<p>Edgar Gonzalez with Robert Half is on the hunt for a VP/Director of Finance. In this role, you will have the opportunity to steer the financial health and operational efficiency of our organization. Your main tasks will encompass executing financial strategies, managing cash flow, ensuring regulatory compliance, and leading the finance team.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee all audit and internal control operations, ensuring the organization's financial integrity and compliance</p><p>• Manage job costing and project financial management, guaranteeing precise cost tracking and financial controls</p><p>• Handle cash flow and working capital, optimizing billing cycles and vendor payment terms</p><p>• Supervise financial planning, forecasting, and risk analysis, providing valuable insights for strategic decision-making</p><p>• Update and enhance the company's ERP accounting system, developing modules to improve efficiency across departments</p><p>• Implement process improvements through the adoption of new accounting and project management technologies</p><p>• Supervise the finance team, including those in Accounts Payable (AP), Accounts Receivable (AR), and Project Coordinators (PC), ensuring accurate project billing and expense tracking</p><p>• Develop and implement corporate growth strategies, nurturing strong relationships with key partners</p><p>• Conduct financial analysis and forecasting, delivering detailed reports on financial performance on a weekly, monthly, quarterly, and annual basis to executive leadership</p><p>• Collaborate with the Corporate CPA to ensure accurate general ledger allocations and compliance with tax requirements</p><p>• Ensure compliance with prevailing wage laws, certified payroll reporting</p><p>• Adhere strictly to financial laws, regulations, and best practices to maintain corporate compliance and governance</p><p><br></p><p>If you're interested in this role, please reach out to Edgar Gonzalez via LinkedIn or at 209.395.2259</p>
<p>We are in search of a Controller to join our team based in Patterson, California. This role is instrumental in the fiscal management of our operations, driving financial objectives, and ensuring efficient and accurate financial processes. This role involves significant interaction with the management team, along with responsibility for maintaining and enhancing our financial procedures and policies.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Facilitate the achievement of financial objectives by preparing an annual budget, analyzing variances, and initiating corrective actions.</p><p>• Ensure the accuracy and timeliness of financial reports through independent preparation of journal entries and bank statements reconciliation.</p><p>• Contribute to management decision-making by reviewing and analyzing special reports, summarizing information, and identifying trends.</p><p>• Establish and enforce financial policies and procedures, guiding financial decisions and ensuring compliance.</p><p>• Enhance office efficiency by designing and implementing office policies, measuring results against standards, and making necessary adjustments.</p><p>• Maintain historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.</p><p>• Facilitate staff performance by coaching, counseling, and disciplining employees, planning, and monitoring job results.</p><p>• Ensure the availability of funds by preparing budgets, collecting, analyzing, and consolidating financial data, and recommending plans.</p><p>• Utilize various skills including 3M, Accounting Software Systems, ADP - Financial Services, CRM, Crystal Reports, Accounting Functions, Accounts Payable (AP), Accounts Receivable (AR), Auditing, and Budget Processes.</p>
We are looking for a dedicated Senior Executive Assistant to provide high-level administrative support for executives in the financial services sector. This Contract-to-Permanent position offers an excellent opportunity for professionals skilled in managing complex schedules and ensuring seamless communication across teams. Join us in Stockton, California, and contribute to a dynamic environment where precision and organization are key.<br><br>Responsibilities:<br>• Manage executive calendars, including scheduling meetings, appointments, and conference calls.<br>• Coordinate and organize virtual meetings using platforms such as Cisco Webex.<br>• Prepare and process financial documentation through systems like ADP and Concur.<br>• Maintain and update CRM databases to ensure accurate record-keeping.<br>• Oversee timekeeping and payroll processes using Kronos and About Time systems.<br>• Draft and edit correspondence, presentations, and reports for executive review.<br>• Facilitate effective communication between executives and internal or external stakeholders.<br>• Plan and execute travel arrangements, including booking accommodations and managing itineraries.<br>• Handle confidential information with discretion and professionalism.<br>• Assist in organizing and managing administrative projects to support executive operations.
<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>
<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>
We are looking for a skilled Financial Project Manager to join our team in Fremont, California. In this long-term contract position, you will play a key role in overseeing financial system implementations, data validation, and reporting processes. The ideal candidate will bring a strong background in finance, accounting, and project management, with expertise in Workday Financials.<br><br>Responsibilities:<br>• Collaborate with the implementation team and finance stakeholders to ensure the smooth execution of Workday Financials projects.<br>• Organize and manage project logistics, including coordinating meetings and tracking action items.<br>• Conduct detailed reviews and validations of financial data prior to its migration to Workday systems.<br>• Compare and validate Workday financial reports against legacy systems to ensure accuracy and reliability.<br>• Develop and maintain workbooks to streamline review processes and establish a clear approval hierarchy.<br>• Monitor project timelines and ensure deliverables are completed on schedule.<br>• Provide support during month-end close periods, stepping in to assist with implementation tasks as needed.<br>• Supervise testing cycles and reporting validation to maintain transparency and accuracy of financial data.<br>• Ensure accountability for project deliverables and maintain effective communication with all stakeholders.
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
We are looking for a detail-oriented Accounts Payable Specialist to join our team in Santa Clara, California. This is a Contract-to-permanent position, offering an excellent opportunity to contribute to both accounts payable and front office administrative functions within a dynamic signage company. The ideal candidate will have experience in construction office environments and possess strong organizational and multitasking skills.<br><br>Responsibilities:<br>• Oversee the full accounts payable process, including invoice coding, approval management, and preparation of payments.<br>• Process vendor payments through checks, credit cards, and other payment systems, ensuring accurate daily updates.<br>• Reconcile monthly statements for payment systems to maintain financial accuracy.<br>• Manage employee expense reports, ensuring proper approvals and timely processing.<br>• Enter vendor purchase orders into the ShopVox system with precision.<br>• Order and maintain office supplies, ensuring inventory is adequately stocked.<br>• Handle the maintenance of office equipment such as copiers, postage meters, and coffee machines.<br>• Coordinate daily outgoing mail and shipments, including FedEx and other couriers.<br>• Assist employees with various administrative tasks as needed to support operations.<br>• Distribute work orders to fabrication departments and manage customer contracts, including approvals, signatures, and filing.
<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to join our clients team in the Stanislaus County. In this role, you will lead and oversee all aspects of the accounting function, ensuring accuracy, compliance, and efficiency in financial operations. The ideal candidate will have a strong background in construction accounting and a proven ability to manage teams while driving process improvements. if interested call or text Edgar Gonzalez - 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic direction for daily accounting operations, including accounts payable, accounts receivable, payroll, month-end close, and internal reporting.</p><p>• Lead and mentor the in-office accounting team, fostering accountability and precision in financial tasks.</p><p>• Analyze gross profit margins and job cost data to support informed business decisions.</p><p>• Oversee progress billing processes to ensure contract compliance and optimize billing efficiency.</p><p>• Review and validate commission structures tied to job profitability.</p><p>• Develop, implement, and maintain Standard Operating Procedures (SOPs) for the accounting department.</p><p>• Manage lien processes, including tracking, notices, and waivers, to ensure compliance.</p><p>• Coordinate financial activities across multiple office locations to maintain consistency and accuracy.</p><p>• Monitor overhead and operational expenditures, identifying opportunities for cost savings and efficiency.</p><p>• Collaborate closely with leadership on forecasting, budgeting, and enhancing financial processes.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p>We are in the process of recruiting a Bookkeeper to join our clients team in Merced. The primary function of this role involves meticulous financial recording, data entry, and account management. You will be an integral part of our team, ensuring the smooth operation of our financial systems.</p><p><br></p><p>Responsibilities:</p><p>• Efficiently manage and reconcile customer accounts.</p><p>• Ensure prompt and accurate processing of customer credit applications.</p><p>• Maintain comprehensive and up-to-date customer credit records.</p><p>• Respond to and resolve customer inquiries in a timely manner.</p><p>• Handle Accounts Receivable and Accounts Payable.</p><p>• Perform job costing to monitor project expenses.</p><p>• Manage the office supply inventory and anticipate supply needs to prevent shortages.</p><p>• Support office communications, including answering calls, forwarding messages, and updating customers on their order status.</p><p>• Take responsibility for miscellaneous tasks as required to support the smooth operation of the office.</p><p>• Continually update job knowledge through participation in relevant educational opportunities.</p>
<p>Sr. Tax Associate</p><p><strong>Location</strong>: San Francisco Bay Area (In-Office Role)</p><p><strong>Industry</strong>: Financial Services / Tax Advisory</p><p><br></p><p>Join a thriving financial services firm that’s redefining what it means to deliver exceptional tax advisory. We’re looking for a driven and detail-oriented <strong>Tax Associate</strong> to become a key player on our collaborative team. This full-time, in-office role offers flexibility, competitive compensation, and the chance to grow alongside experienced professionals in a dynamic and supportive environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>We’re a fast-growing firm known for delivering personalized, holistic financial solutions. Our success is built on a foundation of integrity, innovation, and teamwork. As we continue to expand, we’re seeking professionals who are passionate about excellence and eager to contribute to a culture that values both individual and collective growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Tax Associate, you’ll play a vital role in delivering high-quality tax services to a diverse client base. You’ll manage complex filings, build strong client relationships, and help shape the future of our tax practice. This is a great opportunity for someone who thrives in a fast-paced setting and wants to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Prepare and review a variety of tax returns: Individual (1040), S-Corp, C-Corp, Partnership, Fiduciary, and Non-Profit</li><li>Represent clients in IRS and FTB audits, collections, and correspondence</li><li>Conduct tax research and provide strategic recommendations</li><li>Ensure compliance with current tax laws and regulations</li><li>Deliver personalized, responsive client service</li><li>Manage client engagements with professionalism and care</li><li>Maintain organized records and documentation</li><li>Contribute ideas to improve internal systems and workflows</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Full-time role with year-round stability (January–December)</li><li>Competitive salary and comprehensive benefits</li><li>Flexible scheduling within a structured in-office environment</li><li>A collaborative, growth-focused culture</li><li>No self-marketing required—serve an established and expanding client base</li></ul><p><strong>Ready to take the next step in your career?</strong></p><p> Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario. Let’s connect and explore how this opportunity can align with your goals.</p>
<p><strong>Tax Associate</strong></p><p><strong>Location:</strong> San Francisco Bay Area (In-Office Role)</p><p><strong>Industry:</strong> Financial Services / Tax Advisory</p><p>A growing financial services firm is seeking a highly motivated and experienced <strong>Tax Associate</strong> to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to work alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive, personalized financial solutions through a holistic approach. With strong growth over the past several years, the team is expanding and looking for professionals who value excellence, process, and teamwork.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client relationships, and supporting the firm’s commitment to high-quality service. This role is ideal for someone who thrives in a fast-paced environment and is eager to contribute to a firm that values collaboration and continuous improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)</li><li>Represent clients before the IRS and FTB for audits, collections, and correspondence</li><li>Conduct tax research and provide strategic guidance</li><li>Maintain compliance with tax laws and regulations</li><li>Deliver personalized, high-quality client service</li><li>Manage client engagements with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and interactions</li><li>Contribute to improving internal systems and processes</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office structure</li><li>A positive, team-centered culture focused on growth and support</li><li>No self-marketing required—serve a growing client base with confidence</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a dedicated Patient Financial Services Supervisor to oversee medical billing operations in a healthcare environment. This long-term contract position is based in French Camp, California, and offers an excellent opportunity to lead a team responsible for ensuring accurate claims processing and maximizing reimbursements. The ideal candidate will have a strong background in medical billing and coding, along with proven leadership skills.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the daily operations of the medical billing and collections team to ensure efficiency and accuracy.</p><p>• Identify and resolve complex billing issues, including denials, appeals, and system errors.</p><p>• Collaborate with insurance companies, internal departments, and external stakeholders to streamline processes and improve reimbursement outcomes.</p><p>• Train and mentor staff on billing policies, compliance standards, and industry updates.</p><p>• Audit and review claims such as UB-04 and CMS-1500 to ensure accuracy and adherence to guidelines.</p><p>• Monitor account workflows and implement strategies to enhance productivity and cash flow.</p><p>• Prepare detailed reports and analyses on billing performance and account status.</p><p>• Ensure compliance with Medicare, Medicaid, and commercial payer requirements.</p><p>• Leverage billing systems and tools to optimize operations and reduce errors.</p><p><br></p><p>For immediate consideration please call Cortney at 209-225-2014 </p>
<p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm is helping individuals and families grow, protect, and transfer their wealth. With a strong reputation for personalized financial planning, this is your chance to work with an established client base while advancing your advisory career.</p><p> </p><p>The role offers autonomy, mentorship, and robust benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Work in a supportive, high-integrity environment while building long-term client relationships.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide financial planning and strategic advice across investments, retirement, debt, and insurance.</li><li>Develop tailored plans to meet each client’s goals.</li><li>Build and maintain strong client relationships.</li><li>Monitor portfolios and market trends, recommending adjustments.</li><li>Ensure compliance with regulations and firm policies.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a fiduciary Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. The firm has grown to manage more than $1.48 billion in assets as of December 2022.</p><p> They are seeking a <strong>Finance Operations Associate</strong> to join their growing San Ramon team. This is an excellent opportunity to gain hands-on experience across finance, operations, and administration while supporting a collaborative and professional office environment. </p><p> </p><p><strong>Responsibilities </strong></p><ul><li><strong>Financial Reporting & Accounting</strong>: Assist with QuickBooks entries, reconciliations, and monthly reporting.</li><li><strong>Payroll Support</strong>: Help with payroll processing to ensure accuracy and timeliness.</li><li><strong>HR Administration</strong>: Support onboarding, benefits coordination, and other HR-related tasks.</li><li><strong>Office Administration</strong>: Manage supplies, scheduling, and day-to-day office needs.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and liaise with vendors as needed.</li><li><strong>Special Projects</strong>: Partner with the Office Manager and Operations Manager on ad hoc initiatives.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>thriving financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a company known for its personalized approach to financial advocacy and a culture that genuinely supports your growth and success.</p><p>Top-tier perks include comprehensive medical, dental, and vision coverage, bonuses, generous retirement contributions, and wellness incentives. Enjoy work-life balance with an onsite fitness center, tuition reimbursement, loan discounts, and a newly upgraded office. Career development is built in—this is a place to grow and shine.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a dedicated Controller to lead financial operations and provide strategic guidance for our clients organization in the Stanislaus County. This role requires expertise in accounting, budgeting, compliance, and leadership to ensure the company’s financial health and efficiency. The ideal candidate will drive financial reporting accuracy, uphold internal controls, and contribute to long-term business strategies. Contact Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities, including general ledger, accounts payable, accounts receivable, and payroll management.</p><p>• Prepare and analyze monthly, quarterly, and yearly financial statements to ensure accuracy and compliance.</p><p>• Lead the annual budgeting process in collaboration with the executive team and monitor budget performance.</p><p>• Develop and maintain robust internal controls to safeguard company assets and ensure compliance with policies and regulations.</p><p>• Mentor and manage the accounting team, fostering growth and accountability.</p><p>• Provide financial insights and analysis to support decision-making across operations, sales, and credit functions.</p><p>• Monitor cash flow, working capital, and oversee customer credit approvals and collections.</p><p>• Maintain strong banking relationships and support financing activities as needed.</p><p>• Partner with senior leadership to align financial strategies with organizational goals.</p><p>• Identify opportunities to enhance profitability and operational efficiency through strategic initiatives.</p>
<p>We are seeking a detail-oriented and proactive Property Management Coordinator to oversee and enhance operations related to building facility inspections, board meeting support, vendor management, and compliance with community governing documents. This role requires a strong ability to communicate effectively with Boards of Directors, vendors, and residents, while ensuring timely execution of tasks and adherence to applicable regulations, including Davis-Stirling Act requirements.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Facility Inspections and Maintenance Coordination:</strong></li></ol><ul><li>Conduct routine site inspections to assess building facilities and common areas, documenting necessary repairs or improvements.</li><li>Compile actionable follow-up lists and oversee resolution of identified issues, coordinating with vendors and stakeholders as required.</li></ul><ol><li><strong>Meeting and Administrative Support:</strong></li></ol><ul><li>Prepare and distribute professional board meeting packages within designated timeframes, ensuring compliance with Davis-Stirling Act requirements.</li><li>Attend board meetings in accordance with the Management Agreement, providing input, recording minutes, and drafting detailed follow-up item lists.</li><li>Handle inquiries and directives from Boards of Directors for assigned properties with responsiveness and professionalism.</li></ul><ol><li><strong>Vendor Proposal Management and Project Oversight:</strong></li></ol><ul><li>Facilitate procurement by obtaining and reviewing vendor proposals at the instruction of Boards of Directors.</li><li>Assist in preparing scopes of work for regular maintenance and special projects, ensuring alignment with community goals and standards.</li></ul><ol><li><strong>Budget Preparation and Financial Analysis:</strong></li></ol><ul><li>Collaborate with the Accounting Department to develop annual budgets and supporting documentation for member distribution.</li><li>Review budget comparisons for accuracy, analyze variances, and propose corrective measures to optimize financial reporting.</li><li>Approve invoices and monitor financial reports to ensure compliance with established budgets.</li></ul><ol><li><strong>Community Communications and Compliance:</strong></li></ol><ul><li>Draft and distribute notices, mailings, and email blasts as directed by Boards of Directors, ensuring adherence to Davis-Stirling Act guidelines.</li><li>Manage the issuance of violation notices and other communications in accordance with governing documents and community standards.</li></ul><ol><li><strong>Calendar and Disclosure Management:</strong></li></ol><ul><li>Maintain and update annual community calendars, ensuring timely execution of monthly responsibilities, including disclosures mandated by the Davis-Stirling Act.</li></ul><p><br></p><p><br></p>
<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>
<p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice. The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul>
<p>We are looking for an experienced Accounts Payable Specialist to join our team in Stockton, California. In this long-term contract role, you will play a key part in ensuring the accuracy and efficiency of vendor payments and financial record-keeping. This position offers an excellent opportunity to contribute to a government organization and work collaboratively with vendors and internal staff.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices and payments in adherence to organizational policies and procedures.</p><p>• Reconcile accounts and address discrepancies with vendors to ensure accurate financial records.</p><p>• Maintain up-to-date and organized payment documentation within financial systems.</p><p>• Respond to vendor and departmental inquiries regarding payment statuses and resolve issues as needed.</p><p>• Assist with payroll processing tasks and general accounting duties when required.</p><p>• Prepare financial reports and perform data entry into accounting software.</p><p>• Conduct check runs and manage automated clearing house (ACH) transactions.</p><p>• Ensure compliance with account coding and invoice processing standards.</p><p><br></p><p>For immediate consideration please contact Cortney at 209-225-2014</p><p><br></p>
