<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor| Wealth Management Firm| SF| Hybrid; 3 days onsite</strong></p><p> </p><p>Our client is a highly respected wealth management firm with a strong track record advising high-net-worth individuals, families, and institutions. They’re known for a thoughtful, full-picture approach to planning and investing, and for building lasting client relationships.</p><p> </p><p>The firm offers a collaborative, values-driven environment with real growth potential. This is a client-facing role with a clear path to becoming a lead advisor, strong mentorship, and exposure to complex work. You’ll also get competitive benefits, fully covered healthcare, generous PTO, 401k match, and a hybrid schedule in San Francisco.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to support high-net-worth clients </li><li>Build and deliver financial plans </li><li>Support tax, estate, and investment planning initiatives </li><li>Analyze portfolios and help develop client recommendations </li><li>Prepare client materials, proposals, and meeting follow-ups </li><li>Manage ongoing client engagement and day-to-day communication </li><li>Collaborate with senior advisors and investment team on tailored strategies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
<p>Our client, an AMLAW 100 Litigation Firm, is seeking a dedicated and motivated Case Assistant to support their San Francisco teams on a remote, open-ended contract basis. This position offers a fantastic opportunity for recent graduates or individuals with some administrative experience in a law firm setting to establish and grow their careers in the legal industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative and case management support to attorneys and paralegals in a fast-paced litigation environment.</li><li>Assist with document organization, case file maintenance, and preparation of materials for court filings.</li><li>Conduct basic legal research and compile information as directed by supervising attorneys or paralegals.</li><li>Manage and maintain case calendars, including scheduling meetings, hearings, and deadlines.</li><li>Communicate professionally with clients, opposing counsel, and other parties as needed.</li><li>Perform other administrative tasks such as scanning, filing, data entry, and preparing correspondence.</li></ul><p><br></p>
<p>We’re seeking an experienced <strong>HR Coordinator/Recruiter</strong> who brings a strong background in HR operations, full‑cycle recruiting, and <strong>Fleet/Department of Transportation (DOT) compliance</strong>. This role supports both people operations and driver‑related compliance, ensuring our workforce is fully staffed, compliant, and operating safely.</p><p>You’ll partner closely with HR, Operations, and Fleet leadership to manage hiring, onboarding, records management, and ongoing DOT requirements. If you thrive in a fast‑paced environment and enjoy balancing compliance with candidate experience, this is a great fit.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Recruiting & Talent Acquisition</strong></p><ul><li>Manage full‑cycle recruiting for drivers, warehouse staff, mechanics, and administrative roles.</li><li>Screen, interview, and assess candidates while maintaining a strong pipeline for high‑volume positions.</li><li>Coordinate pre‑employment requirements including background checks, MVRs, drug tests, physicals, and DOT-related screenings.</li><li>Schedule interviews, conduct reference checks, and ensure smooth, timely onboarding.</li></ul><p><strong>HR Coordination & Employee Support</strong></p><ul><li>Maintain employee records in HRIS, ensuring accuracy of certifications, licenses, medical cards, and training logs.</li><li>Support new‑hire onboarding, orientation, and documentation compliance.</li><li>Assist with benefits administration, payroll updates, and general HR inquiries.</li><li>Prepare and track HR documentation such as status changes, warnings, and training acknowledgments.</li></ul><p><strong>Fleet & DOT Compliance</strong></p><ul><li>Oversee and track DOT requirements including driver qualification files (DQFs), medical certificates, MVR monitoring, and annual reviews.</li><li>Maintain compliance logs for vehicle inspections, safety training, drug/alcohol testing, and incident reporting.</li><li>Coordinate with Safety and Fleet teams to ensure drivers and vehicles meet federal, state, and local standards.</li><li>Support audits and prepare documentation for DOT, CHP, and internal compliance reviews.</li></ul><p><strong>HR Reporting & Administration</strong></p><ul><li>Maintain trackers for licenses, certifications, expirations, and training requirements.</li><li>Prepare HR metrics and recruiting dashboards for leadership.</li><li>Support policy updates, safety communications, and internal HR projects as needed.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p><br></p><p><strong>Responsibilities </strong></p><ul><li>Oversee the general ledger for both Funds and the GP, including booking quarterly expenses, accruals, intercompany balances, and investment activity, along with allocations to LPs</li><li>Produce quarterly and annual financial reporting packages</li><li>Partner with the finance leadership team to support timely and accurate audit and tax deliverables by liaising with external providers, researching accounting guidance when needed, and assisting throughout the audit/tax cycle</li><li>Track and manage cash balances across assigned funds</li><li>Calculate and process capital activity, including capital calls and distributions at both the fund and investment level</li><li>Review deliverables from fund administrators, including investor reporting, capital activity, financial statements, and ad hoc LP requests</li><li>Collaborate with Investor Relations to address and resolve limited partner inquiries</li></ul>
We are looking for a highly experienced and detail-oriented Senior Accountant to join our team in San Francisco, California. In this long-term contract role, you will play a key part in overseeing financial operations, ensuring accuracy in accounting processes, and supporting various month-end close activities. The ideal candidate will have a strong ability to manage multiple priorities and contribute to the efficiency of financial systems.<br><br>Responsibilities:<br>• Record and reconcile daily bank transactions, ensuring accurate and timely monthly bank reconciliations.<br>• Manage general accounting tasks for month-end close, including accruals, prepaid expenses, amortization, journal entries, account reconciliations, and fixed assets.<br>• Review and maintain the accuracy and integrity of subsidiary and general ledgers, reconciling and analyzing accounts as needed.<br>• Collaborate with the tax team to support corporate tax filings, providing organized documentation and guidance on business transactions.<br>• Assist the finance team with reporting requests and variance analysis, delivering clear and actionable insights.<br>• Streamline accounting processes and develop efficient procedures to enhance workflow.<br>• Provide support for system implementations and improvements, ensuring smooth transitions.<br>• Execute ad hoc projects and deliver thorough financial analyses when required.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accountant, Management Company| Global Investment Firm| San Francisco| Hybrid</strong></p><p> </p><p>Join a leading global private investment firm managing billions in capital. You’ll be part of a collaborative accounting and tax team that values learning, open communication, and long-term growth.</p><p> </p><p>The firm offers fully paid health coverage, generous PTO, profit sharing, paid meals, an onsite gym, and education support. Ideal for someone who wants to build a long-term career in accounts payable while contributing to process improvements.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review, code, and process invoices and semi-monthly payments (ACH and checks)</li><li>Partner with teams to obtain approvals and resolve vendor inquiries</li><li>Audit expense reports and reconcile corporate cards</li><li>Maintain vendor records, including tax documentation</li><li>Support bank transactions, journal entries, and expense analysis</li><li>Assist with 1099s, use tax, and fixed asset tracking</li><li>Contribute to system enhancements and process documentation</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Customer Service / Front Desk Coordinator – Job Description</strong></p><p>The Customer Service / Front Desk Coordinator serves as the first point of contact for clients and visitors, providing friendly and professional service both in person and over the phone. This role handles a variety of administrative and customer support tasks to keep office operations running smoothly. Recent college graduates are encouraged to apply.</p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Greet and assist guests, directing them to the appropriate staff or meeting areas</li><li>Answer incoming calls and respond to general inquiries</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Maintain an organized, welcoming front desk and reception area</li><li>Schedule appointments and maintain office calendars</li><li>Support administrative projects such as data entry, filing, and ordering office supplies</li></ul><p><br></p>
We are looking for a Compensation and Benefits Administrator to join an established client in the South Bay. This is a direct permanent offering an excellent opportunity to support key HR functions and enhance your skills. The role involves working closely with the HR Management team and being point of contact for Compensation and Benefits Administration. <br> Responsibilities: • Coordinate and manage Employee Compensation and Benefits • Assist in maintaining and updating Human Resources Information Systems (HRIS) to reflect current employee data. • Provide administrative support for various HR functions, including record-keeping and policy updates. • Collaborate with team members - HRIS system recording all Compensation and Benefit changes • Ensure adherence to company policies and employment regulations in all HR practices. • Prepare reports and summaries related to HR activities for management review. • Support the implementation of new HR initiatives to improve operational efficiency
<p>Robert Half is working with a reputable Tax Firm in Foster City looking for a temp to hire Front Desk Receptionist. This is an on-site position Monday through Friday.. There is most certainly room for growth within the company too! We have had a proven track record with this client who has promoted 3 of our candidates into higher level roles. Great opportunity for someone looking to get that next step in their career.</p><p><br></p><p>Please find the description below and if interested, please apply immediately. Do not wait! Apply now!</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Answering incoming calls</li><li>Ensuring all calendars are accurate and organized</li><li>Scheduling and organizing meetings and events</li><li>Greeting clients and visitors when they arrive at the office</li><li>Ensuring the office remains clean and organized</li><li>Operating and maintaining office equipment such as computers and copiers</li><li>Checking and maintaining office supply inventory, ordering new supplies as needed</li><li>Customer Service attitude meets the needs of those you serve</li><li>Willingness to be a team player & work in a team environment</li><li>Dependability and Independent Motivation</li></ul><p><br></p>
<p>We are looking for a skilled Accounts Receivable Specialist to join our team in Walnut Creek, California. This is a Contract to permanent role, offering an excellent opportunity to contribute to a dynamic organization while advancing your career. The ideal candidate will bring expertise in full-cycle accounts receivable processes, excel at handling complex invoicing, and possess proficiency in basic Excel functions such as pivot tables and VLOOKUPs.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the full cycle of accounts receivable processes, including collecting monthly program reports, preparing invoices in compliance with contract requirements, and posting transactions to accounting software.</p><p>• Handle incoming deposits by processing, applying, and filing them accurately.</p><p>• Perform monthly reconciliations of assigned accounts receivable and other accounts to the general ledger.</p><p>• Prepare and reconcile quarterly reports for county and state entities, ensuring timely fee disbursements.</p><p>• Maintain thorough and up-to-date documentation of all accounting transactions.</p><p>• Support the Accounting Manager with annual financial statement audits and county audits.</p><p>• Contribute to the financial close process by creating and posting journal entries for operating costs, accruals, allocations, depreciation, and amortization.</p><p>• Conduct a detailed month-end financial review of individual program statements.</p><p>• Take on additional tasks as assigned by management to support the department's goals.</p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Bank Teller – Job Description</strong></p><p>The Bank Teller provides frontline customer service by assisting clients with a variety of banking transactions and inquiries. This role requires attention to detail, strong communication skills, and a commitment to maintaining high levels of accuracy and customer satisfaction.</p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Process routine transactions such as deposits, withdrawals, check cashing, and payments</li><li>Assist customers with account inquiries and resolve basic issues</li><li>Verify identification and ensure all transactions meet the bank’s policies and compliance requirements</li><li>Balance cash drawer daily and report discrepancies to management</li><li>Promote bank products and services to customers as appropriate</li><li>Maintain confidentiality of client and bank information</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm to hire a Controller.</strong> This is an excellent opportunity to join a growing, sophisticated organization that works closely with high-net-worth clients—including senior executives, entrepreneurs, and multi-generational families.</p><p>The firm operates with a high level of professionalism, precision, and client service. The Assistant Controller will work directly with the Controller and leadership team, gaining exposure to complex accounting, reporting, and operational finance within a boutique wealth management environment. This role offers both hands-on responsibilities and room to grow into broader ownership over the finance function.</p><p> </p><p><strong>Position Overview</strong></p><p>The Controller will support all aspects of corporate accounting, financial reporting, and internal controls. This individual will also partner cross-functionally with operations and client service teams to ensure accurate, timely, and scalable financial processes. The role is ideal for someone who is analytical, detail-oriented, and eager to expand their expertise in a dynamic, small-team setting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support the month-end and quarter-end close process, including journal entries, reconciliations, and financial statement preparation</li><li>Maintain general ledger accuracy and ensure compliance with accounting standards</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Prepare reporting packages for internal leadership and external partners</li><li>Support regulatory filings, audits, and tax-related information requests</li><li>Strengthen internal controls and refine accounting processes as the firm scales</li><li>Partner with operations to ensure accurate fee billing, revenue recognition, and cash management</li><li>Assist with special projects such as system enhancements, workflow automation, and policy developmen</li></ul><p><br></p>
<p>Robert Half is working with an exciting Biotherapeutic company in Burlingame,. Our client, a fast-growing and people-focused organization, is seeking an <strong>Office Operations Associate</strong> to support their dynamic workplace environment. This is an excellent opportunity for an organized and service-oriented professional who thrives in a fast-paced setting and enjoys creating a seamless and welcoming office experience.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Serve as the first point of contact for visitors, ensuring a professional and welcoming environment</li><li>Greet guests, support onsite interviews, and provide office tours for new hires and visitors</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Monitor and replenish office supplies, kitchen inventory, and workplace resources</li><li>Assist in maintaining a clean, organized, and fully functional office environment</li><li>Support scheduling and logistics for internal meetings and interviews</li><li>Assist in planning and executing team events, company celebrations, and onsite programs</li><li>Respond to calls and emails on behalf of the operations team</li><li>Coordinate with internal stakeholders and external vendors to ensure timely execution of projects</li><li>Maintain shared calendars and scheduling systems for internal visibility</li><li>Prepare onboarding materials, workspace setups, and Day 1 logistics for new employees</li><li>Set up workstations, including equipment and necessary tools</li><li>Support employee engagement initiatives and contribute to a positive company culture</li><li>Provide general administrative assistance and support special projects as needed</li></ul>
We are looking for a detail-oriented HR Coordinator to join our team on a Contract basis in Sunnyvale, California. In this role, you will provide essential support to the Human Resources department, ensuring smooth day-to-day operations and an exceptional experience for employees and candidates. This position offers an opportunity to contribute to a variety of HR functions, including recruitment, onboarding, and compliance.<br><br>Responsibilities:<br>• Post job openings on various platforms and coordinate candidate interviews to support the recruitment process.<br>• Manage the onboarding process by preparing and collecting necessary documentation, arranging background checks, and conducting orientation sessions.<br>• Oversee employee offboarding by preparing exit paperwork, scheduling interviews, and coordinating with payroll and IT to finalize system and account updates.<br>• Maintain accurate and up-to-date employee records within HR systems and respond to inquiries related to company policies and benefits.<br>• Assist with payroll and compliance tasks, ensuring adherence to HR standards and regulations.<br>• Support special HR-related projects and provide administrative assistance as needed.
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a <strong>private equity real estate investment firm</strong> seeking a <strong>Fund Accounting Manager</strong> to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.</p><p>The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul><p><br></p>
We are looking for a Senior Accountant to join our dynamic finance team in Fairfield, California. This role requires a detail-oriented individual who will oversee key financial processes, ensure accurate reporting, and contribute to the overall efficiency of the accounting function. The ideal candidate is eager to grow their expertise, thrives in a fast-paced environment, and is committed to delivering high-quality results.<br><br>Responsibilities:<br>• Lead the month-end close process, including reviewing financial drafts and identifying variances against budget.<br>• Consolidate financial statements across multiple entities, ensuring accurate representation of intercompany activities.<br>• Coordinate and manage audit processes, including bank and year-end audits, while collaborating with team members to fulfill data requests.<br>• Assist in preparing annual budgets and contribute to financial planning initiatives.<br>• Monitor daily cash management activities, analyzing current standings to determine payable priorities.<br>• Apply cost accounting principles to support operational decisions and cross-train with other accounting roles.<br>• Oversee the accounts payable cycle, addressing vendor inquiries and ensuring timely processing of payments.<br>• Develop and maintain freight tracking reports to analyze cost trends by customer and route.<br>• Maintain a fixed asset tracker, tagging and systematically recording assets for monthly reporting.<br>• Perform additional duties as required to support the overall finance and accounting function.
We are looking for an experienced Project Manager to join our team on a contract basis in Santa Clara, California. In this role, you will oversee smaller projects that contribute to the success of a larger, multi-year campus renovation initiative. This is an onsite position, requiring daily collaboration with stakeholders and vendors to ensure project goals are met efficiently and effectively.<br><br>Responsibilities:<br>• Manage and lead smaller project workstreams within a large-scale campus renovation effort.<br>• Collaborate closely with stakeholders, vendors, and team members to ensure seamless communication and project execution.<br>• Develop detailed project plans and monitor progress, addressing risks and issues proactively.<br>• Oversee project budgets, track expenditures, and provide accurate financial forecasts.<br>• Implement quality control measures to ensure deliverables meet high standards and stakeholder expectations.<br>• Coordinate with architects and technical experts to support the design and execution phases.<br>• Facilitate continuous improvement by identifying opportunities for enhanced project management practices.<br>• Ensure project timelines and milestones are achieved while adhering to budgetary constraints.<br>• Build and maintain strong relationships with clients and stakeholders to foster effective collaboration.<br>• Act as the main point of contact for onsite project activities and ensure alignment with overall objectives.
We are looking for an experienced Senior Accountant to join our team on a contract basis in Menlo Park, California. This role offers a unique opportunity to contribute to both day-to-day accounting operations and project-specific initiatives. Ideal candidates will bring strong expertise in general ledger management and a commitment to ensuring accuracy in financial processes.<br><br>Responsibilities:<br>• Assist the General Ledger (GL) team with consolidations, posting journal entries, and account reconciliations.<br>• Manage a subset of accounts within the company’s extensive portfolio, ensuring accuracy and adherence to financial standards.<br>• Perform data validation and support process improvement initiatives related to Oracle Fusion.<br>• Collaborate with team members to streamline accounting workflows and enhance efficiency.<br>• Ensure compliance with accounting policies and procedures during year-end close processes.<br>• Conduct bank reconciliations and provide support for accounts payable (AP) and accounts receivable (AR) functions.<br>• Prepare accurate financial reports and documentation as needed.<br>• Participate in cross-functional meetings to address project-specific accounting requirements.<br>• Maintain up-to-date knowledge of accounting software and tools, including Oracle Fusion.<br>• Support the onboarding process for new systems or procedural updates as required.
We are looking for an experienced Senior Financial Analyst to join our team in Los Altos, California. In this long-term contract position, you will play a pivotal role in leading budget development and administration while ensuring compliance with fiscal management principles, organizational policies, and relevant state regulations. This position offers the opportunity to collaborate with various stakeholders, analyze complex financial data, and provide valuable insights to support decision-making.<br><br>Responsibilities:<br>• Act as a key advisor to administrators and staff regarding budget development processes, policies, and procedures.<br>• Conduct detailed financial analyses, including variance analysis and financial modeling, to review, audit, and reconcile budgets.<br>• Prepare comprehensive reports featuring narratives, financial interpretations, and actionable recommendations.<br>• Research and analyze financial and statistical data to identify trends and provide insights to management.<br>• Create and present financial documentation, including reports for Board of Trustees meetings.<br>• Process budget adjustments, journal entries, and accruals, ensuring compliance with financial standards.<br>• Monitor expenditures and fiscal activities, addressing potential issues and recommending corrective actions.<br>• Provide technical expertise to program managers and staff on budget-related matters, including changes and transfers.<br>• Maintain and ensure the accuracy of data management systems, generating specialized reports as needed.<br>• Identify and resolve complex budgetary and financial challenges through thorough analysis and forecasting.
<p>Immediate need for an experienced Estate Planning Paralegal to support a boutique Petaluma law firm during a maternity leave, with training provided prior to the leave. A boutique estate planning law firm in Petaluma, California is seeking an experienced Estate Planning Paralegal to join their team on a temporary, part-time basis (approximately 24–30 hours per week) to cover a maternity leave (anticipated April through August). The selected candidate will have the opportunity to train alongside the current paralegal prior to their leave. This is an excellent opportunity for an experienced estate planning paralegal seeking a consistent part-time schedule in a collaborative, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations </li><li>Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation </li><li>Assist with trust funding by coordinating with financial institutions and advisors </li><li>Conduct client interviews and provide updates regarding estate planning matters </li><li>Prepare estate planning document packages and coordinate client signing appointments </li><li>Maintain organized case files and track tasks to ensure matters progress efficiently </li><li>Schedule client meetings, calls, and signing appointments </li><li>Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation </li></ul><p><br></p>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p><strong>Accounts Receivable Clerk </strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $30 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>