64 results for Oracle Financials Business Analyst in Martinez, CA

Financial Analyst One of our clients in the Brentwood area is looking for a Financial Analyst for a 3 months contract. <ul><li>Analyze financial data and trends to support strategic planning.</li><li>Prepare forecast models, budgets, and variance reports.</li><li>Collaborate with department leads to analyze financial performance and recommend improvements.</li><li>Provide insight and analysis for key business initiatives.</li><li>Create and maintain dashboards to track key performance indicators (KPIs).</li><li>Perform ad-hoc reporting and analysis as requested.</li></ul>

FP&A Sr. Analyst Jackie Meza with Robert Half is recruiting for an FP& A Sr. Analyst. This role is instrumental in aligning the company's financial performance with strategic objectives. The FP& A Sr. Analyst will be tasked with providing valuable insights derived from financial data analysis to senior leadership, as well as steering the company's financial decision-making. This role will collaborate with different departments to bolster business initiatives and foster financial growth. Contact Jackie Meza at 209.227.6563 for information about the role. Responsibilities • Conducting comprehensive financial planning, budgeting, and forecasting processes• Analyzing financial data for actionable insights and presenting these to senior leadership• Guiding financial decision-making processes within the company• Collaborating with various departments to support business initiatives• Driving financial growth through effective analysis and strategic planning• Utilizing Accounting Software Systems for efficient financial management• Implementing Adaptive Insights for streamlined financial planning and analysis• Managing accounting functions to ensure accurate and timely financial reporting• Overseeing the annual budget to align with the company's strategic goals• Streamlining budget processes for improved financial efficiency

CFO We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management. Property Operations Responsibilities:<ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul>Estate Planning Responsibilities:<ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul>Partnership Accounting Responsibilities:<ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul>

Senior Revenue Analyst We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions. Responsibilities<ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>

Senior Analyst, Portfolio Finance - VC Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Analyst, Portfolio FinanceEmployment Type: Full-TimeLocation: Menlo Park/San Francisco (Hybrid)Salary: $120-150k base + bonus We are partnering with a top-tier Venture Capital firm located in Silicon Valley, specializing with early state and growth companies. They are looking for a Senior Analyst, Portfolio Finance Associate to join the team. Responsibilities:<ul><li>Portfolio Monitoring (60%): Oversee the ongoing tracking and analysis of portfolio performance, identifying trends and areas of opportunity or concern. Assist in the implementation and integration of Foresight Data software to streamline portfolio monitoring workflows, with the goal of transitioning time toward more value-add activities.</li><li>Fund Analytics & Valuation (20%): As the portfolio software becomes fully operational, allocate increased time to in-depth fund analysis and valuation work. This includes assessing fund performance, benchmarking, and supporting internal decision-making processes.</li><li>Operations (20%): Support day-to-day operational functions across the investment lifecycle. Collaborate closely with internal teams to ensure efficient processes and seamless execution of operational activities.</li><li>Culture & Team Contribution: Embrace a low-ego, collaborative environment by approaching tasks with humility and a willingness to learn. Demonstrate a hands-on attitude—no task is too small—and contribute to a culture of ownership, transparency, and continuous improvement.</li></ul>

Financial Coordinator We are offering a long-term contract employment opportunity for a Financial Coordinator in Palo Alto, California. As a Financial Coordinator, your primary focus will be on managing insurance authorizations for genetic testing. You will be part of a small team, handling various tasks such as maintaining accurate records, processing applications, and providing top-notch customer service. while the Financial Coordinator role is remote, you must reside in California. Responsibilities:• Coordinate the payor referral and service authorization process for laboratory testing• Secure authorizations for laboratory testing and verify patient benefits• Maintain an Excel sheet to track insurance authorization submissions and their status• Communicate with patients and ordering providers about the status of the benefit investigation and authorization• Investigate insurance eligibility and obtain detailed insurance benefit verification• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested• Follow up on pending authorization and referral requests to ensure timely completion• Process appeals and arrange for the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals• Perform other duties as assigned.

Accounting Clerk We are offering a contract to permanent employment opportunity for an Accounting Clerk in Stockton, California, 95215, United States. As an Accounting Clerk, you would be responsible for a variety of tasks related to the management of customer accounts and financial data. This role has a strong focus on AP/AR, cash receipts and customer service. Responsibilities: • Accurately process customer credit applications in a timely manner.• Maintain up-to-date and precise customer credit records.• Resolve customer inquiries professionally and efficiently.• Monitor customer accounts and take action when necessary.• Conduct account reconciliation tasks to ensure accuracy.• Manage accounts payable (AP) and accounts receivable (AR) effectively.• Perform data entry tasks as required.• Process invoices accurately and promptly.• Utilize Microsoft Excel, QuickBooks, Oracle, and SAP for various accounting tasks.• Handle billing procedures and resolve any discrepancies.

Investment Analyst at Investment Firm (2+ years) Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Investment Analyst at a mission-driven investment firm. This full-time, permanent role is based in San Francisco with a hybrid schedule (3 days in). Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities. Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment. Responsibilities:<ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Investment Analyst - San Francisco; Hybrid Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Investment Analyst at a mission-driven investment firm. This full-time, permanent role is based in San Francisco with a hybrid schedule. Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities. Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment. Responsibilities:<ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

FP&A Manager We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis. Responsibilities: • Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives. • Construct and manage financial models to examine revenue, costs, profitability, and trends. • Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies. • Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities. • Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs). • Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making. • Enhance and simplify financial processes and reporting systems to boost efficiency and precision. • Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business. • Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.

Financial Planning & Analysis Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS SR. FINANCIAL ANALYST - hybrid role of finance and some accounting Responsibilities:Perform highly specialized and complex financial analysis, budget analysis, and related fiscal functions for a large and diverse hospital service line/department or is responsible for coordinating a major budget/financial analysis program in the Hospital Finance Department. Duties include financial planning, forecasting and modeling, budget development, performance monitoring and management reporting. Prepareand provide complex analysis for special and high-level reports for review at the executive level. Track expenses for various cost centers. Provide leadership in the fiscal planning process and recommends process improvements.

Finance Manager Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Finance Manager Location: San Francisco (Fidi); 5 days in officeSalary: $140-200k + Bonus Robert Half is partnering with an outstanding private credit asset manager with $700m AUM. As the company expands, they're on the lookout for a driven Finance Manager to help scale their platform to new heights! Responsibilities:<ul><li>Manage fund accounting, including NAV calculations and capital accounts.</li><li>Work with fund administrators, auditors, and tax advisors.</li><li>Prepare financial reports and investor materials.</li><li>Assist with budgeting, forecasting, and performance analysis.</li><li>Streamline operational workflows across the firm.</li><li>Collaborate with leadership on key projects and initiatives.</li><li>Ensure timely tax reporting and compliance with external advisors.</li></ul>

Tax Manager - Public We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.

Banking Associate Job Title: Banking Associate (Contract)Location: Los Altos, CA; Onsite Job Description:Robert Half is seeking a highly skilled and motivated Banking Associate to join a thriving financial services organization in a contract capacity. The ideal candidate will have a solid understanding of banking operations, strong analytical skills, and expertise in client account management. As a Banking Associate, you will contribute to ensuring smooth banking transactions, regulatory compliance, and exceptional client service while supporting the organization’s business goals. Key Responsibilities:<ul><li>Assist with day-to-day banking operations, including account management, fund transfers, deposits, loans, and payment processing </li><li>Perform client account reconciliations and resolve discrepancies in a timely and accurate manner </li><li>Monitor and ensure compliance with federal and state banking regulations, including anti-money laundering (AML) and Know Your Customer (KYC) requirements</li><li>Collaborate with internal teams to support lending operations and provide detailed reports on loan activity and portfolio performance </li><li>Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring service excellence </li><li>Process wire transfers and ACH payments, ensuring accuracy and adherence to internal controls</li><li>Analyze banking procedures and identify improvements to enhance operational efficiency and reduce risks </li><li>Maintain accurate documentation of client transactions, contracts, and account activity </li><li>Support audit preparation and respond to inquiries from regulatory agencies during compliance reviews.</li></ul>

Accounting Manager We are looking for an experienced Accounting Manager to join our team on a contract basis in San Rafael, California. In this role, you will oversee key financial processes, manage a small team, and ensure compliance with accounting standards. This position requires strong expertise in accounting systems and a proven ability to lead and mentor staff. Responsibilities:• Review and approve invoices to ensure accuracy and compliance with financial policies.• Oversee accounts payable (AP), accounts receivable (AR), and payroll functions to maintain seamless financial operations.• Directly supervise and provide leadership to a team of 2–3 employees handling AP and AR.• Utilize QuickBooks Online for daily accounting operations and financial tracking.• Conduct auditing and billing functions to ensure financial integrity.• Collaborate with internal teams to optimize accounting workflows and processes.• Monitor and report financial data to support decision-making and business objectives.• Establish and maintain adherence to regulatory and company accounting standards.

Family Office Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Private Family Office - Senior Accounting Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Accounting Manager at a family office. This full-time, permanent role is based in San Francisco with a remote schedule. Join a family office at the forefront of financial operations and cryptocurrency investments. This innovative firm blends traditional finance with digital asset management, offering a unique platform to shape financial strategies and drive growth in a confidential, entrepreneurial environment. As Senior Accounting Manager, you'll lead accounting functions and gain exposure to cryptocurrency investments. This role offers competitive compensation and the opportunity to make a significant impact. Responsibilities:<ul><li>Oversee accounting functions, including general ledger, accounts payable/receivable, payroll, and financial reporting.</li><li>Prepare financial statements monthly, quarterly, and annually in line with GAAP.</li><li>Work with external tax professionals on tax preparation, reporting, and liability.</li><li>Manage accounting for traditional investments, cryptocurrency, and private equity holdings.</li><li>Develop and manage budgets and financial forecasts.</li><li>Handle digital asset accounting and stay updated on regulations.</li><li>Improve processes and internal controls for better accuracy.</li><li>Communicate financial insights to family members, executives, and advisors.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Accounting Supervisor We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities. Responsibilities:<ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>

Accounting Manager We are offering an exciting opportunity for an Accounting Manager in Vallejo, California. In this role, you will be tasked with the management and coordination of accounting functions and systems. This includes ensuring the accuracy of accounts, handling financial services, and resolving any related inquiries. We are subcontractor with a reputation for quality work and excellent customer relationships. As part of a close-knit team, we maintain a focus on efficient business practices while delivering exceptional services to our clients. Key Responsibilities:<ul><li>Oversee all accounting functions, including accounts payable, accounts receivable, payroll, and general ledger activities.</li><li>Prepare and analyze monthly, quarterly, and annual financial statements to provide insights into financial performance.</li><li>Maintain the company's chart of accounts and ensure accurate transaction coding.</li><li>Collaborate with the owner to develop, monitor, and update budgets and cash flow forecasts.</li><li>Provide financial forecasts to support strategic business decision-making.</li><li>Ensure compliance with federal, state, and local tax regulations and filing requirements.</li><li>Prepare for and coordinate external audits, including providing necessary documentation and reports.</li><li>Process Improvements and Internal Controls:</li><li>Develop and implement accounting policies, procedures, and internal controls to protect the financial integrity of the company.</li><li>Identify inefficiencies and implement process improvements to enhance accuracy and timeliness of reporting.</li><li>Supervise and mentor one accounting clerk, providing guidance on day-to-day tasks and fostering professional development.</li><li>Delegate tasks effectively and ensure deadlines are met.</li><li>Manage accounting software and perform system updates, if needed.</li><li>Work closely with management to ensure effective use of financial systems for decision-making.</li><li>Prepare ad hoc financial reports and analyses as requested by the owner.</li><li>Maintain vendor and client relationships related to financial transactions.</li></ul>

Director of Finance We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business. Responsibilities: • Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations. • Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies. • Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders. • Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy. • Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters. • Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts. • Developing, documenting, and maintaining control systems within the Hotels to ensure compliance. • Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support. • Working within the Talent Management System to ensure the departmental performance of staff is productive. • Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.

Senior Accountant A leading manufacturing company in San Ramon, CA is seeking an experienced Senior Accountant to join their team on a temp-to-hire basis. This is an excellent opportunity for an accounting professional looking to contribute to a dynamic and growing organization with a clear path to a permanent role. Key Responsibilities:<ul><li>Prepare and review journal entries, account reconciliations, and financial statements</li><li>Support month-end, quarter-end, and year-end close processes</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Maintain and improve internal controls and accounting procedures</li><li>Ensure compliance with GAAP and company policies</li><li>Reconcile inventory accounts and assist with cost accounting functions</li><li>Collaborate with operations and finance teams to support business initiatives</li><li>Assist with audits and provide necessary documentation to external auditors</li></ul>

CFO Jackie Meza is on the lookout for a Chief Financial Officer (CFO) to join a dynamic team in the Stockton area. The CFO will play an essential role in managing and executing our financial operations, with a particular focus on accounting support. This role offers an exciting opportunity to be part of our team, where you will be involved in various financial tasks, from handling the day-to-day accounting activities to strategic financial planning. Contact Jackie Meza today at 209.227.6563. Responsibilities:• Execute day-to-day accounting operations, including general ledger activities, accounts payable and receivable, and payroll• Oversee the preparation of budgets, cash flow forecasts, and financial analyses to aid in business decisions• Ensure compliance with accounting standards and regulations specific to the agricultural industry• Collaborate with internal teams to lead process improvements and optimize operational efficiency• Maintain direct involvement in cost management and inventory evaluation• Conduct financial audits and ensure accurate and timely execution of all accounting functions• Integrate strategic financial initiatives with hands-on execution in a dynamic and fast-paced environment.

Accounting Manager We are in the consumer products industry, located in Petaluma, California and we are looking for an experienced Accounting Manager to join our team. In this role, you will be in charge of overseeing our accounting operations, ensuring financial accuracy, and supporting our business decision-making. Responsibilities: • Accurately process and efficiently manage accounts payable, accounts receivable, and payroll functions.• Perform the preparation of financial statements, including balance sheets, income statements, and cash flow reports.• Conduct monthly, quarterly, and annual financial report analyses.• Ensure compliance with GAAP, IFRS, and company policies.• Reconcile bank statements, credit cards, and intercompany transactions to maintain accurate financial records.• Supervise and mentor the accounting team, ensuring detail oriented development and high performance.• Collaborate with other departments to streamline financial processes.• Coordinate with external auditors and tax consultants during audits and tax filings.• Identify opportunities to enhance accounting processes and systems, leading automation efforts and software upgrades.• Ensure adherence to local, state, and federal tax regulations, implementing and monitoring internal controls to safeguard company assets.• Assist with budget planning, forecasting, and variance analysis.

Finance Manager - Fully ONSITE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance & Operations Manager at a large Investment Firm. This is a full-time permanent role based in San Mateo. Join a top-tier boutique investment firm managing $20 billion in assets. With a reputation for pioneering behavioral finance strategies, this firm offers a collaborative, growth-oriented environment where innovation meets excellence. Work with industry leaders \while enjoying competitive compensation, profit-sharing, a 401(k) match, and full benefits. This is an opportunity to develop your career in a collaborative, growth-focused environment where your contributions directly impact financial operations, payroll, and accounting. Responsibilities<ul><li>Manage accounts payable processes and verify invoices.</li><li>Maintain vendor and banking relationships to ensure smooth financial workflows.</li><li>Assist with payroll processing, benefits administration, and employee compensation statements.</li><li>Oversee wire and ACH payments with precision.</li><li>Maintain financial records, support tax filings, and ensure compliance with reporting requirements.</li><li>Prepare financial reports, budgets, and forecasts.</li><li>Contribute to process improvements, including payroll transitions and system upgrades.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Finance & Ops Manager - ONSITE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance & Operations Manager at a top-tier investment firm in San Mateo. This is a full-time, permanent role. Join a boutique firm managing $20 billion in assets, known for its innovative behavioral finance strategies. The firm offers a collaborative, growth-oriented environment where excellence and innovation drive success. In this role, you'll work alongside industry leaders and make a direct impact on financial operations, payroll, and accounting. Enjoy competitive compensation, profit-sharing, a 401(k) match, and full benefits as you develop your career in a supportive, dynamic setting. Responsibilities<ul><li>Manage accounts payable processes and verify invoices.</li><li>Maintain vendor and banking relationships to ensure smooth financial workflows.</li><li>Assist with payroll processing, benefits administration, and employee compensation statements.</li><li>Oversee wire and ACH payments with precision.</li><li>Maintain financial records, support tax filings, and ensure compliance with reporting requirements.</li><li>Prepare financial reports, budgets, and forecasts.</li><li>Contribute to process improvements, including payroll transitions and system upgrades.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.