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398 results for Finance jobs

Director of Finance

Memphis, TN
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
We are helping our client who is looking for an experienced Director of Finance to guide the financial strategy and day-to-day fiscal operations of our hotel in Memphis, Tennessee. This executive leadership role partners closely with senior management to strengthen profitability, maintain financial discipline, and support outstanding guest service through informed decision-making. The ideal candidate brings strong hospitality finance expertise, sound business judgment, and the ability to lead a high-performing finance function in a fast-paced environment. Responsibilities:• Direct the hotel’s financial activities, including budgeting, forecasting, month-end close, cash flow planning, and ongoing financial analysis.• Build financial strategies that improve operating performance, support revenue goals, and enhance overall business results.• Produce accurate monthly and annual reports, interpret key financial trends, and present actionable insights to executive leadership and ownership.• Lead the preparation and management of operating, expense, and annual budgets while monitoring results against established targets.• Maintain compliance with accounting standards, regulatory requirements, and internal financial controls across all finance processes.• Partner with hotel leadership to evaluate performance, identify cost-saving opportunities, and support strategic planning initiatives.• Oversee reconciliations, balance sheet integrity, and the accuracy of financial records to ensure reliable reporting.• Manage relationships with auditors, banking partners, and external vendors while representing the finance function effectively.• Coach, develop, and oversee the finance team to promote accountability, technical excellence, and growth.
2026-07-08T00:00:00Z

Director of Finance

Reedley, CA
onsite
Permanent / Full Time
150000 - 215000 USD / Yearly
Tyler Houk (Practice Director) with Robert Half is looking for an experienced Director of Finance to lead and oversee the financial operations of our organization on a global scale. This role focuses on driving financial strategies, ensuring compliance with international standards, and supporting the company’s growth across diverse markets. The ideal candidate will bring extensive expertise in international finance, exceptional leadership skills, and the ability to navigate complex cross-border financial environments. Responsibilities:• Develop comprehensive financial strategies to support international business operations and drive profitability.• Oversee financial planning, budgeting, and forecasting processes across global markets.• Manage risks associated with foreign exchange, tax structures, and regulatory compliance in various jurisdictions.• Ensure timely and accurate financial reporting that aligns with international accounting standards and local regulations.• Lead and mentor regional finance teams to promote efficiency, consistency, and adherence to best practices.• Collaborate with executive leadership to provide strategic financial insights and actionable recommendations.• Support international business initiatives, including mergers, acquisitions, and expansions.• Conduct performance analysis to identify opportunities for cost optimization and revenue growth.• Establish and implement financial controls to safeguard company assets and ensure compliance.• Drive continuous improvement in financial processes and systems to enhance operational effectiveness.
2026-06-25T00:00:00Z

Director of Finance

Wenatchee, WA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
Robert Half is looking for a Director of Finance to join a dynamic and growing team in the Wenatchee, WA area. The Director of Finance is responsible for the integrity, accuracy, and timeliness of financial reporting across a complex, multi-entity organization. This role leads the monthly close process, oversees compliance and treasury functions, and partners with executive leadership to provide financial insights that support both operational and strategic decision-making. The ideal candidate is detail-oriented, intellectually curious, and capable of operating both tactically and strategically. Key ResponsibilitiesFinancial Close & Reporting<ul><li>Lead the timely and accurate execution of the monthly close process</li><li>Prepare, review, and analyze journal entries, reconciliations, and supporting documentation</li><li>Analyze general ledger activity and investigate variances</li><li>Develop and maintain cost allocation methodologies across entities</li><li>Prepare monthly financial statements and internal management reports</li><li>Identify trends and provide actionable business insights</li></ul>Compliance & Reporting<ul><li>Respond to inquiries from regulatory agencies</li><li>Prepare and file applicable tax returns (including sales/use and excise tax)</li><li>Support research and application of applicable assistance or incentive programs</li><li>Assist with lender reporting and compliance requirements</li></ul>Treasury & Cash Management<ul><li>Oversee bank and debt reconciliations</li><li>Manage daily cash operations, including fraud prevention processes</li><li>Develop cash flow forecasts and liquidity planning</li><li>Monitor working capital and banking activity</li><li>Partner with executive leadership on financing and capital structure</li></ul>Leadership & Strategic Responsibilities<ul><li>Support operating plans and monitor financial performance against targets</li><li>Mentor and develop finance team members</li><li>Improve systems, processes, and internal controls</li><li>Build relationships with financial partners and internal stakeholders</li><li>Support investor reporting and financial analysis</li><li>Lead or contribute to special projects and system enhancements</li></ul>BENEFITS OFFERED:<ul><li>SALARY RANGE: $125,000-$150,000</li><li>Healthcare Benefits: Medical, Dental, Vision</li><li>Other Insurance: HSA</li><li>PTO: 2 weeks paid time off </li></ul>
2026-07-01T00:00:00Z

Director of Finance

Union, SC
onsite
Permanent / Full Time
120000 - 135000 USD / Yearly
We are looking for an experienced Director of Finance to lead financial strategy and oversight for a non-profit/governmental organization in Union, South Carolina. This role will guide budgeting, reporting, and close activities while helping leadership make informed fiscal decisions. The ideal candidate brings strong knowledge of governmental finance practices, sound judgment, and a hands-on approach to maintaining financial accuracy and accountability. Responsibilities:• Lead the development and administration of the annual operating budget, ensuring alignment with organizational priorities and fiscal guidelines.• Oversee month-end closing activities, reviewing financial results for accuracy, completeness, and timely submission.• Direct budget planning and monitoring efforts, including variance analysis and recommendations for corrective action when needed.• Prepare and present financial reports that support executive decision-making and provide clear insight into performance and trends.• Manage cash flow forecasting and liquidity planning to help maintain financial stability and support ongoing operations.• Ensure compliance with applicable governmental accounting standards, policies, and reporting requirements within a county government environment.• Partner with department leaders to evaluate financial needs, improve budget discipline, and strengthen accountability across the organization.• Support audits and financial reviews by maintaining organized records, coordinating documentation, and addressing findings appropriately.
2026-06-05T00:00:00Z

Director of Finance

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a strategic finance leader to oversee accounting operations, strengthen financial reporting, and support sound decision-making across the organization in Dallas, Texas. This role combines hands-on leadership with big-picture planning, guiding core accounting functions while helping senior leaders and board stakeholders understand financial performance. The ideal candidate brings strong nonprofit accounting knowledge, a disciplined approach to compliance, and a commitment to building efficient processes and a high-performing team. Responsibilities: • Lead daily accounting activities across payables, receivables, payroll, and account reconciliations to ensure accuracy and consistency. • Direct month-end and year-end close activities, producing reliable financial statements on schedule. • Maintain a strong control environment and ensure accounting practices align with organizational policies and nonprofit reporting standards. • Coordinate annual audit readiness, manage auditor requests, and support a smooth external audit process. • Oversee preparation of required tax and regulatory filings, including 1099 reporting and annual Form 990 submissions in partnership with outside advisors. • Guide the annual budgeting cycle with finance leadership and department heads, while supporting forecasting and ongoing budget monitoring. • Prepare financial analyses, reports, and presentation materials for executive leadership, committees, and the board, highlighting trends, risks, and performance drivers. • Manage financial systems and reporting workflows, improve accounting procedures, and implement process enhancements that increase efficiency and transparency. • Supervise and develop accounting team members through goal setting, coaching, and performance feedback while fostering a collaborative work environment.
2026-06-05T00:00:00Z

Director of Finance

La Mesa, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
We are looking for an experienced finance leader to guide the fiscal strategy and financial operations of a public sector organization in California. This role oversees budgeting, treasury activities, accounting, debt administration, and long-range planning while supporting transparent reporting and responsible stewardship of public resources. The Director of Finance will work closely with executive leadership and governing bodies to provide analysis, recommendations, and financial direction that align with organizational priorities and compliance standards. Responsibilities: • Lead the organization’s treasury function by managing cash positioning, liquidity needs, and investment activity to support ongoing operations and long-term financial goals. • Build and maintain strong relationships with banking partners and other financial institutions to ensure effective access to services and efficient handling of funds. • Establish and enforce financial policies, operating procedures, and internal controls that strengthen accountability across treasury and finance activities. • Direct the preparation, coordination, and presentation of annual budgets, while guiding forecasting and multi-year financial planning efforts. • Evaluate financial results, develop clear reports, and present recommendations to executive leadership, board committees, and the governing board to support informed decision-making. • Oversee debt-related strategies, including bond financing, refinancing evaluations, reserve monitoring, and adherence to disclosure and regulatory obligations. • Manage funding strategies connected to pension and other post-employment benefit obligations, ensuring sound planning for long-term liabilities. • Supervise accounting, audit, and financial reporting functions to promote accuracy, timeliness, transparency, and compliance with governmental standards. • Serve as Treasurer and represent the organization on fiscal matters in meetings with the board, public agencies, community stakeholders, and industry groups. • Provide leadership to assigned staff and contracted resources, including hiring support, performance oversight, and compliance with organizational policies and applicable laws.
2026-06-30T00:00:00Z

Director of Finance

Palm Coast, FL
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for an experienced Director of Finance to lead the financial strategy and day-to-day accounting function for a multi-revenue club operation in Palm Coast, Florida. This position oversees fiscal reporting, internal controls, budgeting, and long-range financial planning while serving as a key advisor to operational leaders and executive stakeholders. The role combines hands-on oversight of core accounting activities with forward-looking analysis that supports sound decision-making, sustainable growth, and strong financial stewardship. Responsibilities:• Lead all finance and accounting activities, ensuring accurate records, reliable reporting, and effective oversight across the organization’s operating departments.• Produce monthly and annual financial packages, including income statements, balance sheets, cash flow reporting, and supporting analysis for leadership review.• Establish and maintain strong internal control practices that protect assets, support compliance, and reduce financial and operational risk.• Direct essential accounting processes such as payroll, accounts payable, accounts receivable, and recurring member billing with a focus on accuracy and timeliness.• Drive the annual operating and capital budget cycle in partnership with the General Manager and department leaders, aligning financial plans with business priorities.• Evaluate monthly results against budget and forecast, identifying trends in revenue, labor, and expenses while recommending practical corrective actions.• Build and maintain short- and long-term financial models, including rolling cash flow forecasts, capital reserve planning, and debt-related funding outlooks.• Prepare clear financial presentations for the Finance Committee and Board, translating detailed data into concise business insights and recommendations.• Oversee financial systems, payroll and billing platforms, point-of-sale integrations, vendor coordination, and outsourced IT support to ensure dependable performance and appropriate security controls.• Act as the primary contact for auditors, banks, insurers, and regulatory parties while coordinating audits, tax filings, insurance matters, and broader compliance efforts. For immediate consideration regarding the Director of Finance position, please send your resume to Mitch Anderson, VP and Practice Director. ***You can find my email on LinkedIn (Mitch Anderson, MBA) to send me your resume directly. You can also call (407) 214-8427.
2026-06-26T00:00:00Z

Director of Finance

Fort Lauderdale, FL
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an experienced finance leader to oversee the company’s financial direction and daily finance operations in Fort Lauderdale, Florida. This position blends executive-level partnership with hands-on accountability across accounting, reporting, cash oversight, compliance, and administrative processes. The Director of Finance will work closely with senior leadership and the Board to strengthen decision-making, support growth, and build a scalable financial foundation for the business. Responsibilities: • Partner with the Board and executive leadership to shape financial strategy, evaluate business opportunities, and support sound operational decisions. • Direct budgeting, forecasting, and month-end financial review processes to provide timely insight into performance, profitability, and cash flow. • Lead the finance and accounting function, establishing effective controls, clear workflows, and strong team performance across corporate and client-related financial activities. • Produce and interpret financial reports, dashboards, and analytical tools that help leadership monitor trends and make informed decisions. • Oversee cash positioning, banking activity, and relationships with financial institutions to maintain liquidity and smooth day-to-day treasury operations. • Guide the review and preparation of client agreements and commercial terms, offering financial input on pricing and contract decisions. • Coordinate with external accountants, tax advisors, and other specialists to support filings, regulatory compliance, and domestic and international tax matters. • Supervise payroll, compensation-related administration, and other people operations while ensuring compliance with applicable tax and employment requirements. • Strengthen governance across purchasing, financial procedures, IT-related controls, and broader operational risk management. • Champion the implementation of scalable financial systems and process improvements, including technology solutions that enhance efficiency and reporting visibility.
2026-07-07T00:00:00Z

Director of Finance

Grand Rapids, MI
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
We are looking for an experienced finance leader to guide the financial direction of a growing residential construction organization. This position combines strategic oversight with day-to-day leadership across planning, reporting, cash management, and operational analysis. The Director of Finance will work closely with executive and field leadership to strengthen profitability, improve visibility into project performance, and support disciplined business growth. Responsibilities: • Direct the company’s finance and accounting activities, including close processes, ledger accuracy, management reporting, forecasting, and annual planning. • Produce timely monthly, quarterly, and year-end financial statements, along with analysis that highlights trends, risks, and opportunities. • Oversee project-based financial tracking such as job costing, revenue recognition, backlog reporting, and gross margin performance across residential construction work. • Collaborate with leaders in operations, purchasing, and executive management to assess project results, monitor spending patterns, and improve financial outcomes. • Manage cash planning, working capital priorities, and banking relationships to ensure the business is well positioned for ongoing operations and expansion. • Strengthen financial governance by maintaining effective internal controls, consistent accounting practices, and reliable reporting procedures. • Lead audit preparation, support tax and lender reporting requirements, and help ensure compliance with applicable financial standards and regulations. • Build models and scenario analyses that inform strategic decisions, operational improvements, and long-range planning. • Coach and develop finance team members while setting clear expectations and promoting accountability across the function.
2026-06-09T00:00:00Z

Director of Finance

Ballston Spa, NY
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
We are looking for a strategic and hands-on finance leader to guide the financial health of a mission-driven nonprofit organization in Ballston Spa, New York. This role will manage core accounting operations, strengthen financial planning, and deliver meaningful analysis to support executive decision-making. The Director of Finance will play a visible role across the organization by ensuring sound reporting, responsible stewardship of funds, and compliance with nonprofit and grant-related requirements. This is a direct-hire, fully on-site role that offers the ability to directly impact the local community. Apply today! Responsibilities:• Direct daily finance and accounting activities, including oversight of reconciliations, close processes, and timely preparation of financial statements.• Lead the development of annual operating budgets and periodic forecasts, aligning financial plans with organizational priorities.• Monitor cash position and project future funding needs to help maintain financial stability and support informed planning.• Prepare and present financial reports and performance insights for executive leadership to support strategic and operational decisions.• Oversee nonprofit accounting practices, including fund tracking and grant-related financial management, to ensure accurate use and reporting of restricted resources.• Maintain strong internal controls and ensure adherence to applicable nonprofit regulations, reporting standards, and audit expectations.• Coordinate documentation and financial schedules required for grant reporting and single audit activities.• Identify opportunities to improve financial processes and increase efficiency across accounting and reporting functions. Salary Range: $85,000 - $115,000
2026-06-10T00:00:00Z

Director of Finance

East Hartford, CT
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for an experienced Director of Finance to support a client in East Hartford, Connecticut on a 12-month Contract engagement. This role will lead core accounting and financial operations while also guiding planning activities such as budgeting, forecasting, and performance analysis. The ideal candidate brings strong controllership capability, advanced Excel skills, and the ability to translate financial data into practical business insight. Responsibilities: • Direct daily accounting and finance activities to ensure accurate, timely, and well-controlled financial operations. • Lead the preparation of budgets, forecasts, and financial models that support short-term decisions and longer-range planning. • Produce meaningful financial reports and analysis for leadership, highlighting trends, risks, and opportunities. • Oversee key controllership functions, including month-end activities, account review, and adherence to sound accounting practices. • Partner with banking contacts and internal stakeholders to support cash management and broader financial needs. • Use advanced Microsoft Excel to analyze complex data, develop reporting tools, and improve visibility into business performance. • Provide strategic financial guidance to help leaders evaluate priorities, resource allocation, and operational results. • Contribute to process improvements across finance and accounting to enhance efficiency, accuracy, and reporting quality.
2026-07-09T00:00:00Z

Fund Accountant | Private Equity

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Fund Accountant | Global Private Equity | San Francisco; Hybrid | Strong All In Compensation A global private equity firm that is expanding its finance team. This is an exciting opportunity for professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a career with strong growth potential.The firm is known for its supportive, career-focused culture, offering mentorship, advancement opportunities, and generous rewards for high-quality work. What You’ll Do<ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process capital calls and distributions for funds and investments.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports to support decision-making.</li></ul>
2026-06-19T00:00:00Z

Fund Accountant

Washington, DC
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Are you an Accountant with Big 4 auditing experience—particularly with private equity (PE) or venture capital (VC) clients—or a Fund Accountant for a PE firm? Are you ready to contribute to a fast-growing investment firm leading innovative financial strategies? We are seeking a Fund Accountant to help expand and enhance the firm’s accounting, reporting, and operations functions.This role offers broad exposure to multiple aspects of finance and operations within a high-growth environment, allowing you to impact the firm's trajectory positively. Reporting directly to the CFO, the role works closely with leadership across all levels, making your contributions integral to organizational success.Key Responsibilities:<ul><li>Oversee fund accounting operations, including capital calls, distributions, and quarterly/annual fund financial statements by working with fund administrators.</li><li>Support investment activities such as deal closings and realizations, ensuring smooth transaction execution.</li><li>Monitor compliance with credit facility requirements and coordinate with internal/external stakeholders.</li><li>Lead investment valuations and ensure consistent portfolio reporting standards.</li><li>Manage audit processes, prepare documentation, and provide timely support to auditors.</li><li>Review quarterly financial and capital account statements for accuracy.</li><li>Ensure annual federal and state tax compliance, coordinating with external tax preparers to meet deadlines.</li><li>Assist with regulatory filings and compliance reporting alongside the Chief Compliance Officer (CCO).</li><li>Lead budgeting, forecasting, and performance tracking for fund-level financial metrics.</li><li>Manage books and records for internal entities such as the management company and General Partner.</li><li>Address investor requests during fundraising and throughout fund lifecycles.</li><li>Partner on special projects alongside leadership, supporting growth and operational efficiencies.</li></ul>Why Join Us?<ul><li>Collaborate with leadership to elevate financial strategies and drive growth at a dynamic investment firm.</li><li>Gain broad exposure across finance, operations, compliance, and investor relations in a high-growth, fast-paced environment.</li><li>Contribute to exciting projects and initiatives, making a direct impact on the firm’s success.</li><li>Work in a motivated and innovative team culture committed to excellence and collaboration.</li></ul>
2026-06-16T00:00:00Z

Fund Accountant

Eden Prairie, MN
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for a detail-oriented Accountant to support key accounting activities for a financial services organization. This Contract position will focus on maintaining accurate records across multiple entities, supporting close activities, and preparing documentation for external partners and audit needs. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage recurring deadlines in a fast-paced environment. Responsibilities:• Manage month-end close tasks for several entities, ensuring deadlines are met and financial records remain accurate.• Prepare and post journal entries while verifying supporting documentation and account activity.• Perform cash reconciliations and investigate discrepancies to maintain reliable balances.• Compile financial backup and provide requested materials to external third parties in a timely manner.• Assist with year-end audit preparation by organizing schedules, reports, invoices, and related support.• Generate recurring and ad hoc reports to help maintain visibility into accounting activity and outstanding items.• Retrieve invoices and assemble documentation required for submission through external portals.• Coordinate with internal stakeholders and outside partners to resolve accounting questions and support reporting needs.
2026-06-24T00:00:00Z

Fund Accountant

Charlotte, NC
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a detail-oriented Fund Accountant to support financial operations for investment vehicles within our asset management organization in Charlotte, North Carolina. This role will focus on fund reporting, close activities, audit and tax coordination, and oversight of key deliverables prepared with external service providers. The ideal candidate brings strong investment accounting knowledge, sound analytical ability, and a disciplined approach to meeting recurring reporting deadlines. Responsibilities: • Produce and evaluate quarterly fund financial statements to ensure accuracy, completeness, and alignment with applicable accounting and reporting standards. • Lead monthly close coordination by working closely with the fund administrator and internal investment accounting partners to keep deliverables on schedule. • Examine supporting schedules and investor-related calculations, including fee allocations, distribution models, and statement packages, for quality and consistency. • Oversee recurring and ad hoc investor reporting requests by partnering with external administrators and internal relationship teams to deliver timely supplemental information. • Support the completion of annual audits across multiple investment entities by organizing documentation, addressing requests, and facilitating communication with auditors. • Partner with external tax advisors on data gathering, analysis, filings, registrations, and review of fund tax return materials. • Act as a key contact for compliance matters related to investment structures, coordinating with asset managers and outside tax professionals as needed. • Prepare and maintain quarterly benchmark reporting, variance analysis, and other fund-level performance support materials. • Review quarterly debt compliance reporting and contribute accounting support for acquisitions, transactions, and other investment activity.
2026-06-24T00:00:00Z

Fund Accountant

El Cajon, CA
onsite
Permanent / Full Time
90000 - 950000 USD / Yearly
We are looking for a detail-oriented Fund Accountant to support investor accounting and capital activity for a syndication platform based in El Cajon, California. This position is responsible for maintaining accurate financial records, overseeing recurring distribution processes, and ensuring investor reporting is timely and reliable. The ideal candidate brings strong accounting fundamentals, a disciplined approach to reconciliations, and the ability to manage sensitive financial data with precision. Responsibilities: • Manage the general ledger and financial records for the capital entity, completing monthly close activities on schedule and keeping documentation prepared for audit review. • Prepare and reconcile recurring investor distribution calculations, ensuring amounts are accurate, approvals are obtained, and release steps follow established controls. • Administer partnership waterfall models for each syndication, including preferred returns, catch-up provisions, and sponsor promote allocations, with clear supporting documentation. • Track individual investor capital balances and roll-forwards, performing regular reconciliations so account positions remain current and dependable. • Record capital calls, funding activity, and related investor transactions, confirming that supporting records align with the accounting books. • Develop investor reporting packages that summarize capital performance metrics, distribution activity, and capital account positions in a clear and consistent format. • Maintain the accuracy of Juniper Square records by reconciling platform data to accounting balances each month and updating investor information as needed. • Coordinate tax support and K-1 preparation timelines with external advisors, providing organized data and responding to requests on schedule. • Document recurring procedures and work with internal systems partners to improve and automate distribution and reporting workflows where appropriate.
2026-06-19T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Financial Planner

Houston, TX
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients. Responsibilities:• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.• Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.• Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.• Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.• Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.• Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions. For immediate consideration contact Mark, mark.loiacano@roberthalf
2026-06-26T00:00:00Z

Fund Accountant, Fund of Fund

San Francisco, CA
onsite
Permanent / Full Time
85000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | HybridComp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benefits This role has competitive compensation including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success. Some Responsibilities:<ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T00:00:00Z

Finance & Operations Manager

Wixom, MI
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a Finance & Operations Manager to oversee the financial performance and day-to-day business operations of our Wixom, Michigan branch. This position plays a central role in shaping commercial direction, improving profitability, and supporting sustainable growth across the local business, with particular emphasis on service-related activities. The successful candidate will combine strong financial leadership with operational oversight, market awareness, and the ability to build productive relationships with customers, partners, and internal teams. Responsibilities: • Direct the financial and operational activities of the Wixom, Michigan branch to support efficient performance and strong business results. • Create and execute strategic plans that strengthen revenue, expand market reach, and improve profitability, especially within the service segment. • Act as a key representative of the business in the local market by developing and maintaining trusted relationships with clients, partners, and other stakeholders. • Monitor branch performance through financial analysis, budgeting, and variance reviews, using data to guide decisions and improve outcomes. • Oversee the annual budgeting cycle and support ongoing forecasting and budget control processes across the branch. • Ensure all local operations follow applicable legal requirements as well as company policies, procedures, and performance standards. • Evaluate market conditions, customer needs, and emerging trends to identify opportunities for business development and portfolio expansion. • Provide leadership to the local team by setting clear expectations, encouraging collaboration, and promoting a culture focused on accountability and innovation.
2026-06-23T00:00:00Z

Financial Accountant

Lebanon, IN
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for an experienced Financial Accountant to support core accounting operations in Lebanon, Indiana. This position focuses on accurate financial reporting, customer billing activity, account analysis, and timely monthly close activities. The ideal candidate brings strong spreadsheet skills, sound judgment, and a solid understanding of general ledger processes in a fast-paced environment. Responsibilities:• Manage customer invoicing activities and help ensure billing records are accurate, complete, and submitted on schedule.• Prepare and review balance sheet reconciliations, investigating variances and resolving outstanding items in a timely manner.• Lead key month-end close tasks, including posting journal entries and validating financial data for reporting accuracy.• Maintain general ledger integrity by monitoring account activity and supporting proper classification of transactions.• Perform bank and account reconciliations regularly to confirm balances and identify discrepancies.• Assist with budgeting processes by compiling financial information, analyzing trends, and supporting planning discussions.• Produce recurring and ad hoc financial reports that help stakeholders understand results and performance drivers.• Use advanced Microsoft Excel capabilities to organize data, perform analysis, and improve reporting efficiency.
2026-06-15T00:00:00Z

Finance Manager-Accountant & Treasury

Greenwich, CT
onsite
Permanent / Full Time
135000 - 150000 USD / Yearly
Finance Manager-Accountant & Treasury: Be part of an exciting growth journey with a fast-rising global company with more than 2,000 employees across 10 offices worldwide, as it continues to invest in and expand its North American headquarters in Greenwich. This is a standout opportunity to accelerate your career, gain broad exposure, and build a more dynamic skill set than you’d typically find in a traditional role. For immediate consideration send resumes to Jennifer.Beilin@Roberthalf (dotcom) Role Overview: This role will support the company’s senior leadership with a wide range of accounting, treasury, cash flow forecasting, reporting, and finance projects while partnering closely with both leadership, global colleagues and external advisors. The Impact you'll Make: <ul><li>Oversee day-to-day accounting activities and maintain accurate, timely financial records.</li><li>Track cash balances and support short-term cash planning and treasury operations.</li><li>Prepare and manage a rolling 13-week cash forecast, enhancing accuracy and process ownership.</li><li>Coordinate payments and treasury administration while maintaining proper controls and documentation.</li><li>Develop financial reports, dashboards, and presentations for leadership review and planning.</li><li>Analyze financial and operational data to identify trends, explain results, and support decisions.</li><li>Collaborate with internal stakeholders and external partners on accounting, reporting, and cash management.</li><li>Support special projects and process improvements to enhance finance operations and reporting.</li></ul> The Attributes you'll Bring: <ul><li>Bachelor’s degree in Accounting, Finance, or related field</li><li>5+ years of relevant experience, ideally starting career within public accounting</li><li>CPA highly preferred</li><li>Strong working knowledge of accounting fundamentals, reconciliations, and financial reporting practices.</li><li>Advanced Excel capabilities, including the use of formulas, pivot tables, and cash tracking models.</li><li>Fluency in multiple languages is highly beneficial</li></ul>
2026-06-19T00:00:00Z

Finance Associate

Menlo Park, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-24T00:00:00Z

Fund Accountant - Private Equity

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Private Equity & Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-23T00:00:00Z

Finance Assistant Support

Los Angeles, CA
onsite
Temporary / Contract
20 - 24 USD / Hourly
We are looking for a dedicated Finance Assistant to join our team in Los Angeles, California. In this long-term contract role, you will provide essential support to the Finance Team through administrative and accounting tasks. This is an excellent opportunity to contribute to a non-profit organization while enhancing your financial and organizational skills. Responsibilities: • Prepare and update general ledger schedules, reconcile bank accounts, and assist with general ledger reconciliations. • Create and maintain accurate Excel spreadsheets to track payments, vendor invoices, and volunteer hours. • Review timesheets for accuracy and compliance with established guidelines. • Input approved journal entries into the accounting system and maintain a detailed journal entry log. • Organize and manage check files, journal entry files, and other financial records. • Provide backup support for the cash receipts process when needed. • Assist in generating financial reports and ensure data accuracy. • Maintain confidentiality and adhere to financial regulations. • Perform other administrative and financial tasks as assigned to support the Finance Team.
2026-06-26T00:00:00Z

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