<p>We are high-growth startup in the SaaS/AI space looking for an experienced Accounting Manager to oversee financial operations and ensure accuracy in all accounting processes. This role is based in San Francisco, California, and offers an opportunity to lead key functions such as general ledger management and month-end closings. The ideal candidate will bring a strong attention to detail and a commitment to maintaining compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional deliverables.</li><li>Review journal entries and account reconciliations prepared by internal teams and external partners.</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI reconciliations.</li><li>Ensure the accuracy and completeness of the general ledger across revenue, equity, expenses, and assets.</li><li>Oversee accounting for foreign entities, ensuring compliance with local GAAP and alignment with U.S. GAAP.</li><li>Review intercompany reconciliations and consolidation entries.</li><li>Collaborate with the Controller to prepare consolidated financial statements.</li><li>Support foreign currency remeasurement, translation adjustments, transfer pricing, and intercompany analyses.</li><li>Support technical accounting assessments related to revenue, equity, capitalization, and leases.</li><li>Draft technical accounting memos and compile supporting documentation.</li><li>Ensure accounting policies are effectively implemented within systems and operational workflows.</li><li>Support revenue processes and consistent application of ASC 606.</li><li>Review schedules and analyses prepared by senior accountants or external consultants.</li></ul>
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.
We are looking for an experienced Accounting Manager to join our team in San Francisco, California. In this role, you will oversee critical financial processes, ensuring accuracy and efficiency in reconciliations and variance analysis. This is a long-term contract position, offering a great opportunity to work in the dynamic Real Estate and Property industry.<br><br>Responsibilities:<br>• Perform daily reconciliations between financial systems to identify and address discrepancies in data accuracy, expense classifications, and budget tracking.<br>• Investigate and resolve variances by analyzing root causes, such as timing differences, coding errors, and system integration issues.<br>• Submit support requests to financial platforms to correct identified variances promptly.<br>• Develop and maintain detailed documentation for financial reconciliation procedures and variance resolution processes.<br>• Identify and implement process improvements to enhance reconciliation accuracy and efficiency.<br>• Collaborate with teams to ensure seamless data integration and alignment between budgeting systems.<br>• Generate and deliver regular reports highlighting the status of reconciliations and unresolved variances.<br>• Work closely with cross-functional teams to ensure financial commitments align with budgeted figures and company goals.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager| Private Equity | Menlo Park| Hybrid | $base + Bonus + Equity</strong></p><p> </p><p>Join a fast-moving, mission-driven private equity team shaping the future. This is your chance to make a real impact, work on diverse funds, and grow your career in a collaborative, high-performing environment.</p><p> </p><p>This role offers bonus potential, possible equity participation, and the opportunity to work closely with a talented finance team on both operational and strategic initiatives. The firm values professional growth, teamwork, and integrity, giving you the space to take ownership of meaningful work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administrators for accounting and investor reporting</li><li>Lead fund reporting, audits, and regulatory filings</li><li>Review complex equity accounting and analyses</li><li>Support financial planning and analysis across multiple funds</li><li>Manage capital calls, distributions, income allocation, fee/expense calculations, and cash forecasting</li><li>Partner with Treasury on funding, collections, fair value, and payment allocations</li><li>Maintain processes for investment cost measurement, royalty income recognition, and cost relief</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>Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </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>Tax & Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>leading financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>This person will be build and <strong>optimize reconciliation processes</strong> across the organization. This role is ideal for someone who enjoys <strong>implementing technology solutions</strong> (like BlackLine), driving efficiencies, and strengthening internal controls. You’d report directly to the VP of Finance and have the opportunity to make a real impact on how the accounting function operates.</p><p> </p><p>They offer excellent benefits and a <strong>supportive culture that values growth and wellbeing</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>lin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<p><strong>Interested in Exploring This Opportunity?</strong></p><p>If this role resonates with you, I’d love to connect. Apply today and share your resume with <strong>JC del Rosario on LinkedIn</strong>.</p><p><br></p><p><strong>Investment Accounting Controller - Emerging Multi‑Asset Family Office</strong></p><p><br></p><p><strong>About the Role</strong></p><p>A rapidly growing, sophisticated family office is seeking an <strong>Investment Accounting Controller</strong> to oversee accounting operations across a diverse portfolio—public equities, private investments, real estate holdings, and alternative assets.</p><p><br></p><p>This role is ideal for a precision‑driven finance professional who excels in complex investment reporting, strengthens internal controls, and thrives in a collaborative, high‑trust environment.</p><p><br></p><p><strong>What You’ll Lead</strong></p><ul><li>Provide oversight and final review of all investment accounting deliverables, ensuring accuracy, compliance, and exceptional quality.</li><li>Manage accounting for both audited and non‑audited entities; spearhead the annual audit process.</li><li>Prepare, review, and reconcile <strong>K‑1s</strong>, maintaining airtight reporting and documentation.</li><li>Partner closely with investment teams on valuations, capital activity, and performance analytics.</li><li>Maintain and enhance accounting systems (<strong>NetSuite</strong>) while driving process improvements.</li><li>Work directly with leadership on reporting modernization, insights development, and special initiatives.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base compensation + annual performance bonus</li><li><strong>401(k) match up to $12,500/year</strong></li><li>Wellness stipend & commuter allowance</li><li>Full medical, dental, and vision coverage</li></ul>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a rapidly scaling investment management firm</strong> to identify a <strong>Tax Manager</strong> to join their team in a <strong>fully remote</strong> capacity.</p><p>This firm operates in a highly academic, collaborative environment and has experienced exceptional growth in assets under management over a short period of time. The team works closely with senior leadership, engineering, and fund operations to support complex tax needs and new fund launches.</p><p><br></p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Tax Manager</li><li><strong>Location:</strong> Fully Remote (U.S.)</li><li><strong>Experience Level:</strong> 5+ years</li><li><strong>Schedule:</strong> Full-time</li></ul><p><br></p><p><strong>Role Overview</strong></p><ul><li>Oversee U.S. tax compliance for assigned funds and related entities, from initial data gathering through final filings</li><li>Review federal and state tax filings and investor reporting for accuracy and completeness</li><li>Serve as a point of contact for investor tax-related questions</li><li>Coordinate with external advisors, banks, legal teams, and internal stakeholders</li><li>Handle time-sensitive tax requests and special projects with precision</li><li>Apply expertise in hedge fund tax considerations, including foreign investor structures and tax exposure analysis</li><li>Partner with fund accounting and operations teams on ongoing processes</li><li>Perform monthly income tax assessments and review pass-through entity tax calculations</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Fully remote role with strong work-life balance</li><li>Collegial, collaborative culture with excellent team tenure</li><li>Leadership team with deep academic and technical backgrounds (PhD-led organization)</li><li>Exposure to senior leadership and decision-makers</li><li>Opportunity to support new fund launches and process automation initiatives</li><li>Extremely fast-growing organization with significant AUM expansion</li><li>Competitive benefits package, including:</li><li>20 days PTO + 9 sick days</li><li>401(k) with company match</li><li>Premium health benefits comparable to top-tier tech firms</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p><strong>Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career move.</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Accounting/Tax Manager</strong> to support a sophisticated family office environment. This role oversees comprehensive accounting, reporting, investment, compliance, and tax activities across multiple entities. The ideal candidate brings strong technical expertise, leadership capability, and a commitment to delivering high‑touch service to complex client relationships. You will play a key role in operational excellence, working closely with internal and external professionals while supporting multi‑entity financial stewardship.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Coordinate across tax, estate, trust, insurance, and investment disciplines to deliver integrated solutions.</li><li>Prepare clear, accurate reporting packages tailored to client needs.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative staff.</li><li>Manage outsourced providers and maintain a strong client‑service focus.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close cycles.</li><li>Prepare and review financial statements, including cash flow and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, and supporting documentation.</li><li>Strengthen financial systems, controls, and reporting processes.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across entities.</li><li>Analyze financial and cash‑flow results and provide actionable insights.</li><li>Develop liquidity strategies aligned with broader objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and federal/state/local requirements.</li><li>Oversee tax filings, payments, 1099 reporting, and coordination with third‑party preparers.</li><li>Maintain tax basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative functions for pooled investment vehicles.</li><li>Coordinate with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Participate in special projects that enhance departmental operations.</li><li>Maintain strict confidentiality while handling sensitive financial information.</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>About the Role</strong></p><p>We are seeking a motivated and detail‑oriented professional to join our team. In this role, you will contribute to key operational, strategic, or technical functions and collaborate with cross‑functional partners to support organizational goals. This position is ideal for someone who thrives in a dynamic environment and enjoys taking ownership of their work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and execute core responsibilities related to the role, ensuring accuracy, timeliness, and adherence to internal policies.</li><li>Collaborate with internal and external stakeholders to support ongoing projects and operational workflows.</li><li>Provide clear, professional communication to team members, partners, or clients.</li><li>Analyze information, identify opportunities for improvement, and support decision‑making processes.</li><li>Participate in ad‑hoc tasks or initiatives as needed to support departmental goals</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with role responsibilities and market standards.</li><li>Access to professional development opportunities and learning resources.</li><li>Supportive, team‑oriented environment with opportunities for impact and growth.</li></ul>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half's Finance and Accounting</strong> is partnering with a well-established <strong>venture capital</strong> organization with a long history of investing in innovative, high-growth companies is seeking a <strong>Finance Manager or Senior Finance Manager </strong>to join its Palo Alto team. The firm partners with entrepreneurs across technology, healthcare, and emerging sectors, offering deep domain expertise and a collaborative, hands-on approach. The culture is built on excellence, innovation, and close teamwork across its investment and operations groups.</p><p> </p><p><strong>About the Role</strong></p><p>This position sits within the firm’s finance organization and supports a family of venture capital funds, as well as upper-tier entities and management companies. The ideal candidate brings strong finance and capital planning experience within a fund environment and thrives in a fast-paced, entrepreneurial setting.</p><p> </p><p>The Finance Manager will also support systems improvements, process optimization, and upgrades across platforms such as Investran.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and financial reporting for multiple entities and funds</li><li>Manage valuation analysis and support portfolio metrics preparation</li><li>Coordinate with fund administrators, auditors, and tax service providers</li><li>Support operational processes, controls, and capital activity</li><li>Contribute to system enhancements, data management initiatives, and special projects</li></ul><p><br></p>
ACCOUNTS RECEIVABLE SUPERVISOR<br><br>Established East Bay company working in contractor trade industries is seeking an Accounts Receivable Supervisor. The primary responsibilities for this position are trade receivable collections, securing collateral for large transactions, customer receipts postings, determination of customer credit worthiness and credit limits, and working with office staff on tasks related to company requirements. A successful candidate will have effective organizing skills, time management skills, and extreme attention to detail and accuracy. Position reports directly to the Controller.<br><br>Responsibilities:<br>• Multi-company trade receivable collections and management of customer remittances<br>• Establish, maintain and update customer credit limits and manage customer accounts<br>• Secure collateral for large trade transactions, including pre-lien and lien positions<br>• Manage multi-branch communication/phone systems<br>• Manage company fleet registration, insurance and reporting requirements<br>• Manage company Certificate of Insurance requirements<br>• Reconciliation of company railcar movements (monthly) and filing of annual reports<br>• Filing of miscellaneous annual reports as needed<br>• Company projects as needed<br><br>Requirements:<br>• 5+ Years of Accounting experience<br>• Experience in Accounts Receivable within the construction industry (or similar)<br>• Experience with MS Office, especially Excel<br>• Working knowledge of pre-lien transactions<br>• Working knowledge of ERP accounting system preferred (MAS200)<br>• Solid communication skills, both written and verbal<br>• Strong attention to detail<br>• Strong organizing skills<br>• Experience with intercompany transactions preferred
<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>Our client is a San Jose medical device company that is seeking an ON-SITE AR Accountant to manage high-volume client invoicing, AR tasks, and month-end close. Must interface well with executives, colleagues, and external stakeholders.</p><p> </p><p>Must-haves</p><p>BS in Accounting, Economics, Finance, or related field</p><p>3–5 years in client invoicing, AR, and direct client interaction</p><p>AR, bank reconciliations, month-end close</p><p>Excellent written and verbal communication</p><p>High-volume invoicing experience</p><p>Highly organized, detail-oriented, able to multi-task</p><p>Self-starter; works well independently and in a distributed team</p><p>Strong Excel (pivot tables, VLOOKUPs); NetSuite experience required</p><p>Experience submitting invoices to client portals preferred</p><p><br></p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
<p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p><strong>Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Head of Finance & Operations</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Head of Finance & Operations</strong> to lead and scale the finance, accounting, and operational functions for a growing investment platform. This is a high-impact leadership role with a clear path to CFO, responsible for building best-in-class processes, systems, and controls to support fund accounting, investor reporting, compliance, and deal execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee financial operations across funds, GP entities, and the management company</li><li>Manage relationships with fund administrators and accounting firms; review capital calls, distributions, and audits</li><li>Lead budgeting, forecasting, and cash management at the management company level</li><li>Partner with Investor Relations on fund structures, co-investment programs, and LP due diligence</li><li>Support deal execution and coordinate legal documentation and closings</li><li>Implement compliance frameworks, valuation policies, and governance standards</li><li>Drive technology and data initiatives to centralize financial and portfolio information</li><li>Mentor team members and foster a culture of operational excellence</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to shape and institutionalize operations for a top-tier investment platform</li><li>Collaborative, entrepreneurial culture with long-term growth potential</li><li>Competitive compensation, bonus, and benefits package</li></ul>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <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>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<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>Controller — Venture Capital Firm (Confidential Client)</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>Our client is a <strong>venture capital firm investing in high‑growth companies</strong> across enterprise software, fintech, and emerging innovation sectors. The environment is <strong>lean, entrepreneurial, and highly collaborative</strong>, with a long‑term mindset and a commitment to building scalable, durable value. Team members are strategic thinkers who thrive in a fast‑moving, operationally dynamic setting.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to partner directly with the CFO on all finance, accounting, and operational functions. This is a <strong>high‑visibility, high‑impact role</strong> with broad ownership across financial reporting, fund operations, compliance, and strategic initiatives.</p><p>You will play a central role in strengthening the firm’s financial infrastructure, refining processes, and driving operational excellence as the firm continues to scale. This is an exceptional opportunity for a finance leader with venture capital experience who wants to help shape a best‑in‑class finance function.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee <strong>fund administration</strong>, including quarterly closes, audits, tax compliance, and ASC 820 valuation processes</li><li>Lead management company and fund‑level financial operations: budgeting, cash‑flow forecasting, internal reporting</li><li>Maintain systems for <strong>deal tracking, legal documentation, portfolio monitoring</strong>, and fund performance analytics</li><li>Prepare financial materials for <strong>LP communications</strong>, internal dashboards, advisory board meetings, and executive reviews</li><li>Coordinate with outsourced accounting teams and administrators to ensure accuracy, timeliness, and strong internal controls</li><li>Manage treasury functions, cash positions, capital calls, distributions, and carried interest</li><li>Support preparation of quarterly/annual financial statements, audit deliverables, and tax filings</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Manage compliance processes alongside the CFO, CCO, and external compliance partners, including regulatory filings and annual reviews</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due diligence requests</li><li>Collaborate with investment and investor relations teams to ensure timely, accurate communication with LPs</li><li>Maintain and enhance reporting packages for limited partners, including capital account statements, performance metrics, and fund summaries</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> 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>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</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><br></p><p><strong>Finance & Operations Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Generous 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>
