<p>Amanda Warren is looking for an Assistant Controller to join a distribution company based in Sacramento, California. This role is integral to managing daily accounting operations, ensuring precise financial reporting, and enhancing internal processes. The Assistant Controller will oversee a team of accounting staff, collaborate with various departments, and contribute to the company’s overall financial strategy.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and develop a team of accounting staff, providing guidance and fostering attention to detail.</p><p>• Manage the full-cycle month-end, quarter-end, and year-end close processes, ensuring accuracy and compliance.</p><p>• Prepare and review journal entries, account reconciliations, and financial reports for management.</p><p>• Ensure compliance with internal policies and external regulations while supporting audits and maintaining strong internal controls.</p><p>• Collaborate with operations and supply chain teams to ensure accurate cost accounting and inventory management.</p><p>• Oversee capital expenditure tracking, fixed asset schedules, and depreciation activities.</p><p>• Identify opportunities for process improvement, streamlining workflows, and enhancing data accuracy.</p><p>• Support system optimization initiatives, including automation and standardization across multiple entities.</p><p>• Provide financial analysis and insights to leadership to aid in decision-making and performance evaluation.</p><p>• Partner with corporate finance to consolidate subsidiary financial results into broader organizational reporting.</p>
<p>Lisa Cole with Robert Half is partnering with a well-established government contractor and manufacturing company that is looking for an experienced Assistant Controller to join our dynamic team in Rancho Cordova, California. This role offers the opportunity to oversee essential accounting operations and ensure compliance with regulatory standards, while driving financial accuracy and process improvements. The ideal candidate will bring strong leadership skills, technical expertise, and a passion for developing high-performing teams. This is an onsite position in Rancho Cordova CA and the client is willing to pay a relocation fee for the right candidate. For more information about this position, please call Lisa Cole at 916-649-0832. </p><p><br></p><p>Responsibilities:</p><p>• Supervise all accounting functions, including general ledger, accounts payable and receivable, cost accounting and internal and external audits.</p><p>• Lead the month-end closing process and prepare accurate financial reporting packages in a timely manner.</p><p>• Implement and maintain robust internal controls to ensure compliance with Sarbanes-Oxley and government standards.</p><p>• Oversee cost accounting procedures, reconcile inventory, and collaborate with operations to address discrepancies.</p><p>• Ensure accurate revenue recognition in accordance with ASC606 and work closely with program teams on contract obligations.</p><p>• Manage and coordinate internal and external audits while addressing regulatory requirements.</p><p>• Identify opportunities for process enhancements and lead initiatives to improve accounting systems.</p><p>• Provide mentorship and guidance to the accounting team to foster growth and operational efficiency.</p>
<p><strong>About the Opportunity</strong></p><p>Robert Half is partnering with a prestigious, globally backed winery estate to hire an Assistant Controller who will play a critical role in leading onsite accounting operations. This position offers direct exposure to executive leadership and the opportunity to contribute during an exciting phase of growth and operational refinement. This is a hands-on leadership role responsible for driving accurate financial reporting, supporting multi-entity operations, and enhancing processes across both estate and distribution activities. The ideal candidate brings a balance of technical strength, operational awareness, and a proactive approach to improving how things get done.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead day-to-day accounting operations with full ownership of the general ledger across multiple entities</li><li>Manage and execute the month-end close process, ensuring timely and accurate financial reporting</li><li>Oversee inventory accounting, including COGS analysis, landed cost, and cost tracking</li><li>Handle intercompany transactions and support consolidation efforts in partnership with leadership</li><li>Prepare reconciliations, analyze variances, and deliver insights into financial performance</li><li>Partner with cross-functional teams to support operations and inform business decisions</li><li>Identify inefficiencies and implement process improvements to support scalability</li><li>Develop reporting tools and assist with budgeting and forecasting efforts</li><li>Supervise, mentor, and develop a small accounting team</li></ul>
<p>The Controller 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</p><p>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</p><p>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 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 CEO 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.</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>● 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</p><p>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</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p><strong>Summary:</strong></p><p>Our organization is seeking a hands-on Controller to lead our accounting and financial operations. As a specialized services provider, we offer a collaborative environment where attention to detail and a proactive approach are critical. The Controller will directly supervise one staff member, oversee accounting through QuickBooks Online, and manage payroll and provider commission calculations with ADP Workforce Now (WFN). The ideal candidate will bring expertise in small-company finance, thrive in a fast-paced setting, and demonstrate a thorough understanding of cash-basis accounting. Experience with commission-based compensation or payroll structures in a service setting is highly valued.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all accounting operations using QuickBooks Online, including general ledger, accounts payable/receivable, bank reconciliations, and financial statement preparation</li><li>Oversee and accurately process payroll and commission calculations for medical providers/doctors in ADP WFN, ensuring alignment with production and revenue targets</li><li>Administer monthly close, cash basis reporting, and support year-end tax preparation</li><li>Continuously improve workflows and internal controls to support efficient, compliant processes</li><li>Provide financial analysis, forecasting, and ad hoc reporting to support business decisions</li><li>Interpret provider contracts to ensure accurate compensation calculations and address discrepancies</li><li>Coordinate with external CPA firms for tax and audit activities; public accounting background is a strong plus</li><li>Supervise and develop one accounting staff member</li></ul><p><br></p>
<p>Our client in Emeryville is seeking an interim Controller for a 3-6 month engagement. This interim role requires a strategic leader to oversee accounting operations, financial reporting, internal controls, and treasury functions. Reporting directly to the Chief Financial Officer, you will play a pivotal role in shaping financial policies, ensuring compliance, and supporting the organization’s growth in the manufacturing sector. This role is hybrid, requiring 3 days/week onsite in Emeryville. Pay is expected to be between $70-$75/hr.</p><p><br></p><p>Responsibilities:</p><p>• Oversee all accounting operations, including financial reporting, period close activities, and the development of accounting policies and procedures</p><p>• Ensure compliance with federal regulations, including Uniform Guidance for grants, Cost Accounting Standards, and Generally Accepted Accounting Principles</p><p>• Collaborate across departments to ensure accurate and timely financial data for internal and external reporting purposes, including government fund accounting</p><p>• Lead system implementations and improvements for financial processes, such as Order-to-Cash and Procure-to-Pay cycles</p><p>• Mentor and develop the accounting and general ledger teams to enhance their attention to detail and support organizational goals</p><p>• Establish clear communication channels and build strong relationships with internal stakeholders across various departments</p><p>• Coordinate with external service providers for audits, tax filings, and staff augmentation as needed</p><p>• Drive strategic initiatives and operational improvements to support the organization’s financial objectives</p><p>• Manage relationships with banking partners and oversee treasury functions</p><p>• Perform other duties as required to support the financial health and growth of the organization</p>
We are looking for a highly skilled Controller to join our team on a long-term contract basis in San Francisco, California. This position offers an exciting opportunity to work within a dynamic farm-to-table wholesale produce company that has achieved significant growth through acquisitions. The role focuses on addressing complex accounting challenges and ensuring financial accuracy for acquired businesses.<br><br>Responsibilities:<br>• Oversee and manage all aspects of accounting for various small business entities, ensuring compliance and accuracy.<br>• Conduct detailed inventory accounting and tracking within retail, manufacturing, wholesale, or distribution environments.<br>• Take initiative to resolve accounting discrepancies and clean up outdated financial records.<br>• Collaborate effectively with entrepreneurial business owners to address unique financial needs and challenges.<br>• Utilize a range of systems, including QuickBooks, Excel spreadsheets, and manual processes, to streamline accounting operations.<br>• Prepare and maintain accurate financial documentation, ensuring compliance with company policies.<br>• Analyze and compile financial reports to support strategic decision-making.<br>• Work on financial backlog and bring accounting processes up to date.<br>• Mentor and support less experienced accounting staff to enhance team efficiency.<br>• Evaluate and recommend improvements to existing financial systems and workflows.
<p>We are working with a company that is growing and in need of a Controller for their Sacramento location. The ideal candidate will have a strong background in construction accounting, managing the day to day accounting of a small company or division of a company. If you are interested in this opportunity, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>As Controller, you’ll be responsible for the full scope of accounting and financial functions for the division, including:</p><ul><li>Financial Leadership: Partner with the division’s senior leadership to develop and execute medium- and long-term strategic financial plans.</li><li>Project Accounting: Ensure project revenues and costs are properly allocated, reported in accordance with GAAP, and aligned with company objectives.</li><li>Reporting & Analysis: Prepare accurate monthly financial statements and detailed analysis to support performance reviews and guide decision-making.</li><li>Budgeting & Forecasting: Lead the preparation of divisional budgets and forecasts; monitor results and identify opportunities for improvement.</li><li>Compliance & Controls: Ensure accurate and timely sales/use tax filings, balance sheet reconciliations, and internal controls are maintained and continuously improved.</li><li>Inventory & Job Costing: Maintain accurate inventory records, job status reporting, and work-in-process tracking; ensure timely billing and equipment usage capture.</li><li>Cross-Functional Collaboration: Serve as a financial advisor to operations, helping teams understand results and identify cost-saving or profit-enhancing opportunities.</li><li>Leadership & Development: Lead, mentor, and develop a team of 4 accounting professionals, ensuring accurate and efficient daily operations.</li><li>Audit & Tax Support: Assist with corporate-level audits, tax filings, and other regulatory reporting requirements.</li><li>Process Improvement: Continuously identify and lead initiatives to improve processes, automation, and reporting efficiency.</li></ul><p><br></p>
<p>Responsibilities</p><p><br></p><p>· Build, document, and implement a scalable accounting infrastructure, including policies, procedures, and internal controls to support continued growth</p><p><br></p><p>· Manage a team of two Staff Accountants focused on Accounts Receivable and Accounts Payable, providing oversight, guidance, and development</p><p><br></p><p>· Serve as the primary link between the transactional accounting function and the CFO, translating day-to-day accounting activity into clear financial insights</p><p><br></p><p>· Lead the restructuring and modernization of the accounting function, addressing gaps created during periods of rapid company growth</p><p><br></p><p>· Own and execute accounting cleanup efforts to improve accuracy, consistency, and efficiency across financial operations</p><p><br></p><p>· Personally administer new processes initially to ensure successful implementation before transitioning ownership to team members</p><p><br></p><p>· Manage all general accounting functions, including full-cycle month-end close, journal entries, account reconciliations, consolidations, and variance analysis</p><p><br></p><p>· Prepare monthly financial statements, including fluctuation analysis and budget vs. actual comparisons</p><p><br></p><p>· Create, document, and maintain a comprehensive accounting playbook to support future scaling and team onboarding</p><p><br></p><p>· Direct activities related to billing, cash collections, cash management, and cash forecasting</p><p><br></p><p>· Develop and manage KPI dashboards and standardized reporting for leadership</p><p><br></p><p>· Accurately calculate sales commissions in accordance with multiple compensation plans</p><p><br></p><p>· Build standardized and ad-hoc reports tracking revenue, margins, operating costs, KPIs, and other key metrics</p><p><br></p><p>· Complete payroll processing and tax-related matters to ensure timely and accurate compliance</p><p><br></p><p>· Partner with leadership on budgeting, forecasting, and strategic financial planning</p><p><br></p><p><br></p><p><br></p>
We are looking for a skilled Controller to oversee and manage the financial operations of our organization in Walnut Creek, California. This role is critical in ensuring the accuracy of accounting records, maintaining compliance with financial regulations, and providing strategic insights to support business growth. The ideal candidate will possess strong leadership skills and have a deep understanding of accounting practices and financial management.<br><br>Responsibilities:<br>• Supervise daily accounting functions, including general ledger activities, payroll processing, and bank reconciliations.<br>• Ensure compliance with company policies and regulatory standards in maintaining accurate accounting records.<br>• Lead month-end and year-end closing processes, ensuring all financial data is reconciled and accurately recorded.<br>• Design, implement, and monitor internal controls to safeguard assets and enhance the reliability of financial reporting.<br>• Oversee tax compliance and the preparation of regulatory filings to meet legal requirements.<br>• Manage corporate governance and enforce adherence to financial policies and procedures.<br>• Monitor and manage cash flow to ensure operational liquidity and support capital expenditures.<br>• Provide data-driven financial insights and recommendations to assist with strategic planning and business decisions.<br>• Handle additional tasks and responsibilities as directed by the Managing Partners.
<p>We are looking for an experienced Controller to oversee financial operations and ensure compliance with accounting standards. This role involves managing the monthly and annual close process, preparing consolidated financial statements, and driving process improvements. The ideal candidate will possess strong technical accounting knowledge and leadership skills to guide financial reporting and audit processes effectively.</p><p><br></p><p>Responsibilities:</p><p>• Manage the monthly and annual close process to ensure timely and accurate reporting.</p><p>• Prepare consolidated financial statements in compliance with U.S. GAAP.</p><p>• Review and ensure the accuracy of journal entries, reconciliations, and supporting schedules.</p><p>• Implement continuous improvements and automation to streamline financial processes.</p><p>• Deliver high-quality management reporting packages to support business decisions.</p><p>• Maintain expertise in complex accounting areas such as revenue recognition</p><p>• Draft and review technical accounting memos for non-routine transactions.</p><p>• Lead the annual financial statement audit, coordinating efforts with external auditors.</p><p>• Strengthen internal controls and accounting policies</p>
We are looking for an experienced Controller to join our team in Hayward, California. This leadership role will focus on managing financial operations, ensuring compliance, and driving efficiency across various accounting functions. The ideal candidate will have extensive experience in financial oversight, team management, and compliance within the healthcare or non-profit sectors.<br><br>Responsibilities:<br>• Establish and maintain robust internal controls to safeguard revenue, expenses, and program budgets.<br>• Ensure compliance with government regulations and manage contracts effectively.<br>• Lead, develop, and mentor a team of five or more staff members, fostering collaboration and cross-training.<br>• Develop and implement financial policies and procedures to enhance organizational efficiency.<br>• Supervise accurate and timely submission of tax filings, including 990, 5500, W-2s, and other required documents.<br>• Oversee accounts payable, accounts receivable, payroll, and general ledger operations to ensure smooth financial processes.<br>• Manage organizational cash flow and provide recommendations for fund transfers to meet operational needs.<br>• Review reconciliations, journal entries, and financial reports for accuracy and compliance.<br>• Coordinate annual cost report preparation and ensure adherence to funding agreements and contracts.<br>• Facilitate monthly budget meetings with program managers to monitor financial performance and guide cost management.
<p>Controller – San Francisco Law Firm</p><p><br></p><p>Natalie Lue with Robert Half is seeking an experienced Controller to lead finance, reporting, billing, and key operations for a reputable SF law firm. Ideal for someone who thrives in professional services, loves improving processes, and enjoys partnering closely with leadership.</p><p><br></p><p>Highlights:</p><p>• Full-cycle accounting + billing/trust oversight</p><p>• Process improvement + workflow optimization</p><p>• QuickBooks + advanced Excel</p><p>• High visibility and real impact</p><p><br></p><p>For confidential consideration, apply today!</p>
<p>We are actively searching for a Controller with a focus on Real Estate & Property. Based in San Ramon, California, this role involves overseeing accounting functions, leading a team, and demonstrating strong business acumen. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage and lead staff within the Accounting and Finance Department.</li><li>Supervise all accounting functions, including monthly and yearly financial close processes.</li><li>Review financial reports and reconciliations for semi-annual reporting.</li><li>Lead the annual budget planning and reforecasting, ensuring timely communication and coordination.</li><li>Analyze and review monthly cash flow models.</li><li>Continuously assess and improve accounting procedures for greater efficiency.</li><li>Ensure compliance with technical accounting standards through research and documentation.</li><li>Act as the main contact for external auditors and manage audit procedures.</li><li>Maintain and update payroll budgeting, forecasting, and allocations.</li><li>Oversee banking operations, such as wire transfers, account setups, credit cards, and compliance.</li><li>Evaluate operational aspects of lender and cash management agreements.</li><li>Collaborate effectively with cross-functional teams and departments.</li><li>Define, implement, and refine departmental policies and performance expectations.</li></ul>
<p>We are looking for a detail-oriented Controller to oversee document control and ensure the accuracy and organization of critical records. This role requires expertise in managing, scanning, and compiling various documents while maintaining compliance with established standards. You will play a crucial part in maintaining efficient and secure document workflows.</p><p><br></p><p>Responsibilities:</p><p>• Lead the property management accounting team and improve policies, procedures, and controls.</p><p>• Review and approve all accounting work for accuracy and compliance; serve as the main escalation point.</p><p>• Train, mentor, and manage staff while partnering with senior leadership on financial operations.</p><p>• Ensure full CA DRE trust accounting compliance, including proper handling, segregation, reconciliation, and audit readiness.</p><p>• Manage trust and operating bank recs, tenant/owner ledgers, security deposits, AR aging, and balance‑sheet reconciliations; resolve discrepancies quickly.</p><p>• Oversee rent posting, billings, deposits, notices, late fees, CAM billing, and all tenant ledger adjustments.</p><p>• Manage AP processing in AvidXchange and Rent Manager, invoice coding/approvals, check runs, credit card reconciliations, vendor issues, and 1099 reporting.</p><p>• Review journal entries, oversee mortgage payments, manage monthly close and reporting, maintain organized financial records, and lead process‑improvement projects.</p>
<p>We are looking for an experienced controller to assist our client in San Francisco. This is a long-term contract position that offers the opportunity to work within the dynamic food supply chain industry. The ideal candidate will bring strong accounting expertise and a proactive approach to managing financial operations across multiple locations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee accounting operations for multiple locations, ensuring accurate financial reporting and compliance.</p><p>• Conduct inventory planning and reconciliation processes to optimize supply chain efficiency.</p><p>• Identify and address discrepancies in accounting records, implementing solutions to streamline operations.</p><p>• Utilize accounting software such as NetSuite and QuickBooks to manage financial data effectively.</p><p>• Collaborate with entrepreneurial stakeholders to provide financial insights and foster alignment.</p><p>• Develop and maintain inventory forecasting models to support business growth.</p><p>• Implement inventory controls to enhance operational accuracy and reduce costs.</p><p>• Work independently to clean up and organize accounting systems, including manual and spreadsheet-based processes.</p><p>• Provide guidance and support during transitions to updated financial systems.</p><p>• Monitor and report on key financial metrics to support strategic decision-making.</p>
Robert Half is recruiting for a strong accounting controller to stabilize and clean up a disparate and behind accounting environment. <br> This role is ideal for someone who grew up in a family‑owned business, understands entrepreneurial environments, and has touched all areas of accounting with deep strength in inventory. You’ll dive into the backlog, clean up the books, and bring structure to an operation that relies heavily on manual processes, spreadsheets, and mixed systems (QB and off‑brand tools). <br> Key Responsibilities - Lead month‑end close and clear accounting backlog - Reconcile and clean up inventory, AP, AR, and GL - Correct costing, adjustments, shrink, and valuation - Create or refine accounting processes and documentation - Assess current systems and recommend improvements - Partner with entrepreneurial leadership and operations - Prepare books for audit review <br> Ideal Background - Small business / start‑up experience - Strong **inventory accounting** in wholesale, produce, distribution, retail, or manufacturing - Proven ability to clean up messy, manual, or outdated accounting environments - Comfortable with QuickBooks, off‑brand systems, and heavy Excel - Strong communication and soft skills for working with entrepreneur‑type personalities - Hands‑on, adaptable, and able to operate with minimal oversight
<p>We are looking for an experienced Controller to join our team in Hayward, California. This role is ideal for someone with exceptional organizational skills and a keen eye for detail, particularly in managing and maintaining critical documentation processes. The successful candidate will play a vital role in ensuring the integrity and accessibility of organizational records while supporting operational efficiency.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting operations, including general ledger management, account reconciliations, payroll, AP/AR, budgeting, and financial reporting.</li><li>Lead monthly, quarterly, and annual close processes to ensure accurate, timely, and audit-ready financial statements and reports.</li><li>Prepare and review financial statements, program cost reports, budget monitoring reports, and required filings for management and external parties.</li><li>Serve as primary liaison for external auditors, coordinate audit activities, and ensure timely resolution of findings.</li><li>Oversee fixed asset accounting, including capitalization, depreciation, and reporting.</li><li>Develop, implement, and maintain strong internal controls, financial policies, and procedures to safeguard assets and ensure regulatory compliance.</li><li>Monitor financial performance, analyze variances and trends, identify risks, and recommend corrective actions to support budget and compliance goals.</li><li>Lead annual budget development and support forecasting, financial planning, and scenario analysis to promote long-term sustainability.</li><li>Drive continuous improvement of accounting systems, ERP optimization, reporting automation, and data integrity initiatives in partnership with the CFO.</li><li>Maintain strict confidentiality and ensure robust data security controls for sensitive financial information.</li><li>Perform additional responsibilities as assigned by the CFO.</li></ul>
<p>We are looking for an experienced Controller to join our team in San Leandro, California. This role is ideal for someone with strong attention to detail and expertise in construction accounting, job costing, and financial reporting. You will play a vital role in managing financial operations and ensuring compliance with industry standards.</p><p><br></p><p>Responsibilities:</p><ul><li>Design and execute financial strategies aligned with organizational goals.</li><li>Lead all corporate accounting operations, including AP/AR, financial reporting, tax compliance, budgeting, forecasting, and cash flow management.</li><li>Prepare and present clear, accurate financial reports to division leadership and ownership.</li><li>Leverage Sage 100 and integrated systems to optimize financial workflows and data integrity.</li><li>Analyze industry trends and economic conditions to support informed strategic decisions.</li><li>Serve as primary liaison with CPAs, TPAs, insurance brokers, and regulatory agencies to ensure compliance, transparency, and accountability.</li></ul>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> </p><p>The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p>If you are interested in learning more about the firm, please message <strong>Jennifer Fukumae with Robert Half on LinkedIn</strong> for quickest consideration.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul><p><br></p>