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67 results for Credit And Collections Analyst in Livermore, CA

Junior Financial Analyst
  • Hayward, CA
  • onsite
  • Contract / Temporary to Hire
  • 25.00 - 37.50 USD / Hourly
  • <p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
  • 2025-10-08T21:09:03Z
Billing Analyst
  • Oakland, CA
  • remote
  • Temporary
  • 30.00 - 33.00 USD / Hourly
  • <p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p><br></p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><p><br></p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations</li></ul><p><br></p>
  • 2025-09-30T19:29:20Z
Billing Analyst
  • Emeryville, CA
  • remote
  • Temporary
  • 28.00 - 32.00 USD / Hourly
  • <p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations.</li></ul><p><br></p>
  • 2025-09-19T21:23:57Z
Financial Analyst
  • Pleasanton, CA
  • remote
  • Temporary
  • 60.00 - 65.00 USD / Hourly
  • <p>Our client in Pleasanton is seeking an interim Sr. Financial Analyst for a 4+ month engagement. As part of this long-term contract position, you will play a critical role in supporting strategic decision-making through detailed financial analysis and reporting. This role involves working closely with business units and senior leadership to drive financial planning, forecasting, and operational insights. The role is slated for onsite work in Pleasanton, California but remote may be an option at some point. Pay is expected to be $60-$65/hr. DOE</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee key aspects of the annual planning process, including target setting and collaboration across multiple business units</p><p>• Perform comprehensive financial analyses, including detailed spend evaluations across various functions</p><p>• Establish fiscal year targets by analyzing historical data, forecasting trends, and aligning with business needs</p><p>• Collaborate with Business Finance leads to ensure alignment and manage the company's profit and loss roll-up</p><p>• Prepare and deliver ad hoc reports on operational spending, headcount trends, and significant cash outflows</p><p>• Develop executive-level presentations and reporting materials for the Senior Leadership Team</p><p>• Provide financial modeling and decision support for strategic initiatives and projects</p><p>• Conduct deep dives into benefits analytics and coordinate with stakeholders to analyze benefit trends effectively</p>
  • 2025-09-12T18:44:03Z
Finance Analyst
  • Fremont, CA
  • onsite
  • Temporary
  • 35.00 - 40.00 USD / Hourly
  • <p>About the Role</p><p>We are seeking a Finance Analyst to join our team in Fremont, CA. This hybrid role offers an opportunity to partner with the Finance Manager and Financial Analysts to support operational, reporting, and reconciliation tasks that drive accuracy and efficiency across the business.</p><p>This is a temporary assignment with the potential for extension or conversion to a full-time position.</p><p>Key Responsibilities</p><p>Purchase Order & Invoice Coordination:</p><ul><li>Manage PO approvals in collaboration with the Finance Manager.</li><li>Track POs and invoices for accuracy and timely processing.</li></ul><p>Excel-Based Reporting:</p><ul><li>Maintain financial trackers and Smartsheets.</li><li>Compile savings reports and create pivoted financial data views for stakeholders.</li></ul><p>Financial Reconciliation:</p><ul><li>Perform reconciliations across accounts and cost centers.</li><li>Validate and clean up invoice data (non-stock related).</li></ul><p>Expense Management:</p><ul><li>Act as first-line approver for expense reports.</li><li>Ensure accurate coding and billing allocation of expenses.</li></ul><p>Ad Hoc Analysis & Projects:</p><ul><li>Support analysts with custom reporting, special projects, and multi-tasking requests.</li><li>Contribute to data analysis that informs business decisions.</li></ul><p>Process Knowledge & Collaboration:</p><ul><li>Apply a broad understanding of financial principles and workflows.</li><li>Partner across finance, operations, and procurement to improve processes.</li></ul>
  • 2025-09-22T16:29:28Z
Financial Business Analyst
  • Menlo Park, CA
  • onsite
  • Temporary
  • 55.41 - 64.16 USD / Hourly
  • <p>We are looking for an experienced Financial Business Analyst to join our team on a long-term consulting basis. This position will play a pivotal role in transforming financial systems and processes, collaborating with stakeholders to enhance operational efficiency and ensure accurate financial reporting. Based in Menlo Park, California (3 days/week onsite), this role offers the opportunity to contribute to strategic initiatives within a dynamic and evolving business environment. </p><p><br></p><p>Our client is requiring proficiency in Oracle Cloud as a requirement. You should have experience with UAT (user acceptance testing) with a newly implemented Oracle Cloud system. This role begins as soon as October 6, 2025. Please apply today!</p><p><br></p><p>Responsibilities:</p><p><strong>Take the lead on Oracle Cloud</strong> by driving hands-on systems integration, optimization, and enhancements across finance functions.</p><p><strong>Transform core processes</strong>—record-to-report, procure-to-pay, and order-to-cash—through innovative Oracle Cloud solutions.</p><p><strong>Partner with IT and business teams</strong> to design, implement, and maintain integrated systems that deliver measurable impact.</p><p><strong>Own execution</strong> from requirements gathering and documentation to user acceptance testing and training, ensuring smooth system rollouts.</p><p><strong>Deliver clarity and alignment</strong> with regular updates, risk assessments, and stakeholder communication.</p><p><strong>Champion continuous improvement</strong> by applying deep Oracle Cloud expertise and staying on top of emerging technologies.</p>
  • 2025-09-27T02:29:23Z
Financial Analyst
  • Los Altos, CA
  • onsite
  • Temporary
  • 51.00 - 56.00 USD / Hourly
  • <p>Join a mission-driven research organization focused on innovation in <strong>robotics, AI, energy, and materials science</strong>. This role supports a highly educated, collaborative operations team (55+ staff, 60% PhDs) within a culture that values transparency, community, and continuous learning.</p><p><strong>Why This Role?</strong></p><ul><li><strong>Flexible hybrid schedule</strong> </li><li><strong>4-day workweek</strong> </li><li><strong>Meals and snacks provided</strong> during onsite days</li><li>Opportunity to contribute to <strong>cutting-edge R& D initiatives</strong> outside of traditional vehicle manufacturing</li><li>Work closely with a small but high-impact <strong>FP& A team</strong> on meaningful projects</li><li>Strong focus on professional growth and internal collaboration</li></ul><p><strong>Role Scope & Key Responsibilities</strong></p><p>This hybrid <strong>Financial Analyst </strong>role supports <strong>FP& A for R& D operations</strong>, focusing on:</p><ul><li><strong>OpEx and CapEx planning</strong> for various research projects</li><li>Partnering with division leads and project managers to review and refine budgets</li><li>Conducting monthly <strong>budget vs. actual variance analysis</strong></li><li>Supporting forecast accuracy conversations with internal stakeholders</li><li>Preparing monthly financial reports and insights for budget owners</li><li>Managing contractor and headcount-related <strong>accruals</strong></li><li>Contributing to the <strong>month-end close process</strong></li><li>Maintaining and improving <strong>Adaptive Planning (Workday Planning)</strong> models and structures</li><li>Leading testing, feature rollout, and data validation within Adaptive</li><li>Supporting integrations with other Workday modules</li></ul><p><br></p>
  • 2025-10-07T22:28:45Z
Staff Financial Analyst
  • San Francisco, CA
  • remote
  • Permanent
  • 103000.00 - 164000.00 USD / Yearly
  • <p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
  • 2025-09-29T18:34:34Z
Financial Analyst
  • San Francisco, CA
  • remote
  • Permanent
  • 110000.00 - 130000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Finance & Accounting</strong> is recruiting for a<strong> Financial Due Diligence, M& A Associate</strong> at an advisory firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-03T18:24:09Z
Financial Analyst/Manager
  • Mountain View, CA
  • onsite
  • Permanent
  • 120000.00 - 170000.00 USD / Yearly
  • <p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
  • 2025-10-01T15:58:42Z
VC - Senior Fund Operations and Data Analyst
  • Palo Alto, CA
  • onsite
  • Permanent
  • 130000.00 - 160000.00 USD / Yearly
  • <p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
  • 2025-09-26T23:33:54Z
Valuation Analyst at Top Tier Venture Firm
  • Menlo Park, CA
  • remote
  • Permanent
  • 100000.00 - 140000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Valuation Analyst </strong>at a <strong>Top Venture Capital firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm has a strong track record of backing founders who build industry-shaping companies. From startup to IPO, this firm has helped turn bold ideas into lasting businesses and now you can be part of the team driving that impact.</p><p> </p><p>This role offers the best of both worlds: hands-on finance work at the core of venture investing, plus mentorship, career growth, and a values-driven culture. Along with competitive pay, you’ll enjoy standout perks like performance bonuses, phantom carry, full family health coverage, retirement matching, unlimited PTO, and a collaborative, supportive environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly portfolio valuations (ASC 820) and present insights to auditors, committees, and partners.</li><li>Support quarterly/annual closes, statements, and audit deliverables.</li><li>Mentor junior team members and respond to LP inquiries.</li><li>Contribute to projects across the finance function.</li></ul><p> </p><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-09-26T14:44:12Z
Reconciliation Manager - Credit Union
  • Dublin, CA
  • remote
  • Permanent
  • 110000.00 - 145000.00 USD / Yearly
  • <p><strong>Reconciliations Accounting Manager – Financial Services</strong></p><p>Join a leading financial institution with a strong mission to support member financial well-being. This high-impact role offers the opportunity to lead reconciliation strategy and automation efforts in a collaborative, fast-paced environment.</p><p><br></p><p><strong>The Role</strong></p><p>As Reconciliations Accounting Manager, you’ll oversee the general ledger reconciliation process, lead technology implementations (especially BlackLine), and manage a small team. You’ll work cross-functionally to improve controls, streamline workflows, and ensure accurate financial reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead GL account reconciliation strategy and governance</li><li>Manage reconciliation processes for cash and credit accounts</li><li>Implement and optimize BlackLine and other automation tools</li><li>Monitor aging items, reserves, and write-offs</li><li>Collaborate with internal teams and external partners</li><li>Prepare reports and presentations for leadership and auditors</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive compensation + discretionary bonus</li><li>Hybrid schedule (3 days/week onsite; 5 days during month-end close)</li><li>Beautiful, modern campus with onsite fitness center</li><li>Exceptional medical, dental, vision, and life insurance</li><li>401(k) with Safe Harbor + employer match</li><li>Discounts on loan products and tuition reimbursement</li><li>Daily impact in a mission-driven organization</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>
  • 2025-09-19T22:58:59Z
Senior Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 160000.00 - 180000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. 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 and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
  • 2025-10-03T07:04:18Z
Senior Accounting Manager, Hedge Funds
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
  • 2025-09-26T13:48:52Z
Financial Planning Analyst
  • Vacaville, CA
  • onsite
  • Permanent
  • 75000.00 - 100000.00 USD / Yearly
  • <p>We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.</p><p>• Analyze financial data to identify trends, variances, and opportunities for optimization.</p><p>• Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.</p><p>• Prepare and present financial reports and recommendations to senior leadership and stakeholders.</p><p>• Contribute to the development and implementation of financial strategies to improve operational efficiency.</p><p>• Conduct ad hoc financial analyses to address specific business challenges and opportunities.</p><p>• Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.</p><p>• Support the organization in managing multiple priorities within a fast-paced environment.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely financial information.</p><p>• Assist in data mining and analysis to enhance decision-making and forecasting accuracy.</p>
  • 2025-09-29T20:44:31Z
Tax Analyst/Manager/Director
  • San Jose, CA
  • onsite
  • Permanent
  • 180000.00 - 225000.00 USD / Yearly
  • <p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
  • 2025-10-01T23:44:19Z
Accounting Manager
  • San Francisco Bay Area, CA
  • onsite
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <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>
  • 2025-09-22T02:58:41Z
Financial Services - Accounting Manager
  • Pleasanton, CA
  • remote
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <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>
  • 2025-10-03T18:04:26Z
Accounting Manager at Established Financial Institution
  • East Bay, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Reconciliations 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> </p><p>With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment.</p><p> </p><p><strong>Enjoy top-tier benefits</strong>, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions.<strong> Work-life balance is a priority</strong>, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-10-03T17:49:01Z
Lead Advisor - $600M AUM
  • San Ramon, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Lead Financial Advisor – Strategic Partner in Wealth Management</strong></p><p>Join a growing, client-focused wealth management firm with over $600M in assets under management and an average client size of $1.5M. The firm helps successful individuals, families, and businesses gain clarity, direction, and confidence in their financial lives—offering more than just incremental returns.</p><p><br></p><p><strong>The Role</strong></p><p>As Lead Advisor, you’ll support senior advisors in delivering personalized financial planning and investment strategies. You’ll manage client communications, assist with onboarding, and help build tailored plans—all while gaining exposure to every dimension of wealth management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support senior advisors in meetings and follow-ups</li><li>Build financial plans and manage planning software</li><li>Handle client onboarding and communications</li><li>Assist with insurance proposals and investment reviews</li><li>Manage CRM, paperwork, and meeting prep</li></ul><p><strong>Why Join</strong></p><ul><li>Broad exposure to wealth management</li><li>Strong work-life balance</li><li>Supportive, down-to-earth leadership</li><li>Company-sponsored FINRA exams and CFP® support</li><li>Collaborative, growth-oriented team culture</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>
  • 2025-09-19T22:28:41Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 125000.00 - 135000.00 USD / Yearly
  • <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>
  • 2025-10-07T16:53:48Z
Accounting Manager
  • Oakland, CA
  • onsite
  • Permanent
  • 130000.00 - 150000.00 USD / Yearly
  • <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>
  • 2025-10-01T15:58:42Z
Accounting Manager/Supervisor
  • San Jose, CA
  • onsite
  • Permanent
  • 125000.00 - 175000.00 USD / Yearly
  • <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>
  • 2025-09-26T15:34:16Z
Manager, Cost Accounting
  • South San Francisco, CA
  • onsite
  • Permanent
  • 180000.00 - 220000.00 USD / Yearly
  • <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>
  • 2025-10-03T16:38:41Z
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