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50 results for Financial Analyst in San Francisco, CA

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We are seeking an experienced Financial Analyst with proficiency in Tableau, Power BI, NetSuite, and advanced Excel skills to join our dynamic team. This role requires a sharp focus on data analysis, financial forecasting, and business intelligence to support strategic decision-making. If you're passionate about leveraging technology to drive organizational success, we encourage you to apply!

Key Responsibilities

Perform in-depth financial analysis and modeling to support decision-making across departments.
Develop, maintain, and publish interactive dashboards and visualizations using Tableau and Power BI to present complex financial data in a user-friendly format.
Manage and optimize NetSuite ERP finance functions, including reporting, budgeting, and transactional workflows.
Prepare detailed financial statements, forecasts, and variance analyses using advanced Excel functionality (e.g., PivotTables, Macros, and complex formula structures).
Collaborate closely with business units to ensure financial reporting aligns with organizational objectives and compliance requirements.
Partner with stakeholders to address skills gaps through mentoring, workforce training, or job rotations as required.
Conduct ad-hoc analyses and provide insights to executive leadership as new business needs emerge.
Month/year-end-close support, anomaly detection, preparation, summarization and reporting of financial statements. GL Reconcilliation.

Qualifications and Skills

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
Minimum 2+ years of experience in financial analysis or a related role.
Advanced proficiency with Tableau and Power BI to deliver actionable insights via data visualization and financial modeling.
Hands-on experience with NetSuite ERP, particularly in financial management and reporting.
Strong command of Microsoft Excel, including familiarity with advanced tools and functions (Pivot tables, Macros, VBA).
Practical understanding of compliance reporting, financial reporting, and general accounting principles.
Familiarity with emerging AI platforms or an interest in leveraging AI for financial decision-making is a plus.
Exceptional analytical, communication, and organizational skills.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

50 results for Financial Analyst in San Francisco, CA

Financial Analyst We are seeking an experienced Financial Analyst with proficiency in Tableau, Power BI, NetSuite, and advanced Excel skills to join our dynamic team. This role requires a sharp focus on data analysis, financial forecasting, and business intelligence to support strategic decision-making. If you're passionate about leveraging technology to drive organizational success, we encourage you to apply! Key Responsibilities<ul><li>Perform in-depth financial analysis and modeling to support decision-making across departments.</li><li>Develop, maintain, and publish interactive dashboards and visualizations using Tableau and Power BI to present complex financial data in a user-friendly format.</li><li>Manage and optimize NetSuite ERP finance functions, including reporting, budgeting, and transactional workflows.</li><li>Prepare detailed financial statements, forecasts, and variance analyses using advanced Excel functionality (e.g., PivotTables, Macros, and complex formula structures).</li><li>Collaborate closely with business units to ensure financial reporting aligns with organizational objectives and compliance requirements.</li><li>Partner with stakeholders to address skills gaps through mentoring, workforce training, or job rotations as required.</li><li>Conduct ad-hoc analyses and provide insights to executive leadership as new business needs emerge.</li><li>Month/year-end-close support, anomaly detection, preparation, summarization and reporting of financial statements. GL Reconcilliation.</li></ul>

Financial Analyst One of our clients is looking for an entry level Financial Analyst for a contract opportunity. <ul><li>Assist in compiling and analyzing financial data to support decision-making.</li><li>Use Excel and financial software to create reports, dashboards, and presentations.</li><li>Collaborate across departments to monitor budgets, projections, and key performance metrics.</li><li>Conduct market research and benchmark analysis to identify trends and opportunities for the organization.</li><li>Support the preparation of forecasts and variance analyses for monthly and quarterly reports.</li><li>Help identify and implement process improvements to increase efficiency in financial operations.</li></ul>

Senior Financial Analyst We are looking for a skilled Senior Financial Analyst to support a long-term contract for a client based in San Jose. This role focuses on managing financial processes, providing insights, and partnering with cross-functional teams to support organizational goals. The ideal candidate will have extensive expertise in corporate finance, paired with a strong background in accounting principles and expense management. Responsibilities:• Drive the monthly forecasting process and facilitate the annual budgeting cycle.• Review purchase orders (POs), prepare journal entries for accruals and reclassifications, and ensure accurate financial records.• Manage and analyze prepaid expenses while leveraging a solid accounting foundation.• Collaborate closely with IT and operations leaders, serving as a trusted financial advisor.• Conduct variance analyses and oversee headcount tracking and organizational metrics.• Ensure precise monitoring of software and subscription expenditures.• Develop and present detailed financial reports and insights using Excel, SmartView, and Oracle Cloud.• Adapt quickly to a fast-paced, collaborative environment to deliver high-impact results.

Financial Analyst Colleen McAuliffe is seeking a Financial Cost Analyst for an organization to join its finance and accounting team in the Silicon Valley area. . This role supports critical functions across financial planning, cost accounting, project analysis, and government contracting. The ideal candidate will bring strong analytical abilities, attention to detail, and effective communication skills to drive financial accuracy and compliance for federally funded initiatives.Key Responsibilities:<ul><li>Analyze monthly financial results and compare actual performance against forecasts and budgets.</li><li>Prepare, review, and submit monthly billing statements in accordance with internal standards and government requirements.</li><li>Perform detailed financial and cost accounting analyses, including funding profiles, cost variances, and rate assessments.</li><li>Collaborate with internal teams and external auditors to support successful government audit outcomes.</li><li>Monitor project expenditures and ensure alignment with financial plans and contract terms.</li><li>Manage and optimize the Unanet Accounting System, continuously improving financial tools, reporting, and processes to enhance operational efficiency.</li></ul>

Accounts Receivable Finance Analyst We are looking for a detail-oriented Accounts Receivable Finance Analyst to support financial operations in our San Francisco, California office. This role requires strong expertise in managing accounts receivable and payable processes, as well as proficiency with accounting software and ERP solutions. The ideal candidate will play a key role in ensuring accurate financial records and efficient billing practices. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Accounting Responsibilities<ul><li>Manage accounts receivable, including checks, wire transfers, stock gifts, and Classy donations</li><li>Process tenant payments and rental income as needed</li><li>Record and code all cash receipts and journal entries according to policy</li><li>Reconcile and monitor accounts, pledges, and reporting systems for GAAP compliance</li><li>Communicate with the team on major donor contributions</li><li>Coordinate with the Controller to track pledges and net assets (restricted/unrestricted)</li><li>Assist with payroll processing and general ledger integration</li><li>Support Accounts Payable coordination and perform month-end account analysis</li><li>Help resolve reconciling items and assist the Controller as needed</li></ul>Grant and Contract Management<ul><li>Allocate expenses to appropriate grants/contracts based on cost methodology</li><li>Prepare and submit monthly contract invoices with required documentation</li><li>Monitor spending and flag under/overspending risks to the Controller</li><li>Support grant tracking and generate related financial reports</li></ul>Other Duties<ul><li>Provide audit support during the organization’s annual financial review</li></ul>

Financial Analyst Job Title: Financial AnalystLocation: Mountain View, CA (Onsite/Hybrid) Job Overview:We are seeking a skilled and detail-oriented Financial Analyst to join our team in Mountain View, CA. The ideal candidate will play a vital role in providing analytical support, delivering actionable insights, and assisting in the decision-making process. You will analyze financial data, create forecasts, and prepare reports that directly influence the organization’s long-term financial goals. The position requires strong financial acumen, advanced Excel skills, and the ability to work collaboratively across teams. Key Responsibilities:Financial Analysis and Reporting:<ul><li>Analyze financial performance, budgets, and forecasts to identify trends and potential risks or opportunities.</li><li>Prepare monthly, quarterly, and annual reports on key financial metrics for management review.</li><li>Support variance analysis by comparing actuals, forecasts, and budgets.</li><li>Maintaining the GL and ensuring compliance</li></ul>Budgeting and Forecasting:<ul><li>Assist in the preparation of annual budgets and periodic financial forecasts.</li><li>Provide recommendations based on analysis to optimize financial performance.</li><li>Conduct scenario modeling to support decision-making and strategic planning.</li></ul><ol><li>Data Management:</li></ol><ul><li>Gather, interpret, and present complex financial data in a clear and concise manner.</li><li>Ensure accurate and timely reporting through maintaining organized datasets and compliance with internal controls.</li></ul><ol><li>Collaboration with Teams:</li></ol><ul><li>Partner with cross-functional teams, including operations, accounting, and senior leadership, to monitor financial results and provide actionable insights.</li><li>Develop financial models and tools to assist team leaders with planning and resource allocation.</li></ul>Process Improvement:<ul><li>Identify opportunities to improve processes for financial reporting and forecasting through automation and best practices.</li><li>Recommend and implement financial planning technologies or strategies that enhance efficiency.</li></ul>

Financial Analyst <ul><li>Forecasting & Budgeting: Assist in developing forecasts and budgets that align with company goals and provide insight into cost-saving opportunities.</li><li>Financial Modeling: Build and maintain complex financial models to evaluate business performance, investment opportunities, and strategic projects.</li><li>Ad Hoc Analysis: Provide ad hoc financial analysis to answer urgent business questions or evaluate unique opportunities.</li><li>Variance Analysis: Monitor financial performance against budgets and forecasts, identifying trends and variances, and presenting findings to leadership.</li><li>Data Consolidation: Aggregate and analyze data across multiple teams or business units to identify risks, opportunities, and financial drivers.</li><li>Reporting: Prepare and present comprehensive financial reports to support decision-making at various organizational levels.</li><li>Process Improvement: Evaluate existing financial processes and recommend improvements to drive efficiency and accuracy.</li></ul>

Financial Analyst - Crypto Investing Venture Fund 1/wk in SF Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Associate at a venture capital firm in San Francisco. This is a full-time, permanent role with a hybrid schedule (1-2 days in the office). Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Financial Analyst One of our clients in the Pittsburg area is looking for a Financial Analyst for a contract opportunity. <ul><li>Investment Analysis: Conduct evaluations of projects, capital expenditures, and ROI analyses to guide executive decision-making.</li><li>Ad Hoc Reporting: Prepare and deliver ad hoc financial analyses to address specific business challenges and opportunities.</li><li>Data Consolidation: Aggregate and synthesize data from multiple sources to create dashboards and management-level summaries.</li><li>Cost Analysis: Track and assess expenses to provide recommendations on cost-saving opportunities.</li><li>Market Research: Perform competitive analysis and stay aware of market trends to contextualize financial insights.</li><li>Compliance: Ensure financial reports adhere to GAAP and other regulatory standards.</li><li>Strategic Planning: Support the long-term growth strategy by providing relevant data and recommendations to leadership.</li></ul>

Financial Analyst - Venture Fund w/ Crypto Focus Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Associate at a venture capital firm in San Francisco. This is a full-time, permanent role with a hybrid schedule (1-2 days in the office). Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Fund Accountant / Financial Analyst - Venture Capital *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Fund Accountant / Financial AnalystSan Francisco Bay AreaHybrid - 2 Days on-site$110k-115k Base + Generous Bonus + Carry! Ready to break out of public accounting? Join a top Venture Capital firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive. This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace. Responsibilities:<ul><li>Conduct portfolio valuations and financial modeling.</li><li>Manage deal lifecycle, reporting, and collaboration with legal teams.</li><li>Evaluate deal terms, structure transactions, and support exits.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul>

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

Compliance Process Analyst A leading financial services organization is seeking a highly skilled Compliance Process Analyst (Lead Process Engineer) to support key initiatives within its Financial Crimes division. This urgent, fully remote opportunity involves leading process assessments, mapping workflows, and identifying efficiencies in support of anti-money laundering (AML), fraud, and compliance operations. The ideal candidate brings deep expertise in process engineering, strong familiarity with financial regulatory environments, and the ability to lead cross-functional improvement initiatives. Key Responsibilities:<ul><li>Lead the development and maintenance of comprehensive process maps for key processes within the Financial Crimes organization.</li><li>Conduct thorough process assessments, identifying areas for improvement and optimization.</li><li>Collaborate with subject matter experts (SMEs) across various teams to gather data and document processes accurately.</li><li>Develop detailed process maps using appropriate notation (e.g., BPMN).</li><li>Facilitate process improvement initiatives, implementing changes to enhance efficiency and effectiveness.</li><li>Develop and deliver training materials to educate staff on improved processes.</li><li>Identify and assess process risks and recommend mitigation strategies.</li><li>Maintain process documentation and ensure its accuracy and currency.</li><li>Work with technology teams to integrate process improvements into systems and applications.</li><li>Support the organization's ongoing efforts to improve its compliance with regulatory requirements.</li></ul>

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

Financial Coordinator We are offering a long-term contract employment opportunity for a Financial Coordinator in Palo Alto, California. As a Financial Coordinator, your primary focus will be on managing insurance authorizations for genetic testing. You will be part of a small team, handling various tasks such as maintaining accurate records, processing applications, and providing top-notch customer service. while the Financial Coordinator role is remote, you must reside in California. Responsibilities:• Coordinate the payor referral and service authorization process for laboratory testing• Secure authorizations for laboratory testing and verify patient benefits• Maintain an Excel sheet to track insurance authorization submissions and their status• Communicate with patients and ordering providers about the status of the benefit investigation and authorization• Investigate insurance eligibility and obtain detailed insurance benefit verification• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested• Follow up on pending authorization and referral requests to ensure timely completion• Process appeals and arrange for the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals• Perform other duties as assigned.

Finance Manager We are looking for a highly skilled Finance Manager to join our team on a contract basis in San Francisco, California. In this role, you will leverage your expertise in financial planning, reporting, and multi-entity consolidations to drive strategic insights and optimize workflows. This position offers the opportunity to collaborate with cross-functional teams and contribute to the financial success of our organization. Responsibilities: • Oversee the financial consolidation and reporting processes using Datarails, ensuring accuracy and timeliness across multiple entities. • Manage budgeting, forecasting, and variance analysis to support strategic decision-making. • Analyze complex financial data to provide actionable insights for senior leadership. • Collaborate with various departments to implement cost-saving strategies and enhance financial efficiency. • Automate financial processes by leveraging tools like Datarails and Excel, while addressing and resolving reporting challenges. • Ensure accurate intercompany transactions and eliminate redundancies in multi-entity consolidations. • Support system upgrades and integrations to streamline financial workflows and improve efficiency. • Stay informed about industry trends and regulatory updates to maintain compliance with financial policies and procedures.

Business Analyst We are looking for a skilled Business Analyst to join an innovative Technology company based in Santa Clara, CA. This role combines accounting, finance, and accounting responsibilities, offering a unique opportunity to contribute to the company's growth. The ideal candidate will have experience in both accounting and a solid understanding of financial processes. Responsibilities:• Oversee accounting operations using QuickBooks to ensure accurate financial records and reporting.• Collaborate with the VP of Finance to support business operations and drive strategic initiatives.• Conduct financial analysis and prepare reports to support decision-making processes.• Perform gap analyses to identify areas for improvement in business processes and workflows.• Develop and document business requirements, ensuring alignment with organizational goals.• Manage claim administration and ensure compliance with relevant policies.• Assist in annual financial reporting and fixed asset accounting.• Utilize tools such as CRM systems, and Microsoft Excel to streamline operations.• Support cost-basis accounting and prepare accurate accounting entries.• Engage in administrative tasks to maintain efficient day-to-day operation

CFO 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. Property Operations Responsibilities:<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>Estate Planning Responsibilities:<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>Partnership Accounting Responsibilities:<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>

Finance Manager Key Responsibilities Budgeting and Long-Range Planning: • Prepare timely, accurate and commercially focused budget and 3 Year Plan • Challenge commercial team on business issues and revenue/cost assumptions • Develop granular, zero-base cost budgets to ensure proper resourcing • Anticipate likely review questions and answer them in advance with supporting analysis • Provide accurate and timely revenue and expense journals to shared services team • Prepare variance commentary for key movements vs the latest forecast – revenue, expense, HC • Update monthly rolling forecast with guidance from Finance Director Other Responsibilities: • Scenario planning • Model pricing strategies – discounts, rate tiers, revenue optimization • Prepare financial plans in support of product launches and capital expenditures • Provide decision support around staffing changes, sales resource planning/commissioning, etc. • Ensure accurate weekly sales reports prepared and distributed on time • Other ad-hoc reporting and analysis as required Requirements: • Firm grasp of financial processes and systems including Enterprise-level ERP systems (Oracle, SAP), Planning & Forecasting platforms (TM1), CRM systems (Salesforce), and excellent Excel, PowerPoint and financial modelling skills • Strong analytical skills; evaluates problems from both tactical and strategic perspectives • Excellent communication; influences business stakeholders at numerous levels and senior leaders around their performance • Attention to detail; able to apply technical accounting and finance expertise pragmatically, while maintaining high levels of accuracy and complying with corporate policies • 5+ years of experience of commercial finance business partnering

Finance Associate - Crypto Venture Fund Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Associate at a venture capital firm in San Francisco. This is a full-time, permanent role with a hybrid schedule (1-2 days in the office). Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology. Responsibilities<ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

CFO Chief Financial Officer (CFO)Location: San Jose, California - On SiteIndustry: Technology ManufacturingPosition Overview:The Chief Financial Officer (CFO) reports directly to the Chief Executive Officer (CEO) 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.This role requires extensive experience in the manufacturing sector. Key Responsibilities<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>Required Qualifications<ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of 10+ years of progressive experience in finance and accounting, with at least 10 years in leadership roles.</li><li>Direct experience in the manufacturing industry is required.</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>Preferred Qualifications<ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li>IATR Certification is a plus</li></ul>

FP&A Manager We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis. Responsibilities: • Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives. • Construct and manage financial models to examine revenue, costs, profitability, and trends. • Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies. • Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities. • Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs). • Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making. • Enhance and simplify financial processes and reporting systems to boost efficiency and precision. • Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business. • Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.

Accounting Supervisor We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities. Responsibilities:<ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>

Accounting Manager/Supervisor We are looking for a meticulous Accounting Manager/Supervisor to lead our accounting team in Solano County, California. In this role, you will oversee critical financial operations, ensure compliance with regulations, and drive process improvements to optimize workflows. This position offers an excellent opportunity for individuals with strong leadership skills and auditing expertise to advance their careers in a dynamic environment. Responsibilities:• Supervise and manage daily accounting operations, including financial reporting, budgeting, and forecasting.• Ensure compliance with internal controls and regulatory standards while mitigating financial risks.• Lead the accounting team by mentoring staff, conducting training sessions, and fostering skill development.• Oversee month-end and year-end closing processes to ensure accuracy and timeliness.• Collaborate with external auditors, vendors, and stakeholders to maintain smooth operational relationships.• Leverage auditing experience to manage internal and external audit requirements effectively.• Identify inefficiencies and implement process improvements to enhance accounting workflows.• Participate in department-specific projects such as system upgrades, documentation, and financial integrations.

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

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