<p><strong>Responsibilities</strong></p><ul><li>Lead the annual budget, forecast, and long‑range planning processes</li><li>Prepare and analyze monthly, quarterly, and annual financial reports and KPIs</li><li>Provide variance analysis and actionable insights to senior leadership</li><li>Partner with cross‑functional teams to support operational and strategic initiatives</li><li>Develop financial models to support business cases, investments, and initiatives</li><li>Improve FP&A processes, reporting, and systems for efficiency and accuracy</li><li>Manage and mentor FP&A staff, as applicable</li></ul><p>benefits:</p><ul><li>Medical, Dental & Vision Insurance</li><li>401(k) Retirement Plan</li><li>Paid Time Off (PTO)</li></ul>
We are looking for a finance leader who can bring both strategic perspective and strong operational execution to a growing organization in Wexford, Pennsylvania. This role is well suited for someone who thrives in an entrepreneurial setting, can adapt quickly to shifting priorities, and is comfortable balancing high-level planning with detailed financial oversight. The VP of Finance will help guide performance across multiple operating entities while strengthening forecasting, reporting, and cross-company financial coordination.<br><br>Responsibilities:<br>• Lead the finance function across multiple business entities, ensuring consistent oversight, sound decision-making, and alignment with company goals.<br>• Drive budgeting, forecasting, and financial modeling activities to improve visibility into performance and support business planning.<br>• Partner closely with leadership in a founder-led environment, offering practical financial guidance in a fast-moving and evolving organization.<br>• Oversee month-end close and financial reporting processes, maintaining accuracy, timeliness, and strong internal financial discipline.<br>• Manage intercompany accounting activities and support the structure of financial agreements between related entities.<br>• Monitor cash flow trends and develop forward-looking analyses that help leadership prioritize investments and operational needs.<br>• Provide day-to-day leadership to a decentralized finance organization, coordinating effectively across distributed teams and differing schedules.<br>• Contribute directly to detailed financial work when needed, combining executive leadership with a hands-on approach to problem-solving.<br>• Supervise and support the accounting team through direct management of the Manager of Accounting.<br>• Strengthen FP&A capabilities by refining planning processes, improving analytical tools, and elevating forecast quality.
We are looking for an accomplished finance executive to lead the financial strategy and operational performance of our organization in Dallas, Texas. This role serves as the top finance leader and a key member of the executive leadership team, guiding critical decisions that support growth, profitability, and long-term stability. The ideal candidate brings deep industry knowledge, strong leadership capabilities, and the judgment to build trusted relationships with ownership, lenders, and senior stakeholders.<br><br>Responsibilities:<br>• Direct the overall performance of the finance organization, providing leadership across accounting, financial planning and analysis, and family office controllership functions.<br>• Oversee the monthly close cycle and deliver accurate, timely financial packages and presentations for executive leadership and ownership.<br>• Shape financial strategy through annual budgeting, forecasting, and performance analysis to support business objectives and informed decision-making.<br>• Manage cash flow planning to preserve liquidity, strengthen working capital, and ensure the business is positioned for ongoing operational needs.<br>• Guide decisions related to capital structure, including debt and equity considerations, while assessing financing options and investment opportunities.<br>• Build and maintain strong partnerships with ownership groups, lenders, banking contacts, and insurance providers to support favorable business outcomes.<br>• Establish financial reporting standards, internal controls, and accountability measures that promote accuracy, transparency, and compliance.<br>• Lead, mentor, and develop a high-performing finance team capable of supporting a dynamic homebuilding environment.
<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 of Finance | Venture Capital Firm | San Francisco Bay Area | Hybrid | Base + Carry!</strong></p><p> </p><p>Join a fast-growing venture capital firm backing <strong>early-stage, high-growth companies</strong> and partnering closely with founders as they scale. The firm is built by operators and takes a <strong>hands-on, strategic investing approach</strong> within a <strong>collaborative, high-ownership culture</strong>.</p><p>With <strong>strong fundraising momentum, multiple funds, and continued expansion</strong>, this is a chance to join at a key growth stage.</p><p> </p><p>This is a <strong>high-visibility, cross-functional role</strong> working directly with senior leadership across <strong>finance, accounting, and operations</strong>. It goes beyond traditional accounting with exposure to <strong>valuations, fundraising, portfolio strategy, and process/build initiatives</strong>. Offers <strong>flexible remote work, strong benefits, unlimited PTO, and real growth into broader leadership</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with senior leadership on fund finance and operations </li><li>Oversee fund administrator, auditors, and tax providers </li><li>Manage <strong>investor reporting, capital calls, distributions, and valuations </strong></li><li>Support fundraising and new fund launches </li><li>Track portfolio performance and assist with valuation updates </li><li>Improve <strong>systems, workflows, and processes </strong></li><li>Draft investor updates and support key communications </li><li>Assist with select operational and people-related initiatives </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 a strategic and hands-on VP of Finance to lead the development of a scalable finance organization. This leader will shape the financial infrastructure, deliver meaningful insights to support executive decisions, and establish disciplined processes that keep pace with growth. The role is ideal for someone who combines strong technical finance expertise with the ability to build teams, improve operations, and support a high-growth B2B SaaS business.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Establish and scale the finance organization by creating foundational processes, internal controls, and operating standards.</p><p>• Lead financial planning and analysis activities, including long-range planning, budgeting, forecasting, and performance modeling to guide business strategy.</p><p>• Oversee accounting operations and month-end close activities to ensure accurate reporting, regulatory compliance, and operational readiness for growth.</p><p>• Direct cash management activities and strengthen the order-to-cash cycle to improve collections, liquidity visibility, and short-term cash forecasting.</p><p>• Develop clear and reliable financial reporting packages for executives, board members, and investors.</p><p>• Select and implement finance systems and supporting technology that improve efficiency and provide a strong platform for expansion.</p><p>• Partner closely with senior leadership to evaluate business performance, support strategic initiatives, and recommend actions based on financial insights.</p><p>• Build, mentor, and lead a high-performing finance team capable of supporting a rapidly growing organization.</p><p>• Define and monitor key financial and SaaS operating metrics to assess company health and inform decision-making.</p><p><br></p><p><strong>Why this role:</strong></p><ul><li>Rapid growth + recent Fortune 100 client wins</li><li>Clear path to CFO in the next 1-2 years</li><li>Equity piece (targeting liquidity event within 3–5 years)</li><li>High visibility with executive leadership and Board</li><li>Opportunity to build and shape the finance function from day one</li><li>Hybrid (3 days in office) | Remote flexibility for the right candidate</li></ul>
<p>For consideration, please reach out to<strong><em> Jennifer Lavoie</em></strong> as soon as possible, ensure to include your most current resume when you apply.<strong><em> Connect with me on LinkedIn </em></strong>at Jennifer Lavoie!</p><p><br></p><p>If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly.</p><p><br></p><p>Robert Half is seeking an experienced Controller/Finance Director to lead core accounting operations and strengthen financial oversight for a company in the Lebanon area. This Controller/Finance Director role is responsible for delivering accurate monthly reporting, guiding audit and tax activities, and supporting leadership with clear financial analysis and managing the month end close activities. The ideal Controller/Finance Director candidate brings strong technical accounting expertise, sound judgment, and the ability to manage priorities, staff performance, and compliance obligations in a dynamic environment and will be both hands on and be a great mentor to staff.</p><p><br></p><p><strong>Controller/Finance Director Responsibilities:</strong></p><p>• Direct the month-end close cycle, ensuring journal entries, account reconciliations, and financial statements are completed accurately and issued within established deadlines.</p><p>• Review balance sheet and income statement activity each month, identify unusual variances or required adjustments, and escalate significant concerns to executive leadership.</p><p>• Manage the annual external audit and tax engagement</p><p>• Evaluate monthly revenue and spending trends and present meaningful financial insights to organizational leaders to support decision-making.</p><p>• Prepare and approve accounting entries related to estimates, corrections, and reclassifications to maintain the integrity of the general ledger.</p><p>• Support development of the annual operating budget by assembling expense projections and other financial inputs in partnership with senior finance leadership.</p><p>• Maintain fixed asset records, depreciation activity, and reserve account reconciliations, including reimbursement submissions when appropriate.</p><p>• Supervise finance team workflow, assess department capacity, and provide fair, thorough performance feedback and staff development guidance.</p>
<p>We are looking for a strategic finance leader to support operations and supply chain performance for a growing architectural metals business based in Waukesha, Wisconsin. This role partners closely with cross-functional leaders to guide planning, improve visibility into financial results, and turn complex data into practical business recommendations. The position offers the opportunity to influence decision-making across multiple sites and brands within a well-established public company environment.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Direct annual budgeting, recurring forecasting, and long-range financial planning activities for operations and supply chain functions across a multi-site organization.</p><p>• Deliver timely analysis of spending, productivity, and business performance to help leaders make informed decisions and improve financial outcomes.</p><p>• Build and refine reporting tools, dashboards, and data models using Power BI and related systems to strengthen insight into key operational and financial trends.</p><p>• Partner with manufacturing, supply chain, and finance leadership to identify cost improvement opportunities, monitor performance drivers, and support operational efficiency initiatives.</p><p>• Lead monthly and quarterly financial reviews, highlighting variances, risks, and opportunities with clear recommendations for action.</p><p>• Oversee and develop a small team that includes finance managers and controllers, fostering accountability, collaboration, and strong analytical execution.</p><p>• Support system and reporting integration efforts, including the use of SAP and related planning platforms, to improve consistency, accuracy, and accessibility of financial information.</p><p>• Contribute financial leadership to strategic projects such as business assessments, process improvement efforts, and potential acquisition-related analysis when needed.</p>
<p>We are seeking a highly skilled <strong>Tax & Finance Manager</strong> with deep expertise in real estate taxation and partnership structures. This role will oversee tax compliance, planning, and financial reporting for a diverse portfolio of real estate investments. Ideal candidates will have experience in public accounting with real estate clients, family office tax environments, or tax roles within real estate investment firms.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all aspects of tax compliance and planning for real estate entities, including partnerships and joint ventures.</li><li>Prepare and review federal, state, and local tax returns for partnerships and related entities.</li><li>Oversee quarterly and annual tax provisions and estimates.</li><li>Advise on tax implications of acquisitions, dispositions, and other transactions.</li><li>Coordinate with external tax advisors and auditors.</li><li>Assist with financial reporting, budgeting, and forecasting as needed.</li><li>Ensure compliance with applicable tax laws and regulations.</li><li>Implement tax strategies to optimize efficiency and minimize risk.</li></ul><p>This role is 100% in office in the Denver area. </p><p><br></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>Fund and Financial Operations | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks</strong></p><p> </p><p>A highly regarded investment management firm with a strong reputation across alternative investments is seeking a Finance professional to join its collaborative and highly organized team. Known for offering top-tier benefits and a culture that genuinely prioritizes work-life balance, the firm provides a rare combination of sophistication, stability, and long-term growth within investment operations.</p><p> </p><p>The team operates in a well-structured environment with strong processes already in place. This role will focus heavily on reviewing outsourced work from fund administrators, overseeing operations across multiple alternative investment products, and partnering cross-functionally with internal teams in a high-impact oversight capacity.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review NAV packages and outsourced accounting work from fund administrators </li><li>Oversee financial operations across alternative investment products </li><li>Support investor reporting, compliance filings, and annual audits </li><li>Review expense allocations and monitor managed accounts </li><li>Partner with finance, legal, investments, and client service teams </li><li>Assist with operational improvements and oversight processes </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus</strong></p><p> </p><p>A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth.</p><p> </p><p>This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half Finance & Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of FP&A for a newly created, high-impact leadership role.</p><p><br></p><p>This is a strategic opportunity for an experienced finance leader to help shape the financial direction of a dynamic, growth-oriented organization. Reporting to executive leadership, this individual will lead enterprise planning, forecasting, performance management, and strategic finance initiatives while partnering closely with senior leadership on key business decisions.</p><p><br></p><p>My client offers a collaborative environment, is rapidly growing through both organic growth and acquisitions, offers excellent benefits, competitive annual salary, bonus and potential future equity!</p><p><br></p><p>For confidential consideration and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p>🔹 Key Responsibilities:</p><p>• Lead the FP&A function, including budgeting, forecasting, and long-range planning</p><p>• Partner with the CFO and executive team on strategic financial decisions</p><p>• Drive advanced financial modeling, scenario planning, and performance analytics</p><p>• Develop and enhance KPIs, executive reporting, and board-level financial presentations</p><p>• Support capital allocation, pricing strategy, and business case analysis</p><p>• Improve forecasting accuracy through systems, automation, and BI tools</p><p>• Lead and mentor a high-performing FP&A team</p><p><br></p><p>🔹 Ideal Background:</p><p>✔ 10+ years of progressive FP&A / strategic finance experience</p><p>✔ Current or recent industry experience within financial services, retail and or private equity</p><p>✔ Leadership experience within complex, high-growth environments</p><p>✔ Deep expertise in budgeting, forecasting, and financial modeling</p><p>✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)</p><p>✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred</p><p>✔ MBA and CPA, and or CFA is required</p><p><br></p><p>This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance.</p><p><br></p><p>📩 If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.</p><p><br></p>
<p>We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service.<br><br>Responsibilities:<br>• Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance.<br>• Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals.<br>• Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches.<br>• Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs.<br>• Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities.<br>• Expand business opportunities through prospecting, referrals, networking, and engagement within the community.<br>• Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions.<br>• Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
<p>Robert Half is looking for a Financial Advisor to support the delivery of thoughtful, high-touch guidance to our client located in South Jersey. This position works closely with senior advisors to keep client relationships organized, meetings productive, and financial planning recommendations well prepared. The ideal candidate brings strong planning knowledge, excellent follow-through, and a service-oriented approach to every client interaction.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with lead advisors to maintain strong client relationships and provide responsive day-to-day support throughout the planning process.</li><li>Organize client review appointments, manage scheduling logistics, and help keep meeting calendars on track.</li><li>Prepare for upcoming client discussions by building agendas, gathering relevant documents, and assembling presentation materials.</li><li>Participate in client meetings, capture thorough notes, and translate discussion outcomes into clear next steps.</li><li>Create clear follow-up correspondence that summarizes key decisions, recommendations, and action items for clients.</li><li>Coordinate post-meeting activities by assigning, tracking, and completing deliverables within expected timelines.</li><li>Contribute to the creation and ongoing refinement of comprehensive financial plans tailored to client goals and circumstances.</li><li>Use financial planning technology, including tools such as eMoney, to analyze client information and support advisor recommendations.</li></ul>
<p>We are looking for a dedicated Financial Advisor to join our team in the Twin Cities. In this role, you will provide expert investment management and tailored financial planning services to clients, helping them achieve their financial goals. You will collaborate with other detail oriented individuals and continuously develop your skills to stay ahead in the industry.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with clients, ensuring a thorough understanding of their financial needs and objectives.</p><p>• Develop personalized financial plans that encompass income, expenses, insurance coverage, tax strategies, and risk tolerance.</p><p>• Analyze market trends and client portfolios to create effective investment strategies.</p><p>• Work with tax, legal, and insurance experts to create comprehensive financial roadmaps for clients.</p><p>• Conduct regular reviews of client accounts to assess progress and recommend adjustments based on changing circumstances.</p><p>• Prepare detailed financial summaries, income projections, and investment performance reports to support sound decision-making.</p><p>• Ensure compliance with local and national financial regulations by staying informed about relevant legislation.</p><p>• Participate in ongoing detail oriented development through workshops, webinars, and industry resources to enhance expertise in financial planning and investment management.</p><p>• Utilize financial planning software to optimize client portfolio management and reporting.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Mateo</strong></p><p> </p><p>Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client.</p><p> </p><p>This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Finance & Operations Manager to oversee financial stewardship and daily operational effectiveness for a mission-driven organization in Los Angeles, California. This position combines hands-on accounting leadership with operational coordination, supporting budgeting, reporting, payroll administration, vendor oversight, and internal systems management. The ideal candidate brings strong nonprofit finance expertise, sound judgment, and the ability to keep both financial processes and office operations running efficiently in a hybrid work environment.<br><br>Responsibilities:<br>• Direct day-to-day accounting activities in QuickBooks, including transaction coding, class tracking, payment processing, and maintenance of reliable financial records.<br>• Complete monthly close activities by reconciling accounts, reviewing financial activity, and preparing accurate reports that support leadership decision-making.<br>• Monitor liquidity and cash position on an ongoing basis, providing clear visibility into available resources and upcoming financial needs.<br>• Partner regularly with program leaders to connect budgets and spending activity to operational goals, grant requirements, and event performance.<br>• Lead financial planning efforts by developing the annual budget, updating forecasts during the year, and analyzing variances between actual and planned results.<br>• Manage grant, contract, and event budgets from setup through closeout, ensuring expenses remain aligned with approved funding and reporting obligations.<br>• Prepare financial materials for board or committee review and facilitate recurring discussions on budget status, financial trends, and organizational performance.<br>• Oversee membership billing coordination, renewal-related financial processes, and system alignment between platforms such as Wild Apricot and QuickBooks.<br>• Support annual audit and tax preparation by organizing schedules, maintaining documentation, coordinating with external partners, and assisting with compliance reporting.<br>• Administer operational finance functions such as payroll support, contractor payments, vendor coordination, and resolution of day-to-day office or facilities needs.
<p><strong>Stellar Global Fortune 500 company that has a rare opening (due to an internal promotion)</strong>. If you have worked in Public Accounting reach out asap by sending resumes to Jennifer.Beilin@Roberthalf (com).</p><p>Straight out of the Big 4, great! The company will teach profitability analysis and you'll bring the balance sheet & Pnl statement analysis with you.</p><p><br></p><p>This team does some corporate accounting, builds reporting, using Power BI and other tools for creating analytics around the firms budgets, expenses, revenue and profitability. </p><p><br></p>
<p><strong>Message Jennifer Fukumae on LinkedIn for quickest consideration!</strong></p><p><br></p><p>A premier private investment firm with approximately $40 billion in equity capital is seeking a <strong>Fund Accountant</strong> to join its San Francisco-based team. This is a critical hire supporting the firm’s continued growth and excellence in fund operations and financial reporting.</p><p> </p><p>This is a hybrid role; 3 days onsite.</p><p> </p><p>In this role, you’ll work closely with internal teams and external partners to ensure accurate, timely financial reporting and fund-level accounting for complex investment structures. You’ll have a unique opportunity to contribute to process enhancements and modernization initiatives, while gaining exposure to a wide variety of private equity and credit strategies.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee the preparation of financial reports and investor statements, including annual and quarterly financials, ensuring alignment with relevant fund documentation and accounting standards.</li><li>Support the calculation and allocation of capital activity such as investor contributions, distributions, and performance metrics.</li><li>Coordinate and review internal and third-party fund accounting data, ensuring accuracy of all portfolio transactions, including private investments, fund expenses, and investment-related accruals.</li><li>Partner with investor relations, legal, operations, and administrators to respond to client requests, audit inquiries, and ad hoc reporting needs.</li><li>Assist in valuation processes by reviewing models and inputs for private equity and debt investments alongside investment professionals and third-party valuation providers.</li><li>Help drive improvements in accounting systems and reporting tools, participating in ongoing efforts to streamline workflows and enhance operational efficiency.</li></ul><p><br></p>
<p>If you are looking for the next step in your career, send<strong> Jennifer Fukumae with Robert Half Finance and Accounting </strong>a message on <strong>LinkedIn </strong>for immediate consideration.</p><p> </p><p>A leading venture and growth investment platform is seeking a <strong>Fund Accounting & Tax Manager</strong> to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2.2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting activities across multiple investment vehicles </li><li>Oversee quarterly closes, financial reporting, and investor reporting </li><li>Review capital calls, distributions, carried interest allocations, and management fees </li><li>Coordinate with external fund administrators, auditors, and tax providers </li><li>Manage tax compliance and investor tax reporting processes </li><li>Assist with valuation support and portfolio reporting initiatives </li><li>Improve operational processes, controls, and reporting efficiencies </li><li>Support fundraising activities and strategic finance projects </li></ul><p><br></p>
<p>Our client, a growing engineering services organization based in Greensboro, is seeking an <strong>Interim CFO</strong> to provide strategic financial leadership, stabilize and optimize finance operations, and support executive decision-making during a critical transition period. This role is <strong>fully onsite</strong> and will oversee a team of <strong>10–15 finance and accounting professionals</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a strategic advisor to the CEO and executive team on financial planning, performance, and growth initiatives</li><li>Lead day-to-day finance and accounting operations, ensuring accuracy, timeliness, and compliance</li><li>Oversee budgeting, forecasting, and financial modeling; provide actionable insights to drive profitability and cash flow optimization</li><li>Evaluate and strengthen internal controls, processes, and reporting infrastructure</li><li>Manage month-end and year-end close processes, ensuring alignment with GAAP standards</li><li>Drive system optimization and reporting enhancements within <strong>NetSuite</strong></li><li>Partner cross-functionally with operations, project management, and leadership to align financial goals with business objectives</li><li>Support audit readiness, lender reporting, and potential strategic initiatives (e.g., scaling, system upgrades, process automation)</li><li>Coach and develop a team of 10–15 accounting/finance professionals, ensuring high performance and accountability</li></ul><p><br></p>
<p>We are looking for an experienced Chief Financial Officer to provide strategic financial leadership for a long-term contract opportunity. This role will oversee core finance operations, strengthen reporting accuracy, and guide capital and cash management decisions that support organizational goals. The ideal candidate brings strong executive-level judgment, hands-on financial oversight, and the ability to align business systems and financial processes with operational needs.</p><p><br></p><p>Responsibilities:</p><p>• Direct the organization’s financial strategy and provide executive guidance on budgeting, forecasting, and overall fiscal performance.</p><p>• Lead cash flow planning and monitoring activities to maintain liquidity and support informed short- and long-term decision-making.</p><p>• Oversee capital management efforts, including evaluation of funding priorities and stewardship of financial resources.</p><p>• Manage month-end close activities to ensure timely, accurate completion of reconciliations, reporting, and financial review.</p><p>• Prepare and present financial reports that offer clear insight into business performance, trends, and potential risks.</p><p>• Partner with leadership to improve financial controls, support business planning, and enhance operational efficiency across finance functions.</p><p>• Assess and optimize business systems that affect financial processes, reporting quality, and data reliability.</p><p>• Ensure compliance with applicable financial policies, standards, and regulatory requirements while maintaining strong internal oversight.</p>
<p><strong>About the role</strong></p><p><br></p><p>A well-established personal injury firm operating on a 100% contingency model is seeking an experienced financial leader to step in on a fractional basis and build the financial infrastructure the firm needs to scale. Revenue is settlement-driven — lumpy, non-recurring — which means this role requires someone who genuinely understands cash flow in a project-based or contingency environment.</p><p><br></p><p><br></p><p>What you'll own (first 90 days)</p><ul><li>IOLTA / trust account reconciliation — get the accounts clean and keep them that way. Trust accounting experience is a must.</li><li>Cash flow forecast — build a realistic 3–6 month model that reflects how contingency revenue actually works: settlement timing, pipeline, and case mix.</li><li>Budget from scratch — the firm has no formal budget. You'll build the first one.</li><li>Line of credit paydown plan — develop a clear, actionable plan to reduce existing debt obligations.</li><li>Leadership presence — sit on the leadership team and translate financial position into plain language for non-finance leaders.</li><li>Controller mentorship — actively develop the internal Controller; provide structure, direction, and professional growth.</li></ul><p><br></p><p>Ongoing responsibilities</p><ul><li>Oversee and support IOLTA-to-operating account fund flows and disbursements</li><li>Verify payout disbursements and reconciliations; ensure case expenses match entries in case management systems</li><li>Partner with the Controller on monthly reporting, forecasting, and financial summaries</li><li>Audit attorney bonus ledgers prior to approval; support payroll oversight</li><li>Monitor firm operating expenses and identify efficiency opportunities</li><li>Develop profitability metrics at the case and employee level over time</li><li>Own and maintain cash flow and financial projection models</li></ul><p>Schedule and logistics</p><ul><li>Wednesday onsite required</li><li>Otherwise flexible on remote — San Antonio preferred, Central Texas acceptable</li><li>Approximately 20 hours per week</li></ul>
We are looking for an accomplished Chief Financial Officer to provide strategic financial leadership for a public sector organization in Portland, Oregon. This Long-term Contract position is ideal for a senior finance executive who brings deep experience guiding complex budgeting, fiscal planning, and financial stewardship within government or municipal environments. The successful candidate will combine sound judgment with a collaborative, forward-thinking leadership style and a strong commitment to mission-driven work.<br><br>Responsibilities:<br>• Lead enterprise-level financial planning and direct the development, refinement, and oversight of a large, multifaceted budget.<br>• Provide executive guidance on fiscal strategy, capital planning, cash flow management, and overall financial performance.<br>• Oversee core finance functions, including financial reporting, month-end close activities, and budget review processes.<br>• Partner with senior leadership to align financial priorities with organizational goals and support informed decision-making.<br>• Manage and mentor key finance leaders, including the Controller, the Director of Financial Analytics, and the Risk and Treasury Manager.<br>• Strengthen financial controls, reporting practices, and administrative processes to support accountability and operational efficiency.<br>• Evaluate business systems and financial tools to improve analysis, reporting accuracy, and the effectiveness of finance operations.<br>• Support public sector compliance expectations and maintain sound financial practices in a government or municipal setting.
<p><strong>Robert Half Management Resources</strong> is seeking an experienced Chief Financial Officer (CFO) to support an organization in a dynamic environment. This role provides executive-level financial leadership, oversees finance and accounting operations, and partners with leadership to drive performance and decision-making. The ideal candidate is a hands-on finance leader who can quickly assess operations, implement structure, and deliver both strategic guidance and operational support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>Lead finance and accounting operations including reporting, budgeting, and forecasting. Partner with leadership to develop financial strategy and business plans. Oversee financial statements and ensure accuracy and compliance. Manage budgeting, forecasting, and variance analysis. Assess and improve financial processes and reporting. Provide insights based on data analysis and KPIs. Ensure strong internal controls and risk management practices. Lead and mentor finance staff. Collaborate cross-functionally. Support special projects and initiatives.</p><p><br></p><p><strong>Qualifications</strong></p><p>10+ years of finance/accounting experience with executive leadership. CFO or senior finance leadership experience. Strong financial reporting and FP&A background. Experience partnering with executive teams. Process improvement experience. Strong analytical and problem-solving skills. ERP systems experience and advanced Excel. Strong communication and leadership ability.</p>