We are looking for a Finance Coordinator to support daily financial operations and cross-functional administrative activities for a hybrid team based in Fremont, California. This Long-term Contract opportunity is well suited for someone who is organized, communicative, and comfortable handling purchasing, invoice-related tasks, and vendor coordination in a fast-paced environment. You will work closely with finance leadership and internal partners to keep processes moving efficiently while contributing to ongoing operational improvements.<br><br>Responsibilities:<br>• Create and manage purchase orders, ensuring requests are entered accurately and tracked through completion.<br>• Communicate with vendors to address billing questions, confirm details, and support timely resolution of outstanding items.<br>• Review and process invoices in accordance with internal procedures and established financial controls.<br>• Coordinate with the facilities management team and other internal stakeholders to support day-to-day operational needs.<br>• Maintain records, spreadsheets, and supporting documentation to improve visibility into financial activities and open items.<br>• Assist with process improvement efforts, including support for project-related implementations and user training sessions when needed.<br>• Provide administrative and financial support to the broader finance team through research, follow-up, and ad hoc reporting tasks.
<p> This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.</p><p>• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.</p><p>• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.</p><p>• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.</p><p>• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.</p><p>• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.</p><p>• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.</p><p>• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders</p>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Senior Fund Accountant| Leading Venture Capital Firm | Palo Alto; Hybrid | Amazing Compensation Package</strong></p><p> </p><p>Robert Half is partnering with a highly respected early-stage venture capital firm to identify an exceptional accounting professional to join its finance team. Based in the Peninsula, this established investment firm has spent decades partnering with visionary entrepreneurs and helping build innovative technology companies across a variety of sectors.</p><p> </p><p>This is an excellent opportunity for someone looking to build a career within venture capital while gaining exposure to fund operations, investment activity, and the full lifecycle of private investment funds in a stable, team-oriented organization.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the day-to-day accounting activities for private investment funds, including maintaining investment activity and investor capital allocations.</li><li>Support the quarterly and year-end close process, including preparing fund and management company financial statements.</li><li>Coordinate the annual audit process by preparing schedules and serving as a liaison with external auditors.</li><li>Partner closely with the investment professionals to support portfolio company valuation analyses and related accounting.</li><li>Prepare accounting for investment transactions and assist with tax-related reporting for fund investments.</li><li>Monitor fund liquidity, analyze cash requirements, and support ongoing cash management activities.</li><li>Process and reconcile capital calls, as well as cash, equity, and other investor distributions.</li><li>Respond to investor requests by providing financial information and supporting documentation.</li><li>Prepare, review, and reconcile journal entries and other accounting records to ensure accuracy.</li><li>Participate in process improvement initiatives and provide analytical support on special projects for the finance leadership team.</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>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 1 Day ONSITE</strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards</li><li>Manage, mentor, and develop the planning team</li><li>Review and refine complex planning deliverables</li><li>Partner with clients and advisors on advanced planning needs</li><li>Improve workflows, processes, and team efficiency</li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>