<p>A growing and client-focused financial services firm is seeking an experienced and motivated Tax Associate to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact in a dynamic and professional environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Tax Associate, you will be responsible for preparing and reviewing a wide range of tax returns, managing client engagements, and representing clients before tax authorities. You’ll work closely with a team of seasoned professionals to deliver high-quality, personalized service and contribute to the continuous improvement of internal systems and processes.</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 state tax agencies 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>Manage client relationships with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and communications</li><li>Contribute to process improvements and team collaboration</li></ul><p><strong>What We Offer:</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office culture</li><li>Supportive, growth-oriented team environment</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><strong>About the Role</strong></p><p>We are seeking a<strong> Financial Analyst</strong> with <strong>2-3 years of experience</strong> to join our fast-paced team in <strong>Palo Alto, CA</strong>. This role is a fantastic opportunity for a detail-oriented professional to leverage their analytical skills in financial modeling, forecasting, and reporting. As part of our dynamic finance team, you will play a critical role in supporting business decisions through strategic insights and accurate financial data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Modeling and Analysis:</strong></li><li>Develop and maintain comprehensive financial models to support strategic decision-making.</li><li>Analyze current and historical financial data to identify trends and provide actionable recommendations.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Collaborate with department heads to prepare annual budgets and long-term forecasts.</li><li>Monitor variances against forecasts and budgets and suggest corrective actions when necessary.</li><li><strong>Reporting:</strong></li><li>Prepare financial reports, including monthly, quarterly, and annual performance summaries for company leadership.</li><li>Provide in-depth financial analysis to evaluate key business metrics and processes.</li><li><strong>Data Collection and Interpretation:</strong></li><li>Collect and interpret large sets of financial data using various tools and systems.</li><li>Present findings to management teams and stakeholders in an understandable and actionable format.</li><li><strong>Strategic Support:</strong></li><li>Partner with cross-functional teams to provide financial insights and contribute to organizational goals.</li><li>Assist in identifying efficiency opportunities and operational improvements based on financial analysis.</li><li><strong>Compliance:</strong></li><li>Ensure compliance with financial regulations and company policies in reporting and forecasting processes.</li><li>Support audit requirements by preparing accurate and timely documentation.</li></ul><p><br></p>
<p>We are looking for an experienced Senior GL Accountant to join our team in OAKLAND, California. In this long-term contract role, you will be responsible for managing critical accounting processes, ensuring accurate financial reporting, and maintaining compliance with US GAAP standards. This position requires a detail-oriented individual with strong analytical skills and a solid understanding of accounting principles, ideally with experience in the retail industry.</p><p><br></p><p>Responsibilities:</p><p>• Execute monthly, quarterly, and annual general ledger close processes, including journal entries, reconciliations, and resolution of discrepancies.</p><p>• Perform variance analysis and collaborate with department leaders to explain and address financial discrepancies.</p><p>• Research and apply appropriate accounting treatments for transactions in line with US GAAP and company policies.</p><p>• Prepare and maintain schedules and supporting documentation for internal and external audits, management reports, and regulatory requirements.</p><p>• Assist in providing deliverables for quarterly reviews and year-end audit processes.</p><p>• Monitor, analyze, and improve accounting workflows and reporting procedures.</p><p>• Prepare expense accruals, reconciliations, and provide detailed explanations for fluctuations.</p><p>• Review and ensure accurate retail store inventory reconciliations.</p><p>• Conduct ad hoc financial analyses and recommend improvements to accounting methods and practices.</p><p>• Coordinate and manage the period-end close process to ensure timely completion of daily and periodic goals.</p>
<p>Robert Half’s <strong>Full-Time Engagement Professionals (FTEP) Team</strong> is hiring a <strong>Senior Accountant</strong> to support a variety of client projects across <strong>Contra Costa County, the Tri-Valley, and occasional remote engagements</strong>.</p><p>If you thrive on <strong>variety</strong>, enjoy working across different industries, and want to make a <strong>real impact through hands-on accounting work</strong>, this could be the perfect next step in your career.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support junior accounting staff.</li></ul>
<p><strong>Robert Half’s Full-Time Engagement Professionals Team is hiring a Senior Accountant</strong> to join our full-time team and support a range of client projects across <strong>Contra Costa County, the Tri-Valley, and occasionally remote</strong>.</p><p>If you thrive on variety, enjoy working across different industries, and are looking to make a real impact through meaningful, hands-on work — this could be the ideal next step in your accounting career.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul><p><br></p>
<p>Robert Half’s <strong>Full-Time Engagement Professionals Team</strong> is hiring a <strong>Senior Accountant</strong> to support a variety of client projects across <strong>Contra Costa County, the Tri-Valley</strong>, and occasionally remote. This full-time, fully benefited role offers the <strong>stability of permanent employment</strong> with the <strong>variety of project-based work</strong>. You’ll gain exposure to different industries, systems, and teams—all while making an immediate impact through hands-on accounting support.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Sr. Administrative Assistant to join our team in San Francisco, California. This contract position requires a highly organized individual who excels at managing operational tasks, financial processes, and vendor relationships while supporting leadership with various projects. If you thrive in a fast-paced environment and enjoy collaborating with teams and external partners, this role is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the main point of contact for vendors, managing communications, reviewing invoices, and ensuring timely payments.</p><p>• Provide administrative support by organizing company files, tracking spreadsheets, and handling mail and deposits.</p><p>• Collaborate with ownership to oversee special projects, track compliance requirements, and manage necessary documentation.</p><p>• Partner with accounting and ownership to monitor cash flow, process payroll, and assist with insurance renewals.</p><p>• Draft offer letters and assist with onboarding processes while ensuring compliance with labor regulations and company policies.</p><p>• Coordinate local marketing efforts, including website updates and social media campaigns, in partnership with general managers and external vendors.</p><p>• Maintain and update standard operating procedures (SOPs) to ensure smooth operations across departments.</p><p>• Organize storage units and inventory to support operational needs.</p><p>• Schedule and participate in weekly meetings with ownership to review expenses and approve check runs.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013294441 **</p>
<p>A privately held real estate investment firm headquartered in a major U.S. financial hub is seeking a <strong>Sr. Fund Accountant or Accounting Manager</strong> to join its growing team. Founded by a seasoned industry professional, the firm specializes in opportunistic, value-add, and transitional real estate investments, as well as high-yield debt and long-duration, lower-risk assets. With capital sourced from institutional investors, family offices, and ultra-high-net-worth individuals, the firm is known for its agility, creativity, and commitment to executing complex transactions with speed and certainty.</p><p><br></p><p><strong>Position Overview:</strong></p><p>This role offers a unique opportunity to work across fund accounting, investor reporting, compliance, and financial analysis. The Associate will collaborate closely with the CFO, fund administrator, investment team, and external partners to ensure accurate reporting, support valuations, and contribute to strategic financial planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate quarterly investor reporting and oversee capital activity, including waterfall calculations, distributions, and compliance filings.</li><li>Support fund and property-level performance analysis, financial modeling, and valuation processes in collaboration with the CFO and investment team.</li><li>Manage audit and tax coordination with fund administrators, external auditors, and tax professionals, ensuring timely and accurate reporting.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits.</li><li>Exposure to a wide range of investment strategies and asset classes.</li><li>A collaborative, high-performance culture.</li><li>Opportunities for professional growth and development.</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>
We are looking for an experienced Senior Accountant to join our team in Fremont, California. This is a long-term contract position where you will play a key role in managing financial reporting, data analysis, and reconciliation tasks. The ideal candidate will bring a proactive attitude and advanced Excel skills to ensure accuracy and efficiency in handling complex data.<br><br>Responsibilities:<br>• Conduct detailed account reconciliations and ensure accurate reporting during month-end close.<br>• Review and analyze large datasets, utilizing advanced Excel functions such as pivot tables to manipulate and interpret data.<br>• Prepare journal entries and maintain the general ledger for financial accuracy.<br>• Pull and audit reports from internal systems to support profit-sharing, payroll reporting, and other financial processes.<br>• Collaborate with a team of nine, contributing to seamless workflows and supporting various accounting tasks.<br>• Perform manual data manipulation to verify and streamline thousands of data entries.<br>• Assist in auditing processes to ensure compliance and identify discrepancies.<br>• Occasionally work weekends to meet critical deadlines or project requirements.<br>• Communicate effectively with the controller and team members during interviews and ongoing operations.
We are looking for a highly skilled and detail-oriented Sr. Plant Accountant to join our team in Vacaville, California. In this role, you will oversee critical financial operations, including inventory management, variance analysis, fixed assets, and cost optimization initiatives. This position is ideal for an individual with a strong background in accounting who thrives in a fast-paced environment and is eager to drive process improvements and operational efficiencies.<br><br>Responsibilities:<br>• Oversee inventory management, including transfers, cycle counts, and maintaining accurate records.<br>• Prepare and present monthly financial inventory reports, ensuring thorough analysis and review with management.<br>• Identify opportunities to improve processes and reduce costs in areas such as overhead, labor efficiencies, production efficiencies, and waste reduction.<br>• Conduct detailed inventory analysis, focusing on accuracy, minimizing slow-moving stock, and reducing obsolete inventory.<br>• Collaborate with Plant Managers and the Purchasing Director to optimize stock levels and improve costing visibility.<br>• Develop and enhance reporting systems, including Power BI, to streamline management reporting.<br>• Monitor and troubleshoot discrepancies in inventory documentation and part codes.<br>• Manage master data to ensure consistency and reliability across systems.<br>• Partner with Operations Management to hold teams accountable for financial and operational performance.<br>• Adhere to company policies and safety procedures while completing assigned training and tasks.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>A dynamic and values-driven financial services firm is seeking a <strong>Client Services Associate</strong> to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first impression for clients, both in-person and over the phone.</li><li>Build and maintain strong client relationships through attentive and thoughtful service.</li><li>Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.</li><li>Monitor custodial alerts and take appropriate action.</li><li>Process required minimum distributions (RMDs) and other account maintenance tasks.</li><li>Collaborate with advisors to onboard new clients and educate them on account access.</li><li>Maintain accurate records in the CRM and manage client meeting calendars.</li><li>Support client communications and assist with mailings.</li><li>Contribute to special projects and administrative initiatives as needed.</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>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client is a<strong> thriving RIA</strong>. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>
<p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
<p><strong>Operations Lead / Manager (Title Flexible)</strong></p><p>📍 Palo Alto, CA (5 days onsite)</p><p>💰 $100,000 – $120,000 base (stretch up to $130,000 DOE) + 10–15% bonus + benefits</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a rapidly growing <strong>venture capital firm. </strong>They are seeking an <strong>Operations Lead/Manager</strong> to join its Palo Alto headquarters. With significant assets under management and continued expansion on the horizon, the firm provides a unique opportunity to gain hands-on exposure to the inner workings of venture capital while working alongside investors, founders, and senior executives.</p><p>This is an ideal role for an ambitious, intelligent, resourceful, and eager to grow into a <strong>Chief of Staff</strong>. The firm fosters a collaborative, high-energy culture and offers direct access to leadership and investors, making it a strong platform for career growth in VC operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Meeting & Investment Support</strong></p><ul><li>Track portfolio updates and investment team priorities using Airtable (or similar tools).</li><li>Prepare, organize, and manage documentation for weekly pitch and portfolio review meetings.</li><li>Ensure materials are accurate, timely, and presentation-ready.</li></ul><p><strong>Project & Investor Support</strong></p><ul><li>Support a team of investors, keeping projects, deliverables, and priorities organized.</li><li>Manage quarterly reporting and other investor communications with accuracy and professionalism.</li><li>Implement and streamline workflows using Notion, Airtable, or comparable systems.</li></ul><p><strong>Office & Operations Management</strong></p><ul><li>Oversee day-to-day office operations, ensuring a polished and professional environment.</li><li>Anticipate investor and guest needs, from meeting logistics to hospitality.</li><li>Serve as a primary point of contact, fostering a welcoming and professional atmosphere.</li></ul><p><strong>Event Planning & Relationship Management</strong></p><ul><li>Plan and execute investor dinners, sponsorships, and high-profile events.</li><li>Manage guest lists, vendor relationships, and logistics to ensure seamless experiences.</li><li>Represent the firm with polish in interactions with executives, investors, and UHNW individuals.</li></ul>
We are looking for a skilled and detail-oriented Sr. Accountant to join our team in San Francisco, California. This is a Contract position where you will play a key role in managing essential accounting functions, including reconciliations, payroll processing, and asset management. The ideal candidate will have strong technical expertise and a collaborative mindset to support both internal operations and external interactions with customers and vendors.<br><br>Responsibilities:<br>• Process accounts payable invoices on a weekly basis, ensuring accuracy and timeliness.<br>• Perform monthly bank reconciliations to maintain financial integrity.<br>• Execute balance sheet reconciliations and post accrued expenses during month-end close.<br>• Oversee the management of fixed assets, intangible assets, and lease obligations.<br>• Respond to inquiries related to accounts receivable through Zendesk and provide AR operational support.<br>• Engage with customers and vendors to address financial matters and build effective relationships.<br>• Administer semi-monthly payroll for employees, ensuring compliance and accuracy.<br>• Utilize accounting expertise in areas such as journal entries, general ledger maintenance, and revenue recognition.<br>• Leverage tools like NetSuite and Microsoft Excel to streamline processes and enhance reporting capabilities.<br>• Support month-end close activities to ensure timely and accurate financial reporting.
<p><strong>Michelle Espejo with Robert Half Finance & Accounting</strong> is recruiting for a<strong> Financial Due Diligence, M& A Associate</strong> at an advisory firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Controller – Venture Capital</strong></p><p>📍 Palo Alto, CA | Hybrid (3 days in-office, some remote flexibility)</p><p>💼 $150,000 – $200,000 base + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a<strong>n </strong>early-stage venture capital firm investing in Pre-Seed, Seed, and Series A companies in the US. They are seeking a Controller as the firm scales into its next phase of growth. This is a unique opportunity to join a lean, startup-style finance team alongside some of the sharpest minds in venture, with a clear path to grow into a future CFO role.</p><p> </p><p><strong>About the Role</strong></p><p>This isn’t a back-office role — it’s a chance to sit at the table with partners and founders while building the financial backbone of a top-tier VC. The Controller will take ownership of fund and management company accounting, streamline processes, and partner directly with leadership on fundraising, valuations, and strategic initiatives. If you’re looking for impact, visibility, and long-term growth, this role delivers.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee <strong>fund and management company accounting</strong> across entities.</li><li>Lead <strong>audits and tax filings</strong>, working with top-tier external providers.</li><li>Manage <strong>LP reporting</strong>, including capital calls, distributions, and investor dashboards.</li><li>Monitor <strong>cash flow</strong> and support capital planning.</li><li>Build and refine <strong>financial controls, processes, and systems</strong> to scale with the firm.</li><li>Assist with <strong>fund modeling, valuations, and fundraising prep</strong>.</li><li>Partner closely with the <strong>Founder and senior leadership</strong> on strategic finance projects.</li></ul><p> </p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Fund Accountant – Valuations & Fund Operations</strong></p><p>📍 Menlo Park, CA | Hybrid (3 days in-office)</p><p>💼 $125,000 – $150,000 + Bonus + Phantom Equity + Unlimited PTO</p><p><br></p><p> Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p><br></p><p>Ready to take your valuation and fund accounting chops to the next level? This is your chance to join a <strong>well-known VC in Menlo Park</strong> with a long history of backing some of the most transformative companies out there. You’ll be hands-on with <strong>quarterly valuations, fund operations, and investor reporting</strong>, all while working side-by-side with a sharp finance team and senior leadership. It’s a great opportunity to grow your career, learn the venture world from the inside, and be part of a collaborative, fast-moving team that loves what they do.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p>Robert Half’s <strong>Full-Time Engagement Professionals (FTEP) Team</strong> is hiring a <strong>Senior Accountant</strong> to support a variety of client projects across <strong>Contra Costa County, the Tri-Valley, and occasional remote engagements</strong>.</p><p>If you thrive on <strong>variety</strong>, enjoy working across different industries, and want to make a <strong>real impact through hands-on accounting work</strong>, this could be the perfect next step in your career.</p><p><br></p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>Job Duties: </strong></p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with a highly respected venture capital firm in Menlo Park to identify a <strong>Fund Accountant</strong> who will play a critical role in valuations, fund operations, and investor reporting. This is an opportunity to work alongside an elite finance team in a collaborative environment where your work directly supports founders building transformative companies.</p><p><br></p><p><strong>Fund Accountant – Valuations & Fund Operations</strong></p><p>📍 Menlo Park, CA | Hybrid (2–3 days onsite)</p><p>💼 $125k–$150k base + Bonus + Phantom Equity + Unlimited PTO</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead quarterly portfolio valuations in line with ASC 820.</li><li>Build and refine valuation models with strong, defensible data.</li><li>Support fund financials, quarterly closes, audits, and LP reporting.</li><li>Review capital calls, distributions, and cash management across multiple funds.</li><li>Provide accurate fund data for board materials and investor presentations.</li><li>Mentor junior team members and help scale finance processes as the firm grows.</li></ul>
<p><strong>Job Title:</strong> Financial Analyst</p><p><br></p><p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to join our finance team. In this role, you will be responsible for analyzing financial data, developing forecasts, creating reports, and supporting strategic decision-making across departments. The ideal candidate will have strong Excel skills, a solid understanding of financial principles, and the ability to communicate complex information clearly.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial performance and create reports on trends, forecasts, and variances.</li><li>Build and maintain financial models for budgeting, forecasting, and scenario planning.</li><li>Monitor key metrics, KPIs, and financial results to support business performance.</li><li>Partner with department leaders to provide financial insight and support budget management.</li><li>Prepare monthly, quarterly, and annual financial reports and dashboards.</li><li>Support month-end close activities, including accruals and variance analysis.</li><li>Assist in identifying opportunities for cost savings and process improvements.</li><li>Ensure data accuracy and integrity across financial systems and reporting tools.</li><li>Support ad hoc analysis and special projects as assigned by leadership.</li></ul><p><br></p><p><br></p><p><br></p>
