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50 results for Enior Valuationfinancial Analyst in Redwood City, CA

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**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**

Job Posting: Senior Valuation/Finance Analyst

Employment Type: Full-Time

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.

Responsibilities

Review fund documentation and portfolio company transaction documents to understand terms to ensure proper reporting and analysis.
Responsible for valuation spreadsheets.
Assist with the portfolio company management to obtain financial information.
Assist in annual preparation of audited financial statements.
Calculate and manage capital calls for management fees, fund expenses and investments.
Assist in preparation of tax returns and supporting scheduled for funds.
Build spreadsheet models and analyses, including performance analyses

Qualifications

5+ years of work experience, with 3 years of valuation experience with Venture Capital/Private Equity Funds.
Expert Excel and financial modeling skills
Willingness to handle complex projects
Strong accounting/bookkeeping skills with working knowledge of GAAP and cash basis accounting
Big 4 audit and/or tax experience is a huge plus
CPA, CFA (or in process) is good to have

**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**

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 Enior Valuationfinancial Analyst in Redwood City, CA

Senior Valuation/Finance Analyst **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Valuation/Finance AnalystEmployment Type: Full-Time 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. Responsibilities<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 analyses</li></ul>

Senior Valuations and Finance Analyst, Venture Capital If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Valuation & Finance AnalystLocation: Redwood City (Hybrid)Salary: $130-$150k + Bonus 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). Key Responsibilities:<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>

Financial Analyst We are offering an exciting opportunity for an Financial Analyst in the venture capital industry, located remotely on a PART-TIME basis. 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. Responsibilities:• Contribute to the maintenance of accurate and up-to-date investment schedules for various entities.• Manage and maintain the finance folder within the client’s systems in a precise and agreed-upon manner.• Collaborate with third-party accounting teams to support quarterly valuations of funds, ensuring accuracy and reasonableness.• Maintain precise and accessible audit documentation for the CFO and external accounting teams within an agreed-upon timeline.• Ensure the Venture Capital database is accurate and current, including precise investor and stakeholder data.• Update and validate key performance indicators (KPIs) for venture capital investments.• Assist in the analysis of financial statements, projections, and valuation methodologies, and contribute to the creation of financial models.• Work together with other external vendors to update financial information.• Conduct comprehensive industry and technology analyses to identify trends and investment opportunities to support sound financial decision-making.• 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.

Financial Analyst for VC Firm! **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Financial AnalystEmployment Type: Full-TimeLocation: Menlo Park; Hybrid (2 days in office)Salary: $100-115k + Bonus A growing venture capital firm with investments with over 500 companies is looking for a Fund Accountant/Financial Analyst to join the team! If you want to be with a driven, collaborative, and innovative team - don't waste time and apply today! Some Responsibilities Include:<ul><li>Accurately prepare and review financial statements and close reporting packages.</li><li>Perform investment accounting, including private company valuations and impairment analysis.</li><li>Conduct reconciliations and prepare journal entries to ensure accurate financial reporting.</li><li>Support process enhancements to develop effective solutions.</li><li>Manage reporting to analyze funds.</li><li>Identify opportunities for process improvements and outsourcing to enhance efficiency.</li><li>Drive the implementation of solutions and develop skills in automation tools.</li></ul>

Financial Analyst We are offering a contract to permanent employment opportunity for a Financial Analyst to join our team in Dublin, California. As a Financial Analyst, you'll be integral to our operations, working closely with various internal departments to plan, manage, and report budgets. You'll also provide valuable insights through reporting and analytics to support decision-making initiatives. This is a REMOTE position. Responsibilities: • Collaborate with business leaders to ensure business units meet their targets, providing essential support to the teams• Work with the Data Analytics team to utilize sales forecasting tools, aiding Real Estate Directors with comprehensive market planning• Manage Quarterly Asset Reviews with Field Organization, including Real Estate, Maintenance, and Construction, establishing an effective method for these reviews• Oversee the standards of the Real Estate Committee and the deliverables of the Real Estate Analyst• Develop and maintain processes, metrics, and reporting to drive decision-making and support the business• Ensure the accuracy of financial data by assisting the Accounting department during month and quarter end closes• Support the annual planning process and periodic projection updates for the Business unit• Redesign Capital P& L models in partnership with the FP& A team and oversee their use in real estate deal package submissions

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

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

Financial Analyst We are seeking a Financial Analyst to join our finance team in a hybrid role, offering flexibility to work both remotely and in-office. This is an excellent opportunity for a finance detail oriented who enjoys analyzing data, creating financial models, and providing insights to support business strategy. Pay: 45.00 -52.00 (Depending on Experience). What You’ll Do Analyze financial data, develop reports, and provide actionable insights for decision-making. Build and maintain financial models, forecasts, and budgets to support business planning. Perform variance analysis to identify trends, opportunities, and risks. Prepare and present financial reports, ensuring accuracy and compliance with company policies and industry regulations. Collaborate with cross-functional teams to assess financial risks, optimize budgets, and support strategic initiatives. Assist in month-end and quarter-end reporting processes. Monitor key performance indicators (KPIs) and recommend process improvements. Conduct market research and competitor analysis to enhance financial strategies.

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

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

Fund Accountant – for Private Equity Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Fund Accountant – Private EquityEmployment Type: Full-TimeSalary: $115-145k + Strong Bonus + Equity + 100% paid benefits + 5% 401K Contr.! We are working with a dynamic investment management firm specializing in private equity with a mission to partner with innovative companies and drive long-term value creation. Position Overview:We are seeking an experienced Fund Accountant to join the finance team. The ideal candidate will have a strong background in private equity or venture capital accounting, excellent attention to detail, and the ability to manage multiple priorities in a fast-paced environment. This role offers a unique opportunity to contribute to the success of a growing firm and gain valuable experience in alternative investments. Key Responsibilities:<ul><li>Fund Accounting: Maintain general ledgers for multiple private equity/venture capital funds, ensuring accurate and timely recording of transactions.</li><li>Capital Calls & Distributions: Prepare and process capital calls, distributions, and investor communications, ensuring compliance with partnership agreements.</li><li>Portfolio Monitoring: Track portfolio investments, including valuations, capital contributions, and distributions.</li><li>Financial Reporting: Prepare quarterly and annual financial statements, investor reports, and management fee calculations in accordance with GAAP.</li><li>Intercompany Transactions: Manage and reconcile intercompany balances among multiple funds.</li><li>Audit Support: Coordinate with external auditors during fund audits, ensuring timely and accurate delivery of requested information.</li><li>Compliance & Regulatory Reporting: Assist in preparing regulatory filings, such as Form PF, and ensure compliance with applicable regulations.</li><li>Process Improvement: Identify opportunities to streamline processes and improve operational efficiency.</li><li>Ad Hoc Analysis: Support senior management with special projects and financial analysis as needed.</li></ul>

Sr. Accounting Manager SR. ACCOUNTING MANAGER180K-200K_BONUS+EQUITY PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION Seeking a Senior Accounting Manager for a rapidly growing publicly traded company. Position will manage GL, month-end close, international consolidations and technical accounting.Responsibilities:-Manage and oversee monthly and quarterly financial statement close processes worldwide in accordance with US GAAP.-Review US financial statement accounting records as well as account reconciliations and journal entries. - Responsible for the preparation of the consolidated financial statement fluctuation analysis on a monthly and quarterly basis for management and audit review. - Lead technical accounting analysis and related memos such as Leases, Convertible Debt, Related Parties, etc.-Support SEC reporting function.-Maintain oversight within the Company for the accuracy and compliance of accounting transactions and processes.-Lead the day-to-day financial activities, including timely filing and compliance of sales/used taxes, property tax, income tax and other corporate compliance matters.- Ensure key internal controls over financial reporting are designed and operating in accordance with Sarbanes-Oxley rules and regulations.-Implement best practices and ensure compliance with US GAAP, and policies and procedures.

Finance Associate at Thriving Venture Fund Please contact Michelle Espejo via LinkedIn or email for immediate consideration and additional info. An SEC-registered investment adviser, overseeing more than $2 billion in capital across five innovative venture capital funds and their SPVs. Reporting directly to the CFO and VP of Finance, you'll play an essential role in managing the firm’s valuations, financial operations, and investor communications. Responsibilities:<ul><li>Lead valuations for complex portfolio models, including Level 3 investments.</li><li>Build and maintain advanced Excel models.</li><li>Analyze fund and portfolio transaction documents.</li><li>Work with portfolio company executives to gather financial data.</li><li>Manage capital calls, distributions, and carried interest calculations.</li><li>Oversee NAV reviews and assist with fund financial statements and audits.</li><li>Assist in preparing tax returns and investor communications.</li><li>Support the compliance program with the CCO.</li><li>Create investor communications and performance reports.</li></ul>Please contact Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

VP/Director of Finance We are offering a long-term contract employment opportunity for a VP/Director of Finance for a client of ours in Santa Clara, California. As part of our team, you will be tasked with leading the annual budgeting process, steering financial forecasting, and ensuring compliance with all relevant accounting principles and regulations. You will also be expected to collaborate with various departments for financial alignment and coordination. Responsibilities:• Take the lead in the annual budgeting process, collating inputs from different departments and presenting the consolidated budget to senior management for approval.• Conduct financial forecasting, incorporating current business trends, market conditions, and operational performance to predict future financial outcomes.• Develop and implement strategic, long-term financial plans that align with the company’s growth initiatives.• Ensure regular preparation of financial reports and analyses, providing insights into key performance indicators (KPIs) and budget variances.• Guide and support department heads in managing their budgets and reaching their financial targets.• Create and maintain financial models and tools to facilitate planning and decision-making processes.• Guarantee compliance with all applicable accounting principles and regulatory requirements.• Coordinate with other departments, including accounting, operations, and sales, to ensure alignment on financial matters.• Monitor industry trends and best practices to pinpoint opportunities for improvement and innovation in financial planning and budgeting.• Engage in special projects and initiatives as assigned by senior management.

Financial Data Analyst Our client is looking fo a term contract employment opportunity for a Financial Data Analyst in Oakland, California, within the Healthcare/industry. In this role, you will be tasked with data collection and reconciliation, bid support, pricing, and presenting findings to support business strategies. Responsibilities:• Collect and reconcile data to support business strategy and performance• Provide statistical, analytical, and technical expertise in the rate-setting process• Coordinate statistical and utilization information from various departments• Make recommendations and implement changes to data collection systems for improved financial, statistical, and utilization data• Research areas of concern that influence the fiscal well-being and recommend action if necessary• Participate in the monthly and quarterly business reviews, including preparation of management reports for discussion and distribution• Monitor and critically review data submitted by others for timeliness, clarity of presentation, conciseness, validity, and accuracy• Prepare graphs, charts, and other statistical representations demonstrating high proficiency in the use of Excel• Review data to identify patterns, trends, etc., and draw inferences for quality and process improvement projects• Design models and analyses to solve novel questions and inform strategic decision making• Support audits with federal, state, and external CPA auditorsOur

Operations Associate, Finance **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Operations Associate, FinanceEmployment Type: Full-TimeLocation: Palo Alto, CA; Hybrid (2 days in office)Comp: $75-100k (DOE) A Venture Capital Firm specializing in early-state and growth state investments is looking for an Operations Associate to join their Finance team. This is a great opportunity to be exposed to venture capital and work with entrepreneurs! If you are someone who like to roll up their sleeves and get it done, apply today! Some Job Duties Include:<ul><li>Support Family Office and Venture Capital Firm in preparing of documentation and delivery of invoices to clients.</li><li>Prepare and submit documentation for quarterly reviews.</li><li>Communicate and liaise with other teams as needed.</li><li>Assist with weekly timesheets for employees.</li><li>Manage Beneficial Ownership Reporting and oversee stock communications with brokerages.</li><li>Administer internal trading policy updates and maintain trading window calendars.</li><li>Ensure compliance with AML program requirements.</li></ul>

Financial Business Analyst We are in search of a Financial Business Analyst to become part of our team in Watsonville, California. This role centers around processing customer credit applications, maintaining accurate customer records, and resolving customer inquiries. The position also involves monitoring customer accounts and taking appropriate action. Responsibilities• Utilize Accounting Software Systems to process customer credit applications with precision and efficiency• Maintain and update customer credit records using ADP - Financial Services • Address and resolve customer inquiries using CRM • Generate reports using Crystal Reports to assist with data analysis and decision-making • Apply Data Mining Techniques to extract valuable information from large volumes of data • Carry out Accounting Functions to ensure financial accuracy • Implement Accrual Accounting practices for the organization's financial dealings • Conduct Auditing to ensure compliance and accuracy in financial records • Oversee Budget Processes to manage the organization's finances effectively • Perform Capital Management to optimize the organization's capital usage • Use Microsoft Power BI and Power Business Intelligence to create interactive visualizations and business intelligence capabilities. Posted by Director of Staffing Scott Moore

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

Cost Controlling Manager 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. Responsibilities:<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>

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

Accounting Manager/Supervisor Robert Half is on a search for an experienced Accounting Manager for an immediate opening at an innovative, on-the-rise Wholesale Distribution company. In this position, you will be responsible for leading daily operations, including maintaining the general ledger system, preparing and/or reviewing appropriate ledger entries and reconciliations, preparing monthly, quarterly and annual financial statements, assisting with regulatory reporting as applicable, and related duties. You will establish and scale company accounting and finance operations. This position gives you a great opportunity to work for a company that recognizes hard work and rewards results as the Accounting Manager. This Accounting Manager role is based in the San Jose, California area and is a full-time employment opportunity that is not to be missed! What you get to do every day - Ensure close deadlines are met by encouraging and managing the accounting team performance during the closing process - Assist in the implementation of NetSuite Financials, which includes designing systems and processes, migrating data, testing, training, and administrating - Periodically review and inspect the balance sheets and income statement accounts of Senior Accountants - Assist in preparing GAAP financial statements through data analysis, document preparation, integrity validation, and reconciliation processes - Assemble a variety of technical accounting policies, procedures, and analyses - Possessing a thorough knowledge of enterprise resource planning (ERP) systems is valuable - Work closely with FP& A and accounting management to create relevant and timely reports on financial data analytics like the monthly flash report, key financial metrics, and actual spend against budgets/outlook

Finance Assoicate for Early State Venture Firm! Job Posting: Finance Associate (Audit)Employment Type: Full-TimeLocation: San Francisco; 2 days a week onsite Salary: $100-$140k (DOE) Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact. Responsibilities:<ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, an</li></ul>

Director of Finance We are offering an exciting opportunity in Morgan Hill, California, for a Director of Finance to join our team. The role will be primarily focused on managing and overseeing our accounting functions and software systems, ensuring the smooth operation of financial services and maintaining robust budget processes. Responsibilities: • Oversee the management and coordination of all fiscal reporting activities for the organization including organizational revenue/expense and balance sheet reports, reports to funding agencies, development and monitoring of organizational and contract/grant budgets.• Manage and track the performance of invested assets in keeping with policies and investment guidelines.• Ensure that accounting systems are updated and maintained as necessary to include new businesses, laws, and regulations.• Implement and manage the financial services, like ADP, and accounting software systems like BlackLine and Concur.• Oversee and ensure the smooth operation of Accounting Functions, Accounts Payable (AP), and Accounts Receivable (AR).• Develop and implement auditing processes to ensure data integrity and operational efficiency.• Utilize CRM tools to keep track of client interactions, transactions, comments, and complaints.• Develop and maintain systems of internal controls to safeguard financial assets of the organization.• Monitor banking activities of the organization.• Ensure adequate cash flow to meet the organization's needs. Posted by Staffing Director Scott Moore

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

Investment Operations Associate, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title:Investment Operations Associate Location:Walnut Creek, CA (In-office, non-remote position) Salary:$80,000 - $120,000 base + bonus About the Company:A well-established wealth management firm with over 30+ years of experience in delivering exceptional, client-focused financial services. Key Responsibilities:<ul><li>Conduct security analysis, asset allocation, trading, and performance reporting/tracking.</li><li>Manage client billing and reconciliation, as well as internal account setup and maintenance.</li><li>Perform compliance-related and operations-related tasks and special projects, adhering to SEC requirements.</li><li>Collaborate with the Director of Investment Management and Chief Compliance and Operating Officer on investment operations.</li><li>Help ensure accuracy and efficiency in operational processes, striving for perfection in all tasks.</li></ul>

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