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Robert Half Financial Analyst/Accountant, Investment Management Firm in San Francisco, California

Description

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Title: Financial Analyst

Location: San Francisco

Salary: $90-$100k + Bonus

About the Company: This organization pioneered social transformation by strategically investing in sectors such as affordable housing, healthcare, and childcare. They focus on generating meaningful, institutional-grade investments that yield dual benefits: robust financial performance and positive community changes.

Key Responsibilities:

  • Accounts payable and vendor management, including reviewing and processing invoices and year-end 1099s.

  • Support in creating and maintaining annual or multi-year budgets.

  • Assist with financial audits, reviews, and reconciliation of sub-ledger accounts.

  • Prepare and analyze various financial reports, financial statements, and cash flow projections.

  • Handle investor funding processes, monitor investor fund receipts, and manage cash flows.

  • Assist with investor remittances and prepare corresponding reports and documentation.

  • Update and maintain data for quarterly investor reports.

    Requirements

Qualifications:

  • Bachelor's degree in Finance, Economics, Accounting or a related field.

  • 3-5 years of relevant professional experience.

  • Proficiency in Microsoft Word, PowerPoint, Outlook, Teams and advanced knowledge of Microsoft Excel.

  • Familiarity with computerized accounting systems, such as QuickBooks and Netsuite.

  • Superior analytical skills with a keen attention to detail.

Unique Selling Points of the Company:

  • Offers a competitive compensation package including a 401k contribution, fully paid health insurance, sick leave, vacation leave and paid holidays.

  • Encourages professional development in a fast-paced, entrepreneurial environment driven towards outstanding results.

  • Provides an opportunity to make a meaningful impact in the world through work that involves impact investing, technology, social innovation, systems thinking, and social justice.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

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 (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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