<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>leading financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>This person will be build and <strong>optimize reconciliation processes</strong> across the organization. This role is ideal for someone who enjoys <strong>implementing technology solutions</strong> (like BlackLine), driving efficiencies, and strengthening internal controls. You’d report directly to the VP of Finance and have the opportunity to make a real impact on how the accounting function operates.</p><p> </p><p>They offer excellent benefits and a <strong>supportive culture that values growth and wellbeing</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Robert Half has partnered with a non-profit organization in Lakewood in search of a Bookkeeper! The Bookkeeper position is offering a hybrid schedule and is paying $60,000-$70,000!</strong></p><p><br></p><p><strong>The Bookkeeper will be responsible for the following: </strong></p><ul><li>Prepare and analyze financial reports, ensuring accuracy and compliance with organizational standards.</li><li>Reconcile accounts payable and manage the timely processing of invoices.</li><li>Perform general ledger maintenance, including posting journal entries and conducting account reconciliations.</li><li>Monitor and reconcile prepaid and accrual accounts to maintain accurate financial records.</li><li>Complete monthly allocation journal entries and bi-weekly payroll journal entries.</li><li>Track fund allocations and oversee grant expenditure compliance.</li><li>Ensure proper accounting for donations, including adherence to donor restrictions and reporting requirements.</li><li>Reconcile donor management software with the general ledger on a monthly basis.</li><li>Collaborate with program leaders to provide financial insights and support budgeting efforts.</li><li>Maintain accounting systems and assist in strengthening internal controls.</li></ul><p><strong>Requirements for the Bookkeeper include:</strong></p><ul><li>3+ years of accounting experience</li><li>Non-profit experience (nice to have)</li><li>Bachelor's Degree in Accounting or Finance (nice to have)</li></ul><p><strong>If interested in the Bookkeeper position, please click "Apply Now" below!</strong></p>
<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with a high-energy, multi-sector venture capital firm seeking a Fund Associate to join its growing finance team. This is an excellent opportunity for a hands-on accounting professional to gain exposure to the full spectrum of venture capital fund operations and investment accounting, while working alongside a dynamic, experienced leadership team.</p><p><br></p><p>Founded in 2011, this firm manages nearly $6 billion AUM and has built a diverse, high-profile portfolio including companies like SpaceX, Anduril, Gusto, Lattice, and Flexport. Their investment approach is innovative and flexible, spanning structured liquidity solutions, direct secondaries, and primary financing. The team combines seasoned venture investors with entrepreneurs, making this an exciting environment to learn and grow.</p><p><br></p><p>As Fund Associate, you will work closely with the CFO, Controller, and Senior Accounting Manager to support the firm’s growing operations. This is a hands-on role where no two days are the same, perfect for someone excited about venture capital, fund accounting, and working in a fast-moving environment.</p><p><br></p><p>Responsibilities</p><ul><li>Partner with service providers including fund administrators, auditors, and tax teams.</li><li>Assist with quarterly and annual financial statement audits, tax returns, and compliance filings.</li><li>Maintain fund and SPV accounting journals, ledgers, and transactions.</li><li>Monitor portfolio company valuation adjustments and support periodic valuations.</li><li>Process and review investment and expense transactions.</li><li>Assist in budget preparation and financial analyses.</li><li>Keep accounting documentation organized and thorough.</li><li>Support ad hoc projects as assigned. Opportunities to learn and expand your skill set!</li></ul><p><br></p>
<p><strong>Senior Accountant – Manufacturing & Distribution</strong></p><p><br></p><p>Our client, a growing company in the <strong>manufacturing and distribution industry (non-automotive)</strong>, is seeking a <strong>Senior Accountant</strong> to join their team. This role is ideal for an accounting professional who enjoys working in a dynamic environment and contributing to both day-to-day operations and continuous improvement initiatives.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Maintain and reconcile general ledger accounts, ensuring accuracy and compliance with GAAP and company policies</li><li>Assist in the preparation of monthly, quarterly, and annual financial statements in accordance with GAAP</li><li>Perform account reconciliations, investigate discrepancies, and resolve issues in a timely manner</li><li>Support month-end and year-end close processes by preparing required schedules and documentation</li><li>Monitor and analyze accounting data to identify trends, variances, and opportunities for improvement</li><li>Provide documentation and explanations to support internal and external audits</li><li>Assist with tax filings, including coordinating necessary documents and working with external tax consultants</li><li>Maintain and enhance accounting systems and processes to drive efficiency and accuracy</li><li>Contribute to a culture of continuous improvement by identifying and implementing process enhancements</li><li>Perform other related duties as assigned</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or related field (CPA or progress toward CPA a plus)</li><li>3–5+ years of progressive accounting experience, ideally in <strong>public accounting </strong>or <strong>manufacturing/distribution environment</strong></li><li>Solid knowledge of GAAP and internal controls</li><li>Strong analytical skills with the ability to identify issues and propose solutions</li><li>Proficiency with accounting systems and advanced Excel skills</li><li>Excellent organizational skills, with the ability to manage multiple priorities and meet deadlines</li><li>Strong communication and interpersonal skills, with the ability to work cross-functionally</li></ul><p><strong>What’s in it for you:</strong></p><ul><li>Opportunity to contribute to a growing, non-automotive manufacturing/distribution company</li><li>Exposure to both day-to-day accounting and process improvement projects</li><li>Collaborative and team-oriented environment</li><li>Competitive compensation and benefits</li></ul><p><br></p>
<p>If you are an experienced Senior Accountant who thrives in fast-paced workplaces and enjoys taking on new challenges, Robert Half has a terrific contract opportunity located in the Greater Philadelphia Region. As a Senior Accountant, you will interface with clients to understand their financial needs, provide insights, and ensure high-quality service delivery.</p><p><br></p><p>What you get to do every single day:</p><p>· Prepare and reconcile monthly, quarterly and annual billing reports and invoices.</p><p>· Prepare actual expenses vs. approved budget reports for program directors.</p><p>· Prepare program budgets and assist in the preparation of the corporate budget.</p><p>· Correspond with funders regarding fiscal guidelines and discrepancies.</p><p>· Provide advice and financial technical assistance to program staff.</p><p>· Reconcile general ledger accounts as needed.</p><p>· Review, research and resolve billing issues and discrepancies.</p><p>· Oversees maintenance of account files, ensuring accuracy and completeness. </p>
<p>Are you quick and efficient in your work? Is your goal to join a renowned company? Apply today for your next job through Robert Half. The Senior Accountant is responsible for financial statement preparation and consolidation, account analysis and reconciliations, cash flow analysis, budgets and forecasting, audit preparation, and internal control maintenance and regulatory reporting. Candidates must be highly skilled at analytics. This position is full time with excellent compensation and benefits, as well as the chance to grow.</p><p><br></p><p>Responsibilities</p><p><br></p><p>- Review financial information such as trends, performance metrics, benchmarks, etc. and present analysis in a clear manner</p><p><br></p><p>- When working with business partners, ensure compliance with corporate accounting policies, procedures and controls. Additionally, be able to provide support on special requests</p><p><br></p><p>- Engage in various department-wide initiatives</p><p><br></p><p>- Allocate and prepare monthly consolidated P& L and Balance Sheet flux analysis reports for management</p><p><br></p><p>- Contribute to coordinating quarterly reviews and testing with internal and external auditors</p><p><br></p><p>- Coordinate Ad-hoc projects as necessary</p><p><br></p><p>- Formulate Balance Sheet account reconciliations</p>
<p>Are you a detail-oriented finance professional with a passion for risk assessment and financial analysis? Our client is seeking a <strong>Credit Analyst</strong> to join their <strong>Credit and Collections</strong> team. In this critical role, you will assess creditworthiness, analyze complex financial data, and help shape the organization's lending strategies. Your expertise will play a key role in making informed credit decisions aligned with corporate goals.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Evaluate the creditworthiness of clients to determine the level of risk associated with extending credit.</li><li>Analyze financial statements, tax returns, and related financial data for clients.</li><li>Conduct comparative analyses of clients based on liquidity, profitability, and overall creditworthiness.</li><li>Establish repayment terms, including minimum and maximum amounts, based on customers’ income, payment history, and purchasing patterns.</li><li>Address customer complaints and confirm transactions through effective consultation and problem-solving.</li><li>Response to credit and audit requests.</li><li>Participates in the development and execution of risk mitigation strategies</li></ul><p><br></p>
<p><strong>About the Firm</strong></p><p>A woman- and minority-owned real estate investment and development firm headquartered in San Francisco is seeking a <strong>Family Office Accountant</strong> to support its growing portfolio. Founded in 2014, the firm specializes in repositioning and developing underutilized properties in high-growth, supply-constrained markets, with a focus on build-for-rent communities and industrial assets. With a hands-on, innovative approach to investment and execution, the firm is committed to creating sustainable projects, revitalizing communities, and delivering strong returns.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a highly visible role supporting the Controller in managing accounting, financial reporting, and long-term tax and investment planning for the family’s entities and portfolio. You’ll work closely with ownership and trusted advisors on a wide range of strategic financial initiatives. The ideal candidate will bring a strong foundation in tax accounting—either partnership or high-net-worth—or deep expertise in Yardi or QuickBooks. This role is ideal for someone who thrives in a dynamic environment with a mix of recurring and project-based work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist the Controller with accounting and financial reporting for the Family Office and affiliated investment funds</li><li>Maintain general ledgers for a portfolio of residential and commercial properties, partnerships, and investments</li><li>Manage bill payments, bank account monitoring, and capital calls for alternative investments</li><li>Prepare documentation and support for external tax advisors and accounting firms</li><li>Oversee quality control and manage offshore accounting teams and outsourced service providers</li><li>Prepare year-end tax workpapers and support tax filings and documentation for tax attorneys</li><li>Contribute to long-term tax planning, including research and materials for strategies such as 1031 exchanges, opportunity zones, and capital gains scenarios</li><li>Create concise summaries of investment performance, key metrics, and strategic recommendations</li><li>Assist in developing improved reporting tools and financial metrics for management and ownership</li><li>Participate in special projects including renovation tracking, process improvement, and reporting automation</li><li>Collaborate closely with ownership and support the Controller in maintaining internal controls</li><li>Provide backup support for the Assistant Controller as needed</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your background and career goals, I’d love to connect. Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore how this role could be the next exciting step in your professional journey.</p>
<p>We are looking for a detail-oriented Staff Accountant to join our team. In this role, you will play a key part in managing financial records, ensuring accuracy, and supporting the organization’s financial health. This position offers the opportunity to contribute to a growing company with a presence in major retail channels.</p><p><br></p><p>Responsibilities:</p><p>• Perform general ledger account reconciliations and ensure the accuracy of financial data, identifying and resolving discrepancies.</p><p>• Support monthly, quarterly, and annual financial close processes, including preparing journal entries, reconciling balance sheet accounts, and managing accruals.</p><p>• Assist with the preparation of working capital and cash flow reports, providing insights and commentary on operational account results and variances.</p><p>• Maintain and update financial records related to profit and loss, taxes, liabilities, and assets.</p><p>• Prepare specialized financial reports by collecting, analyzing, and summarizing account information and trends as requested by management.</p><p>• Collaborate with internal teams to ensure compliance with accounting principles and corporate finance procedures.</p><p>• Contribute to the continuous improvement of accounting processes and systems.</p><p>• Provide support for audits and ensure proper documentation of financial activities.</p><p>• Work on ad hoc financial projects and tasks, ensuring timely and accurate completion</p>
<p>Robert Half has partnered with a client on their search for a Staff Accountant with proven expertise working in real estate, construction or hospitality. The responsibilities for this Staff Accountant role consist of handling general accounting operations such as: assisting with accounts payable/receivable activities, reviewing general ledger accounts, assisting with monthly account reconciliations, preparing journal entries, assisting with bank reconciliations, and participating in the development and tracking of budgets. The ideal candidate for this role should have great problem-solving skills, highly organized, excellent time-management and strong budgeting/forecasting abilities that will ensure revenue generation.</p><p><br></p><p>Responsibilities:</p><p>• Handle accounts payable and accounts receivable tasks diligently</p><p>• Conduct regular bank reconciliations for accuracy of financial data</p><p>• Maintain and manage general ledger activities</p><p>• Prepare and post accurate journal entries as required</p><p>• Ensure timely completion of month-end close procedures</p><p>• Operate NetSuite and Oracle for diverse accounting tasks</p><p>• Utilize QuickBooks, QuickBooks Pro, and Quickbooks Online for various accounting functions</p><p>• Employ Sage Accounting Software, Sage 50, and Sage Peachtree Dos for effective financial management</p><p>• Utilize CRE for efficient real estate accounting tasks</p><p>• Apply skills in hospitality management and property management, as required</p><p>• Efficiently handle Infor M3 for diverse financial operations</p><p>• Utilize SAP for various accounting tasks as necessary.</p>
<p>Nonproft Client in the Greater Harrisburg area is seeking a Controller to oversee the their financial operations - ensuring accuracy, accountability and compliance with all applicable standards and regulations. This role manages all accounting functions including payroll administration, accounts payable and receivable processing, internal controls, and preparation for annual audits and tax filings. The Controller collaborates extensively with leadership to provide strategic financial guidance, and enhance financial controls. This position is also responsible for leading the team through organizational changes, ensures adherence to evolving regulatory requirements and reporting standards, and operational enhancements.</p><p><br></p><p>Additionally, the Controller manages relationships and ensures accurate transactions across partnering entities and related associations through shared services.</p><p><br></p><p><br></p><p>Qualifications:</p><p>• Education: Bachelor’s degree in accounting or finance; CPA required.</p><p>• Experience: Minimum of 8 years in an accounting or financial role with experience with GAAP, payroll, tax, internal controls, and accounting processes.</p><p>• Technical Skills: Proficient with Microsoft Suite and databases, and advanced functional knowledge of ERP systems. (PeopleSoft experience is a plus).</p><p>• Financial Expertise: In depth knowledge of GAAP, payroll, labor laws, tax compliance, internal control frameworks, audit processes and risk management principles.</p><p>• Audit & Controls: Experience overseeing audits and implementing/evaluating internal controls.</p><p>• Management Skills: Supervisory experience and strong organizational leadership and team management skills.</p><p>• Attention to Detail: Excellent analytical skills ensuring accuracy and precision in financial reporting and processing. Demonstrated critical thinker with sound judgement.</p><p>• Communication & Collaboration: Excellent interpersonal and influencing skills, with the ability to lead cross-functionally and provide complex financial information effectively.</p><p>• Work Style: Highly motivated, proactive, results-driven collaborative problem-solver.</p><p>• Organizational Skills: Ability to strategically set priorities and oversee multiple priorities and deadlines in a dynamic environment.</p><p>• Commitment to Excellence: High standards for quality and performance.</p><p><br></p>
<p>Opening for a Jr Financial Analyst</p><p> </p><p>Location: Doral, Miami</p><p>Schedule: In office standard business hours</p><p> </p><p>Salary $55-$60,000; discretionary bonus TBD</p><p>Benefits: Medical insurance, Paid Vacation, Holidays, 401k and more perks!</p><p> </p><p>Keys to this Role:</p><ul><li>at least 1 year as a Financial Analyst</li><li>experience reviewing variance analysis within Balance Sheet and P& L</li><li>a Bachelor's Degree in Finance or related studies</li><li>Bilingual in English and Spanish</li></ul><p> </p><p>Company and Job Overview: this company on a global scale specializes in perishable - agricultural goods with farms across LATAM and Europe and wholesale distribution through North America.</p><p> </p><p>The Financial Analyst role is ideal for a Junior level candidate with experience reviewing variance analysis for both Balance Sheet and P& L. And any knowledge of accounting compliance and internal controls, processes and efficiencies within month end close is very helpful. And will be collecting and reviewing data creating detailed reports with recommendations; reviewing accounting operational standards and compliance to streamline process and month end close objectives for various and offices in the different regions on a global scale. Use of Excel and Business Intelligence Tools is highly needed. The ability to communicate in both English and Spanish is essential.</p><p> </p><p>This is a great time to join an established and growing Accounting and Finance team !</p>
<p>Tammy Power, Recruiting Manager with Robert Half, is looking for a dedicated Accounts Payable Manager to oversee all aspects of accounts payable operations for our manufacturing company in Bakersfield, California. This role requires an experienced and detail-oriented individual with strong leadership abilities, attention to detail, and a solid understanding of accounting principles. You will manage a team, ensure compliance with policies, and drive process improvements to enhance efficiency.</p><p><br></p><p>For immediate and confidential consideration reach out to Tammy Power via LinkedIn</p><p><br></p><p>Responsibilities:</p><p>• Manage the daily operations of the accounts payable department, ensuring accurate and timely processing of invoices and payments.</p><p>• Supervise, train, and develop the accounts payable team to maintain high performance and efficiency.</p><p>• Review and approve AP registers, validate expense charges, and oversee payment schedules.</p><p>• Develop and enforce policies and procedures to maintain compliance and improve operational workflows.</p><p>• Lead month-end, quarter-end, and year-end closing processes, including reconciliations and intercompany balances.</p><p>• Coordinate with external auditors by preparing necessary schedules and supporting documentation.</p><p>• Oversee and manage the annual 1099 filing process to ensure compliance with government regulations.</p><p>• Identify and implement process automation opportunities to streamline accounts payable operations.</p><p>• Collaborate with internal teams to address ad-hoc accounting needs and support organizational goals.</p>
<p>We are looking for an experienced and detail-oriented Full Charge Bookkeeper to manage financial operations for multiple entities in Baton Rouge, Louisiana. The ideal candidate will excel in a fast-paced environment, possess strong organizational skills, and demonstrate expertise in handling financial data with precision. This role involves overseeing the complete bookkeeping process, generating accurate financial reports, and ensuring compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate accounting records, including data entry, bank reconciliations, and sales tax filings.</p><p>• Review payroll processes to ensure accurate calculations and timely submissions.</p><p>• Prepare comprehensive financial reports on a weekly, monthly, and annual basis.</p><p>• Process accounts payable invoices and ensure timely payment of bills.</p><p>• Reconcile credit card statements and resolve discrepancies.</p><p>• Manage annual licensing renewals and compliance-related tasks.</p><p>• Ensure accurate and efficient handling of miscellaneous financial operations.</p><p>• Implement and maintain procedures for tracking and reporting financial data.</p><p>• Assist with troubleshooting financial discrepancies and provide solutions as needed.</p><p><br></p><p>For consideration, please contact Mary Wood @ Robert Half 504-383-0743</p>
<p>Robert Half is supporting the recruiting efforts of a company in the SaaS industry to find a Staff Accountant. This is a full time, permanent position in Centennial. It is hybrid after training, and is paying $80-100k + bonus. Additional information and job requirements are below. For a full job description with company information, and for immediate consideration, please email your resume to Morgan.Racicot(at symbol) roberthalf (dotcom) today … or your Robert Half recruiter if you have one!! </p><p><br></p><p>A fast-growing SaaS company is seeking a <strong>Senior Staff Accountant</strong> to join their corporate accounting team. This role reports directly to the Accounting Manager and will play a key role in financial reporting, compliance, and process improvement within a collaborative and well-established team.</p><p>This is an excellent opportunity for an experienced accountant who wants to gain exposure to a wide variety of accounting functions, grow their skills, and advance over time in a high-performing environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain general ledger and ensure compliance with GAAP</li><li>Prepare and analyze journal entries, accruals, and reconciliations</li><li>Assist with monthly, quarterly, and annual financial statements</li><li>Oversee fixed assets and payroll journal entries</li><li>Support accounts payable, vendor reconciliations, and credit card reconciliations</li><li>Assist with audits, tax preparation, and compliance reporting</li><li>Generate custom financial reports and provide analysis for leadership</li><li>Identify and implement process improvements to streamline accounting operations</li></ul><p><strong>Why This Role:</strong></p><ul><li>Competitive salary + bonus</li><li><strong>100% employer-paid health insurance</strong> for employees and dependents</li><li>401(k) with company match</li><li>Paid time off, sick leave, and long-term sabbatical opportunities</li><li>Strong work-life balance (40–45 hours per week)</li><li>Forbes “Top 100 Places to Work” recognition for multiple years</li><li>Beautiful, modern office with collaborative space, wellness amenities, and team-oriented culture</li></ul><p><strong>Schedule:</strong></p><ul><li>100% in-office during training (approx. 6 months)</li><li>Hybrid schedule available afterward: 3 days in-office, 2 days remote (Mon & Fri remote)</li></ul><p> operations.</p>
<p>Our client, a New York–based private equity firm investing in companies across healthcare, business services, and consumer services, is currently looking for a fund controller to join their team. This is a high-visibility, hands-on role, reporting directly to the CFO and collaborating closely with partners and the investment team. The Fund Controller will own fund and management-company accounting, build scalable reporting and control frameworks, and serve as a key liaison to administrators, auditors, and investors.</p><p><br></p><p>Key Responsibilities:</p><p>· Lead all aspects of fund and management-company accounting, reporting, and financial controls</p><p>· Oversee quarterly and annual closes, audits, and tax filings with external partners</p><p>· Manage cash flow, capital calls/distributions, and liquidity forecasting</p><p>· Build models and analytics to support fundraising, portfolio monitoring, and investor reporting</p><p>· Enhance systems, processes, and controls as the firm scales beyond QuickBooks</p><p><br></p><p>This is a rare opportunity to design and lead the finance function of a respected, growing private equity firm from day one. For immediate consideration please email Alex.Muzaurieta@roberthalf.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Fund Accountant </strong>at a <strong>Thriving Private Equity firm</strong>. This is a full-time permanent role based in <strong>San Francisco </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Financial Analyst | Spartanburg, SC | to $100K + Bonus</strong></p><p>One of Spartanburg’s top employers is seeking a Senior Financial Analyst to join their growing finance team. This role will serve as the right hand to the CFO with broad exposure across budgeting, forecasting, and strategic planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> • Lead development of annual budgets and rolling forecasts</p><p> • Build and maintain financial models to support growth and expansion planning</p><p> • Partner with leadership to analyze results and drive strategic initiatives</p><p> • Automate and enhance reporting using advanced Excel, SQL, and related tools</p>
<p>Join a fast-paced environment at a top investment firm as a Mutual Fund Operations Analyst! Are you looking to grow your career in the dynamic world of asset management operations? Our $12 billion investment management firm in the Minneapolis/St. Paul area is seeking a talented Mutual Fund Operations Analyst to join our team. If you’re detail-oriented, analytical, and thrive in a fast-paced environment, this may be the opportunity for you!</p><p><strong>Key Responsibilities:</strong></p><p>· Execute and reconcile mutual fund trades; resolve trade discrepancies.</p><p>· Set up assets, perform fund exchanges, and post income and capital gains.</p><p>· Weekly reconciliation of omnibus funds.</p><p>· Manage proxy services.</p><p>· Handle shadow accounting and balancing transactions.</p><p><strong>Preferred Qualifications:</strong></p><p>· Trust or brokerage operations experience.</p><p>· Familiarity with trust accounting software.</p><p>· Basic bookkeeping and Excel skills.</p><p>· Strong attention to detail, organization, and problem-solving abilities.</p><p>· Excellent communication and professionalism.</p><p><strong>Why Apply?</strong></p><p> Be part of a collaborative environment with growth potential in the financial services sector.</p><p>If you are interested in joining this growing firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided. </p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
Key Responsibilities:<br>• Maintain accurate accounting records for multiple entities with different year-ends.<br>• Manage financials for both government contracts (milestone-based billing, compliance-driven) and commercial operations (manufacturing cost accounting).<br>• Prepare intercompany reconciliations and consolidated financial reporting.<br>• Support implementation of Epicor ERP upgrade and help migrate accounting processes from QuickBooks to Epicor for government and commercial divisions.<br>• Develop and maintain customized financial and forecasting reports to support leadership decision-making.<br>• Monitor milestone-based payments and ensure accurate job costing.<br>• Collaborate with management to identify inefficiencies and implement creative accounting solutions.<br>• Ensure compliance with applicable accounting standards, DCAA (if applicable), and tax reporting requirements.<br>• Support audits, tax filings, and government reporting.<br>________________________________________<br>Qualifications:<br>• Proven bookkeeping/accounting experience with multi-entity organizations (S-Corp, C-Corp, LLCs).<br>• Experience with ERP systems (Epicor preferred) and/or prior ERP implementation.<br>• Proficiency in QuickBooks and transition experience to larger ERP systems.<br>• Strong knowledge of manufacturing cost accounting (job costing, overhead allocation, WIP tracking).<br>• Understanding of government contract accounting requirements (FAR/DCAA compliance a plus).<br>• Excellent problem-solving and investigative skills — ability to design and build custom reporting tools (Excel, BI tools, or ERP reports).<br>• Strong forecasting and budgeting experience.<br>• Ability to adapt to a fast-paced, growing environment with multiple stakeholders.<br>________________________________________<br>Preferred Traits:<br>• Creative thinker with a “solutions first” mindset.<br>• Comfortable working across both high-compliance government contracts and dynamic commercial manufacturing.<br>• Strong communicator who can work cross-functionally with leadership, production, and compliance teams.<br>• Detail-oriented but capable of big-picture financial analysis.<br>________________________________________
Fast-growing, industry leader in Ankeny has an immediate opening for a Senior Accountant due to an internal promotion! In this Senior Accountant position you will:<br>Prepare and file all monthly, quarterly, and annual sales tax returns.<br>• Conduct initial research on sales tax topics and regulatory changes. <br>• Support ongoing and ad hoc sales tax audits. <br>• Prepare monthly accruals for property and personal property taxes. <br>• Complete and file personal property tax returns in a timely and accurate manner. <br> • Assist with maintaining up-to-date insurance records and serve as backup for renewals. <br>• Act as a liaison for external accountants and assist with income tax filings and year end audit preparation. <br>• Prepare Monthly Financials <br>• Review and verify vendor and customer invoices for accuracy and compliance. <br>• Track and Manage renewals for business licenses across jurisdictions. <br>• Provide backup support to various accounting departments and functions including inventory accounting, fixed asset accounting, lease accounting, monthly close process, and ERP system support. <br>• Work closely with Accounts Payable, Accounts Receivable, invoicing, and provide support where needed<br><br>In order to be considered for this role you must have a BA in Accounting and 3+ years related experience.
<p><strong>Job Description: Part-Time Bookkeeper</strong></p><p><strong>Position Type:</strong> Part-Time</p><p><strong>Overview:</strong></p><p>Are you an experienced Bookkeeper ready to make an impact in a flexible, part-time role? We are looking for a detail-oriented professional with strong expertise in QuickBooks, heavy Accounts Payable (AP), and light collections experience to support our organization's financial operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounts Payable (AP) Management:</strong></li><li>Handle the AP process, including entering invoices, reconciling vendor accounts, processing payments, and maintaining accurate records.</li><li>Investigate and resolve invoice discrepancies in coordination with vendors and internal teams.</li><li><strong>Collections Support:</strong></li><li>Assist with light collections tasks, including follow-ups on overdue payments and maintaining communication with clients.</li><li>Provide detailed status reports on accounts receivable and assist in resolving collection challenges.</li><li><strong>QuickBooks Operations:</strong></li><li>Accurately input and manage financial transactions in QuickBooks, ensuring precision in data entry and reporting.</li><li>Maintain chart of accounts and regularly perform reconciliations for bank accounts and credit cards.</li><li><strong>General Bookkeeping:</strong></li><li>Assist with maintaining financial records, preparing basic financial reports, and ensuring compliance with company procedures.</li><li>Organize and file financial documentation for audits and record-keeping.</li></ul><p><br></p>
We are looking for a Senior Financial Analyst to play a pivotal role in providing financial insights and driving strategic decisions within our organization. Based in San Diego, California, this position involves budgeting, forecasting, performance analysis, and creating actionable recommendations for leadership. The ideal candidate is a proactive problem-solver who can interpret complex financial data and collaborate effectively across teams.<br><br>Responsibilities:<br>• Develop and oversee annual budgets, quarterly forecasts, and long-range financial planning processes.<br>• Analyze monthly financial results, identifying and explaining variances compared to budgets and forecasts.<br>• Create and deliver financial reports, dashboards, and key performance indicators (KPIs) for senior leadership.<br>• Collaborate with various departments to support strategic initiatives and uncover opportunities for cost optimization.<br>• Enhance and maintain financial models to facilitate scenario analysis and business case development.<br>• Partner with the Accounting team to support the monthly close process and ensure financial accuracy.<br>• Conduct ad hoc financial analyses to inform decisions and guide special projects.<br>• Identify and implement improvements to financial processes and tools to increase efficiency and effectiveness.<br>• Support data-driven decision-making by leveraging advanced analytics and reporting tools.
We are looking for an experienced Senior Financial Analyst to join our team in La Jolla, California. In this role, you will play a critical part in providing insightful financial analysis and supporting key decision-making processes across the organization. The ideal candidate will possess strong communication skills, a strategic mindset, and a passion for driving data-driven decisions.<br><br>Responsibilities:<br>• Prepare and deliver comprehensive financial reports, including variance analyses, to senior management on a monthly and quarterly basis.<br>• Oversee the development and maintenance of budget and forecast reports to ensure accuracy and relevance for strategic planning.<br>• Conduct in-depth performance reviews, identify key drivers, and provide actionable recommendations to enhance organizational performance.<br>• Manage shared expense allocations and ensure accurate tracking throughout monthly reporting cycles.<br>• Develop detailed cash flow forecasts and effectively communicate updates to treasury and senior leadership.<br>• Support the preparation of investment analyses and contribute to quarterly financial assessments.<br>• Collaborate with accounting, treasury, and valuation teams to streamline processes and improve financial operations.<br>• Identify opportunities to enhance management reporting tools and implement impactful changes to support business growth.
