<p><strong>Job Title: Senior Project/Program Manager – AI/ML Innovation </strong></p><p> <strong>Location:</strong> Santa Clara, CA (Hybrid – 3 days onsite per week)</p><p> <strong>Contract Duration:</strong> 12 months (with potential for extension or conversion)</p><p><strong>Overview:</strong></p><p> We are seeking a seasoned and results-driven Senior Project/Program Manager to support initiatives within a cutting-edge Generative AI (GenAI) innovation center. This role will lead the coordination and execution of complex AI/ML projects, leveraging cloud technologies to drive innovation and operational excellence.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage end-to-end delivery of AI/ML-focused projects and programs.</li><li>Define project scope, set timelines, allocate resources, and track progress.</li><li>Collaborate with cross-functional teams to ensure alignment and execution.</li><li>Prepare and present detailed status reports to senior leadership.</li><li>Lead and mentor team members, fostering a collaborative and high-performance culture.</li><li>Apply strategic thinking and problem-solving to overcome project challenges.</li></ul><p><br></p>
<p>We are looking for a highly motivated and detail-oriented Project Manager to join our team on a long-term contract basis. In this role, you will collaborate closely with a serial entrepreneur who oversees a diverse portfolio of businesses, including SaaS, fintech, education, retail, and real estate. This position offers the unique opportunity to gain hands-on experience across multiple ventures, including supporting the launch of new companies and driving strategic initiatives to completion.</p><p><br></p><p>Responsibilities:</p><p>• Lead the execution of complex, multi-disciplinary projects across a portfolio of businesses.</p><p>• Monitor progress on company initiatives, ensuring deadlines, tasks, and deliverables are met.</p><p>• Work directly with the founder to transform strategic goals into actionable plans.</p><p>• Coordinate marketing efforts by managing internal teams and external contractors.</p><p>• Organize and oversee multiple simultaneous projects with minimal supervision.</p><p>• Ensure accountability by documenting meeting outcomes and tracking follow-ups.</p><p>• Collaborate with various departments, including finance, HR, software development, and clinical teams.</p><p>• Assist with budgeting, operational tracking, and basic financial modeling.</p><p>• Drive operational readiness and go-to-market strategies for new business launches.</p><p>• Manage vendor relationships and outsourced workflows as needed.</p>
<p><strong>About the Firm</strong></p><p>A woman- and minority-owned real estate investment and development firm headquartered in San Francisco is seeking a <strong>Family Office Accountant</strong> to support its growing portfolio. Founded in 2014, the firm specializes in repositioning and developing underutilized properties in high-growth, supply-constrained markets, with a focus on build-for-rent communities and industrial assets. With a hands-on, innovative approach to investment and execution, the firm is committed to creating sustainable projects, revitalizing communities, and delivering strong returns.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a highly visible role supporting the Controller in managing accounting, financial reporting, and long-term tax and investment planning for the family’s entities and portfolio. You’ll work closely with ownership and trusted advisors on a wide range of strategic financial initiatives. The ideal candidate will bring a strong foundation in tax accounting—either partnership or high-net-worth—or deep expertise in Yardi or QuickBooks. This role is ideal for someone who thrives in a dynamic environment with a mix of recurring and project-based work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist the Controller with accounting and financial reporting for the Family Office and affiliated investment funds</li><li>Maintain general ledgers for a portfolio of residential and commercial properties, partnerships, and investments</li><li>Manage bill payments, bank account monitoring, and capital calls for alternative investments</li><li>Prepare documentation and support for external tax advisors and accounting firms</li><li>Oversee quality control and manage offshore accounting teams and outsourced service providers</li><li>Prepare year-end tax workpapers and support tax filings and documentation for tax attorneys</li><li>Contribute to long-term tax planning, including research and materials for strategies such as 1031 exchanges, opportunity zones, and capital gains scenarios</li><li>Create concise summaries of investment performance, key metrics, and strategic recommendations</li><li>Assist in developing improved reporting tools and financial metrics for management and ownership</li><li>Participate in special projects including renovation tracking, process improvement, and reporting automation</li><li>Collaborate closely with ownership and support the Controller in maintaining internal controls</li><li>Provide backup support for the Assistant Controller as needed</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your background and career goals, I’d love to connect. Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore how this role could be the next exciting step in your professional journey.</p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p><strong>Senior Property Accountant – Commercial Real Estate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well-established private real estate investment firm with deep expertise in hospitality and commercial office assets is seeking a <strong>Senior Property Accountant</strong> to join its San Francisco team. With a diverse portfolio spanning premium-branded hotels and luxury resorts across the U.S. and Mexico, the firm also operates one of the largest restaurant franchise groups in the country.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a high-impact role supporting a two-building commercial property in San Francisco’s Market Center, currently undergoing significant renovations and amenity upgrades. You’ll take full ownership of day-to-day property accounting while contributing to lease administration, lender reporting, and project-related financial support. The position offers a dynamic environment and the chance to work alongside a collaborative, long-tenured property management team that values teamwork, transparency, and a fun office culture (yes—dogs included!).</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of property accounting, including journal entries, accruals, reconciliations, and financial reporting</li><li>Support lease administration by setting up new and renewal leases in MRI/PMX</li><li>Prepare construction draw packages for lenders and track project-related expenditures</li><li>Assist with accounting for leasing commissions, tenant improvements, and capital projects</li><li>Partner with property management on ad hoc initiatives, including lease setups and renovations</li><li>Develop and maintain accounting checklists and Smartsheets to streamline workflows</li><li>Collaborate with management to support property operations and financial planning</li><li>Potential to expand responsibilities as the firm grows its San Francisco portfolio</li></ul><p><strong>Why Join</strong></p><ul><li>Work closely with an experienced General Manager and a supportive, high-performing property management team</li><li>Gain exposure to construction, leasing, and renovation accounting</li><li>Opportunity for growth as the firm expands its commercial real estate footprint in San Francisco</li><li>Enjoy a professional yet relaxed office culture where your contributions make a direct impact</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your background and career goals, I’d love to connect. Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore how this role could be the next exciting step in your career.</p>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with a high-energy, multi-sector venture capital firm seeking a Fund Associate to join its growing finance team. This is an excellent opportunity for a hands-on accounting professional to gain exposure to the full spectrum of venture capital fund operations and investment accounting, while working alongside a dynamic, experienced leadership team.</p><p><br></p><p>Founded in 2011, this firm manages nearly $6 billion AUM and has built a diverse, high-profile portfolio including companies like SpaceX, Anduril, Gusto, Lattice, and Flexport. Their investment approach is innovative and flexible, spanning structured liquidity solutions, direct secondaries, and primary financing. The team combines seasoned venture investors with entrepreneurs, making this an exciting environment to learn and grow.</p><p><br></p><p>As Fund Associate, you will work closely with the CFO, Controller, and Senior Accounting Manager to support the firm’s growing operations. This is a hands-on role where no two days are the same, perfect for someone excited about venture capital, fund accounting, and working in a fast-moving environment.</p><p><br></p><p>Responsibilities</p><ul><li>Partner with service providers including fund administrators, auditors, and tax teams.</li><li>Assist with quarterly and annual financial statement audits, tax returns, and compliance filings.</li><li>Maintain fund and SPV accounting journals, ledgers, and transactions.</li><li>Monitor portfolio company valuation adjustments and support periodic valuations.</li><li>Process and review investment and expense transactions.</li><li>Assist in budget preparation and financial analyses.</li><li>Keep accounting documentation organized and thorough.</li><li>Support ad hoc projects as assigned. Opportunities to learn and expand your skill set!</li></ul><p><br></p>
<p><strong>Development Accountant</strong></p><p><em>Full-Time | Hybrid (2 days in office) – San Mateo, CA</em></p><p><em>Temp-to-Perm Opportunity</em></p><p><strong>Overview:</strong></p><p>Seeking an experienced Development Accountant to manage the full accounting cycle for a portfolio of 10+ development projects, including at least 6 active construction projects. This role supports the accounting needs of new developments and newly placed-in-service properties, ensuring compliance with GAAP, internal policies, and Low-Income Housing Tax Credit (LIHTC) regulations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and submit timely loan draw requests.</li><li>Manage monthly close for development and construction-stage properties.</li><li>Perform bank reconciliations, accruals, loan interest calculations, and financial statement preparation.</li><li>Track project costs, budgets, and contracts using job cost modules and prepare variance analyses.</li><li>Support external audits and tax filings by preparing schedules and documentation.</li><li>Interpret financial and partnership documents, including regulatory and loan agreements.</li><li>Collaborate with project managers and cross-functional teams across accounting, development, and asset/property management.</li><li>Ensure accurate inter-entity transactions and surplus distribution calculations.</li><li>Provide ad hoc financial analysis and reporting as needed.</li></ul><p><br></p>
<p><strong>Assistant Fund Controller</strong></p><p>Are you a detail-oriented finance professional with a strong foundation in fund accounting and a passion for private equity? This is a high-impact opportunity to join a top-tier investment firm focused on scaling innovative software and tech-enabled businesses. You’ll play a central role in managing fund operations, collaborating with senior leadership, and driving financial excellence across the organization.</p><p><br></p><p><strong>About the Role</strong></p><p>As Assistant Fund Controller, you’ll take ownership of key finance and accounting functions, working closely with the Principal of Finance, CFO, fund administrators, and portfolio company teams. This role is ideal for someone with a mix of public and private experience, especially in VC or PE environments, who thrives in a fast-paced, collaborative setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages, including allocations and investment roll forwards.</li><li>Support quarterly valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Oversee capital calls and distributions.</li><li>Assist with SEC compliance and reporting.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Mentor and provide opportunities for the Investor Reporting team members to grow.</p><p>• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.</p><p>• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.</p><p>• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.</p><p>• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.</p><p>• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.</p><p>• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.</p><p>• Oversee the preparation of monthly reports for various investment vehicles.</p><p>• Lead the quarter-end close process, preparation, and review of financial statements.</p><p>• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.</p><p>• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.</p><p>• Identify and implement improvements in policies and procedures.</p><p>• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions.</p><p><br></p><p>If interested, please reach out Jeff Abrams via LinkedIn </p>
<p><strong>General Ledger Accountant – Real Estate</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Schedule:</strong> Full-Time | Monday–Friday, Standard Business Hours</p><p><br></p><p>A well-established real estate firm is seeking a <strong>General Ledger Accountant</strong> to join its dynamic team. This role offers the opportunity to work closely with property management and accounting teams, supporting financial operations across a diverse portfolio. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Operations & Reporting</strong></p><ul><li>Oversee accounts payable, accounts receivable, collections, and revenue/expense coding</li><li>Analyze and reconcile balance sheet accounts</li><li>Post non-recurring tenant charges as requested by property management</li><li>Prepare journal entries with appropriate documentation</li><li>Participate in month-end close and prepare monthly financial reporting packages</li><li>Monitor and review cash flow forecasts across multiple bank accounts and projects</li><li>Review outstanding A/R balances for accuracy</li><li>Proactively resolve issues impacting financial statements</li></ul><p><strong>Compliance & Administration</strong></p><ul><li>Ensure adherence to capitalization policies for fixed assets</li><li>Maintain compliance with internal accounting policies</li><li>Coordinate interdepartmental workflows between property management and accounting</li><li>Manage electronic filing of property-related accounting documentation</li><li>Perform other duties as assigned</li></ul><p><strong>Work Environment & Physical Demands</strong></p><ul><li>Professional office setting with standard equipment (computers, phones, copiers, etc.)</li><li>Regularly required to talk, hear, stand, walk, and use hands for various tasks</li></ul><p><strong>Interested in this opportunity?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this role aligns with your career goals.</p>
<p>Jennifer Fukumae with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a <strong>top-tier private equity firm</strong> focused on fueling innovation across the software, data, and analytics sectors. As the firm continues to expand its platform and portfolio, it is seeking an <strong>Assistant Fund Controller</strong> to join its growing finance team.</p><p><br></p><p><strong>About the Firm</strong></p><p>This private equity firm partners with management teams to build and scale market-leading, technology-driven businesses. The firm takes a collaborative, data-informed approach to value creation and has developed a strong reputation for delivering consistent results across its funds. Known for its integrity, innovative mindset, and operational excellence, the firm offers a dynamic environment where talented professionals can make a meaningful impact.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a high-impact role offering direct exposure to senior leadership, portfolio company executives, and the full investment lifecycle. The Assistant Fund Controller will work closely with the CFO, fund administrators, and investment teams to ensure the firm’s financial operations, reporting, and compliance processes are executed with precision.</p><p>The position is ideal for a CPA with a Big 4 foundation and hands-on experience in private equity or fund accounting who thrives in a fast-paced, collaborative, and entrepreneurial setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review deliverables prepared by third-party fund administrators.</li><li>Maintain general ledgers for internal funds; perform monthly closings and account reconciliations (bank, intercompany, investment, and partners’ capital).</li><li>Prepare financial statements and quarterly investor reporting packages in accordance with LP agreements.</li><li>Support quarterly valuations, annual audits, and tax processes, including K-1s and federal/state filings.</li><li>Ensure adherence to SEC compliance and fund-level reporting requirements.</li><li>Oversee partner capital calls, distributions, and related correspondence.</li><li>Partner with FP& A and investment teams on portfolio dashboards and performance metrics.</li><li>Contribute to strategic finance projects supporting both firm-level and portfolio company initiatives.</li></ul>
<p>We are looking for a skilled and detail-oriented Senior Accountant to join our team in Oakland, California. In this role, you will be responsible for maintaining the financial integrity of our real estate portfolio, which includes affordable housing and commercial properties. You will collaborate closely with the Controller and Director of Finance to ensure accurate financial reporting, tax compliance, and effective budget management.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist in preparing monthly, quarterly, and annual financial statements for the real estate portfolio, ensuring accuracy and timeliness of all accounting transactions.</li><li>Support financial reporting for funders, the board of directors, and other stakeholders.</li><li>Manage general and sub-ledgers for real estate assets, including accounts payable, receivable, and bank reconciliations.</li><li>Process real estate invoices, prepare and post journal entries for rent revenue, property taxes, insurance, and maintenance expenses.</li><li>Contribute to developing and managing annual budgets, cash flow projections, and project proformas.</li><li>Perform variance analyses, identify trends, and recommend budget adjustments.</li><li>Analyze financial data to identify opportunities across the real estate portfolio and assist in preparing feasibility studies, projections, and grant or financing proposals.</li><li>Maintain and strengthen internal controls to ensure compliance with GAAP, nonprofit accounting standards, and regulations related to affordable housing and commercial real estate.</li><li>Support management of banking relationships, JV financial reporting, and risk identification for real estate projects.</li><li>Assist in preparing and filing tax returns, property tax exemptions, and audit documentation for real estate entities.</li><li>Coordinate with auditors and lead audit preparation to ensure timely and accurate reporting.</li><li>Participate in meetings, training, and special projects as needed.</li><li>Attend required in-person meetings (2–4 days per month), complete performance reviews, and engage in monthly professional development.</li><li>Maintain organized documentation, complete administrative reporting, and meet regularly with supervisors to review performance and goals.</li></ul>
<p>Jennifer Fukumae with Robert Half’s Financial Services Group is partnering with a Venture Capital Firm seeking a Fund Accountant to join its growing finance team. This firm invests across multiple sectors and stages with a differentiated approach that includes structured liquidity solutions, direct secondaries, and primary financings. Their portfolio features several high-profile, industry-leading companies across space exploration, freight forwarding, e-commerce, and human resources.</p><p> </p><p>About the Role</p><p>The Fund Accountant will be based in San Francisco and will work closely with the CFO, Controller, and Senior Accounting Manager. This is an excellent opportunity for an early-career accounting professional to gain hands-on experience in venture capital fund operations and investment accounting.</p><p> </p><p>Key Responsibilities</p><ul><li>Liaise with service providers including fund administrators, auditors, and tax teams</li><li>Support quarterly and annual financial statement audits, tax returns, and compliance filings</li><li>Maintain accounting journals, ledgers, and records for main funds and SPVs</li><li>Monitor and assist with portfolio valuation adjustments and periodic valuation updates</li><li>Process and review fund investment and expense transactions</li><li>Assist in preparing company budgets and related financial analyses</li><li>Maintain accurate and organized accounting documentation</li><li>Participate in other related projects or ad hoc tasks as assigned</li></ul><p><br></p>
<p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Compensation:</strong> Associate: $130–160K + Bonus + Excellent Benefits; VP: $160–190K + Bonus + Excellent Benefits</p><p><br></p><p><strong>About the Company</strong></p><p>Our client is a <strong>San Francisco–based family office</strong> serving multiple generations of an entrepreneurial family with a long-standing legacy of excellence and integrity. With over 150 professionals across diverse disciplines, the firm delivers <strong>comprehensive financial and investment services</strong>—including wealth management, financial planning, tax compliance, and philanthropic support.</p><p><br></p><p>Guided by the values of <strong>partnership, courage, humility, and doing what is right</strong>, the firm manages a sophisticated portfolio spanning multiple asset classes and investment strategies. Its mission is to <strong>steward capital responsibly, foster enduring relationships, and help clients and partners thrive across generations</strong>.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a <strong>new and pivotal position</strong> on the firm’s <strong>Business Technology Integration (BTI)</strong> team, offering an exceptional opportunity to shape and implement an enterprise-wide <strong>Data Governance framework</strong> from the ground up.</p><p>Data governance is viewed here not just as compliance—it’s the <strong>foundation of trust, collaboration, and operational excellence</strong>. The successful candidate will help safeguard critical data, strengthen organizational resilience, and enable secure, data-informed decision-making across the enterprise.</p><p><br></p><p>Working closely with BTI, IT, and Legal, you’ll help <strong>design, refine, and operationalize</strong> governance programs and tools that ensure data integrity, security, and usability across the firm’s technology ecosystem (including Microsoft 365, Salesforce, Sage Intacct, and other core platforms).</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages per LP agreements.</li><li>Assist with valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Support SEC compliance and reporting.</li><li>Oversee capital calls and distributions.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Team Structure</strong></p><ul><li>Reports to: CFO & Principal, Finance</li><li>Fund Accounting: 2 Assistant Controllers</li><li>Corporate Finance: Controller, Staff Accountant, Benefits/Payroll Manager</li><li>Fund Admin: Gen II Fund Services</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
<p><strong>Finance Associate – Tax Focus</strong></p><p>Are you an experienced tax professional with a passion for innovation and emerging technologies? Join a forward-thinking venture firm at the forefront of crypto and frontier tech investing. This is a unique opportunity to work in a fast-paced, dynamic environment where your expertise will directly shape the financial operations of cutting-edge investment strategies.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Finance Associate, you’ll be a key contributor to the firm’s tax and financial operations. You’ll collaborate with senior leadership, fund controllers, and external advisors to manage tax compliance, reporting, audits, and strategic finance initiatives. This role offers exposure to transformative technologies and the chance to help build AI-driven tools that enhance operational efficiency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Tax Operations</strong></p><ul><li>Oversee the full tax compliance lifecycle for funds, general partners, and the management company.</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations.</li><li>Facilitate tax payments and respond to investor inquiries.</li><li>Conduct tax research and validate advisor recommendations.</li><li>Lead ad-hoc tax projects to support strategic decision-making.</li></ul><p><strong>Finance Operations</strong></p><ul><li>Review fund administrator reports and produce quarterly NAV reports.</li><li>Support annual financial statement preparation and audit coordination.</li><li>Track fund performance and investment valuations.</li><li>Manage capital calls, distributions, and accounts payable.</li><li>Address finance-related investor inquiries and assist with strategic analysis.</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Exposure to emerging technologies and innovative investment strategies.</li><li>Opportunities to work directly with firm leadership and contribute to high-impact projects.</li><li>A collaborative, fast-paced environment that values initiative and continuous learning.</li><li>The chance to help shape the future of finance through technology-driven solutions.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<p><strong>Associate – Client Services Accounting</strong></p><p>A prestigious private investment office is seeking a meticulous and client-focused <strong>Associate</strong> to join its <strong>Client Services Accounting</strong> team. This is a unique opportunity to support high-net-worth, multigenerational families through comprehensive financial reporting, operational accounting, and cross-functional collaboration.</p><p><br></p><p><strong>About the Role</strong></p><p>As part of a collaborative 13-person team, you’ll manage daily transactions, prepare financial reports for individuals, trusts, and LLCs, and work closely with internal departments to deliver exceptional client service. This role offers high visibility, meaningful impact, and long-term career growth within a values-driven organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Record journal entries and meet quarterly close deadlines</li><li>Prepare financial statements for individuals, trusts, and entities</li><li>Manage accounts payable and forecast client liquidity needs</li><li>Reconcile bank, brokerage, credit card, and other balance sheet accounts</li><li>Review investment valuations and personal loan activity</li><li>Liaise with clients, estate managers, and vendors for payment and reporting requests</li><li>Partner with internal teams on financial reporting and forecasting initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Inclusive, learning-oriented culture with opportunities for growth</li><li>Competitive benefits including paid parental leave, childcare stipend, and volunteer time off</li><li>Mission-driven team dedicated to long-term client success</li></ul><p><strong>Interested in learning more?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Associate, Client Services Accounting</strong></p><p>Are you a meticulous and motivated accounting professional seeking a role where your work truly matters? Join a mission-driven organization that provides high-touch financial services to multigenerational clients, combining strategic insight with operational excellence.</p><p><br></p><p><strong>About the Organization</strong></p><p>This San Francisco-based family office supports the financial and personal lives of high-net-worth individuals through a comprehensive suite of services including investment oversight, financial reporting, tax planning, and philanthropic support. With a strong emphasis on partnership, integrity, and long-term value creation, the team operates with a unified purpose: to foster enduring relationships and help clients thrive across generations.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an Associate in the Client Services Accounting team, you’ll be a key contributor to the delivery of exceptional financial support. You’ll manage day-to-day transactions, prepare detailed financial reports, and collaborate across departments to ensure seamless service. Your work will directly impact client satisfaction and the continued evolution of service delivery.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and financial reporting.</li><li>Prepare journal entries, cash forecasts, and quarterly financial statements.</li><li>Analyze and reconcile bank, brokerage, and credit card accounts.</li><li>Collaborate across departments to deliver integrated financial insights and reporting.</li><li>Communicate directly with clients, estate managers, and vendors to manage payments and reporting requests.</li><li>Support the accounting of real property, investments, and asset transfers.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Building trusted relationships through diligence, accuracy, and confidentiality.</li><li>Bringing fresh ideas and perspectives to enhance client service delivery.</li><li>Thriving in a team-oriented environment that values learning, innovation, and mutual support.</li></ul><p><strong>Perks & Benefits</strong></p><p>This role offers a highly competitive compensation package and a robust benefits suite including:</p><ul><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Generous volunteer time off and donation matching</li><li>Ongoing education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Fund Accountant (1.5–4 Years Experience)</strong></p><p>A leading global private equity firm is seeking a <strong>Fund Accountant</strong> to join its collaborative and fast-paced team in San Francisco. This is an exceptional opportunity for professionals with 1.5 to 4 years of experience in fund accounting or public audit (with investment management exposure) to grow within a firm that values development, promotion, and long-term career growth.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Highly collaborative 20-person accounting team</li><li>Hybrid work model in a modern, open office environment</li><li>100% paid benefits for employees and dependents</li><li>Strong bonus structure and a unique shadow carry plan</li><li>Clear path for advancement and professional development</li><li>Culture that values family, growth, and excellence</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP ledgers, record expenses, investment transactions, and allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support audits, tax filings, and investor reporting</li><li>Monitor fund cash positions and process capital calls/distributions</li><li>Collaborate with Investor Relations to address LP inquiries</li><li>Handle ad hoc reporting and special projects</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Our client is seeking a highly organized and detail-oriented Litigation Paralegal Analyst to join their Legal team. This is a fully remote, contract-to-hire opportunity offering the chance to work with a mission-driven organization that has been transforming lives for over 40 years.</p><p><br></p><p>If you're passionate about legal operations, thrive in fast-paced environments, and want to contribute to meaningful work that impacts real people, we want to hear from you!</p><p><br></p><p><strong>Requirements:</strong></p><ul><li>Must have prior remote work experience and be comfortable operating independently in a virtual environment.</li><li>In-house litigation experience is essential.</li><li>Provide litigation support in labor & employment, civil rights, sexual assault, real estate, and consumer law matters.</li><li>Review and analyze legal claims, demand letters, and subpoenas.</li><li>Identify, preserve, and collect records and electronically stored information using legal hold processes.</li><li>Pull records from HRIS and membership systems.</li><li>Organize, summarize, and analyze records and data.</li><li>Manage insurance claims reporting and respond to adjuster requests.</li><li>Maintain organized records across various lines of coverage.</li><li>Assist attorneys with internal/external complaints and government agency filings.</li><li>Support development of training and presentation materials using case metrics.</li><li>Serve as liaison for witnesses in litigation.</li><li>Perform legal research and draft basic legal documents using Lexis/Nexis templates.</li><li>Administer matter management, e-billing, and legal hold systems, including report creation and scheduling.</li><li>Support other legal projects and tasks as needed.</li></ul>
<p>We are looking for a Strategy and Operations Lead to join our team in the Bay Area, California. In this long-term contract role, you will play a pivotal part in driving strategic initiatives and operational excellence across various teams and projects. This position offers an exciting opportunity to collaborate with cross-functional partners and deliver impactful solutions that support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead comprehensive strategic projects from initial problem identification to delivering actionable recommendations to senior stakeholders.</p><p>• Drive operational efficiency by setting clear expectations, aligning team members, and ensuring consistent follow-through.</p><p>• Identify and implement scalable initiatives, processes, and systems to enhance team collaboration and productivity.</p><p>• Influence cross-functional teams, including partnerships, finance, analytics, and program management, to execute priorities effectively.</p><p>• Support strategy and planning efforts by shaping the roadmap and contributing to annual and broader strategic planning processes.</p><p>• Conduct data analysis and translate findings into actionable insights to inform decision-making and strategy.</p><p>• Manage multiple priorities and projects independently, ensuring timely and high-quality deliverables.</p><p>• Present recommendations and influence stakeholders, including senior leadership, to drive alignment and execution.</p>
<p>Join our team as a Staff Accountant in Robert Half’s Full-Time Engagement Professionals (FTEP) program and enjoy the best of both worlds—stability and variety. As a full-time employee, you’ll collaborate with diverse clients across industries, tackle critical accounting projects, support interim staffing needs, and make a lasting impact on organizations that rely on your expertise.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Key Responsibilities: </strong></p><ul><li>Perform general ledger accounting, journal entries, and account reconciliations.</li><li>Support month-end and year-end close processes, including financial statement preparation.</li><li>Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</li><li>Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</li><li>Prepare reports for management and provide recommendations for process improvements.</li></ul>
