<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p><br></p><p>✨ Senior Fund Accountant</p><p>📍 San Francisco, CA (Hybrid, 1-2 days on-site)</p><p>🏢 Specialized Alternative Investment Services Firm</p><p>💰 Base + Bonus</p><p><br></p><p>Looking to build a career beyond a single fund? Join a growing alternative investment services platform that partners with hedge funds, private equity, private credit, and venture capital firms, providing outsourced CFO, fund accounting, compliance, tax, and operational support across the full investment lifecycle.</p><p><br></p><p>This is a unique opportunity to gain hands-on exposure to sophisticated buy-side organizations, supporting a diverse client base ranging from emerging managers to institutional-scale firms with $1B+ in assets under management. Rather than being tied to one investment firm, you'll work across multiple clients, investment strategies, and fund structures, developing a broad and highly marketable skill set within alternative investments.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Support day-to-day fund and management company accounting, operations, and reporting activities</li><li>Reconcile equity, options, foreign exchange, and derivative transactions across counterparties and accounting platforms</li><li>Coordinate with portfolio managers, brokers, and service providers to ensure accurate trade settlement and cash management</li><li>Assist with capital calls, investor allocations, waterfall calculations, NAV reviews, and capital statement preparation</li><li>Prepare performance, exposure, and risk reporting for clients and investors</li><li>Research corporate actions and support valuation and expense review processes</li><li>Process fund and management company payments and treasury activities</li><li>Assist with year-end audit and tax deliverables</li><li>Partner with experienced CFO and operations professionals on strategic client initiatives</li></ul><p><br></p>
<p><em>The salary range for this position is $75,000-$85,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Accountant position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p>The Senior Accountant works directly with the Accounting Manager and reports to the Director of Finance & Accounting. Our ideal candidate is organized, pays strong attention to detail, will be able to carry out tasks both autonomously and collaboratively; has 3-4 years of experience; and has a desire to grow and learn in a fast-paced environment. Familiarity with accounting in customer-facing industries such as Hospitality and Tourism preferred, but not required.</p><p><br></p><p><strong>GENERAL FUNCTIONS + RESPONSIBILITIES </strong></p><p><br></p><p>· Assists in the day-to-day, monthly, and year-end operations of the Finance Department including financial statement presentation and analysis</p><p>· Assists with the recording and reconciliation of revenue and receivables</p><p>· Assists in the creation, maintenance, and reconciliation of store level and corporate bank accounts</p><p>· Records and processes intercompany expense allocations, monthly accruals, amortization of prepaid expenses, fixed assets depreciation, and recording of adjusting and/or reclassification journal entries, if necessary</p><p>· Review of company books to ensure timely and accurate processing and recording all accounts payable transactions, and ensures that all invoices and staff reimbursements are paid accurately and in accordance with Finance policies and procedures</p><p>· Review general ledger (G/L) activity to ensure all activity is properly recorded and reflected in G/L</p><p>· Prepares and analyzes financial statement workpapers to verify accuracy of bookkeeping for the period</p>
<p>For consideration, please reach out to <strong>Carma Rorke as</strong> soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Carma Rorke.</p><p> </p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>Our client is looking for an accomplished Managing Director to guide a public accounting practice. This position will shape operational performance, strengthen client partnerships, and support the continued growth of the firm. The successful candidate will balance strategic leadership with hands-on oversight of tax quality, team development, and business performance in a fast-paced services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the overall operation of the accounting practice, ensuring daily activities run efficiently and align with business goals.</p><p>• Supervise, coach, and support a team of accounting and tax staff to encourage strong performance and career growth.</p><p>• Coordinate staffing priorities, project timelines, and engagement schedules to keep client work on track and meet key deadlines.</p><p>• Oversee the review and approval of tax filings across individual, corporate, partnership, trust, and nonprofit entities.</p><p>• Provide senior-level technical direction on tax matters and help staff resolve complex compliance and planning questions.</p><p>• Maintain high standards for client service by serving as a strategic advisor on tax planning, financial matters, and business decisions.</p><p>• Manage financial aspects of the practice, including budgeting, invoicing, collections, and analysis of engagement profitability.</p><p>• Track operational and financial performance metrics and recommend changes that improve effectiveness, quality, and scalability.</p><p>• Direct process enhancements, software upgrades, and automation efforts that increase productivity and improve the client experience.</p>
<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Wealth Advisor </p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Anisa is partnered with a wealth management firm is seeking an <strong>Associate Wealth Advisor</strong> to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. </p><p><br></p><p>The <strong>Associate Wealth Advisor</strong> will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and update financial plans using financial planning software</li><li>Build and maintain strong relationships with clients and team members</li><li>Follow up with clients to gather information and clarify financial objectives</li><li>Participate in client meetings and document discussions</li><li>Support advisors in helping clients define and achieve their financial goals</li><li>Monitor client progress and assist with ongoing financial planning needs</li><li>Meet established deadlines and service standards</li><li>Coordinate account administration and assist with investment-related requests and client inquiries</li><li>Research and resolve account and operational issues</li><li>Process account transactions while maintaining accuracy and regulatory compliance</li><li>Identify opportunities to improve processes, efficiencies, and client service delivery</li><li>Support goals-based financial planning and wealth management strategies</li><li>Collaborate with internal subject matter experts and team members as needed</li><li>Participate in training, professional development, and continuing education programs</li><li>Stay current on industry trends, regulations, policies, and procedures</li><li>Perform additional duties and special projects as assigned</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite</strong></p><p> </p><p>Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.</p><p>Great opportunity to deepen your hedge fund experience in a <strong>flexible, very hybrid environment </strong>with strong PTO and long-term stability.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Accounting Analyst</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>A highly respected investment management firm is seeking an <strong>Accounting Analyst</strong> to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul><p><br></p>
<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite)</strong></p><p> </p><p>Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice.</p><p> </p><p>This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Assistant Controller</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing & Respected Investment Platform</p><p>💰 Competitive Base + Bonus + Awesome Benefits </p><p><br></p><p>Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth.</p><p><br></p><p>This firm is seeking an <strong>Assistant Controller</strong> to support its growing investment platform and oversee fund accounting, financial reporting, and operational activities. This is a wonderful opportunity to join a collaborative, entrepreneurial investment environment with a strong network of founders, operators, and tech leaders. The ideal candidate is an experienced fund accounting professional with a strong understanding of venture capital or alternative investment structures, excellent organizational skills, and the ability to manage complex financial reporting processes.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage monthly, quarterly, and annual close for multiple funds and related entities</li><li>Oversee capital calls, distributions, management fees, carried interest, and partner allocations</li><li>Prepare and review financial statements, investor reports, and capital account statements</li><li>Ensure fund activity is recorded accurately in accordance with U.S. GAAP and partnership accounting standards</li><li>Review investment activity, including financings, exits, write-downs, and valuation adjustments</li><li>Maintain fund waterfalls and support carry calculations</li><li>Partner with external fund administrators to ensure timely, accurate reporting</li><li>Oversee cash activity, wire approvals, investment funding, and distributions</li><li>Monitor liquidity, unfunded commitments, and capital planning needs</li><li>Support new fund launches, SPVs, and related investment structures</li><li>Coordinate annual audits and partner with external tax advisors on compliance and investor reporting</li><li>Assist with quarterly valuation processes, portfolio tracking, forecasting, and process improvement initiatives</li></ul><p>If you're looking for a role that offers <strong>breadth, visibility, and the chance to contribute to a growing investment platform</strong>, this could be an exceptional next step.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Help Power a Growing Company's Big Move</strong></p><p>Are you someone who takes pride in keeping things organized, accurate, and running smoothly?</p><p><br></p><p>Robert Half is partnering with a growing company preparing for an exciting office relocation and expansion. As they gear up for this next phase of growth, they're seeking a Cycle Count Warehouse Support professional to help ensure inventory is properly organized, tracked, and accounted for before the move.</p><p><br></p><p>This is not a traditional heavy-lifting warehouse role. Instead, it's ideal for someone who enjoys detail-oriented work, likes staying organized, and is comfortable combining light warehouse responsibilities with computer-based inventory tracking. If you've worked in a warehouse, stockroom, mailroom, shipping department, retail environment, or logistics setting, your experience could translate well into this opportunity.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Break down pallets of incoming products and inventory</li><li>Verify box labels against manifests and inventory records</li><li>Use Epicor ERP software (training provided) to update inventory information</li><li>Conduct cycle counts and maintain inventory accuracy</li><li>Help ensure products are properly tracked and accounted for during the office transition</li><li>Support warehouse operations by identifying discrepancies and resolving inventory issues</li><li>Assist with organization and stocking of small parts and materials</li></ul><p><br></p>
<p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Advisor</p><p>📍 San Ramon, CA (On-Site)</p><p>🏢 Thriving Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits + Long-Term Incentives</p><p><br></p><p>A growing and highly respected wealth management firm overseeing billions in client assets is seeking an <strong>Associate Advisor</strong> to join a successful advisory team serving high-net-worth individuals, families, and retirement plan clients. This is an exceptional opportunity to gain hands-on experience in comprehensive financial planning while working alongside experienced advisors in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Partner with Senior Advisors to deliver comprehensive wealth management and financial planning services</li><li>Prepare and update financial plans covering retirement, investment, tax, insurance, and estate planning strategies</li><li>Participate in client meetings and assist with relationship management initiatives</li><li>Conduct financial analysis, planning research, and investment-related due diligence</li><li>Prepare meeting materials, recommendations, and client review presentations</li><li>Coordinate implementation of planning recommendations and follow up on client action items</li><li>Collaborate with client service, operations, and compliance teams to deliver an exceptional client experience</li><li>Support retirement plan participants and business-owner clients through ongoing service and planning discussions</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Job Title:</strong> Senior Accountant</p><p><strong>Location:</strong> Middlesex County Area<strong><em> (On-site initially; hybrid flexibility available after onboarding)</em></strong></p><p><strong>Position Type:</strong> Full-Time / Permanent</p><p><strong>Compensation Range:</strong> $80,000–$95,000, depending on experience</p><p><strong>Benefits:</strong> Medical, dental, and vision insurance; paid time off; 401(k) with company match, and additional benefits</p><p><strong>Recruiter Contact:</strong> Abby Harpp – abby.harpp@roberthalf</p><p><strong>Job Reference:</strong> AH0013466758</p><p><br></p><p>We are partnering with a well-established and growing manufacturing organization to identify a <strong>Senior Accountant</strong>. This is an excellent opportunity for an accounting professional who enjoys a hands-on role with visibility across the business. The Senior Accountant will play a key role in supporting month-end close, financial reporting, and process improvement initiatives while partnering closely with the Controller and operational teams in a collaborative, growth-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Own key aspects of the month-end close process, including journal entries, account reconciliations, and financial reporting</li><li>Maintain the general ledger and ensure the accuracy and integrity of financial data</li><li>Prepare financial reports, analyze variances, and provide meaningful insights to management</li><li>Support inventory, cost accounting, and other operational accounting activities</li><li>Assist with accounts payable and accounts receivable processes as needed</li><li>Partner with the Controller to improve accounting processes, internal controls, and reporting efficiencies</li><li>Support audit preparation and compliance requirements</li><li>Collaborate with cross-functional teams to support operational and financial initiatives</li><li>Contribute to special projects and continuous improvement efforts across the accounting function</li></ul>
<p>Robert Half has partnered with an established Bangor company to locate a Staff or Senior Accountant for a full time position with benefits.</p><p><br></p><p>The ideal accounting candidate will have the following skills and experience:</p><ul><li>Bachelor's Degree in Accouting, Finance, Business or similar</li><li>3+ years GL accountign experience</li><li>Journal Entries, AP/AR, Reconcilation</li><li>Month End Close</li><li>Review Financial Statement - income statement/balance sheet.</li><li>QuickBooks or other ERP software a plus.</li></ul><p><br></p><p>Must be willing to work on-site in Bangor.</p><p><br></p><p>Employer offers generous benefits including: Medical, Dental, Vision, Paid Vacation & Holidays, 401k with match and more.</p><p><br></p><p>For consideration, please apply online with resume.</p><p>If you're already working with Robert Half recruiter, please reach out to us directly.</p><p>Jennifer Thompson</p><p>Robert Half Finance & Accounting - Permanent Placement</p>
<p><strong><u>Accounts Payable Clerk</u></strong></p><p><br></p><p><strong>Location:</strong> Torrance, CA (100% Onsite)</p><p><strong>Compensation:</strong> $25-$30/hour</p><p><strong>Industry:</strong> Freight Forwarding & Logistics</p><p><br></p><p>About the Company:</p><p>Join a well-established international logistics and freight forwarding organization with a global network spanning over 100 major cities worldwide. With operations throughout North America, Asia, and Europe, the company provides comprehensive transportation and supply chain solutions to a diverse customer base. This is an excellent opportunity to join a stable organization with a collaborative team environment and growth potential within the accounting department.</p><p><br></p><p>Position Overview:</p><p>The Accounts Payable Clerk will play a key role in supporting the accounting function by processing a high volume of vendor invoices, ensuring timely and accurate payments, and maintaining strong vendor relationships. This position is ideal for someone who is detail-oriented, eager to learn, and thrives in a fast-paced environment.</p><p>Responsibilities</p><ul><li>Process and code approximately 500+ vendor invoices per month.</li><li>Review invoices for accuracy, approvals, and proper documentation.</li><li>Match invoices to purchase orders and supporting documentation when applicable.</li><li>Prepare and process weekly check runs, ACH payments, and wire transfers.</li><li>Reconcile vendor statements and research invoice discrepancies.</li><li>Communicate with vendors regarding payment status and account inquiries.</li><li>Maintain accurate vendor records and AP files.</li><li>Assist with month-end close activities, including account reconciliations.</li><li>Support audit requests and documentation preparation.</li><li>Collaborate cross-functionally with operations and management teams.</li><li>Assist with process improvements and the company's transition to CargoWise.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment firm </strong>focused on the venture and growth equity ecosystem. The firm offers a collaborative, entrepreneurial environment and the opportunity to work with sophisticated institutional funds during an exciting stage of growth.</p><p><br></p><p>This is a <strong>high-exposure role</strong> spanning <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, analysis, and oversight</strong> rather than day-to-day fund administration. You'll work closely with a lean finance team, gain exposure to complex investment vehicles, and help drive process improvements as the platform continues to scale. Strong bonus potential, excellent benefits, and long-term career growth.</p><p><br></p><p>Responsibilities</p><ul><li>Review <strong>fund accounting, NAVs, capital activity, and financial reporting</strong> prepared by third-party administrators</li><li>Oversee fund administrators and resolve accounting and reporting matters</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Support audits, tax processes, and external service providers</li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and control enhancements</strong></li><li>Partner with teams across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Job Title:</strong> Controller</p><p><strong>Location:</strong> Colchester, CT Area <strong><em>(Hybrid – 3–4 days on-site)</em></strong></p><p><strong>Position Type:</strong> Full-Time / Permanent</p><p><strong>Compensation Range:</strong> $150,000–$180,000, depending on experience</p><p><strong>Benefits:</strong> Medical, dental, and vision insurance; paid time off; 401(k) with company match, and additional benefits</p><p><strong>Recruiter Contact:</strong> Abby Harpp – abby.harpp@roberthalf</p><p><strong>Job Reference:</strong> AH0013514898</p><p><br></p><p>A growing organization is seeking a hands-on <strong>Controller</strong> to oversee accounting operations and support continued growth. This role offers broad exposure across <strong>US GAAP, project accounting, job costing, revenue recognition, financial reporting, and FP& A</strong>, with the opportunity to improve processes and partner closely with leadership in a <strong>project-based or similarly complex operating environment</strong>.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Own month-end close, GL, reconciliations, and financial statements</li><li>Oversee cost accounting, job costing, and project profitability</li><li>Manage revenue recognition, including percentage-of-completion and ASC 606</li><li>Lead budgeting, forecasting, and financial planning</li><li>Manage consolidations and management reporting</li><li>Maintain US GAAP policies, procedures, and controls</li><li>Coordinate annual audit and external auditors</li><li>Partner with leadership and operations on financial performance</li><li>Build and improve accounting processes as the company grows</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Operations Analyst | Thriving Investment Management Firm | Menlo Park | Base + Bonus + Profit Sharing + Strong Perks!</strong></p><p> </p><p>Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful responsibility, and exposure to private investments</strong> from day one.</p><p> </p><p>This is a great opportunity for someone looking to move beyond fund accounting into a <strong>broader investment operations role</strong>.</p><p> </p><p>You'll gain hands-on exposure to <strong>private investments, transaction execution, fund operations, and process improvement initiatives</strong>, while working closely with teams across the business.</p><p><br></p><p>Responsibilities</p><ul><li>Support operational workflows across private investment portfolios</li><li>Coordinate subscriptions, capital calls, redemptions, and investment activity</li><li>Manage investment documentation and onboarding processes</li><li>Partner with fund administrators, custodians, and internal teams</li><li>Support funding activities, cash movements, and transaction processing</li><li>Track key deadlines and reporting requirements</li><li>Drive <strong>process improvement and operational efficiency initiatives</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services.</p><p><br></p><p>This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across <strong>client service, account administration, investment operations, and process improvement</strong>. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and <strong>process improvement initiatives</strong></li><li>Support advisors and private client professionals across a wide range of client activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong><u>Data Entry Clerk</u></strong></p><p><br></p><p><strong>Location:</strong> Torrance, CA (100% Onsite)</p><p><strong>Compensation:</strong> $22-$26/hour</p><p><strong>Industry:</strong> Freight Forwarding & Logistics</p><p><br></p><p>About the Company:</p><p>Join a global transportation and logistics organization with a long-standing reputation for delivering freight forwarding and supply chain solutions worldwide. With offices across the United States and an extensive international network, the company continues to expand its operations and invest in its people, processes, and technology. This newly created position offers an opportunity to join a stable and growing organization while building valuable administrative and accounting support experience.</p><p><br></p><p>Position Overview:</p><p>The Data Entry Clerk will support the Accounting and Administrative teams by ensuring accurate data entry, maintaining organized records, and assisting with various clerical functions. This role is ideal for someone who is detail-oriented, organized, and looking to grow their career in an office, accounting, or logistics environment.</p><p>Responsibilities</p><ul><li>Enter data accurately into company systems and spreadsheets.</li><li>Maintain and update records, reports, and internal databases.</li><li>Review information for completeness and accuracy before entry.</li><li>Assist with document management, scanning, and electronic filing.</li><li>Organize and maintain physical and digital records.</li><li>Support the accounting team with basic administrative and clerical tasks.</li><li>Prepare worksheets, reports, and supporting documentation as needed.</li><li>Assist with auditing and verifying data to identify discrepancies.</li><li>Coordinate with internal departments to obtain missing information.</li><li>Perform general office support duties and special projects as assigned.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Director of Operations</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits</p><p><br></p><p>Anisa Henry is partnered with a boutique wealth management firm serving ultra-high-net-worth individuals, families, and institutional clients. They are seeking a <strong>Director of Operations</strong> to join their growing team. This is an exciting opportunity to work directly alongside firm leadership in a highly personalized, client-centric environment, supporting sophisticated investment and wealth management operations. The firm is known for delivering customized wealth management solutions and maintaining exceptionally high standards of service, accuracy, and professionalism. With a collaborative team culture and a select client base, this role offers meaningful exposure across investment operations, portfolio administration, and client reporting.</p><p><br></p><p>The ideal candidate is proactive, detail-oriented, and thrives in a high-touch environment where precision, accountability, and strong communication are essential. This position is well suited for someone who enjoys solving complex problems, improving processes, and contributing to the long-term growth of a boutique organization, and for candidates who enjoy operations, process management, and behind-the-scenes execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support investment operations, including trade execution, monitoring, and settlement activities.</li><li>Maintain and oversee data integrity across portfolio management, reporting, CRM, and custodial systems.</li><li>Perform account and portfolio reconciliations to ensure accuracy across transactions, holdings, and cost basis records.</li><li>Assist with account onboarding, maintenance, and ongoing administration.</li><li>Prepare and distribute client reporting and performance-related materials.</li><li>Provide operational support to advisors and leadership on various projects and initiatives.</li><li>Identify opportunities to improve workflows, enhance efficiency, and strengthen operational processes.</li><li>Collaborate across the organization to deliver a seamless and exceptional client experience.</li></ul><p><br></p>
<p><strong>Senior Accountant - Another small and stable nonprofit organization.</strong></p><p><strong>Flexible to work from home when have appointments, snow days and not feeling well </strong></p><p><strong>Flexible start and end times</strong></p><p><strong>Base salary range. $83,000 - $93,000 </strong></p><p><strong>REFERENCE CODE: DS0013534975</strong></p><p><strong>Recruiter contact: Duane Sauer @ duane.sauer@roberthalf com</strong></p><p><br></p><p>Well established and small Nonprofit organization needs a Senior Accountant to support the CFO. There is career growth with this role. </p><p><br></p><p>Job responsibilities include lead month end close, general ledger account reconciliation, preparation of monthly financial statements, supervision of AP and payroll, coordinating with external auditors during the year end audit and maintenance of strong internal controls. </p><p><br></p><p>Minimum requirements include BS in Accounting or related, desire to earn a Controller role in 3-5 yrs., general ledger account reconciliation, month end close, at least some assisting with the preparation of monthly financial statements, strong systems skills, the willingness to experiment with AI to improve processes, strong interpersonal skills and strong excel skills. </p><p><br></p><p>Nonprofit accounting experience a plus. </p><p><br></p><p>The base salary range is $83,000 - $93,000 plus discretionary bonus when there is a surplus. Benefits include health, dental and vision insurance, very generous PTO and holidays and a 4% match on their 403b plan. </p><p><br></p><p>Hybrid wok schedule of 2-3 days from home once you are up and running. </p><p><br></p><p>If you meet the minimum requirements and want to learn more about this opportunity, email your resume as a word document to Duane E. Sauer, CPA at Duane.Sauer@Roberthalf com, reach out to him on LinkedIn and reference DS0013534975or “apply” below. </p><p><br></p><p>Email duane.sauer@roberthalf com</p><p><br></p><p>Duane Sauer</p>
<p><strong>Job Title: </strong>Regional Finance Director</p><p><strong>Location:</strong> Greater Hartford, CT Area <strong><em>(Hybrid, 2-4 days/week on-site)</em></strong></p><p><strong>Position Type:</strong> Full-Time / Permanent</p><p><strong>Compensation Range:</strong> $175,000–$205,000, depending on experience</p><p><strong>Benefits:</strong> Medical, dental, and vision insurance; paid time off; 401(k) with company match; life and disability insurance, and additional benefits</p><p><strong>Recruiter Contact:</strong> Abby Harpp – abby.harpp@roberthalf</p><p><strong>Job Reference:</strong> AH0013492476</p><p><br></p><p>Our client, a well-established, privately held organization with a global presence, is seeking a <strong>Regional Finance Director</strong> to provide financial leadership across a significant and complex business operation. This is a high-impact opportunity for a finance leader with strong controlling, FP& A, and business partnering experience who enjoys working closely with senior leadership and driving business performance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Own P& L, working capital, budgeting, forecasting, and overall financial performance</li><li>Oversee financial reporting, analysis, and performance management</li><li>Serve as a strategic finance partner to senior leadership and cross-functional teams</li><li>Drive process, reporting, and systems improvements across the finance function</li><li>Maintain strong financial controls, compliance, and adherence to U.S. GAAP and applicable accounting standards</li><li>Lead, develop, and mentor the finance team</li></ul>
<p><strong>Job Title:</strong> Senior Accountant</p><p><strong>Location:</strong> Hartford, CT Area <strong><em>(Hybrid – 3–4 days in office after training)</em></strong></p><p><strong>Position Type:</strong> Full-Time / Permanent</p><p><strong>Compensation Range:</strong> $85,000–$100,000, depending on experience</p><p><strong>Benefits:</strong> Medical, dental, and vision insurance; paid time off; 401(k) with company match, and additional benefits</p><p><strong>Recruiter Contact:</strong> Abby Harpp – abby.harpp@roberthalf</p><p><strong>Job Reference:</strong> AH0013506564</p><p><br></p><p>We are partnering with a large, privately held, rapidly growing organization to identify a <strong>Senior Accountant</strong>. This is a highly visible, varied role supporting multiple locations and working closely with Operations leaders and clients.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage monthly accounting and reporting for a portfolio of locations</li><li>Perform month-end close and prepare journal entries</li><li>Prepare monthly financial statements and reporting packages</li><li>Reconcile bank, cash, credit card, and balance sheet accounts</li><li>Analyze financial results and account activity</li><li>Prepare supporting schedules and financial reporting</li><li>Support applicable tax filings and payments</li><li>Process funding requests, distributions, and invoices</li><li>Partner with Operations and field leadership</li><li>Support special projects and process improvements</li></ul>