Senior Associate, Fund Finance<br><br>The Fund Finance group is responsible for the fund performance analysis and all aspects of accounting and reporting related to the Faropoint Real Estate funds, with a focus on supporting operational and business planning in a dynamic, fast-paced environment.<br><br><br>Responsibilities<br><br>Review and prepare quarterly and annual financial statement packages including investor capital reporting<br>Conduct variance analysis of financial results against budgets, forecasts, and actuals, identifying key drivers and effectively communicating insights to stakeholders<br>Financial analysis and delivery of KPI’s on an ongoing basis to all stakeholders (senior management, investors, lenders, regulators, etc.)<br>Coordinate all aspects of Fund administration related to managing Funds with external administrators and advisors<br>Manage the Fund Sources & Uses, spanning multiple Funds in both the investment period and value creation stages of a Fund’s lifecycle<br>Monitor the Fund LPA and loan limitations compliance and covenant monitoring and reporting<br>Partner with various departments to lead monthly & quarterly close and process improvements<br>Coordinate and oversee tax and regulatory filings, ensuring timely and accurate preparation and filing of all required tax returns for the Fund<br>Implement and utilize technology and outsourced solutions to enhance efficiencies and controls<br>Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations<br><br><br>Required Qualifications<br><br>4+ years of experience in public accounting or private equity fund finance/accounting required, demonstrating a solid foundation in financial analysis and accounting principles – real estate/private equity experience is preferred<br>Demonstrated background in FP&A, corporate finance and/or real estate private equity-related roles is a plus<br>Enthusiasm for problem-solving and the ability to think critically and independently, even in situations with limited direction and ambiguity<br>Self-starter, who independently drives projects to completion by self-sourcing information and leveraging all available resources<br>Proactively driven and self-motivated, showcasing a track record of taking initiative, leading process improvements, and adeptly solving complex problems<br>Distinguished intellectual curiosity with strong desire to continuously learn, improve, and automate existing processes and tackle problems<br>Proven ability to prioritize and lead multiple assignments in a fast-paced environment with efficiency and accuracy<br>Knowledge of financial KPIs, including an understanding of financial statements and private equity fund structures<br>Exceptionally high level of Excel skills<br>High level of data visualization via PowerPoint is required
<p><em>The salary range for this position is $120,000-$125,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are on the lookout for a meticulous and organized Sr. Associate - Fund Accountant to become a part of our team. Situated in Chicago, Illinois, this role involves the processing of customer credit applications, the maintenance of precise customer credit records, and the resolution of customer inquiries. Furthermore, the job requires the monitoring of customer accounts and the execution of appropriate actions.</p><p><br></p><p>Responsibilities</p><p>• Efficiently process credit applications from customers</p><p>• Oversee and reconcile account transactions</p><p>• Ensure the accuracy of customer credit records</p><p>• Conduct balance sheet reconciliations</p><p>• Manage journal entries in the general ledger</p><p>• Utilize Microsoft Excel for various accounting tasks</p><p>• Handle the month-end close procedures</p><p>• Operate accounting software such as NetSuite, Oracle, and SAP</p><p>• Resolve inquiries from customers</p><p>• Monitor customer accounts and take appropriate actions when necessary</p>
We are looking for an experienced Operations Finance Manager to lead cost accounting activities for a growing manufacturing business in Shelbyville, Kentucky. This position plays a key role in supporting financial performance, guiding a small team, and partnering closely with operations to improve cost visibility and decision-making. The role is well suited for a finance leader with a strong accounting foundation who can balance hands-on analysis with people leadership in a dynamic production environment.<br><br>Responsibilities:<br>• Lead the cost accounting function for manufacturing operations, with a strong focus on product costing, cost of goods sold, and standard cost accuracy.<br>• Manage and develop a team of finance professionals, providing direction, coaching, and support as the organization continues to expand.<br>• Partner closely with plant and operations leaders to evaluate spending, identify savings opportunities, and improve overall cost performance.<br>• Deliver financial analysis that supports operational efficiency initiatives and helps leadership understand manufacturing results.<br>• Oversee standard costing processes, cost analysis, and reporting to ensure reliable financial insight for business decisions.<br>• Build strong working relationships across finance and operations through regular communication and collaborative problem-solving.<br>• Support a multi-site manufacturing environment, including occasional travel to other facilities as needed.<br>• Contribute to ongoing finance and business process improvements, including future system-related changes when applicable.<br>• Establish an effective on-site presence, with full onsite engagement during the initial onboarding period and a regular three-day onsite schedule thereafter.
<p>We are looking for an Operations Finance Manager to drive financial performance across logistics, distribution, and fulfillment activities. This role partners closely with supply chain and operations leaders to improve cost visibility, strengthen forecasting, and support profitable decision-making. The ideal candidate brings a strong command of operational finance, cost analysis, and working capital management within a manufacturing or distribution environment. This role is based in Lancaster, PA</p><p><br></p><p>Responsibilities:</p><ul><li> Lead financial oversight for logistics, fulfillment, and working capital performance, providing guidance that supports sound operational decisions.</li><li> Manage the accounting and analysis of distribution spending, freight activity, and supply chain cost center results to ensure accurate reporting and timely review.</li><li> Translate operational and financial data into actionable recommendations that improve resource use and support margin performance.</li><li> Identify cost risks early, evaluate potential business impact, and recommend corrective actions to reduce unexpected financial outcomes.</li><li> Prepare monthly outlooks and quarterly forecast updates for cost of goods sold, freight, and distribution expenses.</li><li> Support annual planning activities and align financial expectations with the 18-month sales and operations planning cycle.</li><li> Produce reliable net working capital forecasts with particular attention to inventory flow, logistics costs, and fulfillment-related drivers.</li><li> Partner with cross-functional teams on logistics and fulfillment initiatives, validating financial timing, savings assumptions, and project results.</li><li> Develop and maintain costing tools, standard cost structures, and allocation methodologies for imports, third-party sourcing, and internal supply activities.</li><li> Serve as a key operations finance system resource, contributing to process improvements that enhance efficiency, inventory accuracy, and audit-ready costing practices.</li></ul>
<p>Our company is seeking a detail-oriented and customer-focused Financial Aid Representative to join our team. In this role, you will support students and families through the financial aid process, ensuring a positive experience and timely completion of all application and eligibility requirements. This is an onsite position working Monday to Friday.</p><p><br></p><p>Responsibilities:</p><ul><li>Guide applicants and families through the financial aid process, responding to questions via phone, email, and in-person interactions.</li><li>Review and process financial aid applications, ensuring accuracy and compliance with institutional, state, and federal guidelines.</li><li>Maintain up-to-date knowledge of relevant regulations and communicate changes to stakeholders as necessary.</li><li>Resolve issues related to eligibility, documentation, and disbursement of funds.</li><li>Maintain accurate records in accordance with privacy and audit requirements.</li><li>Collaborate with admissions, student services, accounting, and other departments as needed.</li></ul><p><br></p>
<p>Rapidly growing P/E firm seeks a proactive and strategic Sr. Finance Manager to focus on FP&A (budgets, forecasts, modeling). The Sr. Finance Manager will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P&L expertise, and advanced budgeting skills.</p><p><br></p><p>What you get to partake in:</p><p>· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting</p><p>· Lead the budgeting, financial forecasting/ reporting process</p><p>· Collaborate with internal teams to access financial performance and cost efficiency</p><p>· Analyze financial data and prepare monthly, quarterly, annual reports</p><p>· Coordinate with management team on profit loss analysis</p><p>· Manage the audit process and work with external auditors as needed</p><p>· Report on various investment analysis</p><p>· Develop financial models and pricing strategies to support sales and margin improvement</p><p>· Implement internal controls and financial procedures to safeguard company assets</p>
We are looking for a Business Analyst - Financial Services to support operational teams and help strengthen process execution in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and cross-functional collaboration with technology and business stakeholders. The ideal candidate brings financial services experience, sound judgment, and the ability to identify process gaps, interpret trends, and recommend practical improvements.<br><br>Responsibilities:<br>• Provide analytical and processing support across multiple operations functions based on business demand, and build working knowledge of additional service areas as needed.<br>• Manage assigned Level 2 initiatives, including special projects, periodic quality control reviews, and operational audit support.<br>• Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activity, and support user testing.<br>• Review operational and system-related issues, identify recurring patterns, and present improvement recommendations to management.<br>• Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through.<br>• Evaluate workflows with department managers to uncover breakdowns, improve controls, and enhance overall efficiency.<br>• Analyze reporting outcomes and performance trends to help identify training opportunities and process enhancements.<br>• Maintain readiness to perform essential responsibilities remotely when business continuity plans are activated.
We are looking for a detail-oriented Financial Advisor Assistant to join our team in Farmington Hills, Michigan. In this role, you will support financial advisors by handling administrative tasks, assisting with investment account processing, and maintaining compliance standards. The ideal candidate will have a solid understanding of retirement accounts and investment products, coupled with excellent communication and organizational skills.<br><br>Responsibilities:<br>• Assist in processing mutual fund transactions and oversee trade execution to ensure accuracy.<br>• Manage applications and exchanges for variable annuities while maintaining compliance.<br>• Handle account transfers, rollovers, funding, and account updates with precision and timeliness.<br>• Collaborate with clients to address account servicing needs and maintain regular communication.<br>• Prepare necessary documentation for financial advisors and ensure its accuracy.<br>• Schedule and organize client meetings, including annual reviews, and follow up on post-meeting tasks.<br>• Manage beneficiary changes, account adjustments, and maintain both physical and digital records.<br>• Utilize tools such as DocuSign, Microsoft 365, and Google Drive to streamline administrative workflows.<br>• Ensure adherence to compliance regulations in all client-related activities and processes.<br>• Support the advisor in maintaining accurate records and documentation for all client accounts.
<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>Fund Accountant & GP Accountant | San Francisco | Hybrid - 3 days onsite</strong></p><p> </p><p>Join a top-tier private equity firm investing in established technology and tech-enabled companies, managing billions across diverse strategies. This is a high-visibility role with direct exposure to senior leadership, complex deals, and meaningful career growth.</p><p>Based in San Francisco with a flexible hybrid schedule, the team is collaborative, fast-paced, and built for long-term development. Compensation is highly competitive with strong bonus and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage GP allocations, carried interest, and deal-by-deal waterfalls</li><li>Track distributions, clawbacks, and capital activity</li><li>Support investor/partner reporting and tax coordination (K-1s)</li><li>Oversee management company accounting, including close, budgeting, and forecasting</li><li>Prepare financials, reconciliations, and internal reporting</li><li>Partner with auditors and support process/system improvements</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 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>
<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 <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half has partnered with a dynamic organization in search of a Financial Controller on a short-term contract basis to join our team located in the Greater Philadelphia Region. As a Financial Controller, the role will be centered around Financial Reporting, Month End Close, and Payroll operations.</p><p><br></p><p>What you get to do every single day:</p><p>• Oversee and manage all aspects of financial reporting within the organization.</p><p>• Ensure the timely and accurate preparation of monthly, quarterly, and annual financial statements.</p><p>• Supervise the month-end close process and ensure it is completed accurately.</p><p>• Manage payroll functions, ensuring that all procedures are carried out efficiently and in compliance with regulatory requirements.</p><p>• Develop and implement financial control procedures and systems to enhance financial performance.</p><p>• Monitor financial details to ensure that legal requirements are met.</p><p>• Coordinate with external auditors and manage internal controls.</p><p>• Oversee budget preparation and financial planning processes.</p><p>• Manage and track the performance of invested assets in alignment with company's policies and investment strategy.</p>
<p>We are looking for an experienced Financial Controller to lead core accounting operations and provide reliable financial insight for a growing construction organization. This position will oversee day-to-day financial activities, strengthen internal processes, and support executive leadership with clear reporting, forecasting, and business recommendations. The ideal candidate brings strong technical accounting expertise, leadership capability, and a background managing financial performance in a construction or project-based environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee day-to-day accounting operations including general ledger, month-end close, and financial reporting</li><li>Manage and maintain accurate Work-in-Progress (WIP) schedules, ensuring proper revenue recognition and job costing</li><li>Lead and oversee AIA billing processes, including preparation, submission, and reconciliation of progress billings</li><li>Monitor and analyze project financials to ensure profitability and cost control</li><li>Drive cash flow management, including forecasting, collections, and payment strategies to maintain strong liquidity</li><li>Collaborate with project managers and operational teams to ensure financial alignment on project performance</li><li>Prepare and present financial statements, budgets, and forecasts to senior leadership</li><li>Ensure compliance with GAAP and internal controls, and support audit processes as needed</li><li>Identify and implement process improvements to enhance efficiency and accuracy within the finance function</li></ul>
<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>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
We are looking for a skilled Senior Finance Business Partner to join our team in Plano, Texas. This role is integral in providing strategic financial insights and driving informed decision-making across the Americas organization. The ideal candidate will bring expertise in financial analysis, modeling, and forecasting to support the achievement of business objectives and enhance operational efficiency.<br><br>Responsibilities:<br>• Lead the planning, budgeting, and forecasting processes for the Americas region to ensure alignment with organizational goals.<br>• Develop, maintain, and refine financial models to evaluate performance and support strategic initiatives.<br>• Deliver comprehensive reports and presentations that identify risks, opportunities, and key business drivers.<br>• Collaborate with business leaders to translate complex data into actionable recommendations and strategies.<br>• Conduct detailed variance analyses to monitor financial performance and identify trends.<br>• Utilize data mining techniques to extract insights and enhance financial decision-making.<br>• Support major initiatives and special analysis projects through in-depth financial evaluation.<br>• Ensure the accuracy and integrity of financial tools, reporting systems, and analytics.<br>• Act as a trusted advisor, providing guidance to leadership on financial and operational matters.<br>• Promote process improvements and lead change management efforts to optimize business processes.
<p>Robert Half Financial Services are hiring for an Accountant role for an Investment firm located in midtown Manhattan New York. Our client requires a CPA and 2+ years Audit experience at a Big 4/Public Accounting firm covering Financial Services industry clients. Must have knowledge of GAAP, Month End Close, Credit/Debit, Cash Reconciliation and Cash Flow Analysis. The role is mainly remote with the ability to come into the midtown Manhattan office as required.</p><p><br></p><p>This Accountant role is a generalist position covering a range of duties across corporate accounting, financial reporting, fund accounting, purchase accounting, treasury, and FP&A</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Corporate & Technical Accounting</p><ul><li>Execute month-end close, including journal entries, reconciliations, and consolidations</li><li>Assist with acquisition and investment accounting, including identification and tracking of intangibles</li><li>Support development and enhancement of internal controls, policies, and accounting processes</li></ul><p>Fund & Financial Accounting</p><ul><li>Prepare quarterly and annual financial statements and related schedules</li><li>Reconcile investments, capital accounts, and transaction activity</li><li>Support audit processes and collaborate with internal teams and third-party specialists on fair value</li></ul><p>Treasury</p><ul><li>Manage cash activity, reconciliations, wire transfers, and funding requirements</li><li>Monitor liquidity and report on capital needs</li></ul><p>FP&A</p><ul><li>Assist with budgeting, forecasting, variance analysis, and financial reporting</li><li>Support strategic initiatives through financial modeling and analysis</li></ul>
<p><strong>Senior Finance Director (Contract | 6-Month, Potential Temp to Hire)</strong></p><p>📍 Catoosa, OK (100% Onsite)</p><p>💲 Pay: Negotiable (DOE)</p><p><br></p><p><strong>Position Overview</strong></p><p>We are seeking a highly experienced <strong>Senior Finance Director</strong> for a 6-month contract engagement with the potential to convert to a full-time role. This position will play a critical leadership role in financial strategy, reporting, and operations, while partnering closely with executive leadership and key business units. This individual will be viewed as a potential successor to the Regional CFO and must bring both strategic vision and hands-on execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead all aspects of <strong>financial reporting & accounting operations</strong>, including month-end close, audits, internal controls, and balance sheet integrity</li><li>Drive <strong>FP&A functions</strong>, including budgeting, forecasting, variance analysis, and performance management</li><li>Oversee <strong>cash flow forecasting and liquidity management</strong>, optimizing working capital across operations and projects</li><li>Partner with <strong>operations, supply chain, and leadership teams</strong> to support decision-making and capital investments</li><li>Manage <strong>cost accounting, product costing, and margin analysis</strong> to drive profitability insights</li><li>Provide oversight of <strong>project-level financials and cash flow management</strong></li><li>Develop and maintain <strong>advanced financial models</strong> to support strategic initiatives and long-term planning</li><li>Lead and develop a <strong>finance team</strong>, fostering accountability and high performance</li><li>Support executive leadership with <strong>strategic analysis and business insights</strong></li><li>Contribute to regional financial oversight and <strong>executive-level decision making</strong></li></ul>
<p><strong>Director of Finance| Private Equity | San Francisco | 4 days onsite</strong></p><p> </p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> </p><p>The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p>If you are interested in learning more about the firm, please message <strong>Jennifer Fukumae with Robert Half on LinkedIn</strong> for quickest consideration.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul><p><br></p>
Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Part Time Analyst position for a growing company in the Reno area. This role, which is 20 hours per week, partners closely with Sales Leadership, Sales Operations, Accounting, and Marketing to improve forecasting accuracy, sales effectiveness, customer experience, and operational efficiency.<br>POSITION SUMMARY AND OBJECTIVE<br>Sales Analytics & Reporting<br>· Develop, maintain, and enhance dashboards and reports that track sales performance, pipeline health, trends, pricing, product mix and customer trends.<br>· Analyze sales performance by salesperson, account, product, channel, region, and customer segment to identify growth opportunities and risks.<br>· Deliver recurring and ad hoc insights to sales leadership with clear recommendations and implications.<br><br>Trend & Performance Management<br>· Support the sales forecasting process by validating data, analyzing trends, and identifying gaps or risks.<br>· Track sales KPIs and incentive performance, ensuring accurate and timely reporting.<br>· Partner with Finance to align forecasts, revenue reporting, and performance metrics.<br><br>Process Improvement & Enablement<br>· Analyze reporting and processes to drive consistency and identify opportunities to improve efficiency, productivity, and customer experience.<br>· Partner with Sales Operations to document, standardize, and optimize sales workflows and procedures.<br>· Support change management efforts related to new tools, processes, or reporting standards.<br><br>Cross-Functional Collaboration<br>· Work closely with Sales, Sales Operations, Marketing, Accounting, and Operations leadership to align insights with business objectives.<br>· Provide analytical support for strategic initiatives such as pricing, territory planning, customer segmentation, and go-to-market strategies.<br>· Act as a trusted analytical advisor to sales leadership.<br>The ideal candidate for the role will have or be working towards a BS Degree in Finance, Analytics, Economics or relate field. <br>2-3 years of experience in an analyst role, ideally a financial analyst position, is preferred.<br>Advanced proficiency in Excel is required, and experience working with an ERP system such as NetSuite or Oracle is highly desired.<br>Strong communication skills.<br>The company offers paid holidays and time off, as well as flexibility in the days and work hours for the role, within business hours.<br>Interested in learning more? Please apply today!
We are looking for a Legal Financial Systems Analyst to join a collaborative analytics team supporting financial operations in Denver, Colorado. This position blends systems expertise with financial analysis, serving as a key partner to finance stakeholders on application support, workflow improvement, and data-driven decision-making. The role is ideal for someone who understands the mechanics of billing and accounting in a services environment and enjoys solving technical and process-related challenges.<br><br>Responsibilities:<br>• Serve as the primary connection between finance users and technology solutions, translating operational needs into effective system support and enhancements.<br>• Diagnose application issues, coordinate resolutions, and help maintain reliable performance across financial platforms used for billing, accounting, and reporting.<br>• Contribute to system updates, testing activities, and ongoing optimization efforts to improve stability, usability, and efficiency.<br>• Analyze financial and operational data to identify trends, support reporting needs, and recommend process improvements.<br>• Support day-to-day billing and accounting workflows by ensuring financial systems align with business requirements and user expectations.<br>• Partner with internal analytics team members and leadership to strengthen reporting capabilities and overall financial productivity.<br>• Assist with administration and usage of core tools such as Aderant and reporting platforms, while supporting related applications tied to timekeeping, workflow, or expense management when needed.
We are looking for a Finance Systems AI Transformation Lead to join a Long-term Contract opportunity based in Menlo Park, California. This role sits at the intersection of finance and artificial intelligence, with a focus on improving planning, reporting, and close-related activities through practical automation. You will partner with finance and systems teams to turn complex operational processes into scalable AI-enabled solutions that improve accuracy, speed, and decision support.<br><br>Responsibilities:<br>• Design and implement AI-driven solutions that simplify core finance activities such as forecasting support, variance review, close coordination, allocation workflows, and workforce planning analysis.<br>• Build intelligent, multi-step automations that interpret financial information, interact with connected tools, and produce traceable outputs suitable for business use.<br>• Develop integrations between AI applications and enterprise finance platforms, planning systems, and data environments to support reliable information exchange.<br>• Create data retrieval pipelines that connect large language model capabilities with structured finance data, including reporting histories, ledger structures, cost center details, and planning records.<br>• Establish controls and validation methods that allow automated solutions to read, verify, and update finance-related data with consistency and audit readiness.<br>• Define and execute evaluation approaches to measure solution quality, including output accuracy, stability, explainability, and risk of failure in finance use cases.<br>• Monitor production performance, investigate issues, and refine workflows based on user feedback, testing results, and observed system behavior.<br>• Partner closely with finance stakeholders, financial systems teams, and technical counterparts to convert manual finance processes into scalable AI-supported operations.<br>• Lead user acceptance testing activities and confirm that delivered solutions meet finance, controllership, and audit expectations before broader rollout.
<p><strong>Finance Director, New Haven Area</strong></p><p><strong>Contact: </strong>Brittany Rizzo / Brittany.Rizzo@roberthalf com</p><p><strong>Reference ID: </strong>BR0013384966</p><p><br></p><p><strong>Position Overview</strong></p><p>Our client is a local non-profit in the greater New Haven area and is seeking an experienced, strategic, and ethical finance professional to serve as its next <strong>Finance Director</strong>. This executive-level position is responsible for the overall leadership, management, and oversight of the financial operations, ensuring fiscal integrity, transparency, and long-term financial sustainability.</p><p>The Finance Director serves as a key member of the leadership team and works closely with the Manager, elected officials, department heads, auditors, and the community.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Direct and oversee all financial operations, including budgeting, accounting, payroll, accounts payable/receivable, treasury management, purchasing, and financial reporting.</li><li>Develop and manage the Town’s annual operating and capital budgets.</li><li>Provide long-range financial forecasting and strategic financial planning.</li><li>Prepare monthly, quarterly, and annual financial reports for the Town Manager and Town Council.</li><li>Ensure compliance with all federal, state, and local laws, regulations, and reporting requirements.</li><li>Coordinate and oversee annual independent audits and implement recommendations.</li><li>Manage cash flow, investments, debt issuance, and bond compliance.</li><li>Establish and maintain strong internal controls and financial policies.</li><li>Supervise and mentor finance department staff.</li><li>Present financial information clearly to elected officials and the public.</li><li>Support grant administration and financial reporting for externally funded programs.</li></ul>