13 results for Senior Valuationfinance Analyst Private Equity Firm in Redwood City, CA

Investment Analyst *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.Our client is a top-tier global placement agent, specializing in raising capital for private equity, real estate, infrastructure, and credit funds. With a proven track record and a strong global presence, they partner with leading fund managers and institutional investors to drive successful fundraising initiatives.We’re looking for an Investment Analyst to join the San Francisco team. This high-impact role offers direct exposure to senior leadership, including the CEO, and provides a unique opportunity to gain broad insights into private equity and venture capital.Key Responsibilities<ul><li>Support Fundraising: Prepare investor materials, including detailed presentations and due diligence reports.</li><li>Fund Analysis: Evaluate fund structures, performance, and investor profiles.</li><li>Investor Engagement: Coordinate communication with LPs, internal teams, and senior leadership.</li><li>Data Integrity: Manage investor databases and marketing materials with accuracy.</li><li>Market Research: Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.</li></ul>Why Join?<ul><li>Direct exposure to top-tier private equity and venture capital firms.</li><li>Hands-on mentorship from senior leadership, including the CEO.</li><li>Strong career trajectory—past analysts have gone on to successful careers in investing, investor relations, and entrepreneurship.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Analyst (Venture Capital Firm) Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a San Francisco-based venture capital firm, invests in blockchain, crypto, and fintech, blending startup innovation with institutional expertise. As a Finance Associate, you’ll work closely with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio company engagement. This dynamic role offers growth, autonomy, and the chance to shape 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.

Private Equity Tax Manager Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a prestigious private equity firm managing ~$10B in assets, specializes in transformative investments across buyouts, leveraged acquisitions, growth capital, and more. With a focus on industries poised for growth—characterized by high fragmentation, scalable potential, and robust demand drivers—this firm is driving innovation and economic progress. This is a hybrid role in San Francisco. This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive. Responsibilities:<ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul>START DATE: FLEXIBLE - depends on candidate Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Strategic Finance Analyst We are seeking a remote Strategic Finance Analyst for a 3-month engagement to support a homecare organization with high-priority financial initiatives, including a potential joint venture. In this fully remote role, you will leverage your expertise in financial analysis, budgeting, and cash flow modeling to prepare proforma financial statements, evaluate risks, and provide data-driven insights to leadership. This project-based position requires an individual with strong financial acumen, strategic thinking, and an inquisitive mindset to collaborate effectively with cross-functional teams. Key Responsibilities:<ul><li>Proforma Financial Statements: Prepare proforma balance sheets, income (P& L) statements, and cash flow statements for the potential joint venture, ensuring accuracy and reliability.</li><li>Scenario Analysis: Perform detailed scenario analyses, focusing on risks related to government funding and their potential impact on organizational stability.</li><li>Budget Development: Create proforma budgets for the joint venture while supporting the organization’s overall annual budget, ensuring alignment with financial goals and compliance with fiscal year-end (June 30).</li><li>Cash Flow Management: Conduct in-depth cash flow analysis with a focus on liquidity projections, identifying future cash needs, and supporting financial health initiatives for the joint venture.</li><li>Risk Evaluation: Analyze financial risks associated with the joint venture and provide actionable recommendations for mitigation strategies.</li><li>Data Analysis: Leverage data-driven insights to identify key financial trends, variances, and key performance indicators (KPIs) to inform strategic decision-making.</li><li>Collaboration with Operations: Work closely with operational teams to align financial objectives with industry-specific requirements in the homecare sector.</li><li>Process Improvement: Apply an inquisitive approach to explore operational and financial workflows, identifying opportunities for efficiency and value creation.</li></ul>

Senior SEC Manager We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>

Revenue Data Analyst Job Title: Revenue Data Analyst (Contract) : 100% Remote | Start: ASAP | Working hours are Pacific Standard Time (PST)Our client is seeking a detail-oriented and analytical Revenue Data Analyst to assist with reviewing, auditing, and booking commissions revenue. Role involves working with historical transaction data dating back to 2002, ensuring accurate revenue recognition as the company expands. You will utilize Salesforce and RPM to analyze and categorize revenue data while collaborating with internal teams and suppliers as needed. Key Responsibilities<ul><li>Revenue Audit & Recognition – Research, review, and validate commission-related transactions across 4,000+ line items to ensure accuracy.</li><li>Data Analysis & Reconciliation – Examine supplier information, statements, and financial data to identify missing details and discrepancies.</li><li>System Utilization – Leverage Salesforce and RPM for data tracking, revenue tagging, and reporting.</li><li>Process Optimization – Support the standardization of revenue recognition workflows as the company grows and acquires new businesses.</li><li>Stakeholder Collaboration – Work closely with internal teams, suppliers, and an acting lead for guidance and issue resolution.</li></ul>

Oracle Financials Business Analyst We are seeking a Business Analyst to join our team in Martinez, California. This role serves as a vital link between our Finance/Accounting teams and IT, focusing on resolving Oracle Fusion Financials system issues. This is a long-term contract opportunity, involving the review and improvement of configurations, standard operating procedures (SOPs), and processes. Additionally, the role includes overseeing system testing and user acceptance testing (UAT) to ensure seamless functionality. Responsibilities:<ul><li>Act as a liaison between Finance/Accounting teams and IT to address Oracle Fusion Financials system issues.</li><li>Review configurations, SOPs, and processes to identify and implement improvements.</li><li>Gather and document business requirements to align Oracle Fusion Financials with business needs.</li><li>Support Redwood UI updates, testing coordination, and user adoption.</li><li>Oversee testing phases with implementers and facilitate user testing.</li><li>Lead change management efforts to ensure smooth transitions and system adoption.</li></ul>.

Financial Analyst - Entry Level We are offering a short term contract employment opportunity for a Financial Analyst - Entry Level in Foster City, California. This role is primarily in the wealth management sector where the candidate will be expected to aid in a significant project. Responsibilities: • Ensure the accuracy of data within investment management accounts and trades. • Leverage Salesforce and Excel for efficient data management and comprehensive reporting. • Contribute significantly to the success of the project within a detail oriented wealth management setting. • Identify and highlight discrepancies in data comparisons. • Execute heavy data analysis using Excel and other accounting software systems. • Carry out auditing and budget processes as part of the job function. • Utilize CRM and the Salesforce platform for effective customer relationship management. • Apply data mining techniques to gather relevant information. • Perform capital management and other accounting functions as necessary. • Use ADP - Financial Services and Crystal Reports for financial operations.

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.

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>

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. 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.

Accounting Manager/Supervisor We are seeking an Accounting Manager/Supervisor to join our team located in Watsonville, California. In this role, you will be in charge of various financial duties, including managing the accounting staff, ensuring adherence to GAAP standards, and providing financial reports for the company. Responsibilities: • Oversee the Accounting Department, which includes an Accounts Receivable & Credit Specialist, Accounts Payable Clerk, and Inventory Management Clerk.• Ensure the accounting staff is well-trained, organized and efficient in time management.• Participate in monthly close and consolidation processes, including cash reconciliations and account analysis.• Prepare and post journal entries to the General Ledger.• Ensure timely preparation and presentation of monthly commission reports.• Review transactions for adherence to GAAP and recommend business process improvements.• Assist in the preparation of monthly and annual financial reporting packages.• Provide recommendations for improving the organization's accounting operations.• Assist in periodic budgeting/forecasting processes and annual CPA review and audit.• Prepare governmental related returns and forms such as Payroll tax, Sales Tax, Property Tax, and Value Added Tax.• Review credit balances, refunds, and adjustments, and apply adjustments to billing records.• Ensure strict confidentiality of financial records.• Work with external accounting and banking personnel for annual review processes. Posted by Director of Recruiting