<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>Position Summary:</strong></p><p> A leading venture capital firm is seeking a <strong>Fund Accounting Manager or Senior Manager</strong> to join its growing finance team in Menlo Park. This role is ideal for individuals with a strong foundation in fund accounting and a desire to learn the full lifecycle of venture capital funds. Reporting to the Vice President of Finance, the role offers hands-on exposure to fund operations, audit and tax processes, and investor relations support.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Maintain general ledgers for Funds and GPs, including investment transactions, quarterly expenses, and intercompany activity</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax, and fund administrators to ensure timely and accurate filings</li><li>Monitor fund cash positions and manage capital call/distribution processes</li><li>Review fund administrator workbooks and reporting packages</li><li>Collaborate with the investor relations team to address limited partner requests and inquiries</li><li>Contribute to special projects for the CFO, Head of IR, and broader finance team</li></ul><p><strong>Why Join Us:</strong></p><ul><li>Be part of a team supporting the deployment of one of the largest venture capital funds in the industry</li><li>Learn the fund lifecycle from start to finish</li><li>Work in an environment that values growth and does not pigeonhole team members</li><li>Collaborate with a high-performing, stable, and mission-driven finance team</li><li>Enjoy a supportive, team-first culture</li></ul><p><strong>Compensation & Perks:</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) with profit sharing</li><li>Free lunches and a fully stocked office kitchen</li><li>Hybrid work schedule and a collaborative office environment</li></ul>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>A premier venture capital firm is seeking a <strong>Fund Accounting Manager or Senior Manager</strong> to join its dynamic finance team in Menlo Park. This role is central to managing the financial operations of the firm’s venture funds and offers comprehensive exposure to the full fund lifecycle. Reporting to the Vice President of Finance, the position also supports key initiatives for the CFO and Head of Investor Relations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain fund and general partner ledgers, including investment transactions, expenses, accruals, and intercompany balances</li><li>Prepare quarterly and annual fund financial statements</li><li>Oversee capital calls and distributions to limited partners</li><li>Monitor fund cash flows and ensure timely processing of transactions</li><li>Manage deliverables from external fund administrators and review financial reporting packages</li><li>Coordinate with audit and tax providers, supporting timely and accurate filings</li><li>Partner with the Investor Relations team to address LP inquiries and reporting needs</li><li>Participate in special projects and process improvement initiatives</li></ul><p><strong>Why This Role:</strong></p><ul><li>Opportunity to work with one of the industry’s most active and well-capitalized VC platforms</li><li>Exposure to the entire fund lifecycle—from formation through exit</li><li>A culture that values cross-functional learning and growth</li><li>Strong team stability and leadership committed to development</li><li>Close partnership with third-party fund administrators and internal stakeholders</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive base salary with performance-based bonus</li><li>Fully covered medical, dental, vision, and life insurance</li><li>401(k) plan with profit sharing</li><li>Complimentary lunches and a stocked office kitchen</li><li>Team-oriented and mission-driven work environment</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><strong>115K-130K + BONUS, AMAZING BENEFITS (25 days PTO, 100% 401k match)</strong></p><p><br></p><p>Well established investment foundation (ranked top 15 in the US) with over 13B in AUM is seeing a strong Senior Accountant to join their expanding team. This is a newly created position due to growth. This position is responsible for managing general ledger and reporting, overseeing treasury relations with banking partners, participating in the annual financial statement audit, managing the budget process, and providing analytical support to senior staff for strategic planning. </p><p> </p><p><strong><u>Essential Duties and Responsibilities</u></strong></p><p>· Manage general ledger operations and ensure accurate financial reporting</p><p>· Prepare journal entries, reconciliations to confirm transactions are properly classified. </p><p>· Support the annual financial statement audit by preparing documentation and schedules for auditors. </p><p>· Support the annual budget preparation process in collaboration with senior staff. </p><p>· Monitor budget performance, undertake benchmarking and variance analysis, provide financial insights to support decision-making. </p><p>· Manage banking relationships and coordinate with external banking partners for foundation's treasury needs. </p><p>· Oversee the chart of accounts and general ledger and administer financial reporting to ensure accuracy and adherence to accounting standards and regulations. </p><p>· Supports the annual budget preparation process in collaboration with senior staff. </p><p>· Join cross-functional project teams, contributing to the assessment, evaluation, and improvement of existing processes and business controls.</p><p>· Make recommendations on accounting for complex transactions and determining accounting treatments for new activities.</p><p>· Participate in knowledge sharing and cross-train in the responsibilities of other Finance roles to enhance team collaboration and support.</p><p><br></p><p><strong><u>Required Skills</u></strong></p><p>· CPA license or successful completion of the Uniform CPA exam is required.</p><p>· Bachelor’s Degree with a minimum of four years of increasingly responsible accounting and/or auditing experience required. </p><p>· Proficient in accounting, including journal entries, account reconciliation, general ledger, financial statements preparation.</p><p>· Strong analytical and problem-solving skills with attention to detail and accuracy. </p><p>· Strong communication skills, both written and verbal</p><p><br></p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>CORPORATE CONTROLLER</p><p><br></p><p>The Controller will oversee all of the activity of accounting operations and be responsible for creating internal controls and accounting processes that produce accurate and meaningful financial information for internal and external decision-making. Maintain relationships with banks and financing agencies. Perform strategic planning, budgeting, treasury functions, and coordinates related staff activities. Oversee the Accounting Staff to ensure that financial information produced by the Accounting Department is accurate, timely, meaningful, and supports multiple, diverse entities. Establish property audit guidelines and ensure Property financial review identifies major exceptions and monitors corrective actions. Assess Internal and External financial information needs and develop reporting and training necessary to ensure meaningful financial reporting. Ensure that Accounting is in compliance with regulatory and partnership requirements. Monitor treasury function to efficiently manage cash flow distributions and collections and working capital needs. Develop long-range forecasts and maintain long-range financial plans.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the Accounting Department to ensure accurate, timely, and meaningful financial information.</p><p>• Establish property audit guidelines and monitor property financial review to identify and correct major exceptions.</p><p>• Assess internal and external financial information needs and develop reporting and training to ensure meaningful financial reporting.</p><p>• Ensure compliance with regulatory and partnership requirements within the Accounting Department.</p><p>• Lead the Accounting team: Recruit, hire, train, and develop staff.</p><p>• Establish systems, processes & procedures to improve accuracy and ensure accountability for all direct reports.</p><p>• Ensure proper financial controls are implemented to prevent misappropriation of funds or assets.</p><p>• Monitor cost accounting system that tracks cash flow, expenses, and budget variances from pre-development to construction completion.</p><p>• Oversee the implementation of new accounting systems.</p><p>• Establish guidelines and ensure Corporate financial statements, audits, tax returns, cash flow forecasts and budgeting meet organization objectives.</p><p>• Delegate responsibilities effectively and discuss performance issues with staff regularly.</p><p>• Coordinate with department heads to prepare annual operating budgets.</p><p>• Develop long-range forecasts and maintain long-range financial plans. </p><p><br></p><p><br></p>
We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business.<br><br>Responsibilities:<br><br>• Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations.<br><br>• Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies.<br><br>• Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders.<br><br>• Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy.<br><br>• Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters.<br><br>• Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts.<br><br>• Developing, documenting, and maintaining control systems within the Hotels to ensure compliance.<br><br>• Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support.<br><br>• Working within the Talent Management System to ensure the departmental performance of staff is productive.<br><br>• Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A leading private investment firm is looking for a <strong>Senior Fund Accounting Manager</strong> or <strong>Assistant Controller</strong> to join its high-performing finance team. This is a unique opportunity to contribute to the operational success of a multi-billion-dollar investment platform with a longstanding track record of growth and performance.</p><p><br></p><p>The role offers broad exposure to fund operations, strategic finance, and investor communications within a collaborative, team-oriented environment. Ideal for individuals seeking to deepen their experience in fund accounting and scale with a dynamic, long-term focused organization.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund and general partner (GP) accounting, including investment transactions, accruals, and inter-entity activity</li><li>Prepare and review financial statements and investor reporting packages on a quarterly and annual basis</li><li>Manage fund cash flows, including capital calls, distributions, and related documentation</li><li>Collaborate with fund administrators, auditors, and tax advisors to ensure timely and accurate filings</li><li>Review work prepared by third-party service providers (e.g., NAVs, capital account statements, financial reports)</li><li>Partner with Investor Relations to support limited partner inquiries and capital activity</li></ul><p><strong>What The Company Offers</strong></p><ul><li><strong>Competitive compensation package</strong>, including base salary and annual bonus</li><li><strong>Full medical, dental, vision, and life insurance coverage</strong></li><li><strong>401(k) plan with firm contribution or profit sharing</strong></li><li><strong>Catered meals and office perks</strong> on in-office days</li><li><strong>Hybrid work structure</strong> supporting flexibility and work-life balance</li></ul>
<p>We are looking for an experienced Controller to oversee and optimize financial operations within our organization. This role requires a strategic thinker who excels in managing accounting systems, financial reporting, and compliance processes. Based in San Leandro, California, this position is ideal for someone with a strong background in financial management and a passion for driving efficiency.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ol><li>Lead and coordinate monthly, annual financial reporting, and audits, including internal controls (LICS) and reporting to Corporate.</li><li>Analyze financial data to highlight key metrics, accounting judgments, and areas for cost improvement.</li><li>Drive strategic recommendations to meet financial goals; proactively address margin shifts and procurement efficiencies.</li><li>Ensure timely, accurate executive and corporate reporting through structured systems and processes.</li><li>Oversee monthly cost center analysis and variance explanations for operations, marketing, promotions, etc.</li><li>Manage core accounting teams:</li></ol><ul><li><strong>Accounts Receivable</strong> – Ensure timely collections and manage credit risks.</li><li><strong>Accounts Payable</strong> – Ensure timely, accurate payments.</li><li><strong>Inventory Control</strong> – Maintain accurate stock records.</li><li><strong>Payroll</strong> – Ensure timely and accurate compensation.</li></ul><ol><li>Ensure accuracy of COGS and inventory-related P& L and balance sheet accounts.</li><li>Support annual budget and forecast processes.</li><li>Manage banking, treasury, tax, and audit relationships.</li><li>Improve financial systems and controls; ensure ERP (SAP S4 Hana) accuracy and compliance.</li><li>Lead finance team hiring, training</li></ol>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>An established and rapidly growing investment firm is seeking a <strong>Senior Fund Accounting Manager</strong> or <strong>Assistant Controller</strong> to join its finance team. The firm manages <strong>multi-billion-dollar assets</strong> across a diverse portfolio of private investments and is in the process of raising its next major fund. This is a rare opportunity to join a high-performing team with deep exposure to the full fund lifecycle and long-term growth potential.</p><p><br></p><p><strong>Why This Role</strong></p><ul><li>Join a <strong>collaborative and experienced finance team</strong> at a well-respected investment firm</li><li>Work across all phases of the <strong>fund lifecycle</strong>, from capital calls to financial reporting</li><li>Partner closely with internal stakeholders and external service providers</li><li>Benefit from a <strong>stable environment</strong> with strong leadership and a track record of success</li><li>Enjoy a culture that values <strong>teamwork, transparency, and development</strong></li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and general partner ledgers, including investment activity, accruals, and intercompany transactions</li><li>Prepare quarterly and annual financial statements for multiple funds</li><li>Oversee cash positions and manage capital calls and distributions</li><li>Coordinate with fund administrators, auditors, and tax advisors to ensure timely, accurate reporting</li><li>Review financial reports, capital account statements, and other fund documentation</li><li>Support investor communications by responding to limited partner inquiries in collaboration with Investor Relations</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li><strong>Competitive base salary</strong> with annual <strong>performance-based bonus</strong></li><li><strong>Comprehensive health coverage</strong>: medical, dental, vision, and life insurance</li><li><strong>401(k) with firm contribution</strong></li><li><strong>Office perks</strong> including free lunches and stocked kitchen</li><li><strong>Flexible hybrid schedule</strong> to support work-life balance</li></ul>
<p>We are looking for a dedicated and detail-oriented Accounts Payable Manager to oversee all aspects of international accounts payable operations. This long-term contract position is based in San Jose, California, and offers an excellent opportunity to lead a team and drive process improvements within a dynamic organization. The ideal candidate will excel in managing vendor relationships, ensuring compliance, and contributing to financial reporting and audits.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the complete accounts payable process, including invoice processing, payment runs, vendor communications, and expense reporting.</p><p>• Supervise and mentor a team of accounts payable specialists, fostering their growth and ensuring operational excellence.</p><p>• Ensure timely and accurate processing of invoices while adhering to company policies and compliance standards.</p><p>• Oversee the month-end close activities for accounts payable, including preparing accruals, reconciliations, and financial reports.</p><p>• Collaborate with Procurement, Receiving, and Treasury teams to address discrepancies and enhance the Procure-to-Pay (P2P) cycle.</p><p>• Prepare and provide documentation for audits, responding to inquiries related to accounts payable operations.</p><p>• Manage vendor records, ensuring compliance with W-9 and 1099 requirements, and oversee annual 1099 filings.</p><p>• Monitor cash disbursements and contribute to cash forecasting in partnership with the Treasury department.</p><p>• Identify opportunities for process improvements and implement strategies to optimize accounts payable workflows.</p>
<p>We are looking for a meticulous Accounting Manager/Supervisor to lead our accounting team in Solano County, California. In this role, you will oversee critical financial operations, ensure compliance with regulations, and drive process improvements to optimize workflows. This position offers an excellent opportunity for individuals with strong leadership skills and auditing expertise to advance their careers in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily accounting operations, including financial reporting, budgeting, and forecasting.</p><p>• Ensure compliance with internal controls and regulatory standards while mitigating financial risks.</p><p>• Lead the accounting team by mentoring staff, conducting training sessions, and fostering skill development.</p><p>• Oversee month-end and year-end closing processes to ensure accuracy and timeliness.</p><p>• Collaborate with external auditors, vendors, and stakeholders to maintain smooth operational relationships.</p><p>• Leverage auditing experience to manage internal and external audit requirements effectively.</p><p>• Identify inefficiencies and implement process improvements to enhance accounting workflows.</p><p>• Participate in department-specific projects such as system upgrades, documentation, and financial integrations.</p>
We are looking for an accomplished Controller to oversee financial operations and ensure accuracy in accounting practices for a group of companies. This role involves managing an expanding accounting team while maintaining robust internal controls and preparing comprehensive financial reports. The ideal candidate will have extensive experience in accounting leadership and the ability to enhance systems and processes effectively.<br><br>Responsibilities:<br>• Lead and supervise all accounting operations, including general ledger management, payroll, accounts payable/receivable, and fixed asset tracking.<br>• Oversee the month-end close process to ensure timely and accurate completion.<br>• Develop and implement policies and procedures to address current and anticipated business needs.<br>• Prepare detailed financial statements on a monthly, quarterly, and annual basis.<br>• Establish and maintain strong internal controls to ensure compliance with company policies.<br>• Manage and optimize accounting systems to improve efficiency and data accuracy.<br>• Provide mentorship and leadership to the accounting team, fostering growth and development.<br>• Collaborate with auditors to ensure successful completion of annual external audits.<br>• Conduct financial analyses to support strategic decision-making.<br>• Monitor intercompany reconciliations and ensure proper documentation.
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A leading venture capital firm is seeking a <strong>Senior Fund Accounting Manager or Assistant Controller</strong> to join its finance team in Menlo Park. This is an exciting opportunity to work with one of Silicon Valley’s top VC firms, managing over $7B in assets across 1,200+ investments and 130+ exits. The firm is currently raising its next multi-billion-dollar fund and is known for backing transformational companies.</p><p><br></p><p><strong>Role Highlights:</strong></p><ul><li>Join a high-performing, collaborative finance team focused on innovation and growth</li><li>Gain full exposure to the VC fund lifecycle</li><li>Work closely with fund administrators and internal teams</li><li>Strong team culture with an emphasis on shared success and development</li><li>Excellent stability, benefits, and opportunity for long-term growth</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Maintain fund and GP general ledgers, including accruals, intercompany payables/receivables, and investment activity</li><li>Prepare quarterly and annual financial statements</li><li>Collaborate with auditors and tax advisors to ensure timely, accurate filings</li><li>Oversee fund cash positions; manage and record capital calls and distributions</li><li>Review reporting packages prepared by fund administrators, including LP statements, financials, and capital activity</li><li>Partner with Investor Relations to handle limited partner inquiries</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive base salary + annual bonus</li><li>Fully paid medical, dental, vision, and life insurance</li><li>401(k) plan with profit sharing</li><li>Free lunches and a fully stocked kitchen on office days</li><li>Hybrid schedule promoting flexibility and work-life balance</li></ul>
<p><strong>Job Title: Controller/Assistant Controller (flexible title depending on experience) </strong></p><p><strong>Location: Menlo Park; Hybrid</strong></p><p><strong>Salary: $175-220k + Bonus</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half</strong> is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Maintain Fund and General Partner (GP) general ledgers, including recording quarterly expenses, accruals, intercompany payables/receivables, investment transactions, and partner allocations</li><li>Prepare quarterly and annual financial statements in accordance with applicable accounting standards</li><li>Partner with finance leadership to support audit and tax filings by coordinating with external service providers, researching technical accounting issues, and managing internal and external audit/tax processes</li><li>Monitor cash positions for assigned Funds to ensure appropriate liquidity management</li><li>Calculate, record, and process capital calls and distributions at both the Fund and Investment levels</li><li>Review reporting packages prepared by Fund Administration Accountants, including capital call/distribution notices, quarterly/annual financials, and investor requests</li><li>Collaborate with Investor Relations to address limited partner inquiries and support ongoing communication needs</li></ul>
We are looking for an experienced and detail-oriented Accounting Manager to join our team on a contract basis in San Francisco, California. In this role, you will oversee critical accounting functions, including insurance claims processing and financial reconciliations, while ensuring compliance and accuracy. This position offers the opportunity to contribute to a dynamic, fast-paced environment within the high-tech electronics industry.<br><br>Responsibilities:<br>• Manage financial processes related to insurance claims, ensuring compliance with regulations and maintaining accurate documentation.<br>• Process and record cash transactions through coding and journal entries, supporting robust accounting practices.<br>• Perform bank reconciliations regularly, identifying and resolving discrepancies to align company records with bank statements.<br>• Handle a high volume of claim cases monthly, maintaining precision and adherence to deadlines.<br>• Collaborate with senior leadership and the Controller to provide updates on financial activities and outcomes.<br>• Ensure the accuracy and efficiency of month-end close procedures, including the preparation of general ledger entries.<br>• Prepare financial statement audits by organizing and verifying relevant documentation.<br>• Enhance financial controls and processes to improve operational efficiency.<br>• Conduct account reconciliations to maintain the integrity of financial records.
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>Colleen McAuliffe at Robert Half is offering an exciting opportunity in the Semi-Conductors and Electric Component Manufacturing industry in San Jose, California. The role is for an Accounting Manager/Supervisor who will ensure accurate monthly reporting, streamline accounting processes, and help maintain fixed asset records.</p><p>The role is 100% onsite. </p><p><br></p><p>Responsibilities:</p><p>• Ensure the efficient and accurate processing of customer credit applications.</p><p>• Streamline month-end close activities to improve efficiency and accuracy.</p><p>• Maintain detailed and accurate customer credit records.</p><p>• Oversee billing functions and manage accounts payable and receivable.</p><p>• Input local financial data into the ERP system and reconcile the same.</p><p>• Review and analyze expense classifications and recordings for accuracy.</p><p>• Assist in the creation of the monthly CFO package and audit fluctuation comments.</p><p>• Implement efficiencies in accounting processes, reporting, and controls.</p><p>• Coordinate compliance efforts and prepare property tax returns.</p><p>• Maintain depreciation schedules and fixed asset records.</p>
<p>We are looking for a highly experienced Controller to lead and oversee the financial operations of our organization in Oakland, California. This role is pivotal in ensuring the integrity of financial reporting, maintaining compliance with relevant regulations, and providing strategic financial insights to support business growth. The ideal candidate will bring a wealth of expertise in accounting practices and leadership within service-oriented environments.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee daily accounting activities, including general ledger, A/P, A/R, payroll, and bank reconciliations.</li><li>Ensure accounting records align with company policies and regulatory standards.</li><li>Manage monthly and annual financial close processes, ensuring accuracy and timely reconciliations.</li><li>Establish and maintain internal controls to protect assets and ensure reliable financial reporting.</li><li>Monitor compliance with tax laws and regulatory requirements; supervise preparation of filings and documentation.</li><li>Enforce adherence to corporate governance and internal financial policies.</li><li>Manage company cash flow to maintain liquidity for operations and investments.</li><li>Deliver financial analysis and recommendations to support strategic planning and business growth.</li><li>Perform additional tasks as assigned by Managing Partners.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>The Controller (or Assistant Controller DOE) is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>Serves as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CFO of Investments to address and align on tax requirements and financial strategies.</p><p>Maintains accurate and current books and records for all assigned entities.</p><p>Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo leaders, such as estate leadership.</p><p>Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>Maintains accurate and timely records of intercompany transactions.</p><p>Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions.</p><p>Partners with Human Resources and Administration to monitor bill payments and track cost savings in coordination with estate managers.</p><p>Prepares annual financial plans in collaboration with estate management.</p><p>Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners.</p><p>Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status.</p><p>Assist in managing fleet operations to ensure regulatory compliance and adherence to company policies. Serves as the liaison between the Fleet Manager and CEO.</p><p>Coordinates with external partners in preparing tax returns for the principals.Ensures tax returns appear accurate and reasonable.</p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A respected, multi-disciplinary financial services firm is seeking a <strong>Family Office Accounting Manager</strong> to join its Family Office Services team. This role is ideal for a detail-oriented, client-focused individual who enjoys working in a collaborative environment and supporting the financial needs of high-net-worth individuals and families.</p><p><br></p><p>The firm provides comprehensive financial services, including investment advisory, estate planning support, and personalized financial operations. The organization values long-term client relationships, continuous improvement, and a strong culture of integrity, inclusion, and growth.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Family Office Accounting Manager, you will oversee and execute financial operations for complex client structures, including trusts, partnerships, and LLCs. This role requires a balance of accounting expertise and relationship management, ensuring each client receives accurate, timely, and thoughtful financial support.</p><p>You’ll collaborate with internal teams, external advisors, and clients to manage budgets, reporting, bill payment, and banking strategies. The position offers the opportunity to shape processes and contribute to a high-performing, service-oriented culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as a key point of contact for clients, maintaining strong, responsive relationships</li><li>Assist clients with budgeting, forecasting, and monitoring cash flow</li><li>Partner with internal bookkeeping staff to ensure timely and accurate recordkeeping</li><li>Prepare and deliver monthly and quarterly financial reports tailored to client needs</li><li>Oversee bill pay and accounts receivable processes across a variety of entity types (e.g., trusts, LLCs, partnerships)</li><li>Evaluate banking, lending, and treasury solutions to meet evolving client objectives</li><li>Work with internal specialists in investment, tax, and estate planning to provide coordinated, holistic financial support</li><li>Contribute to operational process improvements and cross-functional firm initiatives</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary with performance-based bonus potential</li><li>Comprehensive health, dental, and vision coverage</li><li>401(k) plan with employer matching</li><li>Flexible time off, including sabbatical eligibility</li><li>Hybrid work model promoting work-life integration</li><li>Inclusive and collaborative culture committed to ongoing development</li></ul>
<p>We are looking for a skilled Controller to oversee financial operations and ensure the accuracy and organization of critical documentation. This role requires an individual with strong attention to detail who excels in managing financial records and maintaining compliance with industry standards. Join our team in Oakland, California, and contribute to the success of our construction projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage full-cycle monthly close across AP, AR, Payroll, Billing, and GL with timely delivery.</li><li>Provide accurate financial reports and forecasts to support business decisions.</li><li>Maintain a rolling 12-week cash flow forecast to track receipts, payables, and key events.</li><li>Lead budgeting and cost control efforts for financial clarity and accountability.</li><li>Oversee contract lifecycle from review to billing setup; ensure alignment in Vista.</li><li>Manage and optimize core business systems, including Vista, Google Workspace, Slack, Power BI, and cybersecurity tools.</li><li>Improve efficiency through automation, playbooks, and system integration.</li><li>Collaborate cross-functionally to enhance reporting and data integrity.</li><li>Ensure HR systems align compensation, benefits, culture, and performance.</li><li>Enforce structured quarterly reviews and early identification of performance issues.</li><li>Manage recruitment, onboarding, benefits, compliance, and terminations.</li><li>Lead talent development using tools like Culture Index and scorecards.</li><li>Model operational discipline and drive accountability across teams.</li><li>Coach leaders for improved results and stronger communication.</li><li>Ensure compliance with insurance, bonding, and subcontractor terms.</li><li>Monitor project risks, billing approvals, and compliance status.</li></ul>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
