Financial Operations Associate

The OpportunityOur client, a boutique investment firm with $30B AUM and fewer than 30 employees, is seeking a Financial Operations Associate to join their team in San Mateo, CA. This high-impact role supports finance, HR, compliance, and operations, offering exposure across the business and the chance to grow in a collaborative, entrepreneurial environment.Base pay range$100,000.00/yr - $150,000.00/yrKey ResponsibilitiesManage accounts payable/receivable, payroll, and benefits administrationSupport HR processes (onboarding/offboarding, policies, employee handbook)Assist with audits, tax filings, and regulatory complianceOversee vendor relationships and internal controlsPartner with leadership on financial reporting, analysis, and projectsQualificationsMin of 3–5+ years of experience in accounting, operations, or financial administration (financial services preferred)Strong analytical, organizational, and communication skillsProficiency with Microsoft Office; QuickBooks or similar software a plusHigh integrity, attention to detail, and ability to manage shifting prioritiesWhat You’ll GainDirect collaboration with senior leadershipBroad exposure across finance, operations, HR, and complianceGrowth opportunities in a small, high-performing investment firmSeniority levelAssociateEmployment typeFull-timeJob functionAccounting/Auditing, Finance, and Human ResourcesIndustries: Financial Services, Investment Management, and BankingReferrals increase your chances of interviewing at RJR Partners by 2xGet notified about new Finance Associate jobs in San Mateo, CA. #J-18808-Ljbffr

Created: 2025-09-21