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54 results for Senior Financial Analyst in Menlo Park, CA

Sr. Financial Analyst <p>Robert Half Management Resources is seeking a Sr. Financial Analyst on an interim basis for one of our SaaS clients. As a Sr. Financial Analyst, you will be expected to analyze and forecast net working capital, improve actual billings reporting models, and assist in the preparation of MD& As/Board Decks. </p><p><br></p><p><u>Responsibilities:</u></p><p>• Perform monthly revenue variance analysis and understand the impact of various drivers to revenue recognition as well as ability to decipher actuals through large data analysis.</p><p>• Own revenue, Billings and Deferred revenue forecast, drive improvements to accuracy and automate processes and data flow.</p><p>• Own and improve actuals billings reporting model and analytics to assure proper reporting of billings by bookings license type and splits between new booking billings, renewal booking billings, and installment billings.</p><p>• Analyze and forecast net working capital (balance sheet and cash flow).</p><p>• Assist in the preparation of MD& As / Board Decks and understand and explain the drivers behind the business.</p><p>• Coordinate with FP& A organization for full P& L roll up and analysis.</p><p>• Develop new revenue analytics to improve storytelling and future forecast accuracy.</p><p>• Develop and build new forecasting processes, methodologies, and models in excel and Adaptive Planning.</p><p>• Fixed asset capital expenditure forecasting.</p><p>• Improve and automate processes and data flows utilized in forecasting processes.</p><p>• Leverage (technology) systems to easily identify trends and variances and deliver ROI analysis on future investment.</p><p>• Provide critical insight and analysis on business performance.</p><p>• Complete investor reporting requirements and inquiries.</p> Financial Analyst <p>We are offering an exciting opportunity for a Financial Analyst in Silicon Valley, California. This role is integral to the healthcare industry and involves detailed financial analysis, budgeting, and data-driven decision-making. The successful candidate will collaborate with various departments, including leadership and IT, to develop reports, monitor vital metrics, and assist in due diligence for medical practice acquisitions.</p><p><br></p><p>Responsibilities:</p><p>• Lead the creation of annual operating and capital budgets</p><p>• Foster effective relationships with department managers to monitor financial performance and report on budget variances</p><p>• Generate reports and track key metrics by practice, providing accurate financial performance analysis</p><p>• Prepare management and executive-level reports for leadership review</p><p>• Collaborate with leadership and IT teams to create and maintain performance dashboards</p><p>• Support due diligence initiatives related to medical practice acquisitions</p><p>• Validate data from practices, ensuring its integrity</p><p>• Develop detailed reports on productivity, revenue, and expenses, benchmarked against industry standards</p><p>• Create business plans for existing and new ventures, with a focus on data analysis and market viability</p><p>• Conduct complex data extractions and calculations to produce meaningful ad hoc analyses and reports</p><p>• Use decision support systems, cost accounting principles, and financial tools to provide actionable insights</p><p>• Establish and maintain effective working relationships with employees, managers, senior leaders, and physicians/providers</p><p>• Represent the organization in a positive manner both internally and externally</p> Financial Analyst (Venture Capital Firm) <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p><p> </p><p>Ready to break out of public accounting? Join a top VC firm with billions in assets and work at the forefront of innovation. This is your chance to take on a dynamic finance role with hands-on exposure to deals, fund reporting, and high-growth industries. Enjoy competitive pay, generous bonuses, carry, and a collaborative culture where bold ideas thrive.</p><p> </p><p>This firm has backed hundreds of cutting-edge companies in AI, life sciences, robotics, and more. Work alongside smart, supportive colleagues in a flat structure that values your contributions. Benefit from top-tier perks—meals, a fitness center, and an engaging, inclusive workplace.</p><p><br></p><p><strong>San Francisco Bay Area</strong></p><p><strong>Hybrid - 2 Days on-site</strong></p><p><strong>$100-115k Base + Generous Bonus + Carry</strong>! </p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Conduct portfolio valuations and financial modeling.</li><li>Oversee monthly closes, financial statements, and fund reporting.</li><li>Improve processes through automation and scalable solutions.</li><li>Analyze financials, track investments, and execute funding wires.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Financial Planning & Analysis Manager <p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p> Senior Revenue Analyst <p>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.</p><p><br></p><p><strong>Responsibilities</strong></p><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> Financial Analyst <p>We are offering a contract/contract to hire employment opportunity for a Financial/Business Analyst position in the east bay. As a Financial Analyst, you will play a crucial role in conducting cost and margin analysis, performing business analytics, and handling multiple product lines.</p><p><br></p><p>Responsibilities:</p><p>• Conduct a thorough analysis of parts, products, and inventory margins.</p><p>• Assess and review profitable and non-profitable sales.</p><p>• Perform business analytics to ensure efficiency and effectiveness.</p><p>• Utilize advanced Microsoft Excel skills for data management and analysis.</p><p>• Handle multiple product lines in the manufacturing sector.</p><p>• Use Crystal Reports, Accrual Accounting, Auditing, and other financial analysis tools.</p><p>• Perform Gross Margin Analysis and Inventory Analysis.</p><p>• Utilize Excel Formulas for efficient data processing.</p><p>• Conduct Cash Flow Analysis and Financial Modeling.</p><p>• Question and investigate any discrepancies or irregularities in financial data.</p> CFO <p>We are in the search for an experienced CFO to lead our financial operations and strategy in the construction industry, based in the East Bay California. The CFO will be instrumental in managing financial processes, including time and materials billing and government contracts, leveraging construction ERP systems, and fostering a culture of continuous improvement within the team.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Drive financial strategies that align with organizational goals, ensuring accurate budgeting, forecasting, and financial modeling</p><p>• Oversee all aspects of accounting and financial reporting, ensuring compliance with industry standards and regulations</p><p>• Manage time and materials billing processes, collaborating with project managers to monitor project costs and implement cost-control measures</p><p>• Handle financial aspects of government contracts, ensuring compliance with regulatory requirements and maintaining relationships with government agencies</p><p>• Utilize construction ERP systems to enhance financial operations, including material management, procurement, and inventory control</p><p>• Identify and mitigate financial risks associated with projects and operations, developing strategies to manage cash flow, bonding, and insurance requirements</p><p>• Lead and mentor the finance and accounting teams, fostering a culture of continuous improvement and detail-oriented development</p> Investment Analyst <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p><p>Our client is a top-tier global placement agent, specializing in raising capital for private equity, real estate, infrastructure, and credit funds. With a proven track record and a strong global presence, they partner with leading fund managers and institutional investors to drive successful fundraising initiatives.</p><p>We’re looking for an <strong>Investment Analyst</strong> to join the San Francisco team. This high-impact role offers direct exposure to senior leadership, including the CEO, and provides a unique opportunity to gain broad insights into private equity and venture capital.</p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Support Fundraising:</strong> Prepare investor materials, including detailed presentations and due diligence reports.</li><li><strong>Fund Analysis:</strong> Evaluate fund structures, performance, and investor profiles.</li><li><strong>Investor Engagement:</strong> Coordinate communication with LPs, internal teams, and senior leadership.</li><li><strong>Data Integrity:</strong> Manage investor databases and marketing materials with accuracy.</li><li><strong>Market Research:</strong> Conduct deep analysis on private equity, real estate, infrastructure, and credit sectors to identify trends and opportunities.</li></ul><p><strong>Why Join?</strong></p><ul><li>Direct exposure to top-tier private equity and venture capital firms.</li><li>Hands-on mentorship from senior leadership, including the CEO.</li><li>Strong career trajectory—past analysts have gone on to successful careers in investing, investor relations, and entrepreneurship.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration.</p> Financial Analyst We are on the search for a Financial Analyst to become a part of our team. The role is based in Morgan Hill, California, 95037, United States. The industry we operate in is steeped in accounting systems, CRM, and data mining techniques. This role offers a short term contract employment opportunity.<br><br>Responsibilities:<br><br>• Accurately and efficiently process customer credit applications using Accounting Software Systems and ADP - Financial Services<br>• Maintain comprehensive and up-to-date customer credit records <br>• Respond to and resolve customer inquiries related to their credit status<br>• Monitor customer accounts and take appropriate action when necessary<br>• Utilize CRM and Crystal Reports to manage customer relationships and generate reports<br>• Implement Data Mining Techniques to analyze financial data and forecast trends<br>• Oversee accounting functions to ensure financial accuracy<br>• Follow accrual accounting principles to record financial transactions<br>• Conduct auditing processes to verify financial data and procedures<br>• Participate in budget processes and capital management activities to optimize financial resources. CFO - Chief Financial Officer <p>Our non-profit client in Oakland is seeking in interim hands-on Chief Financial Officer (CFO) for a 2+ month engagement. As a CFO, your key responsibilities would revolve around managing financial functions, including budgeting, forecasting, cash flow management, and overseeing investments. This role entails regular interaction with the board of directors and other senior management members. This is a 100% remote role and expected to pay between $80-$100/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the financial planning, budgeting, and forecasting processes</p><p>• Manage the organization's cash flow and treasury functions to ensure financial stability</p><p>• Engage in strategic financial decisions and provide financial insights to the board and other top management</p><p>• Use financial software tools such as Paycom, Sage Intacct, and Concur for financial management and reporting</p><p>• Ensure accuracy and integrity in financial reporting and compliance with financial regulations and standards</p><p>• Work closely with the Controller and Finance Manager to identify and address financial issues and gaps</p><p>• Participate in board meetings and present financial reports and updates</p><p>• Develop and implement financial policies and procedures that align with the organization's mission and goals</p><p>• Manage the organization's investment portfolio to ensure it is aligned with the organization's financial objectives</p><p>• Oversee the allocation and expenditure of the organization's resources in line with contractual agreements and program objectives</p> Finance Manager <p>Our manufacturing client in San Leandro is seeking an interim Sr. Manager of Finance - Supply Chain for a 6 month engagement. As a Sr. Finance Manager, you will play a significant role in providing strategic financial insights to their Procurement, Supply Chain, and Operations departments. This role involves leading the Close processes for Supply Chain Finance, supporting budget and forecast activities, and managing Cost of Goods, manufacturing variance, inventory analysis, and data management. This is a hybrid role requiring onsite work 3 days per week. Pay is expected to be $80-$90/hr. DOE.</p><p><br></p><p>Responsibilities</p><p>• Offer valuable insights and decision support to division leadership teams and corporate finance to enable accurate monthly forecasts</p><p>• Develop timelines and deliverables to meet corporate requirements as part of leading the close process for Supply Chain Finance</p><p>• Ensure that manufacturing variances identified during close are included in each new submission as part of supporting the budget and forecast processes</p><p>• Support the standard cost data process for new products as well as annual standard cost updates and inventory valuation</p><p>• Collaborate with the Engineering team to develop analysis for capital investment request</p><p>• Participate in various cross-functional project teams as a representative of Finance</p><p>• Develop daily, weekly, and monthly reporting packages that offer timely and comprehensible summaries of financial results</p><p>• Advocate for cost management and waste reduction opportunities by creating relevant visibility and measurement that inspires action</p><p>• Deliver insightful reporting, analysis, and KPIs, and perform analysis to optimize tactics, depth, and effectiveness of planning and execution</p><p>• Influence Operations and Finance leadership in the areas of business case analysis and provide valuable insights and input to Corporate Budgeting and Forecasting cycles</p> Lawson Functional Financial Data Analyst <p>Robert Half Management Resources is seeking a highly motivated and experienced Financial Systems Analyst to join our client for a 2-year contract. This role will play a crucial role in supporting our client during a complex system implementation by backfilling a key member of their financial systems team. This remote position offers a unique opportunity to contribute to a significant project and gain valuable experience in a dynamic environment.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Maintain and update accounting and finance master data (e.g., chart of accounts, cost centers, vendors, customers) within the client's financial systems.</p><p>• Ensure data accuracy, consistency, and integrity across all master data domains.</p><p>• Develop and implement master data governance procedures and best practices.</p><p>• Collaborate with stakeholders to resolve master data issues and discrepancies.</p><p>• Perform data cleansing and validation activities.</p><p>• Gather and document business requirements related to financial systems and processes.</p><p>• Analyze existing business processes and identify areas for improvement.</p><p>• Assist in the development and testing of system configurations and enhancements.</p><p>• Provide support to end-users during system implementation and post-implementation.</p><p>• Create and maintain process documentation and training materials.</p><p>• Generate reports and perform data analysis for various stakeholders.</p><p>• Participate in testing and validation of system changes.</p><p>• Provide support to the project team during the system implementation lifecycle.</p><p>• Assist with data migration and cutover activities.</p><p>• Troubleshoot system issues and provide timely resolutions.</p><p>• Collaborate with technical teams to ensure seamless system integration.</p> Compliance Analyst <p>A leading Workforce Management Software Company based in San Francisco, CA, is seeking a Senior EDD Analyst to join their compliance team on a fully remote, open-ended contract basis. This role requires a highly experienced compliance professional who can operate autonomously, conducting in-depth Enhanced Due Diligence (EDD) reviews and assisting in the development and refinement of compliance procedures.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct comprehensive Enhanced Due Diligence (EDD) reviews for high-risk customers, ensuring compliance with regulatory requirements.</li><li>Draft detailed EDD reports summarizing findings, risk assessments, and recommendations.</li><li>Assist in the development, refinement, and implementation of EDD procedures to strengthen the organization’s compliance framework.</li><li>Identify potential risks and red flags associated with high-risk entities, utilizing internal and external data sources.</li><li>Collaborate with cross-functional teams, including legal, risk, and compliance, to ensure adherence to internal policies and regulatory standards.</li><li>Stay current with evolving AML, KYC, and financial crime regulations, ensuring best practices are integrated into compliance processes.</li></ul><p><br></p> Multi-Strategy Investment Firm - Sr. Tax Analyst <p>Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable opportunity to join a vibrant team within a prestigious organization, offering the chance to make a significant impact while advancing your career in in-house tax services and strategy.</p><p><br></p><p>Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. </p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and review tax work papers and returns for hedge funds, private equity funds, real estate funds, and special purpose vehicles (SPVs).</li><li>Review estimated tax calculations.</li><li>Prepare and review investor tax documents and reports.</li><li>Manage relationships with external accounting, tax, and legal firms.</li><li>Conduct research and analysis on investor tax inquiries, providing appropriate responses.</li><li>Coordinate with other departments and external audit firms regarding audited financial statements, including ASC 740 (formerly FIN 48) analysis.</li><li>Conduct research and analysis on tax law changes affecting the asset management industry.</li></ul> Senior SEC Manager <p>We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting.</p><p><br></p><p><strong>SEC Financial Reporting</strong></p><ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p><strong>Technical Accounting</strong></p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p><strong>Equity & Complex Financial Reporting</strong></p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p><strong>Other Responsibilities</strong></p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p>Technical Accounting</p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p>Equity & Complex Financial Reporting</p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p>Other Responsibilities</p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul> Oracle Financials Business Analyst <p>We are seeking a Business Analyst to join our team in Martinez, California. This role serves as a vital link between our Finance/Accounting teams and IT, focusing on resolving Oracle Fusion Financials system issues. This is a long-term contract opportunity, involving the review and improvement of configurations, standard operating procedures (SOPs), and processes. Additionally, the role includes overseeing system testing and user acceptance testing (UAT) to ensure seamless functionality.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as a liaison between Finance/Accounting teams and IT to address Oracle Fusion Financials system issues.</li><li>Review configurations, SOPs, and processes to identify and implement improvements.</li><li>Gather and document business requirements to align Oracle Fusion Financials with business needs.</li><li>Support Redwood UI updates, testing coordination, and user adoption.</li><li>Oversee testing phases with implementers and facilitate user testing.</li><li>Lead change management efforts to ensure smooth transitions and system adoption.</li></ul><p>.</p> Oracle Financials Business Analyst <p>We are seeking a Business Analyst to join our team in Martinez, California. This role serves as a vital link between our Finance/Accounting teams and IT, focusing on resolving Oracle Fusion Financials system issues. This is a long-term contract opportunity, involving the review and improvement of configurations, standard operating procedures (SOPs), and processes. Additionally, the role includes overseeing system testing and user acceptance testing (UAT) to ensure seamless functionality.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as a liaison between Finance/Accounting teams and IT to address Oracle Fusion Financials system issues.</li><li>Review configurations, SOPs, and processes to identify and implement improvements.</li><li>Gather and document business requirements to align Oracle Fusion Financials with business needs.</li><li>Support Redwood UI updates, testing coordination, and user adoption.</li><li>Oversee testing phases with implementers and facilitate user testing.</li><li>Lead change management efforts to ensure smooth transitions and system adoption.</li></ul><p>.</p> Operations Analyst We are seeking a dedicated Operations Analyst to join our team in San Jose, California. In this role, you will play a key role in our manufacturing industry operations, focusing on a variety of analytical tasks including evaluating quotations, cost analysis, and facilitating decision-making processes related to purchasing, materials, and production costs.<br><br>Responsibilities:<br>• Conduct thorough evaluations and analysis of supplier quotations to ensure cost-effectiveness and alignment with company budgets.<br>• Engage in negotiations with vendors to secure favorable terms and pricing.<br>• Regularly monitor and analyze costs associated with raw materials, production processes, and supply chain logistics.<br>• Identify potential cost-saving opportunities and recommend process improvements.<br>• Develop and maintain detailed cost models to support pricing strategies.<br>• Assist in forecasting material requirements based on production schedules and sales projections.<br>• Oversee efficient inventory management by balancing stock levels and minimizing waste.<br>• Collaborate with procurement teams to enhance purchasing processes.<br>• Assess production workflows and identify inefficiencies.<br>• Provide data-driven insights to support lean manufacturing and process optimization initiatives.<br>• Track and report on key performance indicators (KPIs) related to production costs and efficiency.<br>• Prepare detailed reports and presentations for senior management, highlighting findings and actionable recommendations.<br>• Act as a liaison between operations, procurement, and finance teams to align goals and strategies. Senior Wealth Manager - RIA <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being.</p><p> </p><p>This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Tax Senior or Tax Manager - VC/PE <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>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>FLEXIBLE REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Finance & Operations Associate – Asset Management Firm <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p>Job Posting: Finance & Operations Associate – Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p> Accounting Manager <p>We are in search of an Accounting Manager to join our team in Hayward, California. The successful candidate will be tasked with overseeing accounting functions, managing software systems, and maintaining financial processes. This role is an exciting opportunity for those proficient in managing accounts payable and receivable, auditing, and month-end close.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Supervise and mentor accounting specialists, managing daily tasks, priorities, and deliverables</li><li>Oversee cash management, bank reconciliations, and reporting to ensure sound financial controls</li><li>Supervise Accounts Payable and Receivable, ensuring adherence to policies and procedures</li><li>Manage General Ledger transactions </li><li>Oversee monthly closing process, ensuring timely book closure, financial statement review, and reconciliations</li><li>Prepare and present financial statements with variance analysis to Management</li><li>Offer recommendations to optimize financial performance based on analysis</li><li>Supervise semi-monthly payroll and off-cycle processing, ensuring compliance with reporting requirements</li><li>Manage Tax filings, Audits, and external reporting needs</li><li>Collaborate with Management on financial forecasts, projections, and budgets</li><li>Align operating practices with optimal financial performance goals.</li></ul> Sr. Accounting Manager/Supervisor <p>We are seeking a Sr. Accounting Manager/Supervisor to join our team in the manufacturing industry based in Castroville, California, The Sr. Accounting Manager/Supervisor will be responsible for overseeing accounting functions, managing financial software systems, and ensuring accurate billing functions.</p><p><br></p><p>Responsibilities</p><p><br></p><p>• Oversee and manage all accounting functions including Accounts Payable (AP) and Accounts Receivable (AR)</p><p>• Handle and process customer credit applications with efficiency and accuracy</p><p>• Utilize various Accounting Software Systems for managing financial data and transactions</p><p>• Administer and manage ADP - Financial Services for payroll and other related services</p><p>• Employ BlackLine software for financial close management and accounting automation</p><p>• Use Concur for managing expenses, invoices, and other business spending</p><p>• Implement ERP - Enterprise Resource Planning for business process management</p><p>• Conduct regular auditing to ensure accuracy and compliance in financial operations</p><p>• Maintain accurate customer credit records and monitor customer accounts for necessary action</p><p>• Resolve customer inquiries related to financial matters and provide excellent customer service.</p> Accounting Manager (ManCo) <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Accountant</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Palo Alto; Hybrid 2 days in office (2nd day half day in office)</p><p><strong>Salary: </strong>$90-125k base + 15-20% + Fully Paid</p><p> </p><p>We are partnering with a leading venture capital firm specializing in early-stage technology investments. Based in Palo Alto, this firm manages $1B in assets and is currently investing from its fifth fund. Their mission is to support U.S. entrepreneurs by providing strategic value through deep industry insights and strong connections with key partners across Asia.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Maintain general ledger for Funds, including day-to-day cash and non-cash transactions (purchase of investments, conversions, accruals, expenses, capital calls, distributions, change in investment valuations, and exit transactions).</li><li>Prepare monthly bank account reconciliations.</li><li>Process wires for investments and Fund expenses.</li><li>Perform quarterly close of the books for Funds, including all financial statements (Balance Sheet, Income Statement, Partners Capital, Cash Flows, SOI).</li><li>Prepare quarter and year-to-date individual partners’ capital allocations.</li><li>Process capital calls, including allocation calculations and cash receipt tracking.</li><li>Process both cash and stock distributions, including detailed distribution calculations.</li><li>Track investment data and documentation for all investments.</li><li>Complete quarterly tie out to cap tables.</li><li>Update and maintain LP records; record and perform calculations for LP interest transfers.</li><li>Answer LP inquiries and respond to confirmation requests.</li><li>Electronically distribute financial statements, partners’ capital statements, K-1s, capital call and distribution notices to LPs.</li><li>Other ad hoc responsibilities as appropriate for the position.</li></ul><p><br></p> Accounting Manager <p>Robert Half Management Resources is seeking a highly motivated and detail-oriented Accounting Consultant to join our client's team on a 2-year remote contract. This role will be critical in supporting the accounting and finance team during a complex system implementation, ensuring the accurate and timely completion of key accounting functions. Your expertise will be vital in maintaining financial integrity and supporting the successful adoption of the new system.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Perform month-end, quarter-end, and year-end closing activities, including journal entries, reconciliations, and financial reporting.</p><p>• Analyze and interpret financial data to identify trends and variances.</p><p>• Assist in the development and implementation of accounting policies and procedures.</p><p>• Provide support during the system implementation, including data validation, testing, and troubleshooting.</p><p>• Collaborate with cross-functional teams to ensure accurate financial data and reporting.</p><p>• Prepare and maintain documentation related to accounting processes and procedures.</p><p>• Support internal and external audits.</p><p>• Assist with ad-hoc financial analysis and reporting as needed.</p><p>• Maintain and manage general ledger accounts.</p>
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