<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>
ACCOUNTABILITIES<br> <br>1. Maintain all records including financial, payroll, tax returns, bank statements, etc. in a secure, approved and confidential manner.<br><br>2. Coordinate information from the Production Department, Sales Department and inventory control for ease of invoicing, cash flow planning, production scheduling and inventory stock level planning.<br><br>4. Carefully review all documentation for accuracy and perform timely billing to clients. <br><br>6. Collect past due receivables using Syspro reports, email, fax and telephone as needed to improve cash flow and maintain open invoicing at less than 60 days old.<br><br>7. Assure accurate reporting and computer processing of parts sales and inventory control through continuous review of transactions, as needed. Administer computer processing of network accounting program to assure accuracy of all financial records. Communicate questions about transactions with other managers as necessary.<br><br>8. Learn Accounts Payables and general accounting processes<br><br>9. Assist with Physical Inventories as needed.<br><br>10. Other tasks as assigned to develop into a larger accounting role
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p><strong>Senior Accounting Manager / Assistant Controller – Real Estate Investment</strong></p><p>Join a mission-driven investment firm focused on creating and preserving affordable housing nationwide. With over $1B in AUM and a collaborative team culture, this role offers high-impact exposure to fund and property-level accounting, reporting, and financial operations.</p><p><br></p><p><strong>The Role</strong></p><p>Reporting to the Corporate Controller, you’ll lead fund and property accounting reviews, manage audits, support investor reporting, and help improve internal systems and processes. You’ll work closely with the CFO, fund administrators, and asset management teams to ensure accurate financial reporting and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review fund and property financials, waterfalls, and asset management fees</li><li>Ensure compliance with LPAs and investor reporting requirements</li><li>Support quarterly reporting, dashboards, and KPI tracking</li><li>Assist with cash flow forecasting and liquidity planning</li><li>Lead or support system implementations and process improvements</li><li>Manage treasury functions and onboarding of property managers</li><li>Coordinate audits, tax filings, and fund administrator communications</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive salary + bonus</li><li>Professional growth in a collaborative, mission-driven firm</li><li>In-office culture in San Francisco’s Financial District (4–5 days/week)</li><li>Opportunity to make a meaningful impact in affordable housing</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a <strong>Head of Finance and Operations </strong>for a <strong>fast-growing venture capital firm</strong>. This full-time, permanent role is based in <strong>San Francisco </strong>with a hybrid schedule.</p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements.</p><p> • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management.</p><p> • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls.</p><p> • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development.</p><p> • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>thriving financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a company known for its personalized approach to financial advocacy and a culture that genuinely supports your growth and success.</p><p>Top-tier perks include comprehensive medical, dental, and vision coverage, bonuses, generous retirement contributions, and wellness incentives. Enjoy work-life balance with an onsite fitness center, tuition reimbursement, loan discounts, and a newly upgraded office. Career development is built in—this is a place to grow and shine.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></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>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<p>We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.</p><p>• Establish and communicate financial metrics and key performance indicators to senior leadership.</p><p>• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.</p><p>• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.</p><p>• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.</p><p>• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.</p><p>• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.</p><p>• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.</p><p>• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.</p><p>• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Head of Finance & Operations</strong> at a<strong> fast-growing venture capital firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>They are changing how traditional industries adopt modern technology. With billion in assets under management and plans to double soon, the firm has a strong track record and top-tier institutional partnerships.</p><p> </p><p>As Head of Finance & Operations, you’ll play a key role in scaling the firm, improving processes, and supporting growth across its technology-focused investment platform. The culture is collaborative and ambitious, with top perks plus carry plan. This has a clear path to CFO.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Oversee financial operations across funds and the management company, including audits and reporting.</li><li>Partner on fund structures, co-investment programs, and LP due diligence.</li><li>Support investment teams through term sheets to closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Work with engineering to improve data systems and tech.</li><li>Mentor and grow a high-performing team.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero Area) | Hybrid: 4–5 days in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a dynamic, emerging investment firm with a collaborative culture and a passion for excellence. This is an exciting opportunity to work closely with senior leadership in a fast-paced, entrepreneurial environment where your contributions will have a direct impact on the firm’s success. If you thrive in a role that blends strategic thinking with hands-on execution, this position is for you.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a tight-knit, high-performing team that values innovation and precision.</li><li>Gain exposure to complex real estate investments and fund accounting at scale.</li><li>Work in a beautiful Embarcadero office with a culture that encourages collaboration, ownership, and professional growth.</li><li>Enjoy a competitive compensation package and the chance to make a meaningful impact in a growing organization.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Senior Accountant / Accounting Manager, you will play a key role in managing fund and property-level accounting, financial reporting, and compliance. You’ll work closely with the CFO and external partners to ensure accuracy, transparency, and efficiency across all financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee monthly accounting for real estate investments, including variance analysis and cash flow review.</li><li>Partner with fund administrators to deliver quarterly investor reports, ensuring compliance with LPAs and waterfall calculations.</li><li>Prepare and analyze fund and property-level performance metrics, supporting strategic decision-making.</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses.</li><li>Coordinate year-end audits and tax filings, liaising with auditors and tax advisors.</li><li>Manage capital calls, distributions, and carry calculations for funds and co-investments.</li><li>Support SEC compliance reporting and ad hoc investor requests.</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero) | <strong>Hybrid:</strong> 4–5 days/week in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Firm</strong></p><p>Join a recognized investment firm known for its collaborative culture and commitment to excellence. This is a unique opportunity to work directly with senior leadership in a dynamic, entrepreneurial environment where your contributions will have a direct impact on the firm’s success.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Be part of a close-knit, high-performing team that values precision, innovation, and ownership</li><li>Gain hands-on experience with complex real estate investments and fund structures</li><li>Work in a beautiful Embarcadero office that fosters collaboration and professional growth</li><li>Enjoy a competitive compensation package and the opportunity to make a meaningful impact</li></ul><p><strong>Your Role</strong></p><p>As a <strong>Senior Accountant / Accounting Manager</strong>, you’ll lead fund and property-level accounting, financial reporting, and compliance efforts. You’ll collaborate closely with the CFO and external partners to ensure financial accuracy and operational efficiency across the firm’s investment portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly accounting for real estate assets, including variance analysis and cash flow reviews</li><li>Partner with fund administrators to produce quarterly investor reports, ensuring alignment with LPAs and waterfall models</li><li>Analyze fund and property performance metrics to support strategic decisions</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses</li><li>Coordinate annual audits and tax filings with external auditors and tax advisors</li><li>Oversee capital calls, distributions, and carry calculations for funds and co-investments</li><li>Support SEC compliance reporting and respond to ad hoc investor requests</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data</li></ul><p><strong>Interested?</strong></p><p>If this sounds like the right fit, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p>We are looking for an experienced Assistant Controller to oversee financial reporting and accounting operations at our organization in Milpitas, California. This role involves managing multi-site accounting processes, ensuring compliance with US GAAP standards, and supporting audits, budgeting, and financial consolidation. The ideal candidate will bring a strong analytical mindset and leadership skills to enhance our internal controls and drive operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the accounts payable team, ensuring accurate journal entries, reconciliations, and efficient revenue cycle closings.</p><p>• Prepare detailed financial reports and presentations for senior leadership to aid in decision-making.</p><p>• Support month-end and year-end financial reporting processes to ensure timely and accurate submissions.</p><p>• Manage relationships with external accounting providers and oversee local banking activities.</p><p>• Implement and maintain processes that comply with US GAAP and other regulatory standards.</p><p>• Develop and monitor internal financial controls, including fixed asset tracking and inventory costing.</p><p>• Assist with sales and use tax compliance and reporting.</p><p>• Provide guidance during financial audits and create technical write-ups as needed.</p><p>• Collaborate with team members to foster their growth and development.</p>
<p><strong>Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A respected independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative and client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, and contribute to the growth of a values-driven firm.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is committed to helping clients achieve a holistic sense of wealth—defined not just by financial success, but by personal fulfillment, well-being, and impact. Advisors are empowered to build meaningful relationships and deliver high-touch service that aligns with this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Manager will serve as a trusted advisor to a growing book of high-net-worth clients, providing tailored financial planning and investment advice. This role is ideal for professionals with 5+ years of experience who are ready to take on more responsibility and grow within a dynamic team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver personalized financial planning and investment advisory services</li><li>Manage and grow client relationships through firm referrals and personal efforts</li><li>Provide proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Develop and execute financial plans covering retirement, tax, estate, investment, and risk management</li><li>Regularly review and adjust plans and portfolios based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in client acquisition</li><li>Build relationships within the firm’s network and participate in community events</li></ul><p><strong>Professional Growth & Contribution</strong></p><ul><li>Engage in firm-wide initiatives to enhance client experience and operational efficiency</li><li>Pursue ongoing professional development and stay current with industry best practices</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure adherence to regulatory standards and firm policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Wealth Manager</strong></p><p><strong>Location: </strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A well-regarded independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative, client-centric team. This is a fantastic opportunity for an experienced advisor to manage high-net-worth relationships, deliver holistic financial planning, and contribute to the growth of a values-driven organization.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is dedicated to helping clients achieve a well-rounded sense of wealth—defined not only by financial success, but also by personal fulfillment, well-being, and positive impact. Advisors are empowered to build deep relationships and provide high-touch service that reflects this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Wealth Manager, you’ll serve as a trusted advisor to a growing portfolio of high-net-worth clients. You’ll deliver tailored financial planning and investment advice while playing an active role in business development and firm-wide initiatives. This role is ideal for professionals with 5+ years of experience who are ready to take on greater responsibility and grow within a dynamic, mission-driven team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as lead advisor for high-net-worth clients</li><li>Provide personalized financial planning and investment advisory services</li><li>Strengthen and expand client relationships through referrals and personal outreach</li><li>Deliver proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Create and implement financial plans covering retirement, tax, estate, investment, and risk management</li><li>Continuously monitor and adjust plans based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in acquiring new clients</li><li>Build relationships within the firm’s network and participate in community engagement</li></ul><p><strong>Professional Growth & Firm Contribution</strong></p><ul><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency</li><li>Stay current with industry trends and pursue ongoing professional development</li></ul><p><strong>Compliance & Documentation</strong></p><ul><li>Ensure full compliance with regulatory standards and internal policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this role aligns with your next career move.</p>
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p>Stable and well-established company is seeking an Accounting Manager to join their team. This position will manage and oversee accounting operations including AP, AR, Payroll, GL, Month-end Close. </p><p>Responsibilities:</p><p>• Oversee general ledger entries and ensure accuracy</p><p>• Manage the month-end closing process, ensuring timely completion</p><p>• Prepare and analyze financial statements</p><p>• Supervise and review accounts payable, accounts receivable, and payroll functions </p><p>• Conduct budget analyses to support financial decision-making</p><p>• Maintain and manage our Accounting Software Systems</p><p>• Ensure all accounting functions adhere to established standards and regulations</p><p>• Oversee the auditing process to ensure compliance and accuracy</p><p><br></p>
<p>We are seeking a detail-driven and experienced <strong>Accounting Manager</strong> to lead the financial operations of our esteemed property in Napa, Ca. This is an exceptional opportunity for a hospitality professional with a strong background in hotel accounting and a commitment to accuracy, compliance, and operational excellence. The ideal candidate will play a key role in financial reporting, budgeting, and process improvement, ensuring the continued success and integrity of our accounting functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure accuracy and reconciliation of all ledgers, including Guest Ledger, Accounts Receivable Ledger, and Deposit Ledger.</li><li>Prepare and review monthly financial statements, journal entries, accruals, and all supporting documentation as part of the month-end close process.</li><li>Monitor daily revenue activity, investigating and resolving discrepancies between the Point of Sale (POS) and Property Management Systems (PMS).</li><li>Perform monthly balance sheet reconciliations, identifying and correcting variances in a timely manner.</li><li>Partner with department leaders to analyze financial performance and support budgeting and forecasting efforts.</li><li>Maintain compliance with internal financial policies and procedures, supporting both internal and external audits.</li><li>Provide operational recommendations to enhance accuracy, transparency, and efficiency in financial reporting.</li><li>Utilize problem-solving skills to address and resolve financial issues as they arise</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
