<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like the right fit for your background, apply today and send your résumé to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Controller – Growing Investment Firm</strong></p><p>Are you ready to take ownership of the finance function at a high‑performing investment firm? We’re looking for an experienced <strong>Controller</strong> to partner closely with the CFO and help scale financial operations across multiple funds and entities. This high‑impact role offers broad responsibility, autonomy, and visibility within a rapidly expanding platform.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct access to senior leadership with meaningful influence on financial strategy</li><li>Opportunity to modernize systems and drive process improvements</li><li>Exposure to diverse fund structures and multiple investment strategies</li><li>Collaborative, high‑trust environment with significant room for professional growth</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Oversee fund and management company accounting, audits, and tax processes</li><li>Ensure accurate financial reporting and regulatory compliance across multiple entities</li><li>Drive operational excellence through process optimization and system enhancements</li><li>Partner with external administrators, auditors, and advisors to maintain financial integrity</li></ul>
<p><strong>Looking for an advance in your career as Head of Finance role with a Venture Capital Firm?</strong></p><p><br></p><p>Our client is a venture capital firm investing in high-potential companies across enterprise software, fintech, and other innovative sectors. The firm operates with a lean, entrepreneurial mindset and a highly collaborative culture. The team values strategic thinking, flexibility, and a long-term perspective focused on building durable, sustainable businesses.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Own fund administration from end to end, including quarterly closes, audits, tax compliance, and fair value/ASC 820 processes</li><li>Lead financial operations for both the funds and management company, including budgeting, forecasting, and internal reporting</li><li>Build and maintain systems for deal tracking, legal documentation, portfolio monitoring, and performance analytics</li><li>Prepare financial and operational materials for LP communications, advisory boards, leadership, and internal reviews</li><li>Coordinate with external fund administrators, accounting firms, and service providers to ensure accuracy, timeliness, and strong controls</li><li>Manage treasury functions such as cash management, capital calls, distributions, and carried interest calculations</li><li>Support quarterly and annual financial statements, audit deliverables, and tax filings</li><li>Assist with compliance, fundraising, and investor relations efforts, including regulatory filings, data rooms, diligence requests, and LP reporting</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half Financial Services is partnering with a reputable Private Equity firm</strong> to hire an Investor Services Specialist to join their growing San Francisco office. This is an excellent opportunity for a detail-oriented financial services professional to support investor operations in a collaborative and evolving environment.</p><p><br></p><p>The Investor Services Specialist will support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence requests. You’ll work closely with the Senior Manager of Investor Services, Investor Relations, and Finance teams, as well as external consultants, contributing to projects and technology initiatives. Flexibility, strong attention to detail, and a willingness to adapt are key for success in this role.</p><p><strong>Key Responsibilities</strong></p><p><strong>Investor Reporting & Deliverables</strong></p><ul><li>Prepare and distribute quarterly and annual investor reporting packages, including capital account statements, performance reports, and fund financials</li><li>Coordinate with Finance and Investor Relations to ensure timely, accurate investor communications</li><li>Maintain consistency of investor data across systems and reports</li><li>Prepare capital call and distribution notices in compliance with partnership agreements</li></ul><p><strong>Investor Operations & Communications</strong></p><ul><li>Manage day-to-day investor inquiries and monitor team inboxes</li><li>Assist with onboarding new investors and funds</li><li>Maintain high standards of data quality and accuracy in all communications</li></ul><p><strong>Data & Systems Management</strong></p><ul><li>Maintain and update investor information in CRM and fund accounting systems</li><li>Respond to internal and external data requests from investors and consultants</li><li>Identify opportunities to improve reporting and workflow processes</li></ul><p><strong>Collaboration & Support</strong></p><ul><li>Partner with Investor Relations on fundraising, due diligence, and reporting needs</li><li>Support materials for annual meetings, investor updates, and other client-facing initiatives</li><li>Collaborate across Finance, IR, and external consultants on ad hoc projects</li></ul><p><strong>Compliance & Tax Support</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection</li><li>Ensure investor records are accurate and comply with internal controls</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend enhancements to reporting templates, portals, and communication tools</li><li>Adapt to evolving team responsibilities and implement best practices</li></ul><p><br></p>
<p>Looking for an opportunity to be a Controller for a growing Venture Capital firm? Our client is a venture capital firm investing in high-potential companies across enterprise software, fintech, and other innovative sectors. The firm operates with a lean, entrepreneurial mindset and a highly collaborative culture. The team values strategic thinking, flexibility, and a long-term perspective focused on building durable, sustainable businesses.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Own fund administration from end to end, including quarterly closes, audits, tax compliance, and fair value/ASC 820 processes</li><li>Lead financial operations for both the funds and management company, including budgeting, forecasting, and internal reporting</li><li>Build and maintain systems for deal tracking, legal documentation, portfolio monitoring, and performance analytics</li><li>Prepare financial and operational materials for LP communications, advisory boards, leadership, and internal reviews</li><li>Coordinate with external fund administrators, accounting firms, and service providers to ensure accuracy, timeliness, and strong controls</li><li>Manage treasury functions such as cash management, capital calls, distributions, and carried interest calculations</li><li>Support quarterly and annual financial statements, audit deliverables, and tax filings</li><li>Assist with compliance, fundraising, and investor relations efforts, including regulatory filings, data rooms, diligence requests, and LP reporting</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller| Venture Capital | SF | Hybrid </strong></p><p><br></p><p>Our client is a venture capital firm investing in enterprise software, fintech, and emerging tech. With a lean, collaborative culture, the team focuses on strategic thinking, adaptability, and long-term value creation.</p><p> </p><p>Join a fast-growing team where your work has visible impact. Competitive pay, bonus, and equity, plus close collaboration with senior leadership, make this a high-ownership role in shaping the finance function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administration: closes, audits, tax, and valuations</li><li>Manage financial operations: budgeting, forecasting, reporting, and treasury</li><li>Maintain systems for deal tracking, portfolio monitoring, and fund analytics</li><li>Prepare LP communications, management reports, and audit/tax materials</li><li>Coordinate with external partners and internal teams to ensure accuracy and compliance</li><li>Support fundraising and due diligence activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore whether this role is the right next step for you!</p><p><br></p><p><strong>Controller — Venture Capital Firm</strong></p><p><strong>About the Firm</strong></p><p>Our client is a leading venture capital firm investing in high-growth companies across enterprise software, fintech, and emerging innovation sectors. The team operates in a lean, entrepreneurial environment where collaboration, strategic thinking, and a long-term mindset are core values. This is a culture where professionals thrive in a fast-paced, dynamic setting and are committed to building scalable, lasting value across the portfolio.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to work closely with the CFO across all finance, accounting, and operational functions. This is a high-impact, high-visibility position with broad ownership spanning financial reporting, fund operations, compliance, and strategic initiatives.</p><p>You’ll play a critical role in strengthening the firm’s financial infrastructure, optimizing processes, and driving operational excellence as the platform continues to scale. This is an outstanding opportunity for a venture-savvy finance leader eager to help build and shape a best-in-class finance function.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee all fund administration activities, including quarterly closes, audits, tax compliance, and ASC 820 valuation workflows</li><li>Lead financial operations for both the management company and funds: budgeting, cash-flow forecasting, and internal reporting</li><li>Maintain systems for deal tracking, legal documentation, portfolio monitoring, and fund performance analytics</li><li>Prepare financial materials for LP communications, internal dashboards, advisory board meetings, and executive reviews</li><li>Coordinate with outsourced accounting teams and fund administrators to ensure accuracy, timeliness, and strong internal controls</li><li>Manage treasury functions, including cash balances, capital calls, distributions, and carried-interest calculations</li><li>Support preparation of quarterly and annual financial statements, audit deliverables, and tax filings</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Partner with the CFO, CCO, and compliance teams on regulatory filings, annual reviews, and internal controls</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due-diligence requests</li><li>Collaborate with investment and investor relations teams to ensure timely and accurate communication with LPs</li><li>Maintain and enhance reporting packages for limited partners, including capital account statements, performance metrics, and fund summaries</li></ul>
<p>Robert Half’s Full-Time Engagement Professionals (FTEP) team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive, solution-oriented approach. In this full-time role, you’ll have the opportunity to prepare financial reports, manage accounts, reconcile balances, and deliver effective solutions across diverse client projects. If you’re ready to make an impact as part of our FTEP team, apply today.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>We are looking for an experienced and detail-oriented CFO to join our team in Santa Clara, California. In this role, you will oversee financial transactions, maintain accurate records, and ensure the smooth functioning of office operations. This position requires a high level of integrity, professionalism, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Own the company financials and the operational accounting - this is a hands-on role</p><p> Manage daily office operations and provide direct support to the company President.</p><p>• Calculate and process monthly commissions using the Representative Profit Management System.</p><p>• Handle payroll processing and ensure timely and accurate payments to employees.</p><p>• Maintain and update financial records in QuickBooks, ensuring accuracy and compliance.</p><p>• Prepare and deliver business reviews and presentations using PowerPoint.</p><p>• Administer 401K contributions and ensure compliance with regulatory requirements.</p><p>• Reconcile monthly bank statements and oversee payment of bills.</p><p>• Develop and manage web-based supplier management systems.</p><p>• Update and maintain corporate PowerPoint presentations for business use.</p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p>Robert Half’s Full-Time Engagement Professionals (FTEP) team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive, solution-oriented approach. In this full-time role, you’ll have the opportunity to prepare financial reports, manage accounts, reconcile balances, and deliver effective solutions across diverse client projects. If you’re ready to make an impact as part of our FTEP team, apply today.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume with <strong>JC del Rosario</strong> <strong>via LinkedIn</strong>—I’d welcome the opportunity to connect and explore whether this role aligns with your experience and career goals.</p><p><br></p><p><strong>Controller - Venture Capital Firm</strong></p><p><strong>About the Firm</strong></p><p>Our client is a leading venture capital firm investing in high‑growth companies across enterprise software, fintech, and emerging innovation sectors. The firm operates within a lean, entrepreneurial environment where collaboration, strategic thinking, and a long‑term perspective are central to the culture. Team members thrive in a fast‑paced setting and are deeply committed to building scalable, enduring value across the portfolio.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to partner closely with the CFO across finance, accounting, and operational functions. This is a high‑impact, high‑visibility role with broad ownership spanning financial reporting, fund operations, compliance, and strategic initiatives.</p><p><br></p><p>In this position, you’ll play a critical role in strengthening the firm’s financial infrastructure, optimizing processes, and driving operational excellence as the platform continues to scale. This is an exceptional opportunity for a venture‑savvy finance leader who is excited to help build and shape a best‑in‑class finance organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee all fund administration activities, including quarterly closes, audits, tax compliance, and ASC 820 valuation processes</li><li>Lead financial operations for both the management company and funds, including budgeting, cash‑flow forecasting, and internal reporting</li><li>Maintain and enhance systems for deal tracking, legal documentation, portfolio monitoring, and fund performance analytics</li><li>Prepare financial materials for LP communications, internal dashboards, advisory board meetings, and executive reviews</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Collaborate with the CFO, CCO, and compliance partners on regulatory filings, annual reviews, and internal control initiatives</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due diligence requests</li><li>Partner with investment and investor relations teams to ensure timely, accurate communication with limited partners</li><li>Maintain and enhance LP reporting packages, including capital account statements, performance metrics, and fund summaries</li></ul>
<p>Are you a detail-oriented accounting professional looking to take your career to the next level? We are seeking a <strong>Senior Accountant</strong> for an exciting opportunity in a growing organization. This position offers hands-on responsibility across the full spectrum of accounting processes, empowering you to drive efficient and accurate reporting. As a key contributor, you’ll work closely with leadership and play an instrumental role in ensuring seamless financial operations.</p><p><br></p><p><strong>About the Role</strong></p><p>As the Senior Accountant, you will oversee a variety of accounting functions, including general ledger management, financial reconciliations, and month-end close processes. Supporting the VP of Finance & Accounting, you will influence key decision-making and occasionally act as a point of contact for the Executive Leadership Team during their absence. You’ll need a keen eye for precision, an aptitude for data analysis, and a strong commitment to process improvement and compliance.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>Your core responsibilities will include:</p><ul><li>Managing general ledger <strong>activities</strong> and ensuring proper reconciliation and accuracy in line with established accounting standards (GAAP).</li><li>Driving the <strong>month-end close process</strong> to deliver timely and accurate reporting.</li><li>Preparing trial balances, performing detailed account <strong>reconciliations</strong>, and reporting any discrepancies or variances.</li><li>Reviewing and processing essential <strong>transaction entries</strong> and journal entries, including EOY adjustments from external auditors.</li><li>Serving as a liaison for <strong>accounts payable/receivable (AP/AR)</strong> to resolve issues, analyze variances, and provide transactional support.</li><li>Supporting financial planning activities such as the <strong>annual budgeting process</strong> and year-end financial reviews.</li><li>Reviewing time card submissions while ensuring internal processes and procedures are followed.</li><li>Assisting with specialized <strong>accounting projects</strong> related to operations, including harvest accounting.</li><li>Developing and documenting <strong>internal processes and policies</strong> while maintaining robust internal controls.</li><li>Performing additional accounting and finance duties as assigned.</li></ul><p><br></p><p><br></p>
<p><strong>Robert Half is proud to partner with an outstanding organization in the search for an accounting leader with non-profit or education industry experience! </strong>This role is pivotal in leading the accounting and financial day-to-day operations. The ideal candidate will balance strategic oversight with hands-on execution, playing a key role in modernizing and automating to drive greater efficiency and accuracy across the organization.</p><p><br></p><p><strong>KEY RESPONSIBILITIES:</strong></p><ul><li>Take ownership of the general ledger and chart of accounts, ensuring compliance with GAAP and maintaining accurate, up-to-date records across all ledgers.</li><li>Prepare and review monthly journal entries, verifying that all transactions are recorded with precision and integrity.</li><li>Track and analyze monthly financial performance, delivering insightful variance reports and recommendations to leadership.</li><li>Design and maintain robust reconciliation procedures, including detailed bank and balance sheet reconciliations to strengthen financial accuracy.</li><li>Partner with leadership on annual planning, forecasting, and cash flow modeling, contributing to informed, strategic decision-making.</li><li>Lead audit preparation, compiling schedules, reconciliations, and documentation to support a smooth and timely year-end process.</li><li>Manage and monitor fixed asset accounting, while coordinating with the Development team on reconciliation of fundraising activities.</li><li>Oversee day-to-day accounting operations, ensuring efficiency and accuracy across accounts payable, receivables, cash receipts, and general ledger functions.</li><li>Collaborate with the IT department to streamline accounting systems and advance automation and process improvements.</li><li>Oversee semi-monthly payroll administration, ensuring timely processing and reconciliation of payroll and benefits.</li><li>Provide support for benefits administration and open enrollment, maintaining compliance with state and federal requirements.</li><li>Maintain and continuously improve HRIS and payroll systems to enhance accuracy, efficiency, and employee experience.</li><li>Manage the preparation and submission of retirement contributions, census data, and compliance reports.</li><li>Champion process improvement initiatives, identifying opportunities to modernize, simplify, and automate financial and payroll functions.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to <strong>JC del Rosario</strong> on LinkedIn—I’d love to connect and learn more about your background.</p><p><br></p><p><strong>Accounting Manager</strong></p><p>Are you an experienced accounting professional ready to take ownership of critical financial operations in a fast‑moving, growing organization? We’re looking for an <strong>Accounting Manager</strong> to oversee management company accounting, strengthen processes, and help scale a modern finance function.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Play a hands‑on role in shaping and evolving the accounting function</li><li>Join a collaborative, high‑performing finance team that values integrity and growth</li><li>Enjoy a hybrid work model with competitive compensation and benefits</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare quarterly and annual financial statements with accuracy and attention to detail</li><li>Manage cash operations, payments, distributions, and the general ledger for the management company</li><li>Oversee accounts payable, payroll, and 401(k) administration</li><li>Partner with tax and compliance teams to ensure timely and accurate filings</li><li>Lead budgeting, forecasting, and ongoing process improvements, including automation and system enhancements</li><li>Strengthen internal controls and support fund accounting operations</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary and annual bonus</li><li>Comprehensive health, life, and disability coverage</li><li>Attractive 401(k) plan</li><li>Hybrid work flexibility</li><li>Supportive, growth‑oriented team culture</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Accounting Manager</strong></p><p>Are you an experienced accounting professional looking to take ownership of critical financial operations in a dynamic environment? We’re seeking an <strong>Accounting Manager</strong> to lead management company accounting and drive process improvements for a growing, innovative organization.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Play a key role in shaping and evolving the accounting function.</li><li>Join a collaborative, high-performing finance team that values integrity and professional growth.</li><li>Work in a hybrid model with competitive compensation and benefits.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare quarterly and annual financial statements with accuracy and rigor.</li><li>Manage cash operations, payments, distributions, and general ledger for the management company.</li><li>Oversee accounts payable, payroll, and 401(k) administration.</li><li>Partner with tax and compliance teams to ensure smooth filings and processes.</li><li>Drive budgeting, forecasting, and process improvements, including automation and system enhancements.</li><li>Strengthen internal controls and support fund accounting operations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary and annual bonus.</li><li>Comprehensive health, life, and disability coverage.</li><li>Attractive 401(k) plan.</li><li>Hybrid work flexibility.</li><li>Supportive team culture with opportunities for growth.</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Operations Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm places a strong emphasis on precision, polish, and an exceptional client experience.</p><p><br></p><p>You’ll be joining a small, collaborative team that values integrity, meticulous work, and a personal approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Operations Associate</strong> supports key operational functions across trading, reporting, data integrity, and account management. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent high‑quality experience for both advisors and clients.</p><p><br></p><p>This role is ideal for someone who enjoys problem‑solving, process improvement, and working in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data feed management</li><li>Ensure accounts are correctly linked and updated across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Work with compliance resources to maintain required documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify and implement improvements to enhance operational efficiency and accuracy</li><li>Contribute to refining the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive Here</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who excel in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and enjoy improving processes</li></ul>
<p>Are you an experienced probate paralegal looking to join a dynamic, collaborative legal team? Our office is seeking a talented and detail-oriented probate paralegal with at least 3 years of experience in a law firm or in-house legal department. This is a full-time, in-person role offering exciting casework in a growth-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft and file probate petitions, estate administration documents, and related court forms</li><li>Assist attorneys with trust administration, guardianships, and estate planning</li><li>Manage probate calendars, deadlines, and case files</li><li>Conduct research on probate codes, rules, and property transfers</li><li>Communicate with beneficiaries, executors, and clients regarding estate matters</li><li>Review, organize, and summarize financial documentation and asset inventories</li><li>Prepare accountings, inventories, and reports for court submission</li><li>Coordinate filings and correspondence with local courts and government agencies</li><li>Monitor case status, update systems, and maintain confidential records</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Venture Capital Firm| Palo Alto| Hybrid | Base + Bonus + Excellent Benefits</strong></p><p> </p><p>Join a <strong>leading venture capital firm</strong> with billions under management and a long track record of backing category-defining startups in fintech, enterprise, and digital assets. This is a chance to be part of a hands-on investing platform known for partnering closely with founders and building what’s next.</p><p> </p><p>This role sits at the center of the firm’s finance function and offers real ownership over management company accounting. You’ll work with a collaborative, high-caliber team, influence systems and processes, and help scale operations in a hybrid environment with strong compensation and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own quarterly and annual financial statements, reconciliations, and allocations</li><li>Manage cash, general ledger, monthly close, and distributions</li><li>Oversee AP, expense reimbursements, credit cards, and intercompany activity</li><li>Lead payroll and 401(k) administration</li><li>Partner on tax filings with internal leadership and external CPAs</li><li>Support budgeting, forecasting, and internal controls</li><li>Improve accounting systems, tools, and workflows</li><li>Provide oversight and support to fund accounting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half Financial Services</strong> is partnering with a <strong>top-performing, early-stage venture capital firm (~$2.5B AUM)</strong> on a confidential search for a <strong>Controller</strong> to join its growing finance team.</p><p> </p><p>This Bay Area–based venture capital firm invests in technical founders from seed through early growth and has built a strong performance track record across multiple fund vintages. Having recently raised its latest fund, the firm continues to scale across several strategies while maintaining a collaborative, lean operating culture. The Controller will serve as the CFO’s right hand, leading the day-to-day finance function across funds and management entities. This hands-on role partners closely with third-party administrators and drives process and system improvements, enabling the CFO to focus on strategic initiatives in a fast-paced, high-growth environment.</p><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Financial Services</strong> is partnering with a <strong>top-performing, early-stage venture capital firm (~$2.5B AUM)</strong> on a confidential search for a <strong>Controller</strong> to join its growing finance team.</p><p> This Bay Area–based venture capital firm invests in technical founders from seed through early growth and has built a strong performance track record across multiple fund vintages. Having recently raised its latest fund, the firm continues to scale across several strategies while maintaining a collaborative, lean operating culture.</p><p> The Controller will serve as the CFO’s right hand, leading the day-to-day finance function across funds and management entities. This hands-on role partners closely with third-party administrators and drives process and system improvements, enabling the CFO to focus on strategic initiatives in a fast-paced, high-growth environment.</p><p><br></p><p><strong>Why Work Here</strong></p><ul><li>~$2.5B AUM with strong recent fundraising momentum</li><li>Recently raised a new fund with top-decile historical performance</li><li>High-impact role with real ownership and influence</li><li>Competitive compensation: <strong>$200K–$265K base + bonus + carried interest (DOE)</strong></li><li>Hybrid schedule in Menlo Park (minimum 2 days in office)</li></ul>
<p>We are looking for a highly organized and proactive Business Development Specialist to join our team in Stockton, California. In this long-term contract role, you will provide vital administrative support to the Business Development and Recruitment department, ensuring seamless coordination in recruitment and growth initiatives. This position offers an exciting opportunity to contribute to the expansion of our healthcare network by supporting diverse projects and fostering strong relationships across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and schedule meetings, physician visits, and travel arrangements to facilitate effective recruitment and development efforts.</p><p>• Maintain accurate and organized records for all physician searches and recruitment activities.</p><p>• Support resident retention and recruitment initiatives by planning and executing events, presentations, and meetings.</p><p>• Collaborate with team members to manage multiple priorities and ensure the smooth execution of ongoing projects.</p><p>• Serve as a key point of contact for administrative tasks within the Business Development and Physician Recruitment department.</p><p>• Utilize advanced skills in Microsoft Office and Google applications to enhance efficiency and productivity.</p><p>• Contribute to the development of strategies aimed at expanding the medical network and improving physician engagement.</p><p>• Assist with financial and accounting tasks related to recruitment and business development activities.</p><p>• Drive diversity recruitment efforts to support the organization’s commitment to inclusivity and excellence.</p><p>• Provide performance management and employee relations support to ensure a collaborative and effective work environment.</p>
