Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p>We are seeking a Senior Fraud Analyst for a long term contract opportunity in San Francisco, CA. This role is ideal for an experienced individual contributor with strong fraud operations experience who can manage authorization risk, optimize fraud controls, and improve decision accuracy in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Review flagged transactions and make real-time authorization decisions based on risk indicators</p><p>• Develop and optimize fraud rules, thresholds, and transaction controls</p><p>• Analyze transaction activity to identify fraud trends and prevention opportunities</p><p>• Monitor fraud losses, approval rates, and false positives to improve performance</p><p>• Partner cross functionally with internal teams to strengthen fraud controls and decisioning</p><p>• Utilize fraud tools and platforms to investigate alerts and support ongoing enhancements</p><p>• Apply knowledge of card authorization workflows, decline responses, and interchange concepts</p><p>• Identify operational gaps and recommend scalable process improvements in a fast-paced environment</p>
<p>We are looking for a Part-time Project Assistant to provide dependable coordination and administrative support for leadership and cross-functional teams. This long-term contract position is ideal for someone who thrives in a busy setting, keeps priorities organized, and communicates clearly while managing shifting deadlines. The person in this role will help drive day-to-day project activity, maintain accurate records, and support operational initiatives with a high level of consistency and follow-through.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate project activities by monitoring deadlines, tracking progress, and helping keep deliverables on schedule.</p><p>• Arrange meetings, manage calendars, document key discussion points, and follow up on action items to support project momentum.</p><p>• Prepare spreadsheets, status updates, reports, and other business documents that improve visibility into ongoing work.</p><p>• Maintain organized files, logs, and project records so information is accessible, current, and audit ready.</p><p>• Partner with departments and team members to gather updates, resolve pending items, and ensure timely completion of assigned tasks.</p><p>• Provide day-to-day administrative assistance to leadership, including support for presentations, training materials, and special initiatives.</p><p>• Communicate with internal stakeholders and external contacts in a clear and attentive manner.</p><p>• Assist with operational coordination in a fast-paced environment, adjusting quickly as priorities evolve.</p><p>• Support recruitment-related activities, expense documentation, scanning, and other administrative tasks as needed.</p><p><br></p><p>If you are interested in this role please apply now and call us at (510)470-7450</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p><br></p><p><strong>Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite </strong></p><p> </p><p>Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.</p><p> </p><p>The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half Legal is partnering with a leading plaintiff-side consumer warranty firm to identify a Trial Attorney. This is a high-impact opportunity for a litigation attorney who is ready to play a meaningful role at trial while continuing to develop courtroom skills in a fast-paced, growth-focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage substantive litigation responsibilities, including law and motion practice and trial preparation</li><li>Attend court appearances and hearings across California</li><li>Oversee discovery, including dispute resolution and strategic planning</li><li>Work closely with senior trial attorneys on case development and trial execution</li><li>Help shape case strategy and support all stages of litigation through trial</li><li>Serve as first or second chair at trial, depending on experience</li></ul>
<p>Mid-sized law firm with multiple locations in California is offering an exciting opportunity for an experienced Attorney. This role can be HYBRID REMOTE OR FULLY REMOTE, BUT THIS PERSON MUST RESIDE IN CALIFORNIA. This role involves representing clients in subrogation matters. You will be working in a congenial atmosphere that is busy yet welcoming. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Represent clients effectively in subrogation and worker's compensation cases</p><p>• Utilize civil litigation skills to handle legal matters</p><p>• Draft and argue motions as part of the legal process</p><p>• Exhibit strong analytical skills through thorough research and examination of cases</p><p>• Provide high quality, cost-effective legal representation for clients</p><p>• Manage a diverse community of clients, attorneys, and staff</p><p>• Utilize subrogation claim knowledge in legal proceedings</p><p>• Apply civil litigation experience to handle complex cases</p><p>• Travel occasionally as required by cases or clients</p><p>• Maintain good standing with the California State Bar.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Valuation & Finance Associate | Prosperous Venture Capital Firm | Menlo Park | Hybrid</strong></p><p> </p><p>Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.</p><p><br></p><p>Comp includes a <strong>strong base and bonus, phantom carry participation</strong>, generous 401(k) match, <strong>unlimited PTO and 100% employer-paid medical, dental, and visio</strong>n for you and your dependents.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Position Overview</strong></p><p>We are seeking an experienced and results-driven <strong>Operations Manager</strong> to oversee daily business operations and help drive efficiency, productivity, and continuous improvement across the organization. The ideal candidate will be a strong leader with excellent problem-solving skills, a strategic mindset, and a proven ability to manage processes, teams, and performance.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day operational activities to ensure efficiency and effectiveness</li><li>Develop, implement, and improve operational policies, procedures, and workflows</li><li>Monitor key performance indicators and prepare reports for leadership</li><li>Manage budgets, forecasts, and resource allocation to support business goals</li><li>Lead, mentor, and develop operations staff and supervisors</li><li>Collaborate with cross-functional teams including finance, HR, customer service, and supply chain</li><li>Identify process improvement opportunities and implement solutions to enhance productivity</li><li>Ensure compliance with company policies, safety standards, and regulatory requirements</li><li>Manage vendor relationships, inventory, and operational logistics as needed</li><li>Support strategic planning and execution of organizational initiatives</li></ul>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p><strong>Position Overview</strong></p><p>We are seeking a highly organized and detail-oriented <strong>Administrative Assistant</strong> to support daily office operations and provide administrative support to teams and leadership. The ideal candidate is proactive, professional, and able to manage multiple tasks efficiently while maintaining a high level of accuracy and confidentiality.</p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day administrative support to managers and team members</li><li>Answer and direct phone calls, emails, and other correspondence</li><li>Schedule meetings, appointments, and maintain calendars</li><li>Prepare reports, presentations, and other business documents</li><li>Organize and maintain physical and digital filing systems</li><li>Order office supplies and help manage office inventory</li><li>Coordinate travel arrangements and expense reports as needed</li><li>Greet visitors and assist with front desk coverage when required</li><li>Support internal communications and team events</li><li>Perform data entry and other clerical duties as assigned</li></ul>
<p>If interested in the role, please message <strong>Jennifer Fukumae with Robert Half's Finance and Accounting</strong> on LinkedIn to learn more about this opportunity.</p><p><br></p><p>🚨 Fund Manager | Venture Capital | San Francisco (Presidio)</p><p>A leading boutique early-stage venture capital firm in San Francisco is seeking a Senior Fund Accountant / Fund Manager to join its lean and high-impact finance team. This is a rare opportunity to step into a highly visible role supporting a ~$1B+ AUM investment platform focused on seed and Series A investments across software, AI, fintech, infrastructure, healthcare, and emerging technologies. The environment is intentionally small, highly collaborative, and founder-centric—offering significant exposure to partners, portfolio companies, and the full venture investment lifecycle.</p><p><br></p><p>📍 Location: Presidio, San Francisco (Onsite Tues/Wed/Thurs)</p><p>💰 Compensation: $125K–$170K base (DOE) + bonus + excellent benefits</p><p><br></p><p>Key Responsibilities:</p><p>• Lead and support fund accounting processes including monthly/quarterly closes</p><p>• Execute capital calls, distributions, and waterfall allocations</p><p>• Manage NAV calculations, management fees, and carried interest tracking</p><p>• Support financial statement preparation and audit coordination</p><p>• Oversee GP/LP allocations and investor reporting packages</p><p>• Partner closely with fund administration, tax, audit, and legal teams</p><p>• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles</p><p>• Assist with valuation support for illiquid and venture-stage investments</p><p>• Monitor portfolio company activity including financing events and exits</p><p>• Drive process improvements, automation, and reporting efficiency</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.</p><p>• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.</p><p>• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.</p><p>• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.</p><p>• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.</p><p>• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.</p><p>• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.</p><p>• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.</p><p>• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.</p>
<p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a premier, well-known and high-respected venture capital investment firm with billions of dollars under management in Silicon Valley. We are seeking a Fund Accounting Manager to join its growing Finance team. This is a unique opportunity to work at the center of a highly active investment platform that partners with innovative companies across multiple sectors and stages of growth.</p><p><br></p><p>Reporting to senior finance leadership, this role offers broad exposure to the full venture capital fund lifecycle, from fund formation and capital raising through investment activity, distributions, financial reporting, audits, and investor communications. The firm offers a collaborative, team-oriented environment where professionals are encouraged to expand their responsibilities, deepen their technical expertise, and contribute beyond their core function.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Exposure to the complete venture capital fund lifecycle</li><li>Opportunity to work closely with investment, finance, investor relations, and operations teams</li><li>Significant visibility and interaction with senior leadership</li><li>Broad responsibilities beyond traditional fund accounting</li><li>Stable, high-performing finance organization with strong infrastructure and support</li><li>Collaborative culture focused on teamwork, mentorship, and professional growth</li><li>Ability to gain exposure to fund operations, investor relations, and strategic initiatives</li><li>Hybrid work environment in the heart of Silicon Valley</li></ul><p>As a <strong>Fund Accounting Manager</strong>, you will play a key role in managing venture stage fund accounting, financial reporting, capital activity, audit coordination, and investor support across multiple venture capital funds and related entities. This position is ideal for an accounting professional who enjoys reviewing partnership accounting, thrives in a fast-paced investment environment, and wants to develop expertise across both fund accounting and broader fund operations. You'll work closely with qualified third-party administrators and internal stakeholders to ensure the accuracy, integrity, and timeliness of all fund-related financial information.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>VP, Finance | TOP Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>National AmLaw 100 firm has an immediate opening for an experienced Litigation Legal Secretary to support their San Francisco-based litigation team on a fully remote contract basis. This role supports a high-volume, defense-side litigation practice, working closely with 5–7 attorneys and requiring the ability to manage a busy desk independently. The qualified candidate must have a strong understanding of California court rules, docketing, and e-filing procedures in both federal and state courts. Ideal candidates will have five or more years of experience working in a fast-paced defense-side litigation environment. This is a long-term, open-ended contract position that offers stability and meaningful, ongoing work with one of the country’s leading litigation firms. While there is potential for full-time conversion depending on headcount, the immediate priority is to bring on a skilled legal secretary who can contribute right away.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage state and federal e-filing processes across active litigation matters </li><li>Maintain and manage litigation calendars, ensuring deadlines are tracked and met across multiple cases </li><li>Support attorneys with trial preparation, including exhibits, binders, and coordination logistics </li><li>Draft, proofread, and format legal documents, correspondence, pleadings, and TOCs/TOAs </li><li>Collaborate with attorneys across matters, adapting to varying litigation needs and deadlines </li><li>Track and process expense reports, reimbursements, and check requests using Chrome River </li><li>Provide administrative support across high-volume litigation workflows </li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accountant | Venture Capital Firm | San Mateo | Hybrid </strong></p><p> </p><p>A well-established venture capital firm with a strong track record of backing high-growth companies. The team is collaborative, stable, and tight-knit, with great exposure across fund operations, reporting, and strategic work.</p><p> </p><p>This is a strong opportunity for someone ready to step beyond traditional accounting. You’ll join an experienced finance team and gain hands-on exposure to investment operations, investor relations, fundraising support, and cross-functional projects.</p><p> </p><p>Competitive comp, bonus, strong benefits, long-term upside, and a hybrid schedule with a great culture and work life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support quarterly close and prepare fund financials</li><li>Maintain investment schedules, capital accounts, and allocations</li><li>Assist with capital calls and distributions</li><li>Support audit and tax processes with external partners</li><li>Track fund performance metrics (gross and net returns)</li><li>Assist with LP reporting and audit requests</li><li>Support fundraising efforts and investor events</li><li>Maintain accurate fund records and documentation</li><li>Partner with leadership on ad hoc projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Senior Payroll Manager to oversee payroll operations for a large, multi-state workforce. This role requires a strategic leader who can ensure accurate and compliant payroll processing for over 500 employees. The ideal candidate will have strong expertise in full-cycle payroll management, including bi-monthly payroll and proficiency with ADP Workforce Now.</p><p><br></p><p>Responsibilities:</p><p>• Own Americas payroll operations and compliance, with room to scale regionally</p><p>• Act as payroll regulatory and tax compliance authority, including SOX</p><p>• Build and maintain standardized, audit-ready payroll processes and controls</p><p>• Lead payroll system design, integrations, automation, and reporting enhancements</p><p>• Improve accuracy, efficiency, and scalability through optimization and KPIs</p><p>• Oversee vendors, system implementations, and process documentation</p><p>• Partner closely with HR, Finance, IT, and global payroll teams</p><p>• Resolve payroll issues through root-cause analysis and corrective actions</p><p>• Promote continuous improvement and employee-focused payroll excellence</p>
<p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams.</p><p><br></p><p>A highly respected and admired institutional investment firm is seeking a Senior Accountant to join its team. This is a unique opportunity for an accounting professional who wants to move beyond traditional fund accounting and into a broader role encompassing fund oversight, operational risk management, process improvement, vendor management, and investor reporting across a diverse portfolio of alternative investment strategies.</p><p><br></p><p>This role truly serves as a business partner to the organization, overseeing third-party fund administrators and ensuring the accuracy, integrity, and efficiency of financial reporting and operational processes. The ideal candidate is technically strong, intellectually curious, and excited about gaining exposure to a wide range of investment vehicles, including private equity, venture capital, hedge funds, real assets, public markets, and multi-asset fund structures.</p><p><br></p><p>In this role, you will have the opportunity to gain:</p><ul><li>Exposure to multiple alternative asset classes and investment strategies</li><li>Opportunity to oversee complex fund structures rather than perform day-to-day accounting entries</li><li>Significant interaction with fund administrators, auditors, legal teams, client service professionals, and investment teams</li><li>Broad operational and financial oversight responsibilities</li><li>Highly collaborative and intellectually rigorous environment</li><li>Strong emphasis on continuous learning and professional development</li><li>Hybrid work environment with excellent work-life balance</li><li>Outstanding employee and family benefits package</li></ul><p>As a Senior Accountant within the team, you will play a critical role in overseeing accounting, reporting, compliance, and operational processes across multiple investment products. </p><p>Key responsibilities include:</p><ul><li>Oversee outsourced fund accounting, investor reporting, audits, and compliance activities across a diverse portfolio of alternative investment funds.</li><li>Review fund administrator deliverables, including NAV reporting, capital activity, allocations, distributions, and financial statements, ensuring accuracy and consistency.</li><li>Manage relationships with administrators, auditors, and external service providers while serving as a key liaison across investment, legal, client service, and operations teams.</li><li>Drive process improvements, strengthen internal controls, and identify operational risks to support a scalable and best-in-class fund operations platform.</li><li>Research complex accounting matters, maintain accounting policies and procedures, and support strategic initiatives across the firm's investment operations function.</li></ul>
<p>We are looking for an experienced IAM/Okta SME to lead identity and access strategy for a dynamic enterprise environment in San Francisco, California. This position will focus on designing secure, scalable Okta-based solutions that strengthen access governance, streamline user lifecycle management, and improve the overall authentication experience. The ideal candidate will combine deep technical knowledge of identity architecture with a practical, service-oriented approach to delivering reliable solutions across a fast-moving organization. </p><p><br></p><p>This is a hybrid, contract to permanent position and requires 3 days on site. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Design and enhance enterprise identity architecture centered on Okta to support secure, scalable access across business applications and platforms. </p><p>• Build automated lifecycle processes for onboarding, role changes, and offboarding to reduce manual effort and improve operational consistency. </p><p>• Develop and maintain integrations between Okta and SaaS or internal systems to enable seamless authentication and authorization workflows. </p><p>• Define access models, governance standards, and architectural patterns that align with security expectations and business needs. </p><p>• Partner with infrastructure and application teams to implement identity solutions across virtualized server environments, enterprise platforms, and cloud-connected services. </p><p>• Create and optimize Okta Workflows and related automation to improve efficiency, accuracy, and policy enforcement. </p><p>• Support Group Policy Object alignment and directory-related configurations where identity controls intersect with endpoint or access management. </p><p>• Provide technical guidance and responsive support to stakeholders, ensuring a high-quality customer experience while resolving IAM-related issues.</p>
<p>This is <strong>not a traditional fund accounting role</strong>.</p><p>We’re partnering with a highly respected <strong>institutional investment platform managing $20B+ in AUM</strong>, investing across <strong>private equity, venture capital, hedge funds, real assets, and public markets</strong> through a sophisticated endowment-style strategy.</p><p>If you’re someone who enjoys <strong> operational oversight, process improvement, and exposure across multiple alternative asset classes</strong>—this opportunity is worth a look.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><p>✔️ Work across <strong>private equity, VC, hedge funds, real assets, and pooled investment vehicles</strong> — you will <strong>not be siloed</strong> into one strategy</p><p> ✔️ Join a lean, collaborative, high-caliber team supporting a flagship institutional fund</p><p> ✔️ Heavy exposure to <strong>technical partnership accounting, fund operations, compliance, and risk management</strong></p><p> ✔️ A role centered around <strong>review, oversight, operational improvements, and technical thinking</strong> — not repetitive fund admin work</p><p> ✔️ Strong long-term growth potential in a stable, entrepreneurial environment</p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Review fund administrator NAV packages, capital statements, and investor reporting</li><li>Oversee audits, compliance filings, distributions, and expense allocations</li><li>Manage relationships with administrators, auditors, and external vendors</li><li>Support separately managed accounts and complex fund structures</li><li>Help improve controls, processes, and accounting consistency across products</li></ul><p><br></p>
<p>We are looking for an Executive Assistant to provide high-level administrative support in San Francisco, California. This Long-term Contract position will focus on keeping executive schedules organized, coordinating meetings, and ensuring travel plans run smoothly. The ideal candidate is detail-oriented, highly organized, and comfortable managing shifting priorities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage complex executive calendars, including scheduling, prioritizing, and adjusting appointments as business needs change.</p><p>• Arrange travel plans, including itineraries, reservations, and related logistics.</p><p>• Coordinate meeting logistics for executive leadership, ensuring materials, timing, and attendance are aligned.</p><p>• Serve as a central point of coordination for travel-related changes, updates, and scheduling needs.</p><p>• Prepare and organize information needed for executive meetings and follow-up activities.</p><p>• Support day-to-day administrative operations by anticipating needs and maintaining organized workflows.</p>
<p><strong>Break into UHNW Wealth Management — Senior Wealth Analyst</strong></p><p>Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.</p><p> </p><p>If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul><p> </p>
<p>We're seeking an experienced Office Manager to oversee daily office operations and support administrative functions across teams. This role is ideal for a proactive professional who thrives in a fast-paced environment and can balance operations, coordination, and team support.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day office operations and ensure a smooth, efficient workplace</li><li>Manage office supplies, vendor relationships, and facilities coordination</li><li>Support leadership with calendar management, reporting, and special projects</li><li>Coordinate onboarding, internal communications, and office policies</li><li>Handle budgeting support, expense tracking, and basic bookkeeping tasks</li><li>Serve as the main point of contact for internal staff and external vendors</li></ul><p><br></p>
<p><strong><em>For confidential consideration, please contact Jennifer Fukumae at Robert Half Financial Services via LinkedIn or email.</em></strong></p><p><br></p><p>This is a high-visibility role reporting to the VP of Finance, offering broad exposure across the full fund lifecycle within a top-tier VC environment deploying capital across some of the most influential technology companies in the market.</p><p><br></p><p>📍 Location: Menlo Park – Hybrid</p><p>💰 Compensation: $150K–$180K base + bonus</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Maintain fund and GP general ledgers, including accruals, expenses, intercompany activity, and investment allocations</p><p>• Prepare quarterly and annual financial statements across multiple fund vehicles</p><p>• Support capital calls, distributions, and cash management for assigned funds</p><p>• Review reporting packages prepared by fund administrators (NAVs, LP reporting, statements, etc.)</p><p>• Partner with Investor Relations on LP inquiries and reporting requests</p><p>• Coordinate audit and tax processes with external service providers and internal stakeholders</p><p>• Research technical accounting issues and ensure compliance with partnership accounting standards</p><p>• Monitor fund cash positions and assist with forecasting and liquidity planning</p><p>• Support valuation, investment activity tracking, and portfolio reporting processes</p>