- Russell Tobin & Associates (San Francisco, CA)
- …overall financial planning principles. Experience within a dynamic environment such as Investment Banking / Consulting, FP&A, Accounting or other finance related ... coordinate with their direct reports, as well as the Manager , Central Sales Finance, across the various levels of...fields. Prior experience in OPEX & HC budget management and financial planning is strongly preferred. Demonstrated comfort… more
- Creative Financial Staffing (Mountain View, CA)
- …for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client, family and outside service providers Deliver monthly and quarterly ... of client financial data such as broker analysis and construction or investment history spreadsheets Generate client cash reports using Data faction accounting… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Accounting Manager Location: San Francisco Peninsula Salary: 140k-170k About the ... you would directly interact with the Chief Financial Officer and the investment team, thereby contributing to our ongoing growth and extension. Key Responsibilities:… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a legacy of investing in innovation to change the world for the better. Management Entity Accounting + Oversee quarter-end and annual financial records for ... management companies, including proposing and reviewing journal entries. +...income calculations, and distribution processes. + Supervise the external accounting and invoice processing team. + Lead the internal… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …fastest consideration for this opportunity. Join our client at the forefront of investment management -a firm dedicated to providing essential growth funding to ... families during transformative phases. Located in San Mateo, this Accounting Manager role offers a HYBRID work...part of a dynamic team shaping the future of investment management . Key Responsibilities: + Manage financials… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …for fastest consideration for this opportunity. Join our client, a leader in investment management , dedicated to providing crucial growth funding to businesses ... families during transformative stages. Based in San Mateo, this Accounting Manager role offers a HYBRID work...part of a dynamic team shaping the future of investment management . Key Responsibilities: + Manage financials… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … Firm in San Francisco, and they are looking for a dynamic and technical Accounting Manager or Assistant Controller to join their Fund Management and ... the firm and 3rd party. + Work closely with Development and Property Accounting , Investment Teams, Portfolio Managers, Executives and more on special projects.… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- Description Jeff Abrams is seeking a Tax and Fund Accounting Manager to join his client's team in Menlo Park, California. This role primarily involves managing ... audit and tax processes. . Oversee the cash flow management for assigned Funds, ensuring proper liquidity. . Manage...is an advantage. . Preferred knowledge and experience in investment partnership accounting and tax. . Proficient… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- … accounting information Requirements + 8+ years of finance experience in asset management (audit, fund admin, or asset manager roles) + Experience in private ... LinkedIn or Email for fastest consideration for this opportunity. Join a Leading Investment Firm as an Assistant Controller. This role offers a HYBRID working model,… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- … accounting information. Requirements + 8+ years of finance experience in asset management (audit, fund admin, or asset manager roles) + Experience in private ... LinkedIn or Email for fastest consideration for this opportunity. Join a Leading Investment Firm as an Assistant Controller. This role offers competitive pay and… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …please contact Yuzo Shimura on LinkedIn at Robert Half Title: Tax and Fund Accounting Manager Location: Menlo Park (Hybrid) Salary: $150-180k + Bonus About the ... with various service providers and internally with the finance management team to ensure accurate and timely audit and...other investment firm. + Proven experience with investment partnership accounting and tax. + Advanced… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- … accounting principles and General Ledger oversight. + Proficient in cash management , investment accounting , and financial statement production. Please ... staff, operations, and key functions like Accounts Payable, Fixed Assets, and Investment Accounting . + Manage ledger reconciliations and ensure timely… more
- Deloitte (San Francisco, CA)
- …utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, ... the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works...management or partnership taxation + Bachelor's degree in Accounting , Finance, or other business-related field + One of… more
- Deloitte (San Francisco, CA)
- …your prior experience to provide tax compliance and consulting services to investment management clients. You will assist clients with effective analysis, ... an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll do As...As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients… more
- Deloitte (San Francisco, CA)
- …and local tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate and/or hedge fund clients? If ... diverse and inclusive workplace The TeamDeloitte's Multistate Tax Services Investment Management group has more than 1,500...management or partnership taxation + Bachelor's degree in accounting , finance, or related field + One of the… more
- Deloitte (San Francisco, CA)
- …week + 5+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + Bachelor's degree in ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- City and County of San Francisco (San Francisco, CA)
- … accounting , statistics, or similar field; AND Experience: Three (3) years of investment experience with an investment management firm, pension plan, ... + Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management , Economics or similar field, or possession of the… more
- Wells Fargo (San Francisco, CA)
- **About this role:** Wells Fargo is seeking talent to join the 2025 Investment Banking Early Career Development Program in Corporate and Investment Banking. ... Learn more about the career areas and lines of business at wellsfargojobs.com ** Investment Banking Overview** The Investment Banking group, which is organized by… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Our client, leaders in delivering tailored financial solutions, seek a Portfolio Manager for their San Mateo office. Experience a perfect work-life balance with ... both your expertise and your well-being. Some Responsibilities of the Portfolio Manager : + Analyze client investments to match our portfolio strategies, using tools… more
- TD Bank (San Francisco, CA)
- …more specific details for this role **Job Description:** The Associate Investment Banking is responsible for providing structure, marketing and execution activities ... potential + You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices. **Education &… more
