We are looking for a talented Financial Analyst to join our team on a part-time contract basis. This role requires approximately 20 hours per week and offers the opportunity to work on diverse financial tasks while collaborating with senior team members. Based in Menlo Park, California, this position is ideal for someone with a strong background in financial analysis and a keen eye for detail.<br><br>Responsibilities:<br>• Maintain and update portfolio company data in financial forecasting systems, ensuring accuracy and consistency.<br>• Generate reports and assist in preparing materials for portfolio performance review meetings.<br>• Compile standardized financial documents and organize them for investor use.<br>• Collect, clean, and structure financial and operational data from portfolio companies.<br>• Support the creation of presentations and documents that highlight portfolio metrics and trends.<br>• Assist with ad hoc reporting and document-related tasks as needed.<br>• Collaborate with senior team members to ensure seamless communication and workflow.<br>• Utilize tools like Salesforce to manage and monitor portfolio data efficiently.
<p>We are looking for an experienced Senior Financial Analyst to join our team in Larkspur, California. This role will focus on supporting Commercial Finance functions, including Sales and Marketing, by delivering insights that drive profitable growth. If you are passionate about financial analysis, eager to learn, and thrive in a collaborative environment, this is a great opportunity to advance your career while contributing to a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Sales, Marketing, and other teams to provide actionable insights that support profitable business growth.</p><p>• Prepare monthly variance analyses for key metrics such as Sales, Trade Spend, and Gross Margin, identifying trends and opportunities.</p><p>• Evaluate performance drivers and recommend corrective actions to ensure financial targets are met.</p><p>• Lead or assist in Trade Effectiveness Reviews to enhance promotional spending efficiency and adherence to processes.</p><p>• Manage Net Sales planning and forecasting models, contributing to annual plans and ongoing forecast updates.</p><p>• Oversee the Marketing Budget process, tracking expenditures and assessing investment effectiveness.</p><p>• Participate in efforts to improve tools, processes, and reporting systems to streamline data flows and modernize operations.</p><p>• Provide ad hoc financial analysis and support strategic planning initiatives alongside the Director of Commercial Finance.</p><p>• Contribute to cross-functional projects aimed at refining business strategies and achieving organizational goals.</p>
<p>We are looking for a Junior Financial Analyst to join our team in Modesto, California. In this position, you will play a critical role in managing banking activities and ensuring the accuracy of financial transactions across multiple entities. Ideal candidates are detail-oriented professionals with strong technical skills and a passion for maintaining efficient financial operations.</p><p><br></p><p>Responsibilities:</p><p>Assist with tracking project costs, committed costs, and budgets; help reconcile job cost reports and investigate basic variances; support project managers with cost updates and simple financial reports; assist with tracking subcontractor costs, purchase orders, and change orders; support budget updates and basic project forecasts; help update cash flow tracking schedules; maintain cost tracking spreadsheets and project logs; assist with monthly project and company financial reports, WIP (Work-in-Progress) reporting, and revenue tracking; enter and maintain financial data in the accounting or job costing system; ensure proper documentation for invoices, purchase orders, and expenses; assist with reconciliation of project-related accounts; and support internal controls and process improvement efforts.</p><p><br></p><p>For immediate consideration, contact Jason Lee or Lisa Woolworth at Robert Half</p>
<p>We are looking for a Senior Financial Analyst to join our team in Emeryville, California. In this role, you will play a vital part in analyzing financial data, creating detailed models, and providing actionable insights to support decision-making. The ideal candidate will bring expertise in financial analysis and modeling, coupled with a strong ability to interpret complex data and drive strategic recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and improve driver-based expense planning models; integrate into operating practices across Sales, Operations, Marketing, Finance, and Accounting.</li><li>Collaborate with business leaders to translate operational activities into financial forecasts and actionable insights.</li><li>Develop, monitor, and update annual budgets and forecasts throughout planning cycles.</li><li>Analyze and communicate cost variances during monthly reporting and support expense close processes (accruals, reclasses).</li><li>Prepare recurring financial reports using advanced modeling and analytics; maintain Workday Adaptive for efficiency.</li><li>Collect and present financial data for board reporting.</li><li>Advise cost center owners on expense coding for invoices, Concur, and journal entries.</li><li>Drive best practices and process improvements to enhance accuracy and productivity.</li><li>Build strong cross-functional relationships and handle ad hoc tasks as needed.</li></ul><p><br></p>
<p>Our client seeks a motivated Accounting Analyst to support benefits contribution processing and financial operations for participating employers. This role involves high-volume data management, payment processing, and reconciliation, with a strong emphasis on accuracy and analytical ability. The ideal candidate excels with Microsoft Excel and enjoys working with large datasets to ensure precise benefit allocations and financial reporting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage monthly submissions of employer data for health, welfare, and pension plans, processing thousands of records in Excel using advanced functions and formulas.</li><li>Prepare, test, and upload data files to the organization’s financial system, ensuring completeness and accuracy.</li><li>Record incoming payments, update account records, and assign receipts to the appropriate benefit funds.</li><li>Review and reconcile payment activity against bank statements, preparing monthly totals for general ledger entries.</li><li>Generate and send invoices to employers, facilitate electronic payments, and ensure all records are properly filed and accessible.</li><li>Research and resolve discrepancies, drafting billing statements and correspondence as needed for outstanding or disputed balances.</li><li>Support compliance audits and withdrawal reviews, maintaining thorough documentation and audit trails.</li><li>Investigate open receivables, penalties, or damages, providing clear documentation to management.</li><li>Collaborate with internal teams and legal counsel to coordinate collection efforts and arbitration for overdue contributions.</li><li>Communicate professionally with employers and internal stakeholders to resolve issues, clarify data, and ensure reporting accuracy.</li></ul><p><br></p><p>Are you ready to take on a detail-driven finance role? Please contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits</strong></p><p> </p><p>Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations</li><li>Support portfolio analysis, reporting, and valuation work</li><li>Manage quarterly financials, cap tables, insurance details, and other key data</li><li>Assist with recurring valuations and portfolio tracking</li><li>Prepare materials for strategy discussions, performance reviews, and board meetings</li><li>Support fundraising initiatives, including RFP responses and dataroom management</li><li>Maintain and analyze portfolio company data for reporting and marketing</li><li>Draft content for newsletters, website, and events</li><li>Track investment pipeline and help coordinate deal closings</li><li>Identify opportunities to streamline processes and improve efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the crossroads of <strong>fund operations, technology, and data analytics</strong>, ensuring systems and processes scale seamlessly as the organization grows. The ideal candidate blends financial acumen with strong technical expertise in <strong>data management, automation, and platform implementation</strong>.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain <strong>data pipelines and integrations</strong> across multiple systems for accuracy and efficiency.</li><li>Develop <strong>dashboards and reporting frameworks</strong> to deliver actionable insights.</li><li>Drive <strong>process optimization</strong> through workflow automation in finance and operations.</li><li>Execute <strong>data migrations and platform upgrades</strong> as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Portfolio Operations Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Portfolio Operations Analyst to join our team. In this key role, you’ll support portfolio analysis, marketing initiatives, and deal execution. You’ll collaborate across departments to streamline operations, enhance reporting, and contribute to strategic projects that drive growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Portfolio Analysis & Reporting:</strong> Gather financial data, assist with valuations, and prepare performance reports</li><li><strong>Marketing & Fundraising Support:</strong> Develop investor materials, manage data rooms, and support branding initiatives</li><li><strong>Deal Pipeline Management:</strong> Track investments and coordinate closing processes with operations teams</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base salary + annual bonus</li><li>Profit sharing and equity appreciation program</li><li>Comprehensive health coverage and 401(k) match</li><li>Generous PTO and holidays</li></ul>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Analyst in San Francisco to work four days onsite/one day remote. Our client</strong> is a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. </p><p><br></p><p>This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced Senior Financial Analyst to join our team in Mountain View, California. In this long-term contract role, you will play a key part in preparing and reviewing financial reports, ensuring data accuracy, and supporting strategic decision-making. This is an exciting opportunity for someone who thrives in a collaborative environment and has a strong analytical mindset.<br><br>Responsibilities:<br>• Develop and maintain monthly financial presentations, board materials, and forecast packages.<br>• Ensure consistency and accuracy across all financial reporting tools and systems, such as NetSuite and Pigment.<br>• Conduct monthly reconciliations between internal tools and reporting systems, validating data and resolving discrepancies.<br>• Analyze financial variances, investigate anomalies, and ensure all reports align with organizational goals.<br>• Prepare and refine board presentation decks, particularly during critical reporting periods.<br>• Collaborate with corporate teams to ensure month-end reviews and roll-ups are completed accurately.<br>• Provide guidance and oversight to less experienced team members, reviewing their work and offering constructive feedback.<br>• Coordinate daily communications with international teams, ensuring timely updates and addressing reporting needs.<br>• Review and direct updates to financial decks prepared by global teams to ensure precision and alignment.
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable packages on a bi-weekly basis, ensuring timely approvals and accurate coding of invoices.</p><p>• Oversee lease administration processes, including reviewing agreements and maintaining compliance with terms.</p><p>• Perform annual reconciliations, analyzing financial data and resolving discrepancies from January through June.</p><p>• Prepare and deliver accurate financial reports for a portfolio of clients and properties.</p><p>• Handle large data sets, utilizing Excel to organize, analyze, and present information effectively.</p><p>• Collaborate with team members to complete project-based financial tasks after reconciliation periods.</p><p>• Apply cash and accrual accounting principles to maintain accurate financial records.</p><p>• Communicate professionally with stakeholders, addressing inquiries and providing clear financial insights.</p><p>• Support problem-solving efforts by identifying and addressing issues within financial processes.</p><p>• Ensure compliance with organizational standards and procedures in all financial activities.</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><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Manager – Reconciliations Accounting</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Reconciliations Accounting Manager</strong> to lead and optimize the <strong>general ledger account reconciliation process</strong> for a growing financial organization. This role includes managing a team, implementing technology solutions, and driving process improvements to ensure <strong>accuracy, compliance, and efficiency</strong> across all reconciliation activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and govern the <strong>GL account reconciliation process</strong>, ensuring timely and accurate completion.</li><li>Develop and manage an <strong>operating model</strong> leveraging both onsite and outsourced resources.</li><li>Lead <strong>automation initiatives</strong> and implement technology solutions (e.g., BlackLine).</li><li>Monitor aging of reconciling items and manage <strong>reserves and write-offs</strong>.</li><li>Create and maintain <strong>reconciliation standards, process flow charts, and performance metrics</strong>.</li><li>Collaborate with internal teams and external auditors to ensure <strong>compliance and transparency</strong>.</li><li>Communicate effectively with senior management and stakeholders through <strong>reports and presentations</strong>.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive <strong>salary + bonus opportunities</strong>.</li><li>Comprehensive health coverage (<strong>medical, dental, vision, life insurance</strong>).</li><li><strong>401(k) with employer match and profit-sharing</strong>.</li><li>Tuition reimbursement and <strong>professional development programs</strong>.</li><li>Paid holidays, PTO, and <strong>flexible work arrangements</strong>.</li></ul>
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</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 & 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>
<p><strong>Accounting Manager / Senior Accounting Manager – Credit Fund</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced Accounting Manager (or Senior Manager) to join our dynamic finance team supporting credit and private equity funds. In this role, you’ll lead fund accounting, financial reporting, and compliance for sophisticated investment structures. You’ll collaborate closely with external administrators and internal stakeholders to maintain accuracy, efficiency, and operational excellence across all processes.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and manage relationships with third-party fund administrators; review investor reporting deliverables.</li><li>Lead preparation and review of quarterly financial statements, audits, and regulatory filings.</li><li>Analyze and review complex equity accounting transactions.</li><li>Support financial planning and analysis for multiple funds.</li><li>Coordinate capital calls, distributions, and cash flow forecasting.</li><li>Partner with treasury on investment funding and valuation workflows.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base salary plus bonus and equity participation.</li><li>Collaborative, growth-oriented team environment.</li><li>Opportunity to work on innovative investment strategies in healthcare and credit markets.</li></ul>
<p><strong>Interested? Apply now and share your resume via LinkedIn with JC del Rosario — I’d be excited 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 dynamic <strong>Head of Finance & Operations</strong> to lead and scale the financial, accounting, and operational backbone of a rapidly growing investment platform. This high-impact leadership position offers a clear path to CFO and will be instrumental in building world-class systems, processes, and controls to support fund accounting, investor reporting, compliance, and deal execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Direct all financial operations across funds, GP entities, and the management company.</li><li>Manage relationships with fund administrators and accounting partners; review capital calls, distributions, and audits.</li><li>Lead budgeting, forecasting, and cash flow management at the management company level.</li><li>Collaborate with Investor Relations on fund structures, co-investment programs, and LP due diligence.</li><li>Support deal execution and oversee legal documentation and closing processes.</li><li>Establish compliance frameworks, valuation policies, and governance standards.</li><li>Drive technology and data initiatives to centralize financial and portfolio reporting.</li><li>Mentor and develop team members, fostering a culture of operational excellence.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Play a pivotal role in shaping and institutionalizing operations for a leading investment platform.</li><li>Join a collaborative, entrepreneurial team with significant long-term growth potential.</li><li>Enjoy a competitive compensation package, performance bonus, and comprehensive benefits.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a <strong>health care investment firm</strong> to hire a <strong>Fund Accounting Manager </strong> to support their expanding credit and private equity fund strategies. This is a high-impact role within a growing Finance team supporting a newly launched <strong>royalty income and structured credit fund</strong> in addition to select PE vehicles. This Manager will play a key role in <strong>financial reporting, fund accounting, operations, and compliance</strong> for credit-focused and private equity investment vehicles. You will serve as the main point of contact for the third-party fund administrator while collaborating closely with internal Finance leadership, Portfolio Operations, and Treasury.</p><p>This role offers significant ownership across accounting, reporting, investment activity, and operational processes.</p><p> </p><p><strong>Compensation: $165–200K</strong> Base + Bonus + Equity</p><p><strong>Location: Menlo Park – Sand Hill Road | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>About the Firm </strong></p><p>A well-capitalized healthcare-focused investment platform with a mission to partner with innovative, growth-oriented companies that improve patient outcomes and strengthen communities. The firm leverages deep sector expertise and strong industry relationships to support portfolio companies across healthcare services, technology, and life sciences.</p><p>The environment is collaborative, detail-oriented, and ideal for accounting leaders who enjoy hands-on fund operations, cross-functional exposure, and sophisticated investment structures.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and manage the <strong>fund administrator</strong>, ensuring accuracy of accounting records and investor reporting</li><li>Lead quarterly and annual <strong>financial reporting</strong>, including review of financial statements, audit coordination, and regulatory filing review</li><li>Review complex <strong>equity and capital account allocations</strong>, including waterfalls, fee calculations, and carry structures</li><li>Support the Fund Controller with financial planning and analysis for investment vehicles</li><li>Review and approve <strong>capital calls, distributions, income/expense allocations, and cash forecasting</strong></li><li>Partner with Treasury to support funding of investments, tracking collections, expense processing, and valuation updates</li><li>Review and maintain support for <strong>investment cost measurement, royalty income recognition, and cost relief calculations</strong></li><li>Ensure internal controls, compliance processes, and operational workflows are executed effectively</li></ul><p><br></p><p> </p>
<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 an experienced Finance Manager to join our team in Walnut Creek, California. In this role, you will play a key part in shaping the company’s financial strategies through in-depth analysis and forecasting. The ideal candidate is detail-oriented, highly analytical, and skilled at delivering actionable insights to support business decisions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare annual budgets, monthly/quarterly forecasts, and long-term growth plans.</li><li>Build and maintain financial models for channel mix, promotions, and margin optimization.</li><li>Support operations by monitoring margin contributions and cost factors.</li><li>Deliver accurate monthly reports: P& L, Balance Sheet, Cash Flow, channel performance, and KPIs.</li><li>Perform variance analysis and highlight trends.</li><li>Recommend ways to optimize marketing spend and supply chain efficiency.</li><li>Conduct ad hoc analyses.</li><li>Collaborate with Sales and Marketing on forecasts, promotions, and ROI.</li><li>Partner with Operations on inventory, cost of goods, and logistics planning.</li><li>Translate financial results into actionable insights for leadership.</li><li>Improve FP& A processes, tools, and systems for scalability.</li><li>Ensure data accuracy across ERP, Power BI, and planning platforms.</li><li>Recommend best practices for margin analysis and forecasting.</li><li>Promote financial transparency and cross-functional alignment.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half’s Finance & Accounting</strong> practice is partnering with a leading real estate investment firm in San Francisco seeking an <strong>Accounting Manager, Property</strong> to support a two-building Class A property in the Market Center area. This role offers full ownership of day-to-day property accounting, lease administration, and project-related financial support in a collaborative, hands-on environment. You’ll work closely with a seasoned property management team and have exposure to construction, leasing, and renovation accounting as the property undergoes major upgrades.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Manage full-cycle property accounting and financial reporting.</li><li>Handle lease administration, CAM reconciliations, and tenant billings.</li><li>Support construction draws, project cost tracking, and lender reporting.</li><li>Collaborate with management to improve systems and processes.</li></ul><p> </p><p><br></p>
<p>Our client in Concord is seeking an interim FP& A Manager for a contract-to-hire opportunity. In this role, you will play a pivotal part in driving financial planning, forecasting, and analysis to support the company’s growth and strategic objectives. As a key member of the Finance team, you will collaborate with various departments, offering insights that guide decision-making and operational efficiency. This role requires 4 days onsite in Concord and is expected to pay $55-$60/hr. on a contract basis.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage annual budgets, quarterly forecasts, and long-term financial models to support organizational growth</p><p>• Create and maintain detailed financial models, focusing on channel performance, promotional strategies, and margin optimization</p><p>• Monitor and analyze key business drivers, including revenue streams, product launches, marketing campaigns, and supply chain costs</p><p>• Generate comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow analyses, to provide actionable insights for leadership</p><p>• Conduct variance analysis to identify trends and recommend strategies to enhance financial performance</p><p>• Collaborate with Sales and Marketing teams to refine revenue projections and evaluate promotional campaigns</p><p>• Partner with Operations and Supply Chain teams to optimize inventory, cost of goods, and logistics planning</p><p>• Ensure data accuracy across financial systems and recommend improvements to enhance forecasting and reporting processes</p><p>• Act as a trusted advisor to leadership, translating financial data into meaningful business strategies</p><p>• Promote cross-functional collaboration to align financial objectives with organizational goals and values</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>Property Accounting Manager – Shape the Future of a Landmark Property!</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>We’re seeking a hands-on, detail-oriented accounting professional to join our team as a <strong>Property Accounting Manager</strong>. You’ll take full ownership of day-to-day property accounting for a two-building commercial property in San Francisco’s Market Center—currently undergoing major renovations and amenity upgrades. This is an exciting opportunity to work in a dynamic environment where your contributions directly impact the success of a high-profile asset.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Manage all aspects of property accounting: journal entries, accruals, reconciliations, and reporting</li><li>Set up new and renewal leases in MRI/PMX</li><li>Prepare construction draws and track project costs</li><li>Handle accounting for leasing commissions, tenant improvements, and capital projects</li><li>Collaborate with property management on ad-hoc projects and renovations</li><li>Develop checklists and Smartsheets to streamline workflows</li><li>Support lender reporting and financial planning</li><li>Opportunity to expand responsibilities as additional properties are acquired</li></ul><p><strong>Why You’ll Love It Here:</strong></p><ul><li>Work closely with the GM and a supportive, fun property management team (yes—dogs welcome!)</li><li>Exposure to construction, leasing, and renovation accounting</li><li>Growth potential as the portfolio expands in San Francisco</li><li>Competitive compensation and benefits in a professional yet relaxed environment</li></ul>
