<p>We are looking for a detail-oriented Accounting Specialist to join our team on a contract basis in Modesto, California. In this role, you will handle essential accounting functions, including managing payables and receivables, ensuring accurate journal entries, and coordinating financial records. This position provides an excellent opportunity to contribute your expertise in a collaborative and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Process accounts payable transactions, including verifying invoices and ensuring timely payments.</p><p>• Manage accounts receivable functions by tracking payments and reconciling discrepancies.</p><p>• Prepare and post journal entries to maintain accurate financial records.</p><p>• Utilize Microsoft Excel to analyze and organize financial data efficiently.</p><p>• Assist in monthly and annual financial reporting processes by providing accurate data.</p><p>• Collaborate with other departments to ensure seamless financial operations and resolve any issues.</p><p>• Maintain compliance with accounting standards and company policies.</p><p>• Support audits and reviews by providing necessary documentation and insights.</p><p>• Identify opportunities to improve workflows related to accounting functions.</p><p>• Ensure accuracy and completeness in all financial records and transactions.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991</p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for a skilled Accounts Payable Specialist to join our team on a contract basis in Menlo Park, California. The ideal candidate will bring expertise in full cycle accounts payable processes and possess proficiency in NetSuite accounting software. You will play a key role in ensuring the accuracy and efficiency of vendor payments, reconciliations, and supporting month-end closing activities.<br><br>Responsibilities:<br>• Oversee the complete accounts payable cycle, including invoice entry, coding, matching, approvals, and payment processing.<br>• Process vendor invoices and employee expense reports promptly and accurately, adhering to company policies.<br>• Maintain detailed vendor records and resolve any discrepancies with vendors or internal teams.<br>• Prepare and execute weekly check runs, wire payments, and Automated Clearing House (ACH) transfers.<br>• Reconcile accounts payable sub-ledger with the general ledger and contribute to account reconciliations.<br>• Assist with month-end and year-end closing tasks by preparing schedules and reports.<br>• Utilize NetSuite to perform data entry, generate financial reports, and manage accounts payable documentation.<br>• Identify opportunities to improve accounts payable procedures and strengthen internal controls.<br>• Provide support to the accounting team as needed, ensuring smooth financial operations.
<p><strong>Position Summary:</strong></p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced an AP/AR Specialist. The AP/AR specialist plays a vital role in an organization’s finance department, managing accounts payable and accounts receivable processes. This role ensures that suppliers are compensated promptly while revenue streams are accurately tracked.</p>
<p>We are looking for an organized and detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. This long-term, part time contract role offers an excellent opportunity for a proactive individual with strong communication skills and expertise in administrative tasks and accounts payable processes. The ideal candidate will thrive in a dynamic environment and be eager to contribute to the success of our office.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and maintain office supply inventory, ensuring timely replenishment and verifying receipt of orders.</p><p>• Support the Office Manager with administrative tasks and office operations.</p><p>• Coordinate with vendors and service providers to ensure the office is clean and well-maintained.</p><p>• Assist in organizing office events, including holiday celebrations and team gatherings.</p><p>• Process accounts payable invoices with proper approval and coding for accuracy.</p><p>• Ensure timely payment of bills, including property tax bills and urgent check requests.</p><p>• Handle vendor inquiries and resolve any issues promptly.</p><p>• Collaborate on miscellaneous projects and tasks as needed to support the team.</p>
<p><strong>Job Description:</strong></p><p>The Accounts Payable Specialist with automation/AI expertise is responsible for managing the full cycle of accounts payable, including invoice processing, expense management, vendor payments, and reconciliations, while leveraging automation and AI tools to optimize workflow efficiency and accuracy. The ideal candidate will utilize advanced AP technologies, collaborate cross-functionally, and help drive process improvements, ensuring timely and compliant payments to vendors.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and review invoices using automation and AI-based platforms.</li><li>Manage vendor payments and resolve payment discrepancies efficiently.</li><li>Reconcile AP accounts and maintain accurate documentation.</li><li>Identify, recommend, and help implement process improvements leveraging automation/AI features.</li><li>Ensure compliance with internal controls and company policies.</li><li>Collaborate with procurement, finance, and technology teams to streamline AP processes.</li><li>Support month-end and year-end AP close activities.</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Specialist with Ramp experience is responsible for managing the full cycle of accounts payable, including invoice processing, expense management, vendor communication, payment disbursement, and reconciliations using Ramp. This role leverages Ramp’s automation features to streamline AP processes, improve accuracy, and enhance workflow efficiency. The AP Specialist collaborates with internal teams and vendors to ensure timely payments and compliance with company policies.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and review invoices and expense reports using Ramp.</li><li>Manage vendor payments and resolve payment discrepancies.</li><li>Reconcile AP accounts and maintain accurate records.</li><li>Ensure compliance with internal controls and company policies.</li><li>Collaborate with procurement and finance teams to optimize workflows.</li><li>Support month-end and year-end AP close activities.</li><li>Recommend and implement process improvements utilizing Ramp features.</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Accounts Receivable (AR) Specialist with NetSuite experience is responsible for managing the full cycle of accounts receivable activities, including invoicing, payment collections, cash applications, and account reconciliations using NetSuite. This role requires accuracy in handling financial transactions, proactive communication with clients regarding outstanding balances, and effective use of NetSuite to automate and optimize AR processes. The ideal candidate will collaborate with internal teams and contribute to continuous process improvements for greater efficiency and accuracy.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Generate and distribute customer invoices through NetSuite.</li><li>Apply incoming payments to customer accounts and reconcile discrepancies.</li><li>Monitor the AR aging report and follow up on overdue accounts to ensure timely collections.</li><li>Collaborate with sales and customer service teams to resolve billing inquiries or disputes.</li><li>Process credit memos, adjustments, and write-offs as needed.</li><li>Assist with month-end closing activities for AR.</li><li>Maintain accurate and up-to-date AR documentation and customer records.</li><li>Recommend and implement process improvements using NetSuite functionality.</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Specialist with NetSuite expertise is responsible for managing the end-to-end accounts payable process, ensuring accuracy, timeliness, and compliance. Key responsibilities include invoice processing, vendor management, payment execution, and account reconciliations using NetSuite. The ideal candidate leverages NetSuite’s automation features to improve workflow efficiency, collaborates with internal teams and vendors, and contributes to ongoing process improvements.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process vendor invoices and expense reports in NetSuite, verifying accuracy and completeness</li><li>Schedule and execute payments while monitoring due dates</li><li>Reconcile AP accounts and resolve discrepancies promptly</li><li>Maintain accurate records of all transactions, ensuring compliance with company policies</li><li>Communicate with vendors to resolve issues and maintain good relationships</li><li>Support month-end and year-end close activities for accounts payable</li><li>Collaborate with finance, procurement, and operations staff to optimize AP processes</li><li>Recommend and implement process improvements leveraging NetSuite automation</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p>The Accounts Payable (AP) Specialist will be responsible for managing the accounts payable function including processing a high volume </p><p>of invoices, reconciling vendor accounts, and working closely with and vendors to ensure timely and accurate payments. </p><p><br></p><p>Responsibilities:</p><p>-Process full cycle AP for over 500 invoices per month</p><p>-Match invoices to purchase orders to verify accuracy before processing payments </p><p>-Track and manage invoice approvals across multiple entities </p><p>-Ensure vendor invoices are coded accurately to the general ledger account</p><p>-Maintain vendor records and ensure all required documentation (e.g., W-9s, insurance </p><p>certificates, service contracts) is current </p><p>-Reconcile vendor statements and resolve any discrepancies or billing issues promptly </p><p>-Process weekly payments via check, ACH, or wire transfer in accordance with payment terms. </p><p>-Review invoice dashboard daily to move invoices through appropriate workflows and follow up </p><p>internally to ensure payments are made on time </p><p>-Process intercompany payments on monthly basis </p><p><br></p><p><br></p>
We are looking for a skilled and detail-oriented Senior Property Accountant to manage financial operations for a high net worth individual and their family in Sonoma, California. This role is ideal for an experienced accounting expert who thrives in a dynamic and challenging environment, handling diverse financial tasks and administrative duties. The position offers excellent benefits and the possibility of a flexible work-from-home day each week.<br><br>Responsibilities:<br>• Oversee day-to-day accounting activities, including accounts payable and receivable, general ledger management, and financial reporting.<br>• Prepare and analyze property budgets and ensure accurate financial forecasting.<br>• Coordinate tax-related documentation and collaborate with external tax specialists.<br>• Manage property management accounting tasks, ensuring compliance with relevant regulations and standards.<br>• Utilize accounting software such as QuickBooks and Yardi to maintain accurate financial records and streamline processes.<br>• Represent the family in interactions with vendors, employees, and business associates.<br>• Conduct detailed financial analysis to support real estate acquisitions and investments.<br>• Provide insights and reports on commercial real estate performance and investment opportunities.<br>• Handle administrative projects and ensure confidentiality in all financial dealings.<br>• Maintain strong relationships with stakeholders and address financial inquiries promptly.
<p><strong>About the Company:</strong></p><p>We are seeking an experienced Accounts Payable Specialist to support our finance operations and contribute to our success in a fast-paced production environment. The ideal candidate will have a strong background in high-volume invoice processing, preferably within manufacturing and consumer packaged goods (CPG) industries. Proficiency in Oracle and SAP is essential for success in this role. Join a leading manufacturing and consumer packaged goods (CPG) organization known for quality, innovation, and operational excellence. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and reconcile a high volume of invoices for manufacturing raw materials, packaging, freight, and indirect services.</li><li>Validate invoice data against purchase orders, goods receipts, and inventory system records.</li><li>Maintain positive vendor relationships, resolve invoice discrepancies, and ensure timely payments.</li><li>Collaborate cross-functionally with procurement, inventory control, and manufacturing operations to address exceptions and support production needs.</li><li>Assist with month-end close processes, including AP accruals and reporting.</li><li>Prepare and review aging reports and recommend resolution approaches for outstanding items.</li></ul><p><br></p>
<p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $25 - $33</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced and detail-oriented <strong>Accounts Payable Specialist</strong> with construction accounting experience to support our local clients. This opportunity offers a chance to grow your skills while contributing to the success of complex construction projects in an engaging, team-oriented setting. </p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process invoices and payments for subcontractors, suppliers, and vendors.</li><li>Verify invoice details, including purchase orders, job codes, and cost allocations.</li><li>Handle lien waivers and ensure compliance with construction industry regulations.</li><li>Perform regular reconciliation of accounts payable and resolve discrepancies.</li><li>Manage vendor relationships and respond to payment inquiries in a timely manner.</li><li>Assist with financial statement preparation and cash flow analysis related to project costs.</li><li>Maintain organized records of project-specific payables and vendor documentation.</li><li>Collaborate closely with project managers and accounting teams to ensure accuracy.</li></ul><p><br></p>
Colleen McAuliffe from Robert Half is seeking a Sr. Accounts Payable Specialist for a South San Jose client. The role is 100% onsite and will require a all candidates required to undergo all candidates required to undergo drug screening including any and all Cannabis and THC related products. <br> Accounts Payable Responsibilities Oversee invoice processing activities for a high volume of 2-way / 3-way match and non-PO invoices, ensuring accuracy, proper authorization, coding, and adherence to internal controls. Manage vendor records, including tax documentation, maintenance of master data, and updates to supplier information. Coordinate periodic payment cycles (ACH, wires, checks), ensuring timely and compliant disbursements. Monitor and reconcile vendor accounts and statements, proactively resolving errors, variances, and escalated inquiries. Collaborate cross-functionally (e.g., procurement or purchasing teams) to improve invoice and payment workflows. Lead efforts to refine and automate AP processes to enhance efficiency and control. Assist with month-end activities, including accruals, reconciliations, and journal entries supporting financial close. Act as a resource for complex issues within accounts payable, offering guidance and direction to team members. Manage regulatory reporting requirements for supplier tax filings (e.g., 1099 compliance), ensuring timely and accurate submission. Expense & Travel Reimbursement Review, validate, and process employee travel and expense submissions in alignment with company policy. Prepare corporate and non-corporate card accruals and reconcile monthly credit card activity. Additional Responsibilities Provide audit support through documentation management, explanations, and process transparency to internal and external stakeholders. Contribute to AP knowledge sharing, operational improvement initiatives, and mentoring within the team to promote accuracy, effectiveness, and best practices.
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Accounts Payable Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a highly organized <strong>Accounts Payable Specialist</strong> to join our team. In this role, you’ll oversee the full accounts payable process, ensuring timely and accurate invoice handling while maintaining compliance with GAAP standards. This position is ideal for someone who thrives in a fast-paced environment and enjoys collaborating across departments to improve efficiency and accuracy.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate workflow between property management and accounting teams.</li><li>Manage electronic filing of property-related accounting documentation.</li><li>Oversee all aspects of accounts payable, including account coding and invoice processing.</li><li>Proactively resolve issues impacting financial statements.</li><li>Participate in month-end close activities.</li><li>Review and monitor cash flow forecasts for multiple accounts and projects.</li><li>Ensure compliance with capitalization policies for fixed assets.</li><li>Assist with annual budgeting and forecasting processes.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Accounts Payable Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are looking for a <strong>detail-oriented and organized Accounts Payable Specialist</strong> to join our team. In this role, you will manage the accounts payable process, ensure timely and accurate invoice processing, and maintain financial records in compliance with GAAP standards. This position is ideal for someone who thrives in a fast-paced environment and enjoys working collaboratively across departments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate workflow between property management and accounting teams.</li><li>Manage electronic filing of property-related accounting documentation.</li><li>Monitor all aspects of accounts payable, including proper account coding and invoice processing.</li><li>Resolve business issues impacting financial statements proactively.</li><li>Participate in month-end close activities.</li><li>Review and monitor cash flow forecasts for multiple accounts and projects.</li><li>Ensure compliance with capitalization policies for fixed assets.</li><li>Assist in annual budgeting and forecasting processes.</li></ul>
<p>Become an Entry-Level Accountant with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· </p><p><br></p>
<p>We’re hiring an Accounts Payable Clerk to elevate your AP expertise in Robert Half’s Full-Time Engagement Professionals (FTEP) program. In this full-time role, you’ll manage outgoing payments, process high-volume invoices, reconcile vendor accounts, and ensure accurate financial reporting—all while collaborating with diverse clients across industries. Enjoy meaningful work, stability, and the benefits of permanent employment at Robert Half.</p><p><br></p><p><strong>For more information, please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </strong></p><p><br></p><p>Job Duties:</p><ul><li>Process and verify invoices for accuracy and proper authorization</li><li>Match purchase orders, receipts, and invoices</li><li>Ensure timely and accurate payment of vendor bills</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain organized and up-to-date financial records</li><li>Assist with month-end closing and reporting</li><li>Communicate with vendors regarding payment status or issues</li><li>Prepare and process electronic transfers and payments</li><li>Support audits by providing necessary documentation</li><li>Follow internal controls and company policies for AP procedures</li></ul>
<p>Become an Entry-Level Accountant with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· Follow internal controls and company policies for AP procedures</p>
<p>We’re hiring an Accounts Payable Clerk to elevate your AP expertise in Robert Half’s Full-Time Engagement Professionals (FTEP) program. In this full-time role, you’ll manage outgoing payments, process high-volume invoices, reconcile vendor accounts, and ensure accurate financial reporting—all while collaborating with diverse clients across industries. Enjoy meaningful work, stability, and the benefits of permanent employment at Robert Half.</p><p><br></p><p>nique opportunity combines meaningful accounting work with the stability and benefits of permanent employment at Robert Half.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p>Job Duties:</p><ul><li>Process and verify invoices for accuracy and proper authorization</li><li>Match purchase orders, receipts, and invoices</li><li>Ensure timely and accurate payment of vendor bills</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain organized and up-to-date financial records</li><li>Assist with month-end closing and reporting</li><li>Communicate with vendors regarding payment status or issues</li><li>Prepare and process electronic transfers and payments</li><li>Support audits by providing necessary documentation</li><li>Follow internal controls and company policies for AP procedures</li></ul>
<p>We are looking for a meticulous and experienced Accounts Payable Specialist to join our team on a long-term contract basis in San Francisco, California. In this role, you will handle crucial financial processes, including invoice management and payment operations, ensuring accuracy and compliance with company policies. This position requires someone who is detail oriented and has a strong understanding of accounts payable procedures, particularly in D2C eCommerce and consumer packaged goods industries.</p><p><br></p><p>Responsibilities:</p><p>• Process and review both purchase order (PO) and non-PO invoices, ensuring accurate coding and compliance.</p><p>• Coordinate with internal teams to address and resolve discrepancies related to purchase orders and vendor issues.</p><p>• Facilitate the timely approval and processing of payments for invoices.</p><p>• Maintain organized and accurate records of all accounts payable transactions.</p><p>• Support month-end closing activities by preparing reports and performing reconciliations.</p><p>• Ensure adherence to internal controls and company policies throughout all accounts payable operations.</p><p>• Assist with special projects and ad-hoc tasks within the finance department.</p><p>• Collaborate with colleagues to improve efficiency in accounts payable workflows and systems.</p>
We are looking for a highly organized and detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. This is a contract position, offering an excellent opportunity to contribute to essential financial operations while gaining experience in a dynamic and fast-paced environment. The ideal candidate will bring expertise in invoice processing, vendor management, and expense tracking, ensuring seamless support during a maternity leave period.<br><br>Responsibilities:<br>• Manage vendor onboarding processes, including collecting essential information and ensuring compliance with required documentation.<br>• Review and verify W9 forms to maintain regulatory compliance.<br>• Communicate with clients to receive invoices and confirm accuracy before submission.<br>• Facilitate invoice approvals and ensure timely payments.<br>• Handle expense management tasks using Ramp, ensuring accurate tracking and reporting.<br>• Conduct periodic reviews of invoices for creators and vendors to ensure accuracy and alignment with company policies.<br>• Utilize GL codes effectively to categorize transactions and maintain accurate records.<br>• Assist in transitioning vendor management processes from Bill.com to Ramp, ensuring smooth integration.<br>• Collaborate with team members to address any discrepancies or issues related to accounts payable processes.
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>
<p><strong>Please contact Andrew Castillo (Practice Director) at Robert Half, for more information on this opportunity. </strong></p><p><br></p><p>Our Client is a nonprofit community organization that serves over 90,000 children, teens, and adults in Alameda and Contra Costa Counties through our early childhood education, after-school programs, and fitness branches. They are looking for a detail-oriented Staff Accountant to join their team in Richmond, California. This role is essential in providing accounts payable support and ensuring accurate financial record-keeping for their organization. The ideal candidate will play a key role in Accounts Payable, handling journal entries, account reconciliations, and supporting various administrative finance tasks.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Process purchase orders and accounts payable transactions, ensuring accuracy and resolving vendor discrepancies.</p><p>• Record journal entries and perform reconciliations for general ledger accounts.</p><p>• Collaborate with the Controller and team members to update and maintain lease records in specialized software.</p><p>• Prepare and submit sales and use tax reports in compliance with regulations.</p><p>• Deposit checks and manage documentation in alignment with organizational policies.</p><p>• Maintain organized filing systems and oversee records management.</p><p>• Sort and distribute incoming mail efficiently.</p><p>• Support audits by providing accurate financial data and documentation.</p><p>• Handle business license renewals and perform other administrative tasks as needed.</p>
<p>Are you a detail-oriented accounting professional looking to take your career to the next level? We are seeking a <strong>Senior Accountant</strong> for an exciting opportunity in a growing organization. This position offers hands-on responsibility across the full spectrum of accounting processes, empowering you to drive efficient and accurate reporting. As a key contributor, you’ll work closely with leadership and play an instrumental role in ensuring seamless financial operations.</p><p><br></p><p><strong>About the Role</strong></p><p>As the Senior Accountant, you will oversee a variety of accounting functions, including general ledger management, financial reconciliations, and month-end close processes. Supporting the VP of Finance & Accounting, you will influence key decision-making and occasionally act as a point of contact for the Executive Leadership Team during their absence. You’ll need a keen eye for precision, an aptitude for data analysis, and a strong commitment to process improvement and compliance.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>Your core responsibilities will include:</p><ul><li>Managing general ledger <strong>activities</strong> and ensuring proper reconciliation and accuracy in line with established accounting standards (GAAP).</li><li>Driving the <strong>month-end close process</strong> to deliver timely and accurate reporting.</li><li>Preparing trial balances, performing detailed account <strong>reconciliations</strong>, and reporting any discrepancies or variances.</li><li>Reviewing and processing essential <strong>transaction entries</strong> and journal entries, including EOY adjustments from external auditors.</li><li>Serving as a liaison for <strong>accounts payable/receivable (AP/AR)</strong> to resolve issues, analyze variances, and provide transactional support.</li><li>Supporting financial planning activities such as the <strong>annual budgeting process</strong> and year-end financial reviews.</li><li>Reviewing time card submissions while ensuring internal processes and procedures are followed.</li><li>Assisting with specialized <strong>accounting projects</strong> related to operations, including harvest accounting.</li><li>Developing and documenting <strong>internal processes and policies</strong> while maintaining robust internal controls.</li><li>Performing additional accounting and finance duties as assigned.</li></ul><p><br></p><p><br></p>
