We are looking for an experienced Financial Planning & Analysis Manager to support business performance through forward-looking analysis, thoughtful planning, and clear financial reporting. Based in Davenport, Iowa, this position plays a central role in helping leaders make informed decisions by connecting financial results with operational and commercial trends. The role also provides an opportunity to guide a small FP&A team while strengthening reporting practices and planning processes in a growing agriculture-focused organization.<br><br>Responsibilities:<br>• Partner with commercial and operational leaders to convert business goals and performance drivers into practical financial guidance.<br>• Direct the annual planning cycle and maintain rolling forecasts that reflect current business conditions and priorities.<br>• Produce management reports, dashboards, and key performance indicators that give leadership timely visibility into results.<br>• Evaluate revenue, pricing, margin, and sales trends to support decision-making across the commercial function.<br>• Present financial performance, emerging risks, and growth opportunities to senior leaders in a clear and actionable manner.<br>• Review financial and operational outcomes to identify root causes, explain variances, and highlight areas for improvement.<br>• Build and oversee detailed financial models and ad hoc analyses that inform strategic initiatives and business decisions.<br>• Manage cash flow reporting and forecasting to ensure consistency between planning assumptions and actual performance.<br>• Lead, coach, and develop FP&A team members while setting priorities and maintaining high-quality deliverables.
<p>Tammy Power, Recruiting Manager with Robert Half is looking for a Financial Planning & Analysis Manager to join our team in Bakersfield, California. This position plays a central role in guiding budgeting, forecasting, and performance reporting while turning complex financial data into practical business recommendations. The ideal candidate will work closely with leaders across operations, commercial teams, and support functions to strengthen planning processes and improve decision-making. This is a hands-on opportunity for someone who combines analytical depth with strong business partnership skills.</p><p><br></p><p>For immediate and confidential consideration contact Tammy Power via LinkedIn.</p><p><br></p><p>Responsibilities:</p><p>• Lead core FP&A activities by driving the annual budget cycle, maintaining rolling forecasts, producing monthly performance reports, and delivering timely financial analysis.</p><p>• Manage key elements of the monthly financial review process, highlighting results, explaining business drivers, and identifying emerging risks and opportunities.</p><p>• Collaborate with department and executive leaders to convert operational and commercial priorities into financial plans, scenarios, and measurable targets.</p><p>• Oversee forecast consolidation by gathering inputs from cross-functional teams, aligning planning assumptions, and developing a reliable view of future performance.</p><p>• Evaluate pricing, product mix, profitability, and investment options to support sound business decisions and improved financial outcomes.</p><p>• Support cash flow planning and working capital analysis to help inform capital deployment and liquidity management.</p><p>• Contribute to long-range planning efforts through scenario modeling and financial assessment of strategic initiatives.</p><p>• Improve planning accuracy and consistency by refining forecasting methods, strengthening assumptions, and enhancing collaboration across teams.</p><p>• Assist with upgrades to FP&A reporting tools, systems, and workflow processes to build more efficient and scalable financial operations.</p><p>• Prepare concise, decision-oriented presentations and reporting materials for senior leadership discussions.</p>
<p>We are looking for a Financial Planning & Analysis Manager to lead and enhance financial planning processes for our organization in Honolulu, Hawaii. This role is responsible for driving strategic insights, guiding resource allocation, and supporting key decision-making through robust financial modeling and analysis. The ideal candidate will collaborate closely with cross-functional teams and executive leadership to ensure alignment with organizational priorities. To apply, please call Melissa Tree at 808.452.0254. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the annual operating and capital budget development, coordinating inputs from various departments to create a comprehensive financial plan.</p><p>• Conduct regular financial forecasting cycles, integrating actual results and scenario analysis to provide actionable insights.</p><p>• Build and maintain long-term financial models and projections to assess sustainability and resource capacity.</p><p>• Present variance analyses and performance trends to leadership, highlighting key drivers and proposing solutions.</p><p>• Provide financial advice and analysis to support strategic decisions, including feasibility assessments and due diligence.</p><p>• Collaborate with department heads to identify cost drivers and improve planning accuracy across initiatives.</p><p>• Develop dashboards and key performance indicators to enhance financial visibility and reporting for decision-makers.</p><p>• Lead process improvements in financial reporting and forecasting to boost efficiency and accuracy.</p><p>• Mentor and develop team members, fostering growth within the financial planning and analysis function.</p>
We are looking for a Financial Planning & Analysis Manager to join our team in New York, New York. In this role, you will play a key part in analyzing investment performance, identifying growth opportunities, and contributing to the strategic direction of the company. The ideal candidate will have a strong background in financial modeling, investor reporting, and capital markets.<br><br>Responsibilities:<br>• Monitor and evaluate financial trends and industry developments to provide actionable insights to stakeholders.<br>• Design and maintain detailed financial models to analyze company performance and identify key trends.<br>• Deliver comprehensive investment performance updates and strategies to management and investors.<br>• Create impactful presentation materials and talking points to effectively communicate financial data and strategic initiatives.<br>• Collect and analyze feedback from investors to identify improvement areas and address concerns.<br>• Prepare reports on investment performance and investor sentiment for senior leadership review.<br>• Develop resources and materials to educate stakeholders on investment strategies, financial metrics, and relevant tax implications.<br>• Organize webinars, presentations, and reporting sessions to share insights and updates.<br>• Collaborate with cross-functional teams to align financial planning with organizational objectives.
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
We are looking for a Financial Planning & Analysis Manager to support strategic transactions and serve as a key finance partner for corporate development initiatives in Waukesha, Wisconsin. This role will guide financial planning, diligence, and post-close activities across acquisitions, divestitures, and investments while collaborating with accounting, treasury, tax, legal, and audit stakeholders. The ideal candidate brings strong analytical judgment, transaction experience, and the ability to coordinate complex finance workstreams in a public company environment.<br><br>Responsibilities:<br>• Serve as the central finance contact for corporate development activities, aligning deliverables across accounting, treasury, FP&A, and business unit finance teams.<br>• Lead finance priorities for acquisitions, divestitures, and strategic investment projects, ensuring key milestones are supported according to transaction schedules.<br>• Evaluate deal-related accounting, financial reporting, and control considerations during diligence and transaction planning, and help resolve related issues.<br>• Work closely with treasury to assess funding strategies, liquidity needs, cash flow effects, and capital structure implications tied to transactions.<br>• Coordinate contributions from tax, legal, internal audit, and external advisory partners to help drive efficient execution and regulatory compliance.<br>• Support public company reporting and governance expectations by maintaining adherence to internal accounting policies, reporting standards, and control requirements.<br>• Oversee post-close finance activities such as inventory verification, purchase accounting updates, general ledger alignment, working capital reviews, and integration into recurring close cycles.<br>• Monitor transaction-related items including earn-outs, escrows, holdbacks, and transition service accounting, ensuring accurate tracking, reconciliation, and reporting.<br>• Partner with internal audit and finance leadership to incorporate acquired businesses into the company’s control framework and address identified control gaps.<br>• Identify opportunities to improve processes, standardize transaction support activities, and enhance financial analysis for post-transaction performance monitoring.
We are looking for a strategic finance leader to oversee accounting and financial performance across regional healthcare operations in Nashville, Tennessee. This role works closely with clinical and operational stakeholders to guide budgeting, forecasting, reporting, and compliance while supporting informed business decisions. The position is also responsible for strengthening financial processes, improving visibility into performance, and promoting disciplined fiscal management across multiple service areas.<br><br>Responsibilities:<br>• Lead regional budgeting, forecasting, and long-range financial planning activities to support operational and strategic goals.<br>• Partner with senior leaders to interpret financial results, identify trends, and recommend actions that improve performance.<br>• Oversee core accounting activities, including general ledger management, journal entries, reconciliations, month-end close, and expense monitoring.<br>• Direct accounts payable and accounts receivable functions to maintain accuracy, timely processing, and effective cash collection.<br>• Prepare and review financial reports and statements, ensuring leadership receives clear, timely, and decision-ready analysis.<br>• Maintain strong internal controls and support compliance with organizational standards, regulatory expectations, and audit requirements.<br>• Coordinate documentation, testing, and follow-up activities for internal and external financial statement audits and control reviews.<br>• Manage financial systems and related reporting tools to preserve data accuracy, system reliability, and meaningful performance insights.<br>• Collaborate on payroll and benefits-related financial coordination to ensure proper reporting and compliance.<br>• Identify and implement process improvements that increase efficiency, strengthen accountability, and enhance financial operations across the region.
<p><strong><em>If you are a SaaS accounting leader who thrives building financial infrastructure from the ground up - and want to partner directly with founders at a high-growth, venture-backed AI company - this is worth exploring.</em></strong></p><p> </p><p>A fast-scaling, Series A enterprise AI startup in NYC is hiring its <strong>first in-house Controller / Finance Lead</strong> to bring structure, operational rigor, and audit-ready discipline to the company’s financial foundation.</p><p> </p><p>This is not a passive reporting role. This is a foundational ownership seat.</p><p><br></p><p><strong><u>Why People Are Excited About This</u></strong></p><p>• Direct access to the founder and leadership team at <u>YC/Sequoia backed scaling enterprise AI start-up</u></p><p>• Direct partnership with CEO and executive leadership</p><p>• Meaningful equity at a critical inflection point</p><p>• Build the foundation correctly before institutional scale</p><p>• Real ownership and influence across the business</p><p><br></p><p><strong><u>What You Will Own</u></strong></p><p><strong>Financial Reporting & Close</strong></p><p>• Full ownership of monthly and annual close</p><p>• Accurate revenue recognition and deferred revenue tracking</p><p>• Clean reconciled balance sheet</p><p>• Monthly reporting packages for executive team and Board</p><p>• Working capital visibility and cash flow oversight</p><p><strong>Accounting Operations & Controls</strong></p><p>• Day-to-day finance operations (AP, AR, payroll review, vendor payments, treasury)</p><p>• GAAP-aligned policies and internal controls</p><p>• Approval workflows and segregation of duties</p><p>• Process documentation and SOP buildout</p><p><strong>Revenue & Systems Integrity</strong></p><p>• Ownership of order-to-cash process</p><p>• Alignment of contract terms, Stripe billing logic, and revenue policies</p><p>• Recurring revenue reporting and gross margin visibility</p><p>• Standardized financial metric definitions</p><p>• System improvements to support scale</p><p><strong>Audit, Tax & Compliance</strong></p><p>• Primary contact for external auditors</p><p>• Audit readiness and documentation discipline</p><p>• R&D credit coordination and tax compliance support</p><p>• Fundraising diligence preparation</p><p><strong>Business Partnership</strong></p><p>• Budgeting, forecasting, and cash planning ownership</p><p>• Variance analysis and operating insights</p><p>• Vendor contract review and financial risk assessment</p><p>• Clear financial storytelling for leadership and Board</p>
We are looking for a skilled Grant Accountant Support specialist to join our team in Los Angeles, California. This long-term contract position is ideal for individuals with experience in grant management and fund administration, particularly within the non-profit sector. The role involves ensuring compliance with financial regulations, maintaining accurate records, and analyzing data to support the organization's mission.<br><br>Responsibilities:<br>• Manage and oversee grant-related financial transactions, ensuring compliance with funding requirements and organizational policies.<br>• Prepare and maintain detailed financial records and reports, including fund administration and NAV (Net Asset Value) calculations.<br>• Reconcile accounts and ensure accuracy in financial data related to government grants.<br>• Utilize software such as Abila MIP, Blackbaud, and Blackbaud Raiser's Edge NXT to manage financial records and reports.<br>• Conduct audits and reviews of grant expenditures to ensure proper allocation of funds.<br>• Collaborate with internal teams to provide financial insights and support for grant applications.<br>• Train and assist staff in understanding grant management processes and compliance requirements.<br>• Monitor and resolve discrepancies in financial data related to grants and funding.<br>• Support the preparation of financial documents for audits and external reviews.<br>• Stay updated on changes in grant regulations and financial compliance requirements.
<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>Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite</strong></p><p> </p><p>A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.</p><p> </p><p>This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial planning strategies, analyses, and client recommendations </li><li>Build and maintain cash flow projections and planning models </li><li>Review and organize client financial documents and account information </li><li>Manage data within financial planning software, including eMoney </li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items </li><li>Assist with account openings, transfers, money movement, and maintenance requests </li><li>Track client workflows and coordinate with custodians and external partners </li><li>Support ongoing client service and planning initiatives </li><li>Participate in client meetings for development and exposure as needed </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a detail-oriented and analytical Grant Accountant with at least 4 years of accounting experience to oversee the financial administration of grants and ensure compliance with funding requirements. This role is responsible for managing grant accounting activities from budgeting and reporting to reconciliation and audit support. The ideal candidate will have strong organizational skills, experience working with restricted funds, and the ability to collaborate effectively across departments.</p><p>Key Responsibilities</p><ul><li>Manage the full lifecycle of grant accounting, including budgeting, expense tracking, reporting, and reconciliations</li><li>Monitor grant expenditures to ensure compliance with donor, federal, state, and organizational guidelines</li><li>Prepare accurate and timely financial reports for funders, leadership, and external auditors</li><li>Reconcile grant-related accounts and research discrepancies to ensure financial accuracy</li><li>Support month-end and year-end close processes related to grant activity and restricted funds</li><li>Maintain organized documentation for audits, grant reviews, and compliance reporting</li><li>Partner with program managers and finance teams to track grant spending against approved budgets</li><li>Assist with indirect cost allocations, revenue recognition, and restricted fund accounting</li><li>Prepare and process grant billings, drawdowns, and revenue postings in a timely manner</li><li>Help improve grant accounting processes and maintain strong internal controls</li></ul><p><br></p>
<p>The Treasury / Cash Manager is responsible for supporting the organization’s cash management, liquidity planning, and financial analysis functions. This role plays a key part in optimizing cash flow, managing banking relationships, and providing insights that drive strategic financial decisions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage daily cash positioning, forecasting, and liquidity planning across multiple accounts and entities</li><li>Monitor and analyze cash flow trends to ensure sufficient liquidity and identify optimization opportunities</li><li>Assist in short- and long-term cash forecasting models</li><li>Execute and track treasury transactions, including wires, ACH payments, and intercompany transfers</li><li>Support debt management, including compliance tracking and reporting on covenants</li><li>Maintain and strengthen relationships with banking partners and financial institutions</li><li>Prepare and analyze financial reports related to cash, investments, and risk exposure</li><li>Assist in identifying and mitigating financial risks (currency, interest rate, and liquidity risk)</li><li>Support monthly, quarterly, and annual close processes related to treasury activities</li><li>Collaborate cross-functionally with accounting, FP&A, and leadership on financial planning initiatives</li><li>Ensure compliance with internal controls, policies, and regulatory requirements</li></ul><p><br></p><p><br></p><p><br></p>
<p>Robert Half Management Resources is seeking an interim Accounting Manager with strong grant accounting experience to support our nonprofit client based in Los Angeles. This Long-term Contract opportunity is ideal for a hands-on accounting leader who can guide daily financial operations while ensuring accurate grant tracking, reporting, and compliance. The role will work closely with program and finance teams to strengthen financial oversight across multiple publicly funded programs and contribute to a smooth close and audit process.</p><p><br></p><p>Responsibilities:</p><p>• Lead daily accounting activities across payables, general ledger management, reconciliations, and the monthly close cycle.</p><p>• Direct grant-related financial oversight by tracking spending, reviewing allocations, and comparing actual results against approved budgets.</p><p>• Create and evaluate periodic financial reports for funders, leadership, and internal departments to support informed decision-making.</p><p>• Ensure adherence to applicable grant regulations and nonprofit compliance standards, including government funding requirements and cost principles.</p><p>• Compile and review funding reports and supporting schedules required by sponsoring agencies, including standard reimbursement and financial reporting forms.</p><p>• Coordinate grant closeout tasks by finalizing reconciliations, preparing required documentation, and resolving outstanding balances.</p><p>• Review journal entries and expense coding to confirm transactions are accurately assigned to the appropriate programs and funding sources.</p><p>• Collaborate with program leadership to clarify financial expectations, communicate funding restrictions, and explain budget performance.</p><p>• Assist with external audits and funder reviews by preparing schedules, gathering documentation, and responding to financial inquiries.</p><p>• Recommend and implement improvements that enhance grant reporting accuracy, strengthen tracking processes, and reduce close timelines.</p>
<p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a boutique early-stage venture capital firm based in San Francisco. They make investments in software, AI, infrastructure, fintech, developer tools, healthcare tech, and crypto/blockchain-related companies. They intentionally stay small with ~15 employees and around $1B+ AUM. Very relationship-driven culture rather than institutional “mega fund” bureaucracy. Their portfolio includes recognizable venture-backed companies, some with <strong>recent very successful exits</strong>.</p><p><br></p><p><strong>The Environment and culture is -</strong></p><ul><li>Kind and values based</li><li>Lean team, will report to Director of Finance (an exceptional person to work with - bright, understanding, a true business partner)</li><li>High ownership</li><li>Fast-moving</li><li>Founder focused</li><li>Significant operational breadth - You will work closely with Partners, Fund Admin, Audit & Tax, LP’s for reporting and portfolio analysis and monitoring.</li></ul><p>They will value someone who can handle:</p><ul><li>Capital calls, Distributions, Waterfall allocations, Management fee calculations, Carried interest tracking, Quarterly NAVs, Financial statement review, GP/LP allocations</li><li>SPVs, SAFEs and convertible notes, Valuation support for illiquid investments, Portfolio company financing events, Crypto/digital asset exposure (possibly), Co-invest vehicles</li><li>Process building, automation mindset, vendor management, audit coordination, and improving reporting workflows are all highly valued.</li></ul><p>Career upsides:</p><ul><li>Exposure to top-tier venture ecosystem</li><li>Direct interaction with partners</li><li>Visibility into startup investing and portfolio construction</li><li>Broader responsibility than at a giant asset manager</li><li>Opportunity to modernize finance infrastructure</li><li>Strong compensation upside as the platform keeps growing</li></ul><p><br></p>
We are looking for an experienced Director of Fund Accounting to lead core fund accounting oversight for a hedge fund environment in New York, New York. This Long-term Contract position will guide the month-end close process, strengthen accounting controls, and ensure accurate reporting across funds and affiliated entities. The role works closely with internal accounting and operations partners, external service providers, and investor-facing teams to deliver timely, reliable financial information and executive-ready updates.<br><br>Responsibilities:<br>• Direct the month-end close across fund structures and related entities, ensuring accuracy, timeliness, and consistency in financial results.<br>• Oversee shadow accounting activities and maintain a strong control framework that supports reliable books and records.<br>• Review accounting output tied to broker-dealer close processes and support required regulatory reporting activities.<br>• Partner with internal Accounting and Operations teams to resolve close issues, improve workflows, and align reporting priorities.<br>• Manage relationships with third-party fund administrators and other external providers to confirm service quality and accurate deliverables.<br>• Coordinate with Investor Relations to prepare and deliver financial information for external stakeholders and reporting needs.<br>• Present close status, oversight findings, and recurring reporting deliverables to leadership in a clear and actionable manner.<br>• Translate complex accounting matters into concise business updates that support decision-making by senior stakeholders.<br>• Support in-office collaboration as part of a four-day-per-week onsite schedule in New York, New York.
<p><em>The salary range for this position is $125,000-$130,000 plus bonus, 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>Looking for a fresh start? NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description </strong></p><p>• Perform monthly/quarterly close process and completion of related support and control documentation.</p><p>• Prepare calendar with deliverable deadlines; communicate to other team members and hold them accountable for meeting deadlines.</p><p>• Lead fund accountant team to ensure optimal efficiencies by reviewing processes, including capitalizing on accounting system capabilities.</p><p>• Prepare and review expense allocations to ensure compliance with the limited partnership agreements.</p><p>• Communicate with limited partners by reviewing responses or responding directly to accounting related investor inquiries.</p><p>• Coordinate with public accounting firm auditors to plan interim reviews and yearend audits, respond to questions and information requests, and participate in technical discussions.</p><p>• Research and apply accounting rules to investment fund transactions by referencing the Audit Guide for Investment Companies.</p><p>• Apply the limited partnership agreement provisions to investment fund transactions and partner allocations.</p><p>• Review capital call and distribution allocations and investor notifications. </p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced finance leader to guide accounting operations and provide meaningful financial direction for a restaurant-focused business in New York, New York. This position is ideal for someone with a strong background in food and beverage environments who can translate financial data into practical recommendations that support performance and profitability. The Director of Finance/Controller will play a central role in strengthening reporting, improving processes, and supporting sound business decisions across daily operations.<br><br>Responsibilities:<br>• Lead the full accounting function for restaurant operations, ensuring accurate and timely handling of daily financial activity.<br>• Manage accounts payable, accounts receivable, and vendor-related financial coordination to maintain organized and efficient operations.<br>• Monitor cash position, complete bank reconciliations, and support effective cash flow management across the business.<br>• Produce regular financial statements and management reports that highlight performance, trends, and key business metrics.<br>• Conduct weekly cost reviews focused on labor, food, and beverage results, then present clear analysis with practical recommendations.<br>• Drive the budgeting and forecasting process to support planning, expense control, and financial visibility.<br>• Establish and refine accounting procedures and workflow standards to improve consistency, accuracy, and efficiency.<br>• Oversee the use of financial systems, including QuickBooks for general ledger activity and Toast for operational reporting needs.
<p>We are looking for a highly organized Administrative & Finance Specialist to support day-to-day office coordination and financial administration for a collaborative, hospitality-focused organization in West Los Angeles. This contract-to-permanent position is well suited for a dependable individual who can balance front-desk support, operational tasks, and finance-related work with strong attention to detail. The role will contribute to smooth internal operations by managing administrative processes, assisting with budget tracking and payment activity, and helping maintain accurate records across multiple business functions. There are flexible hours and open to candidates who want to work 30-40 hours per week. Previous experience with light accounting is a must. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Record and categorize financial activity in QuickBooks Online while maintaining alignment with approved budgets and internal documentation standards.</p><p>• Oversee accounts payable and accounts receivable tasks, including preparing invoices, tracking incoming payments, and coordinating outgoing disbursements such as checks and wire transfers.</p><p>• Generate financial reports and update tracking spreadsheets to monitor spending patterns, compare budgeted versus actual results, and support planning decisions.</p><p>• Prepare organized files and supporting materials for audits, annual budgeting activities, and requests for transaction or banking information.</p><p>• Maintain an organized and efficient office environment by monitoring supplies, organizing shared spaces, and coordinating service or equipment repairs when needed.</p><p>• Provide administrative support for meetings by setting up virtual conferencing tools, preparing materials, and assisting with scheduling and logistics.</p><p>• Assist with board and stakeholder communications by distributing meeting notices, compiling agendas, and organizing related documents.</p><p>• Support internal teams with data entry, list maintenance, proofreading, mailing coordination, and shipment of promotional or event materials.</p><p>• Help coordinate organizational events and community-facing activities by arranging details such as setup, catering, materials, and on-site support as needed.</p>
<p>We are looking for an experienced Accounting manager to lead accounting operations and support sound fiscal management for an organization based in Virginia. This role is responsible for overseeing financial reporting, maintaining accurate fund accounting, strengthening internal controls, and guiding key budgeting and audit activities. The ideal candidate brings strong governmental or public-sector accounting knowledge, leadership experience, and the ability to manage detailed financial processes with accuracy and consistency.</p><p><br></p><p>Responsibilities:</p><p>• Lead day-to-day accounting activities, including general ledger oversight, account analysis, journal entry review, and completion of monthly and year-end close procedures.</p><p>• Prepare monthly financial statements and interpret budget-to-actual results to highlight trends, variances, and areas requiring follow-up.</p><p>• Maintain accurate accounting records across multiple funds by coordinating reconciliations, cash activity, budget adjustments, and vendor-related updates within the financial system.</p><p>• Oversee the accounts payable function, ensuring timely processing, effective workflow management, and adherence to established internal control standards.</p><p>• Support annual budget preparation by developing cost projections, reviewing expenditure patterns, and assisting with financial planning related to salaries, benefits, and debt obligations.</p><p>• Manage grant-related accounting and perform reconciliations between financial data sources to ensure complete and reliable reporting.</p><p>• Compile audit schedules, organize supporting documentation, and assist with compliance reporting to meet audit and regulatory requirements.</p><p>• Administer payroll tax filings and coordinate year-end information reporting, including preparation of 1099 forms.</p><p>• Provide supervision and guidance to accounting staff while promoting accuracy, accountability, and consistent financial practices.</p>
<p>We are looking for an experienced finance leader to join our client on a contract basis in Seattle, Washington. This role is suited for someone who can provide forward-thinking financial strategy, helping leadership evaluate future opportunities and build a practical path for growth. The ideal candidate will bring a corporate-level perspective, translate business goals into robust financial models, and provide clear guidance that supports long-term decision-making. This role is part time, about 20 hours/week. </p><p><br></p><p>Responsibilities:</p><p>• Build and refine financial models that evaluate business performance, growth opportunities, and long-range planning scenarios.</p><p>• Partner with executive stakeholders to understand organizational objectives and turn them into actionable financial roadmaps.</p><p>• Lead the annual budgeting process, including operating plans, budget allocations, and ongoing forecast updates.</p><p>• Oversee month-end close activities and ensure timely, accurate financial reporting for leadership review.</p><p>• Develop cash flow forecasts and planning tools that support sound operational and strategic decisions.</p><p>• Provide strategic analysis and recommendations on investments, new business initiatives, and evolving organizational priorities.</p><p>• Offer leadership to finance team members by strengthening capability, supporting development, and promoting accountability.</p><p>• Review existing financial processes and business models, identifying areas for improvement to better support scale and long-term growth.</p>
<p>We are looking for a Financial Crime Analyst to support a contract opportunity within the investment advisory sector in Minneapolis, Minnesota. This role focuses on protecting client and company assets by examining suspicious transactions, assessing potential financial crime exposure, and helping address fraud and anti-money laundering concerns. The position is well suited for a detail-oriented investigator who can balance analytical work, regulatory awareness, and clear communication while handling sensitive matters.</p><p><br></p><p>Responsibilities:</p><p>• Lead and support investigations involving suspicious financial activity, fraud concerns, anti-money laundering alerts, and other sensitive compliance-related matters.</p><p>• Review account behavior and transaction patterns to identify possible fraud, account takeover activity, theft, or violations of internal policy and regulatory expectations.</p><p>• Gather, organize, and track evidence from internal and external sources to support case development, risk evaluation, and recommended next steps.</p><p>• Prepare thorough investigative summaries and written documentation that support case conclusions and Suspicious Activity Report decisioning.</p><p>• Perform data mining and targeted analysis across available systems to locate supporting records, uncover trends, and highlight potential control gaps.</p><p>• Partner with clients and cross-functional teams to address escalated or high-visibility investigations with accuracy and professionalism.</p><p>• Monitor for red flags tied to controlled addresses, suspicious accounts, and other indicators requiring action under applicable AML and fraud regulations.</p><p>• Help business teams assess emerging issues, strengthen procedures, and reduce exposure to financial, regulatory, and reputational risk.</p><p>• Contribute subject matter expertise to projects and assist in developing, refining, and implementing investigation-related processes and controls.</p><p>• Stay informed on current fraud, compliance, and AML practices, along with relevant laws, regulations, products, and industry developments.</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>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite </strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Development Accountant (Hybrid, DC-Based)</strong></p><p>Are you passionate about making an impact in the affordable housing sector? Join a mission-driven team dedicated to building, preserving, and financing high-quality affordable housing. With nearly 40 years of experience and a collaborative, cross-functional staff of 60+, we put residents first and innovate solutions that help strengthen communities nationwide.</p><p><strong>Position Overview</strong> As a Development Accountant, you will report to the Assistant Controller, Real Estate and Property Accounting, overseeing the financial operations for a portfolio of affordable housing properties in various stages of development and operation. This highly collaborative role offers a blend of accounting, analysis, and stakeholder engagement to ensure accuracy, transparency, and compliance with organizational and GAAP standards.</p><p>You’ll interact with property managers, lenders, internal teams, deal investors, and external partners to deliver timely financial information, facilitate audits, and drive ongoing improvements. This DC-based position qualifies for a hybrid work schedule</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Full-cycle accounting and financial statement preparation for assigned real estate projects (operational, predevelopment, and development).</li><li>Oversee monthly reconciliations, variance analyses, and financial reporting from third-party property management accountants.</li><li>Track and account for partnership interests, fees, funds, and project financial execution (General Partner/Limited Partner).</li><li>Monitor intercompany activity: operating properties, loans receivable/payable, and related reconciliations.</li><li>Collaborate on annual budget and forecast development and report significant variances to management.</li><li>Assist with audits, tax process coordination, proforma preparation, settlement statements, and compliance activities.</li><li>Manage construction draws, lender requisitions, and reconcile draw schedules to project budgets and actual costs.</li><li>Update and maintain property ledgers; integrate development activities and construction transactions into operating records.</li><li>Develop and maintain depreciation, amortization, and asset retirement obligation schedules.</li><li>Lead preparation of supporting audit documentation and communication with vendors, contractors, and banks.</li><li>Contribute to internal controls and process improvements per GAAP.</li><li>Serve as liaison between finance and development teams for assigned properties.</li></ul><p><strong>Why Apply?</strong> This is an extraordinary opportunity for a skilled accountant with a passion for affordable housing and public service to be involved in several areas (predevelopment, development, operational, funds, etc.) of real estate accounting. Grow your career while helping deliver lasting impact and stability to communities while being mentored by and have direct access to a fantastic leadership and executive team. Apply directly to this posting for immediate consideration. If you have additional questions, contact Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn.</p><p><br></p><p><br></p>
<p>We are looking for a skilled Investment Accounting Analyst to join our large publicly traded insurance client in North Dallas. In this role, you will play a crucial part in managing financial data, analyzing investment trends, and supporting decision-making processes for our insurance subsidiaries. Your expertise will contribute to optimizing financial models, ensuring compliance, and driving efficiency in reporting and accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Design and manage financial models to support forecasting, budgeting, and scenario analysis.</p><p>• Perform detailed analyses of investment data to identify trends, risks, and opportunities.</p><p>• Prepare and deliver comprehensive financial reports for management, boards of directors, and other stakeholders.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Evaluate potential investments and acquisitions to support business growth.</p><p>• Work with IT teams to improve data systems and ensure the accuracy and accessibility of financial information.</p><p>• Develop dashboards and reports to enhance insights into financial performance.</p><p>• Utilize programming tools like Python or R to automate processes and improve operational efficiency.</p><p>• Ensure accurate accounting and reporting for complex investment portfolios, including equities, fixed income, and alternative assets.</p><p>• Partner with auditors and regulatory bodies to ensure compliance with industry standards and company policies.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>