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45 results for Financial Data Analyst in Walnut Creek, CA

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-06-12T00:00:00Z

Data Engineer III

San Ramon, CA
remote
Permanent / Full Time
104000 - 153000 USD / Yearly
Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department. Solution Design & Technical Leadership<ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul>Data Infrastructure & Platform<ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul>Data Quality, Governance & Collaboration<ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul>
2026-06-11T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
130000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Finance Manager, Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-05-28T00:00:00Z

Senior Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
120000 - 155000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Join a successful fast growing early-stage venture capital firm. Gain exposure to investing, fund operations, and high-growth startups. The firm invests in AI, software, fintech, and infrastructure companies, offering the opportunity to work closely with experienced investors and gain insight into how startups are funded, evaluated, and scaled. You'll work directly with partners and leadership across fund accounting, investor reporting, valuations, portfolio analysis, and strategic initiatives while gaining exposure to the full venture capital lifecycle. It's an opportunity to learn the business, take on meaningful responsibility, and grow alongside a rapidly expanding firm. Responsibilities<ul><li>Support capital calls, distributions, waterfalls, and NAV reporting</li><li>Assist with investor reporting, audits, tax coordination, and fund administration</li><li>Support portfolio monitoring, valuation analysis, and investment reporting</li><li>Work with SPVs, co-investment vehicles, SAFEs, and convertible instruments</li><li>Help drive month-end, quarter-end, and year-end close processes</li><li>Improve reporting processes, workflows, and operational efficiency</li><li>Partner with leadership on key finance and operational initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-14T00:00:00Z

Help Desk Analyst

San Francisco, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for a Help Desk Analyst to deliver on-site tier one technical assistance and dependable end-user support for a busy architecture environment in San Francisco, California. This is a contract position is ideal for someone who enjoys solving day-to-day IT issues, maintaining smooth office technology operations, and providing a high level of service in a fast-moving workplace. The role requires a hands-on, detail-oriented individual who can communicate clearly, manage competing priorities, and contribute to a positive support experience for employees and teams. This contract requires on-site between both the Oakland and San Francisco offices. Responsibilities:• Provide first-level technical support for hardware, software, and workplace technology issues, resolving incidents efficiently and escalating complex problems when needed.• Manage service desk requests from intake through closure, ensuring timely follow-up, accurate updates, and strong customer service throughout the support process.• Support Windows and Mac-based desktops and laptops by diagnosing user issues, performing basic troubleshooting, and restoring functionality with minimal disruption.• Maintain user accounts and access within Active Directory, including routine updates, permissions support, and account-related assistance.• Deliver on-site audio-visual and meeting room support to help presentations, conferences, and daily collaboration tools run smoothly.• Assist with office technology operations across assigned work locations and provide remote support to additional teams when required.• Coordinate device setup, workstation readiness, and general technical onboarding support for employees and contractors.• Contribute to operational continuity by documenting recurring issues, tracking solutions, and helping improve support processes over time.tie
2026-06-10T00:00:00Z

Fund Accounting Manager

Menlo Park, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
If you are looking for the next step in your Fund Accounting career, send Jennifer Fukumae a message on LinkedIn for immediate consideration. A leading venture and growth investment platform is seeking a Fund Accounting Manager to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing. Responsibilities<ul><li>Manage fund accounting activities across multiple investment vehicles</li><li>Oversee quarterly closes, financial reporting, and investor reporting</li><li>Review capital calls, distributions, carried interest allocations, and management fees</li><li>Coordinate with external fund administrators, auditors, and tax providers</li><li>Manage tax compliance and investor tax reporting processes</li><li>Assist with valuation support and portfolio reporting initiatives</li><li>Improve operational processes, controls, and reporting efficiencies</li><li>Support fundraising activities and strategic finance projects </li></ul>
2026-06-19T00:00:00Z

Fund Accounting Manager

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Global Venture Capital Firm | Menlo Park A global venture firm investing in cutting-edge enterprise tech, known for a strong presence in the ecosystem and a forward-looking strategy. You’ll join a lean, high-impact team where finance is at the center of both fund and management company operations. This is a great role for someone who wants real ownership and fast growth. You’ll work closely with leadership, gain full exposure to the fund lifecycle, and play a key role in investor activity and day-to-day operations.Competitive comp, bonus, 401(k) match, strong benefits, PTO, and the chance to join at an exciting growth stage. Responsibilities<ul><li>Prepare financial statements across funds and management entities</li><li>Handle journal entries, allocations, and expenses</li><li>Manage capital calls, distributions, and management fees</li><li>Reconcile cash, investments, and capital accounts</li><li>Maintain investor records and supporting documentation</li><li>Support audits and coordinate with external partners</li><li>Partner with investment teams on transaction activity</li><li>Assist with budgeting and cash flow forecasting</li><li>Track portfolio valuations and capital activity</li><li>Ensure data accuracy across systems and reporting</li><li>Support investor communications</li><li>Help improve processes and controls</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Project Analyst

San Mateo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for a motivated Commercial Property Manager to join our team in San Mateo, California. In this role, you will play a key part in managing tenant relations and supporting commercial property operations. The ideal candidate is detail-oriented, skilled in data management, and has experience in providing exceptional customer service within the real estate industry. Very infrequent Responsibilities:• Address tenant needs and requests promptly, ensuring efficient resolution and exceptional customer service.• Generate and manage work orders for vendors and building engineers, following up to confirm issues are resolved.• Utilize Yardi and accounting software to assist tenants with inquiries regarding rent statements and operating expenses.• Conduct regular inspections of buildings and tenant spaces, identifying and addressing any concerns.• Communicate with tenants regularly to monitor satisfaction and assess space requirements.• Draft and distribute tenant memos, notices, and other communications as needed.• Remain available for on-call emergencies, collaborating with building engineers to address urgent situations.• Organize and support community events to foster tenant engagement and satisfaction.• Assist in the management of commercial property operations, ensuring compliance and efficiency.
2026-06-12T00:00:00Z

Sr. Compliance Analyst

San Francisco, CA
remote
Temporary / Contract
38 - 44 USD / Hourly
We are looking for a Sr. Compliance Analyst to support regulatory oversight for financial product marketing activities in San Francisco, California. This Long-term Contract position focuses on reviewing materials and practices for alignment with federal banking and financial compliance standards while partnering closely with marketing and business stakeholders. The ideal candidate brings strong experience interpreting regulatory expectations, identifying risk, and helping teams maintain compliant processes in a fast-paced environment. Responsibilities:• Review marketing content and related financial product materials to ensure compliance with applicable federal regulations and internal policy standards.• Partner with marketing and cross-functional teams to provide guidance before launch, helping reduce regulatory risk across campaigns and customer-facing communications.• Evaluate business activities for potential compliance concerns involving banking regulations, anti-money laundering controls, and Bank Secrecy Act obligations.• Conduct compliance assessments and document findings, recommendations, and required follow-up actions for stakeholders and leadership.• Analyze regulatory requirements tied to financial products and translate them into practical review criteria for day-to-day business use.• Use Excel formulas and reporting tools to organize review results, track issues, and support compliance monitoring activities.• Collaborate with underwriting, risk, and operational teams when questions arise related to loan products or regulated marketing practices.• Escalate high-risk items promptly and contribute to remediation efforts to strengthen controls and improve review quality.Marketing Compliance Reviewer – FinTech (UDAAP & TILA Focus) We are seeking a detail-oriented Marketing Compliance Reviewer to support regulatory oversight of all customer-facing marketing and advertising materials across our financial products. This role will focus on ensuring compliance with UDAAP, TILA, and other applicable federal regulations, partnering closely with Marketing, Product, and Design teams to mitigate regulatory risk while enabling effective customer communication. The ideal candidate brings deep expertise in consumer protection laws and experience reviewing digital marketing content within a fast-paced fintech or lending environment. Key Responsibilities Review and approve all marketing materials (digital, web, email, social, and campaigns) for compliance with UDAAP, TILA, and related regulationsPartner closely with Marketing, Product, and Design teams to ensure compliant messaging across all financial product offeringsEvaluate disclosures, claims, rates/terms presentation, and promotional language to identify and mitigate regulatory riskProvide clear, actionable feedback on marketing copy, layouts, and user flows to align with compliance standardsReview designs and marketing assets in Figma and manage feedback and approvals through JiraIdentify compliance gaps in marketing practices and recommend remediation or process improvementsSupport development of marketing compliance guidelines, review frameworks, and approval processesAssist with audit readiness, regulatory exams, and internal monitoring related to marketing activitiesStay current on regulatory changes and proactively advise Marketing on impacts to campaigns and messaging
2026-06-09T00:00:00Z

Financial Advisor - $1B AUM RIA

San Ramon, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
About the OpportunityThis is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is on-site in San Ramon, and we are specifically seeking candidates located in or willing to work in the East Bay Area. You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you. What You’ll Do<ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul>Why Join Us?<ul><li>Established Client Base: Start with a meaningful book of business from day one</li><li>Supportive Culture: Work alongside seasoned professionals in a collaborative environment</li><li>Growth Potential: Opportunities to expand your practice and develop professionally</li><li>Impact: Make a real difference in clients’ financial lives while building a rewarding career</li></ul> Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2026-05-28T00:00:00Z

Director of Finance

San Francisco, CA
remote
Permanent / Full Time
170000 - 190000 USD / Yearly
A mission-driven, growth-oriented organization in the healthcare services sector is seeking a Director of Finance to lead strategic pricing and revenue optimization initiatives across a diverse portfolio of service lines. This role serves as a key partner to executive leadership, helping drive financial performance, growth strategy, and long-term sustainability. Position SummaryThe Director of Finance will lead corporate pricing and financial strategy efforts, focusing on revenue optimization, margin improvement, and data-driven decision support. This individual will collaborate cross-functionally with executive leadership, business development, and FP&A to evaluate market opportunities, support contract strategy, and guide key financial decisions. Key Responsibilities<ul><li>Lead development and execution of pricing strategies across multiple service lines</li><li>Build and maintain complex financial models to support rate setting, contract negotiations, and business expansion</li><li>Partner with business development to evaluate new opportunities, RFPs, and market expansion initiatives</li><li>Analyze financial performance, market trends, and competitive positioning to inform strategic decisions</li><li>Present actionable insights and recommendations to executive leadership (CFO, FP&A, and senior leadership team)</li><li>Drive initiatives that improve revenue growth, profitability, and operational efficiency</li><li>Manage and mentor a small team, fostering a high-performance finance function</li><li>Ensure compliance with applicable financial and regulatory requirements</li></ul>
2026-06-08T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-05T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Senior Financial Planner

Pescadero, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth. This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment. Responsibilities<ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Valuation & Finance Associate - Reputable VC Firm

San Mateo, CA
onsite
Permanent / Full Time
11000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Fund & Financial Operations - Investment Management; Hybrid

Menlo Park, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund and Financial Operations | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks A highly regarded investment management firm with a strong reputation across alternative investments is seeking a Finance professional to join its collaborative and highly organized team. Known for offering top-tier benefits and a culture that genuinely prioritizes work-life balance, the firm provides a rare combination of sophistication, stability, and long-term growth within investment operations. The team operates in a well-structured environment with strong processes already in place. This role will focus heavily on reviewing outsourced work from fund administrators, overseeing operations across multiple alternative investment products, and partnering cross-functionally with internal teams in a high-impact oversight capacity. Responsibilities<ul><li>Review NAV packages and outsourced accounting work from fund administrators </li><li>Oversee financial operations across alternative investment products </li><li>Support investor reporting, compliance filings, and annual audits </li><li>Review expense allocations and monitor managed accounts </li><li>Partner with finance, legal, investments, and client service teams </li><li>Assist with operational improvements and oversight processes </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planning Lead - Wealth Management

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z