<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Fund Accounting Manager| San Francisco| Hybrid; 1 day in office</strong></p><p> </p><p>Step into a high-impact leadership role with a top outsourced finance partner to hedge funds. You won’t just oversee engagements, you’ll be a trusted advisor to fund principals, helping drive strategy, strengthen infrastructure, and support growth.</p><p> </p><p>You’ll lead a sharp internal team, own meaningful client relationships, and operate at the center of complex, fast-moving investment platforms. The firm offers a flexible hybrid model with just one in-office day per week, generous PTO, and a culture built on trust, autonomy, and performance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead hedge fund client engagements and mentor accounting staff</li><li>Own shadow books, NAV oversight, financials, valuations, audits, and tax coordination</li><li>Act as a primary contact for investor relations and operational due diligence</li><li>Review and elevate monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee capital activity, distributions, budgeting, and management company finances</li><li>Supervise portfolio reconciliations and manage relationships with prime brokers and custodians</li><li>Play a hands-on role in fund launches, vendor decisions, and strategic initiatives</li><li>Collaborate across compliance, legal, tax, and operations to keep platforms running seamlessly</li><li>Tackle regulatory reporting and high-level special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Fund Accounting Manager| San Francisco| Hybrid; 1 day in office</strong></p><p> </p><p>Step into a high-impact leadership role with a top outsourced finance partner to hedge funds. You won’t just oversee engagements, you’ll be a trusted advisor to fund principals, helping drive strategy, strengthen infrastructure, and support growth.</p><p> </p><p>You’ll lead a sharp internal team, own meaningful client relationships, and operate at the center of complex, fast-moving investment platforms. The firm offers a flexible hybrid model with just one in-office day per week, generous PTO, and a culture built on trust, autonomy, and performance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead hedge fund client engagements and mentor accounting staff</li><li>Own shadow books, NAV oversight, financials, valuations, audits, and tax coordination</li><li>Act as a primary contact for investor relations and operational due diligence</li><li>Review and elevate monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee capital activity, distributions, budgeting, and management company finances</li><li>Supervise portfolio reconciliations and manage relationships with prime brokers and custodians</li><li>Play a hands-on role in fund launches, vendor decisions, and strategic initiatives</li><li>Collaborate across compliance, legal, tax, and operations to keep platforms running seamlessly</li><li>Tackle regulatory reporting and high-level special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a high-level project manager and strategic partner </li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li></ul><p><strong>Operations/Client Service</strong></p><ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul><p><strong>Financial Planning and Investment Process</strong></p><ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul><p><strong> </strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our long-standing Real Estate client is looking for an experienced Real Estate Office Manager to oversee the operations of a real estate property management office and review Financial Statements in San Mateo, California. This role involves managing financial processes, coordinating office activities, and supporting property management functions to ensure seamless operations. The ideal candidate will bring expertise in real estate, financial statement review experience, and office management.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily office operations to ensure smooth workflows, resource coordination, and effective problem-solving.</p><p>• Review financial statements to maintain accuracy and compliance.</p><p>• Maintain and organize records, databases, and archives, while overseeing document preparation, mail distribution, and invoice processing.</p><p>• Provide support to property managers, including vendor selection and management, and ensuring budgetary adherence when purchasing services or products.</p><p>• Coordinate with third-party organizations and internal teams to facilitate property maintenance and improvement projects.</p><p>• Respond to inquiries from internal and external stakeholders through appropriate correspondence and communication channels.</p><p>• Handle errands such as bank visits, mail deliveries, document pickups, and supply purchases to support office needs.</p><p>• Ensure the functionality and servicing of office equipment while maintaining an organized workspace.</p>
<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>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions. </p><p><br></p><p><strong>Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p><strong>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a detail-oriented Financial Accountant & Cash Manager to join our team in San Francisco, California. This role requires expertise in financial analysis, modeling, and reporting to help drive informed decision-making and optimize financial performance. The ideal candidate will possess advanced analytical skills and a proactive approach to problem-solving. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Oversee cash flow management, including bank reconciliations and the recording and deposit of all revenues.</li><li>Review monthly Capital Asset Support Corporation savings statements and record related interest income.</li><li>Review quarterly Capital Asset Support Corporation investment statements, recording unrealized gains and losses at fair market value and distributions of realized income.</li><li>Regularly forecast operating cash flows and coordinate funding needs from short-term deposits or long-term investments as appropriate.</li><li>Present quarterly reviews of the financial position to the Council.</li><li>Manage purchasing, inventory, and accounts payable processes.</li><li>Oversee customer billing and accounts receivable for all public events.</li><li>Administer and monitor U.S. Bank debit card activity.</li><li>Produce monthly, quarterly, and year-end financial reports.</li><li>Prepare and present financial and operational performance reports.</li><li>Ensure compliance with quarterly sales tax filings, annual 1099 reporting, and year-end parishioner contribution reporting.</li><li>Track restricted contributions and ensure funds are distributed in accordance with donor restrictions.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager, Management Company | Reputable Venture Capital Firm| Menlo Park| Hybrid </strong></p><p> </p><p>Join a top-tier venture capital firm known for backing bold ideas and scaling companies from launch through IPO. This is a visible leadership role within a dynamic, multi-fund platform, working closely with senior stakeholders.</p><p> </p><p>Compensation includes a strong base, generous bonus, phantom carry participation, 100% paid medical, dental, and vision for your family, 401(k) match, HRA, and unlimited PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead GL oversight and manage month-end, quarter-end, and year-end close for the management company</li><li>Review journal entries, reconciliations, and financial reporting packages</li><li>Oversee expense allocations across entities and funds</li><li>Maintain and strengthen accounting policies and internal controls</li><li>Manage outsourced accounting and AP providers</li><li>Support budgeting, forecasting, and variance analysis</li><li>Partner with leadership on reporting improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting & Valuations Manager | Prosperous Venture Capital Firm| Menlo Park| Hybrid</strong></p><p> </p><p>Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.</p><p>Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, and 100% employer-paid medical, dental, and vision for you and your dependents.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half's Financial Services </strong>division is partnering with a financial institution based on the West Coast, serving a diverse membership and offering a wide range of financial products. The organization values integrity, innovation, and excellent client service. <strong>This role is 100% remote</strong>, but must be able to work PST hours.</p><p><br></p><p><strong>Role Overview:</strong></p><p>We are seeking an experienced Assistant Controller to support the VP/Controller in overseeing accounting operations and financial reporting. This role combines leadership, technical accounting expertise, and operational management to ensure timely, accurate, and compliant financial processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead and mentor accounting staff, fostering professional development</li><li>Oversee daily accounting operations, including general ledger, accounts payable, and month-end/year-end close</li><li>Prepare accurate and timely monthly, quarterly, and annual financial statements</li><li>Conduct financial analysis to support management decision-making</li><li>Serve as liaison with internal and external auditors, ensuring audit readiness</li><li>Develop, implement, and enforce internal controls and accounting policies</li><li>Ensure reconciliation of balance sheet accounts with supporting documentation</li><li>Maintain compliance with GAAP and regulatory standards</li><li>Research and apply new accounting pronouncements and resolve system-related issues with internal teams and vendors</li></ul>
<p>Amanda Warren with Robert Half is looking for a dedicated Assistant Controller to join a top construction client in Sacramento, California. This pivotal role involves overseeing daily accounting operations, ensuring accurate financial reporting, and maintaining robust internal controls. The ideal candidate will bring expertise in construction accounting and a hands-on approach to mentoring staff and implementing efficient processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily accounting operations, including Accounts Payable, Accounts Receivable, Payroll, and general ledger activities.</p><p>• Ensure the accuracy of financial data, including job cost analysis, revenue recognition, and cost allocation.</p><p>• Oversee monthly and year-end close processes to ensure timely and accurate reporting.</p><p>• Develop and maintain Standard Operating Procedures to streamline accounting workflows.</p><p>• Lead efforts to improve internal controls and identify opportunities for increased efficiency.</p><p>• Mentor and support accounting staff, fostering attention to detail and ensuring team alignment.</p><p>• Review and approve account reconciliations to guarantee financial integrity.</p><p>• Collaborate with the Financial Controller in auditing processes and preparing financial statements.</p><p>• Utilize construction accounting knowledge to address industry-specific challenges and requirements.</p><p>• Drive process consistency across all accounting functions to enhance operational performance.</p>
<p><strong>Jennifer Fukumae with Robert Half Financial Service Group</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true “wealth of life” for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul><p><br></p>
We are looking for an experienced Accounting Manager/Supervisor to oversee financial operations and drive process improvements within our organization. This role offers the opportunity to lead a skilled accounting team and ensure compliance with financial regulations while supporting the company's growth. Based in Livermore, California, you will play a key role in enhancing financial reporting, managing budgets, and optimizing accounting practices.<br><br>Responsibilities:<br>• Oversee the preparation and timely completion of monthly financial statements.<br>• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and relevant financial regulations.<br>• Develop and present monthly budget comparisons, financial reports, and performance analyses.<br>• Lead and mentor the accounting team, fostering attention to detail and efficiency.<br>• Identify opportunities for process improvements and implement strategies to optimize accounting operations.<br>• Track and refine key business metrics, ensuring accurate documentation and reporting.<br>• Perform cost analyses to identify areas for cost reduction and implement control measures.<br>• Oversee the accurate filing of tax returns and required statutory filings.<br>• Manage cash flow, risk assessment, and overall financial health of the organization.<br>• Calculate commissions, bonuses, and profit-sharing amounts, ensuring proper payroll postings in the general ledger.
<p>We are looking for a detail-oriented Accounting Manager consultant to join a manufacturing company in Fremont, California. This long-term contract position requires a hands-on individual with expertise in construction accounting to oversee financial operations, ensure compliance, and provide guidance to internal staff. The role will involve maintaining accurate financial records while supporting organizational goals and fostering operational stability.</p><p><br></p><p>This role will begin as a full-time, onsite engagement to establish structure and reliability within the accounting function, with the opportunity to evolve into a longer-term fractional advisory role once systems and processes are stabilized.</p><p><br></p><p>•Key Objectives</p><p>Operational Stabilization</p><ul><li>Ensure seamless payroll processing, including union and certified payroll</li><li>Strengthen oversight of day-to-day accounting activities</li><li>Improve month-end close timelines and reporting accuracy</li><li>Provide direct supervision and guidance to accounting support staff</li><li>Perform balance sheet reconciliation and account cleanup</li><li>Support year-end close and CPA review process</li><li>Prepare accurate financial statements and supporting schedules</li><li>Assist with audit preparation (union, workers’ comp, and general liability)</li><li>Manage AIA progress billings and large project invoicing</li><li>Oversee job costing and monthly WIP reporting</li><li>Prepare lien releases and support general contractor prequalification packages</li><li>Ensure compliance with union agreements and certified payroll requirements</li><li>Document and standardize accounting workflows</li><li>Train internal team members on construction accounting fundamentals</li><li>Provide guidance on system utilization and reporting best practices</li><li>Weekly payroll processing (union and certified payroll)</li><li>Union reporting and audit preparation</li><li>A/R management, including project-based billings</li><li>Monthly WIP reporting and job cost analysis</li><li>Bank reconciliations and general ledger balancing</li><li>Cash flow forecasting as needed</li><li>Preparation of monthly and year-end financial statements</li><li>Workers’ compensation and GL audit coordination</li><li>Weekly reporting updates to leadership outlining A/R, A/P, payroll, and risk items</li><li>Ongoing coaching and oversight of accounting support staff</li><li>Compliance monitoring across payroll, union, and construction-specific requirements</li></ul>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<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>
<p>Colleen McAuliffe is looking for an experienced Accounting Manager to oversee the financial operations of a dynamic distribution business in Campbell, California. This role is pivotal in managing vendor relationships, supervising accounting staff, and ensuring accurate reporting of inventory-related transactions. The ideal candidate will excel in a fast-paced environment and collaborate closely with Operations and Supply Chain teams to maintain efficient and compliant financial practices.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the month-end and year-end closing processes to ensure timely and accurate financial reporting.</p><p>• Oversee accounts payable operations, including vendor management, invoice review, discrepancy resolution, and payment processing.</p><p>• Supervise and mentor accounting staff, providing guidance on performance improvement and workload prioritization.</p><p>• Review and approve journal entries, account reconciliations, and balance sheet schedules to maintain accuracy and completeness.</p><p>• Implement controls around inventory accounting, accruals, and vendor rebates or chargebacks to ensure compliance.</p><p>• Collaborate with Operations, Purchasing, and Logistics teams to address costing, receiving, and vendor-related issues.</p><p>• Ensure adherence to internal controls, accounting policies, and regulatory requirements.</p><p>• Support external audits by preparing necessary schedules and documentation.</p><p>• Identify and execute process improvements to enhance operational efficiency and scalability.</p>
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
<p>We are looking for an experienced Accounting Manager to join our team in Walnut Creek, California. This role is ideal for someone with a keen attention to detail and a strong background in financial operations and leadership. You will oversee key accounting functions, ensure compliance with financial regulations, and contribute to the accuracy and integrity of financial reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead daily accounting operations across A/R, A/P, GL, and payroll; manage and mentor two accountants.</li><li>Oversee month-end and year-end close, ensuring timely, accurate, GAAP-compliant reporting.</li><li>Prepare and review journal entries, reconciliations, and financial analyses.</li><li>Support budgeting, forecasting, and cash flow management with leadership.</li><li>Maintain strong internal controls and coordinate audits and tax filings with external partners.</li><li>Collaborate with outsourced accounting firms to ensure accuracy and seamless communication.</li><li>Improve systems, workflows, and reporting through automation and scalable, efficient processes.</li></ul>
<p>We are looking for an experienced Senior Fraud Analyst focused on transaction monitoring to join a startup financial service company located in San Francisco, California. This 3-month contract role has a possibility of becoming permanent. The main focuses include <strong>real‑time authorization decisions, fraud rule strategy, and performance optimization</strong> across fraud losses and false positives. The ideal candidate brings deep experience from an <strong>issuing bank, BIN sponsor, or program manager environment.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Perform <strong>real‑time authorization decisioning and queue review</strong>, approving or declining flagged transactions</li><li><strong>Build, tune, and maintain fraud rules</strong>, including velocity rules, spend pattern logic, and merchant category (MCC) restrictions</li><li>Analyze transaction data to <strong>identify emerging fraud trends</strong> and design new detection strategies</li><li>Balance <strong>fraud loss prevention with false‑positive management</strong> to meet approval‑rate and loss targets</li><li>Partner cross‑functionally with Product, Risk, and Operations to improve authorization performance</li><li>Leverage issuer fraud platforms and rule engines such as <strong>Falcon, Forter, Sardine, Sift, or similar tools</strong></li><li>Apply a strong understanding of <strong>interchange, authorization flows, and network decline codes</strong> to decisioning and rule design</li></ul>
<p>We are looking for an experienced Treasury Manager to assist our client in San Francisco. This position is ideal for someone with a strong background in corporate treasury and financial operations and will play a vital role in managing cash flow, optimizing financial procedures, and ensuring compliance with investment policies. This is a long-term contract opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including cash positioning, forecasting, and intercompany transactions.</p><p>• Develop and distribute treasury-based cash forecast models to improve financial planning.</p><p>• Collaborate with engineering and product teams to support projects such as new payment methods, currency launches, and local payment integrations.</p><p>• Oversee banking relationships and payment service provider systems, ensuring secure access management.</p><p>• Evaluate fees and costs across service providers, identifying opportunities for optimization.</p><p>• Implement risk management strategies, including foreign exchange hedging.</p><p>• Monitor the investment portfolio to ensure compliance with established policies and provide necessary support to stakeholders.</p><p>• Work closely with internal audit teams to document and execute controls over treasury processes, ensuring organizational compliance.</p><p>• Recommend and implement improvements to treasury procedures, including the development of standard operating procedures.</p><p>• Lead and oversee implementation projects related to treasury operations.</p>
