company transaction documents to understand terms to ensure proper reporting and analysis.</li><li>Responsible for valuation spreadsheets.</li><li>Assist with the portfolio company management to obtain financial information.</li><li>Assist in annual preparation of audited financial statements.</li><li>Calculate and manage capital calls for management fees, fund expenses and investments.</li><li>Assist in preparation of tax returns and supporting scheduled for funds.</li><li>Build spreadsheet models and analyses, including performance analysis</li></ul> FP&A Analyst <p>We are offering an exciting opportunity in the services industry, based in San Ramon, California. The role is for a Financial Planning & Analysis Analyst who will be instrumental in managing and executing our financial and accounting operations.</p><p><br></p><p>Responsibilities:</p><p>• Serve as an expert on financial business systems and policies in the ERP system.</p><p>• Review and approve invoices and requisitions, aligning them with budgets/forecasts and facilitating approvals.</p><p>• Collaborate with the Business Intelligence team for accurate, timely reporting.</p><p>• Ensure relevance and accuracy in monthly AP accruals, journals, and prepaid amortizations.</p><p>• Actively identify and reconcile financial discrepancies, improve management reporting through comprehensive research and solutions.</p><p>• Develop and use complex financial workbooks for decision-making.</p><p>• Perform budgeting, forecasting, and variance analysis to influence business strategy.</p><p>• Provide accurate financial reports on company performance metrics.</p><p>• Analyze large datasets to find trends and deliver actionable insights.</p><p>• Work cross-functionally to understand and translate company's operations into financial performance.</p><p>• Handle ad-hoc data requests from leadership regarding financial performance and other financial information.</p> Senior Valuations & Finance Analyst, <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Valuation & Finance Analyst</p><p>Location: Redwood City (Hybrid)</p><p>Salary: $130-$150k + Bonus</p><p> </p><p>About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs).</p><p> </p><p>Key Responsibilities:</p><ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul><p> </p><p><br></p> Cost Controlling Manager <p>We are on the lookout for a proficient Senior Finance Manager to join our team based in Emeryville, California. As a Senior Finance Manager, you will be entrusted with the responsibility of handling various financial and accounting functions, utilizing your skills in CRM, 3M, Concur, and Crystal Reports amongst others. You will play a crucial role in managing budgets, auditing, and employing data mining techniques for efficient operations.</p><p><br></p><p>Responsibilities:</p><ul><li>Role involves financial planning and analysis</li><li>Preparation of monthly industrial financial reports</li><li>Coordination of annual budget and mid-year forecasts</li><li>Assuring reasonability of industrial divisional budgets</li><li>Subject Matter Expert for cost/ finance controlling team</li><li>Support on division-wide initiatives and projects</li><li>Providing ad-hoc financial support to management teams</li><li>Collaboration with affiliates impacting Diagnostics, such as production volume updates</li><li>Assistance in manufacturing & quality financial planning</li><li>Validation of forecast information accuracy in global reporting modules</li><li>Analysis of financial results vs annual budget for Industrial management</li><li>Ensuring accuracy of Master Data related to finance controlling</li><li>Identification and implementation of efficiencies in financial data reporting</li><li>Working with IT teams to ensure system configuration aligns with business structure</li><li>Active participation in global Industrial Finance meetings</li><li>Aimed to improve quality of support provided by Dx Industrial Finance</li></ul> VP of Finance and Accounting, Venture Capital <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: VP of Finance and Accounting, Venture Capital</p><p>Location: Redwood City, CA (remote) </p><p>Salary: $250-$300k + Carry</p><p> </p><p>About the company: This company operates as a holding entity and an investment firm with multiple stages specializing in technology ventures. With a primary focus on the future of work, consumer technology, cybersecurity, and developer infrastructure, it invests in renowned companies. </p><p> </p><p>Key Responsibilities:</p><ul><li>Manage different fund structures and transitions from holding company to traditional fund structures.</li><li>Oversee outsourced consulting on the management company and fund administrator relationships.</li><li>Handle growth challenges and prioritize tasks accordingly.</li><li>Roll up the sleeves, "peel the onion" as many layers deep as needed, and be the captain of the finance function.</li></ul><p><br></p> FP&A Director <p>We are offering a short term contract employment opportunity for an FP& A Director (fully remote). This role is in the higher-ed industry where you will be tasked with overseeing budgeting, financial forecasting, and operating plans. You will also provide strategic financial consulting support to CFO and lead the company in strategic planning.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development of budgeting, financial forecasting, and operating plans.</p><p>• Conduct strategic and tactical analysis to evaluate financial performance and profitability.</p><p>• Collaborate with key stakeholders to enhance financial planning processes and performance measures.</p><p>• Provide strategic financial consulting support to senior management, including preparing board presentations and financial presentations.</p><p>• Analyze new business opportunities and acquisitions.</p><p>• Lead the strategic planning of the company and execute these strategies through annual budgeting.</p><p>• Present and report the status and outcome of programs, investments, ROI, and projected performance to top management.</p> Cost Controlling Manager <p>We are on the lookout for a meticulous Senior Finance Manager to be a part of our team. The selected candidate will be in charge of various financial and accounting functions, including auditing, budgeting processes, and data mining. This role is based in Emeryville, California, 94612, United States.</p><p><br></p><p>Responsibilities:</p><p>•• Responsible for Financial Planning & Analysis.</p><p>• Prepares the consolidated monthly results for Diagnostic Industrial and Industrial financial reports.</p><p>• Provides analytical insight during monthly financial reviews to drive Industrial division performance.</p><p>• Consolidates manufacturing cost and inventory data for monthly management reports.</p><p>• Coordinates annual budget and monthly forecast planning with all Industrial plants.</p><p>• Supports Industrial division-wide initiatives and projects.</p><p>• Offers ad hoc financial support to the Diagnostic Industrial management team as directed by the Sr. Director, Dx Industrial Finance.</p><p>• Manages and confirms the accuracy of forecast information reported in global SAP and BI modules.</p><p>Serves as a Financial Shared Services liaison.</p><p>• Leads coordination with internal and external audit teams.</p><p>• Provides legal entity accounting support and occasionally prepares accounting memos.</p><p>• Identifies and drives processes for efficient financial data capture, analysis, and reporting.</p><p>• Collaborates with Dx Industrial Finance and IT teams to adapt systems to changing business structure.</p><p>• Supports SAP S4HANA Migration.</p><p>• Participates actively in global Industrial Finance meetings and Dx Industrial Finance initiatives.</p><p>• Continually strives to improve the quality of support provided by the Dx Industrial Finance function.</p> CFO <p>We are providing an exciting opportunity for a CFO to join our client's team in the non-profit sector, located in San Jose, California. The CFO will play a crucial role in supervising the finance and billing operations, developing financial strategies, maintaining financial records, and providing financial reports. The CFO will also establish relationships with external financial entities and support strategic initiatives of the organization.</p><p><br></p><p>Responsibilities</p><p>• Supervise teams that handle finance and billing operations, ensuring compliance, audits, and tax filings are conducted accurately.</p><p>• Develop and implement financial strategies that oversee cash flow, budgeting, and revenue collection processes.</p><p>• Maintain detailed financial records such as ledgers, payroll, accounts payable/receivable, and other systems.</p><p>• Prepare and present financial reports and key metrics to the leadership team and Board, providing insights and actionable recommendations.</p><p>• Build and foster relationships with external financial entities, including banks, auditors, and service providers.</p><p>• Direct the organization's annual budget development, collaborating with program leads to create realistic financial plans.</p><p>• Monitor the budget performance, providing analysis, updates, and guidance to leadership.</p><p>• Support strategic initiatives by identifying funding sources, evaluating new business opportunities, and assessing major projects such as system upgrades or acquisitions.</p><p>• Collaborate with the Board's finance committee to provide expert guidance and ensure alignment with organizational objectives.</p><p>• Use financial insights to support major organizational decisions and special projects.</p> Financial Advisor <p>Please <strong>contact <u>Michelle Espejo via LinkedIn or Email</u> </strong>for fastest consideration for this opportunity.</p><p><br></p><p>Join our client, an independent RIA in the vibrant Bay Area as a financial advisor. They craft innovative investment strategies for a diverse clientele, from institutions to entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders. <strong>HYBRID </strong>work schedule. </p><p>Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success.</p><p><br></p><p><strong>Some Responsibilities of a Financial Advisor:</strong></p><ul><li>Offer financial planning and investment advice to clients.</li><li>Develop tailored investment strategies and offer financial guidance.</li><li>Manage assigned clients, ensuring top-notch service and ongoing support.</li><li>Engage in direct, daily interactions with clients and team.</li><li>Thrive in a team-based environment, catering to sophisticated clients.</li></ul> Sr. Accountant We are offering a short term contract employment opportunity for the role of a Sr. Accountant in our Non-Profit organization located in Menlo Park, California. The Sr. Accountant will be instrumental in analyzing complex financial problems, communicating financial concepts to non-finance users, and establishing effective working relationships. <br><br>Responsibilities:<br>• Analyze and develop solutions for complex financial problems<br>• Effectively communicate complex financial concepts to non-finance users<br>• Establish and maintain effective working relationships within the organization<br>• Apply informed decisions and judgment in financial matters<br>• Manage and organize multiple tasks, adapting to changing priorities <br>• Work effectively as a team player and lead when necessary<br>• Maintain knowledge of computer systems and software used in accounting<br>• Stay informed about local, state, and federal regulatory requirements related to the functional area<br>• Utilize skills in Account Reconciliation, Balance Sheet Reconciliation, Bank Reconciliations, General Ledger, Journal Entries, Microsoft Excel, Month End Close, NetSuite, Oracle, and SAP in daily tasks. Sr. Financial Analyst <p>We are offering a contract to hire employment opportunity in Vallejo, California for a Sr. Financial Analyst. This role involves working closely with project management and internal stakeholders in the industry, ensuring accurate system reporting and supporting decision-making through financial data analysis. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Systematically process relevant job documentation to support audit activities in collaboration with project management.</p><p>• Ensure accurate reporting of systems by liaising with internal stakeholders on contract matters such as scope changes and subcontract revisions.</p><p>• Actively track budgets and review expenditure in collaboration with department heads.</p><p>• Analyze financial data to provide insightful support for decision-making.</p><p>• Drive projects related to the implementation or upgrade of financial systems.</p><p>• Lead in the enhancement of budget processes, leveraging skills in Microsoft Excel, and data mining techniques.</p><p>• Manage accounting functions, ensuring accuracy and efficiency.</p><p>• Prepare and manage budgets, ensuring alignment with financial goals and objectives.</p><p>• Conduct monthly financial reporting, providing detailed insights and recommendations.</p> CFO <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> Senior Finance Associate, Venture Capital <p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Senior Finance Associate </p><p>Location: San Francisco (hybrid, 2 days a week in office) </p><p>Salary: $100k-$140k base + bonus </p><p> </p><p><strong>About the Company: </strong>This Venture Capital firm adopts a progressive approach to the financial scenario of the 21st century. Offering focus on emerging domains such as digital currencies as well as established sectors.</p><p> </p><p>Key Responsibilities:</p><ul><li>Conduct detailed reviews of quarterly reports prepared by the fund administrator.</li><li>Review and distribute quarterly capital statements to investors.</li><li>Work with auditors for annual financial audits.</li><li>Assist in managing fund operations processes, monitor fund finances and investments.</li><li>Assist in addressing finance related inquiries from investors and with fund tax compliance processes.</li></ul><p> </p><p><br></p> Accountant We are currently looking for a detail-oriented and organized Accountant with experience in nonprofit financial management. This role will be key to ensuring the effective management of our finances, supporting both our day-to-day operations and long-term goals. This is a fantastic opportunity to use your expertise in finance to make a meaningful impact in a dynamic, mission-driven environment. <br> Key Responsibilities: <br> Financial Closing: Lead month-end and year-end closing processes Manage fixed asset tracking and balance sheet reconciliations Update and maintain revenue-related financial spreadsheets Allocate and monitor administrative costs across various departments and projects Bank Reconciliation: Reconcile transactions for three separate bank accounts to ensure accuracy and alignment with financial records Contract Management: Oversee and manage 30+ contracts, including non-profit operations, grants, and cost allocation agreements Manage complex invoicing processes, ensuring compliance with contract terms and timely payments Prepare and track budgets related to contracts and grant-funded programs Excel Reporting & Analysis: Utilize advanced Excel skills to generate financial reports, monitor expenditures, and track revenue Develop financial models, pivot tables, and charts to support organizational decision-making
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