<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
We are looking for a skilled Database Analyst to join our team in Livermore, California. In this Contract to permanent position, you will play a key role in supporting the implementation, maintenance, and operation of application systems within the education sector. Your expertise in data analysis and database management will help ensure timely and accurate reporting, while fostering collaboration between IT staff and end-users.<br><br>Responsibilities:<br>• Serve as the primary liaison between application users and IT staff, ensuring smooth communication and understanding of technical needs.<br>• Develop solutions to resolve user-related issues and provide technical support for application systems.<br>• Create and maintain documentation, including procedural guides and operational instructions, while utilizing collaboration platforms for user interaction and file sharing.<br>• Design, develop, and generate standardized and custom reports based on legal and user specifications using various software tools.<br>• Assist in maintaining quality control standards, participating in complex data systems projects, and ensuring accurate state reporting.<br>• Monitor and update automated reporting systems to track user inquiries, application issues, and enhancement requests.<br>• Modify database structures and reorganize databases to meet local data tracking requirements.<br>• Communicate with vendors and contractors to address technical issues related to software applications.<br>• Provide day-to-day support for application services, student assessment systems, web portals, and other assigned information systems.<br>• Foster cooperative working relationships and effectively communicate with stakeholders to meet organizational goals.
<p>We are looking for a detail-oriented Accounting Manager or Controller to lead financial operations and ensure accuracy in reporting. Based in San Juan Bautista, California, this role requires a strong understanding of reconciliation, general ledger management, and financial systems. The ideal candidate will excel in overseeing month-end processes and driving efficiency in accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage account reconciliations, ensuring all discrepancies are resolved promptly.</p><p>• Conduct detailed balance sheet reconciliations to maintain financial accuracy.</p><p>• Supervise bank reconciliation processes and ensure timely updates to financial records.</p><p>• Manage and maintain the general ledger, guaranteeing all entries are accurate and complete.</p><p>• Prepare and review journal entries to support month-end close procedures.</p><p>• Lead month-end close activities, ensuring deadlines are met and financial statements are accurate.</p><p>• Utilize financial systems such as NetSuite, Oracle, and SAP to streamline accounting operations.</p><p>• Analyze financial data to identify trends and provide actionable recommendations.</p><p>• Collaborate with cross-functional teams to improve accounting workflows and processes.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)</p>
<p>We are looking for a skilled Payroll Tax Analyst to join our team on a contract basis in Walnut Creek, California. In this role, you will play a vital part in managing payroll tax operations and ensuring compliance with relevant regulations. This position offers an opportunity to collaborate with payroll specialists and utilize your expertise in payroll systems and reporting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Address and resolve tax notices by coordinating with relevant organizations.</p><p>• Ensure payroll tax operations align with company policies and procedures.</p><p>• Collaborate with senior payroll specialists to resolve complex payroll issues.</p><p>• Prepare and review multi-state payroll tax reports to ensure accuracy.</p><p>• Monitor payroll tax compliance across different jurisdictions.</p><p>• Support payroll processes by maintaining detailed records and ensuring timely submissions.</p><p>• Utilize ADP Workforce Now for payroll tax management and reporting.</p><p>• Analyze payroll data using advanced Excel functions to identify discrepancies and improve processes.</p><p>• Provide guidance and assistance to team members on payroll tax-related queries.</p>
<p>We are in the search for a meticulous Controller to become a part of our client's dynamic team in the agriculture industry based in the Stanislaus County. As the Controller, your primary role will be to manage our financial statements, oversee the accounting and customer service staff, and ensure compliance with regulatory and taxation laws. You will also play a crucial role in planning inventory counts and managing month-end close and budget planning. Call or text Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and management of staff performing crucial accounting and customer service tasks.</p><p>• Analyze the company's revenues and expenses to provide valuable insights for decision-making processes.</p><p>• Prepare and manage monthly financial statements for multiple companies, including the necessary elimination entries.</p><p>• Ensure strict adherence to deadlines, regulations, and tax laws to maintain legal and corporate compliance.</p><p>• Supervise the month-end closing process and participate actively in budget planning.</p><p>• Plan and execute inventory counts and post variances to ensure accurate inventory records.</p><p>• Approve and prepare journal entries to ensure accurate financial records.</p><p>• Prepare comprehensive management reports as required to provide valuable insights to the team.</p><p>• Gather necessary support for audits to ensure compliance and accuracy.</p><p>• Undertake special projects and additional responsibilities as required to support the company's financial health.</p>
We are looking for an experienced Accounting Manager/Supervisor to lead our financial operations in Concord, California. This role requires a strategic thinker who can oversee accounting functions while ensuring compliance with financial regulations and organizational standards. The ideal candidate will excel in managing teams, analyzing financial data, and presenting accurate financial reports to stakeholders.<br><br>Responsibilities:<br>• Manage daily activities within the accounting department, ensuring smooth operations and adherence to organizational policies.<br>• Supervise accounts payable and receivable processes, general ledger maintenance, account reconciliations, and financial reporting systems.<br>• Implement and maintain internal controls to safeguard revenue, costs, and budget expenditures.<br>• Prepare accurate and timely financial statements and reports for review by stakeholders.<br>• Monitor and evaluate accounting data to identify trends and areas of improvement.<br>• Coordinate and oversee audit processes to ensure compliance with regulatory requirements.<br>• Align grant and program budgets with expenditures throughout the funding period, maintaining consistent financial oversight.<br>• Recruit, train, and mentor team members to encourage growth and enhance departmental capabilities.<br>• Develop and promote a positive work environment by strengthening communication and collaboration within the team.<br>• Present financial reports and insights to the board of directors when necessary.
We are looking for a detail-oriented AP/AR Accountant to join our team on a long-term contract basis in Santa Clara, California. This role requires an individual with a strong background in accounting and finance to manage billing, invoicing, and accounts receivable functions effectively. The ideal candidate will possess excellent analytical skills and the ability to provide accurate financial reporting while meeting deadlines.<br><br>Responsibilities:<br>• Process and review billing, invoicing, and cash applications to ensure accurate entry into accounting systems.<br>• Investigate and resolve accounts receivable discrepancies in a timely manner.<br>• Analyze financial transactions and records to verify their accuracy and completeness.<br>• Assist in preparing monthly variance reports and provide detailed explanations for accounting variances.<br>• Create financial projections to assess the impact of changes on income and overall financial health.<br>• Reconcile billing and accounts receivable records, maintaining up-to-date documentation.<br>• Examine financial statements and verify compliance with accounting standards and principles.<br>• Support month-end accounting tasks, including posting to the general ledger and resolving discrepancies.<br>• Interpret contracts and legal documents to record complex business transactions accurately.<br>• Undertake additional duties as assigned to contribute to the overall efficiency of the accounting department.
<p><strong>Buyer – Procurement Operations & Data Analysis (Contract-to-Hire)</strong></p><p><strong>Location:</strong> Union City, CA (On-site, 5 days/week — Local candidates strongly preferred)</p><p>Are you a procurement professional who thrives in a data-driven environment? We are seeking a Buyer who can bridge operational procurement tasks with insightful analytics to drive sourcing excellence and elevate supplier performance. This is a contract-to-hire, in-office opportunity based in Union City, CA.</p><p><strong>Key Responsibilities</strong></p><p><strong>Procurement Operations</strong></p><ul><li>Execute sourcing activities for indirect categories (e.g., office supplies, services)</li><li>Manage purchase orders, supplier onboarding, and ensure compliance with company policies</li><li>Cultivate strong vendor relationships; negotiate pricing and contracts to achieve optimal value</li></ul><p><strong>Data Analysis & Reporting</strong></p><ul><li>Collect and analyze procurement and spend data to identify cost-saving opportunities</li><li>Develop and maintain Power BI dashboards to track KPIs, supplier performance, and enhance spend visibility</li><li>Provide actionable insights to support strategic sourcing decisions</li></ul><p><strong>What Good Looks Like</strong></p><ul><li><strong>Detail Oriented and Data Driven:</strong> Comfortable analyzing numbers and trends; strong attention to accuracy</li><li><strong>Sound Judgment with Imperfect Data:</strong> Able to decide and act when information is partial, balancing speed with rigor</li><li><strong>Procurement Fundamentals:</strong> Skilled in vendor communication, PO management, lead time follow up, and aware of cost/PPV</li><li><strong>Tools:</strong> Proficient with spreadsheets and common ERP/MRP systems; clear and effective written communication</li></ul>
We are looking for a detail-oriented Project Accounting Specialist to join our team in Modesto, California. In this long-term contract role, you will play a key part in managing financial aspects of various projects, ensuring accuracy and compliance while supporting project managers with cost tracking and forecasting. This position requires strong analytical skills, attention to detail, and the ability to collaborate effectively within a dynamic environment. <br> Responsibilities: • Oversee the complete accounting cycle for assigned projects, including setup, budget monitoring, and cost tracking. • Review and process invoices, purchase orders, and vendor bills to ensure accuracy and proper account coding. • Handle billing processes such as owner invoicing, progress billing, retention, and financial management of change orders. • Prepare and maintain Work-in-Progress schedules to support revenue recognition based on project completion percentages. • Monitor project costs, investigate discrepancies, and provide accurate cost forecasts to project managers. • Conduct reconciliations of project-related balance sheet accounts and ensure financial records are up-to-date. • Maintain comprehensive and audit-ready documentation for all assigned projects. • Ensure all financial activities comply with contract terms and internal controls. • Assist with month-end closing tasks and contribute to financial reporting processes.
<p>Jackie Meza with Robert Half is looking for an experienced Controller to oversee and manage the financial operations. This role requires an experienced and detail-oriented individual with a strong background in accounting and financial analysis, who can ensure accuracy, compliance, and strategic financial planning. The ideal candidate will bring expertise in treasury management and full-cycle accounting to support the company’s growth. Contact Jackie Meza at 209.227.6563 for details </p><p><br></p><p>Responsibilities:</p><p>• Direct and manage all aspects of the organization's accounting operations, ensuring accuracy and compliance with relevant regulations.</p><p>• Conduct detailed financial analyses to support decision-making and identify opportunities for cost optimization.</p><p>• Oversee treasury management activities, including cash flow monitoring and investment strategies.</p><p>• Prepare and present financial reports to stakeholders, providing insights into company performance.</p><p>• Develop and implement policies and procedures to improve financial controls and operational efficiency.</p><p>• Collaborate with executive leadership to create and execute strategic financial plans.</p><p>• Supervise and mentor accounting staff, fostering growth and team development.</p><p>• Ensure timely completion of audits and coordinate with external auditors as needed.</p><p>• Monitor and manage the organization’s budgeting process, ensuring alignment with business objectives.</p><p>• Stay updated on industry trends and regulations to maintain compliance and advise on financial strategies.</p>
<p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
<p>We are looking for a highly skilled Director of Finance to join our team in San Jose, California. As a key financial leader, you will oversee the company's accounting operations, financial reporting, and compliance efforts. This long-term contract position offers an exciting opportunity to contribute to the growth of a semiconductor business with complex financial structures and equity programs.</p><p><br></p><p><em>The ideal candidate combines strong technical accounting expertise with hands-on operational experience in a semiconductor or manufacturing environment and thrives in a fast-paced, global organization.</em></p><p><strong> </strong></p><p><em><u>JOB DESCRIPTION:</u></em></p><p><strong> </strong></p><p><strong>Cost of Goods Sold (COGS), Inventory Accounting & Gross Margins</strong></p><ul><li>Oversee worldwide cost accounting activities, including wafer fabrication, assembly and test, foundry costs, logistics, royalties, and manufacturing overhead.</li><li>Ensure accurate standard costing, variance analysis, and margin reporting.</li><li>Review and support inventory valuation, excess and obsolete (E& O) reserves, and lower-of-cost-or-net-realizable-value (LCNRV) assessments.</li><li>Partner with Operations and Supply Chain to understand cost drivers and improve forecast accuracy.</li></ul><p><strong> </strong></p><p><strong>Global Close & Reporting Support</strong></p><ul><li>Lead revenue and cost components of the monthly, quarterly, and annual close.</li><li>Prepare and review journal entries, account reconciliations, and flux analyses for company wide spending across all departments</li><li>Directly support Singapore cost team during close for month, quarter, year</li><li>Provide revenue and cost data and analysis to FP& A for forecasting and budgeting.</li><li>Support external audits and internal SOX controls related to revenue and inventory.</li></ul><p><strong> </strong></p><p><strong>System Management</strong></p><ul><li>Lead worldwide Oracle instance and other related business information systems</li><li>Ensure completion of various IT projects to ensure accurate data capture and recording of information supporting operations and areas of cost information responsibility</li></ul><p><strong> </strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage and mentor team of revenue and cost accounting professionals based out of US and Singapore</li><li>Establish clear goals, training, and development plans to support a high-performing team. </li></ul><p><br></p>
<p>We are looking for a detail-oriented Accounts Receivable Clerk to join our clients team in Hayward, California. This contract-to-permanent position offers an excellent opportunity to contribute to financial operations by ensuring accurate record-keeping and timely processing of receivables. </p><p><br></p><p>The ideal candidate will have a strong background in accounts receivable processes and be comfortable working with financial systems and large data sets.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Analyze and clean up aged receivables to ensure accurate account balances.</p><p>• Review shipping and receiving documents to verify transactions and reconcile discrepancies.</p><p>• Assist with cash application tasks, including matching invoice numbers with purchase order details.</p><p>• Process and apply payments accurately using Dynamics and Excel.</p><p>• Collaborate on reviewing large data files containing purchase order numbers to ensure proper application.</p><p>• Support billing functions by maintaining accurate records and resolving discrepancies.</p><p>• Perform research and analysis related to receivables and applied materials.</p><p>• Float between accounts payable and accounts receivable tasks as needed.</p><p>• Address collections and follow up on outstanding payments to maintain cash flow.</p><p>• Ensure compliance with financial policies and procedures during all tasks.</p>
<p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
<p><strong>Position Summary:</strong></p><p>The Staff Accountant will support day-to-day accounting operations, focusing on maintaining accurate financial records and assisting with month-end closing processes. This role requires previous experience with NetSuite ERP and strong attention to detail. The ideal candidate is detail-oriented, organized, and able to work collaboratively with the finance team to ensure timely and accurate reporting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain the general ledger, posting journal entries and performing account reconciliations</li><li>Assist with month-end and year-end close processes, including preparation of schedules and reports</li><li>Process accounts payable and receivable transactions</li><li>Prepare and review bank and balance sheet reconciliations</li><li>Support internal and external audit requests</li><li>Ensure financial data is entered accurately and efficiently in NetSuite</li><li>Analyze financial data and prepare ad hoc reports as requested by management</li><li>Support compliance with GAAP and company policies</li><li>Recommend and implement process improvements for greater efficiency</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half’s Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA</strong>. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow.</p><p> </p><p>This is an excellent opportunity for a motivated professional looking to build a long-term career in wealth management. The firm is seeking a <strong>Trader</strong> who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an <strong>Advisor career path</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Primary responsibility will be <strong>trading</strong>, with exposure to and learning from the Financial Advisor career path for at least the first 3 years</li><li>Execute early-morning trades submitted by Advisors the prior evening and resolve trade-related issues</li><li>Complete accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis, client meeting preparation, and advisor development activities</li><li>Collaborate with Advisors and CSAs to ensure smooth portfolio operations and client service</li></ul><p> </p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>An amazing opportunity for someone interested in progressing toward the <strong>Advisor </strong>route</li><li>Growth opportunity to join the <strong>Advisor Training Program</strong>, working closely with an individual Advisor</li><li>Exposure to a collaborative RIA environment with strong mentorship</li><li>Stable, growing firm with over $2B AUM and a long-standing reputation</li><li>Hybrid schedule with excellent work-life balance despite early market hours</li><li>Full-time role offering great benefits and PTO.</li></ul><p><br></p>
<p>Jackie Meza with Robert Half is looking for an experienced and detail-oriented Assistant Controller. The Assistant Controller will play a pivotal part in managing the company’s financial operations, ensuring compliance with accounting standards, and contributing to the overall efficiency of the finance department. This is an excellent opportunity for a motivated individual to lead key accounting processes and support organizational goals in a dynamic manufacturing environment. Contact Jackie Meza at 209.227.6563 for consideration. </p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and fixed assets.</p><p>• Assist in the preparation and review of monthly and annual financial statements to ensure accuracy and compliance.</p><p>• Manage month-end and year-end closing processes while analyzing financial data and variances.</p><p>• Develop and maintain internal controls to safeguard company assets and improve operational efficiency.</p><p>• Prepare budgets, forecasts, and variance analyses to support strategic planning and decision-making.</p><p>• Coordinate and support audits, tax filings, and regulatory reporting to meet compliance standards.</p><p>• Identify opportunities for process improvements and implement solutions to optimize accounting workflows.</p><p>• Supervise and mentor accounting team members, fostering growth and performance.</p><p>• Collaborate with other departments to align financial practices with organizational objectives.</p>
<p>The Revenue Operations Analyst is responsible for supporting organizational forecasting, pipeline analytics, and margin analysis to drive strategic business decisions. This role works collaboratively with cross-functional teams and utilizes CRM and ERP systems such as NetSuite, SAP, and Salesforce to collect, analyze, and report on revenue-related data. The ideal candidate brings strong analytical skills, technical proficiency across enterprise platforms, and a proactive approach to process improvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze forecasts to support strategic planning and business growth initiatives.</li><li>Conduct pipeline analytics to identify sales trends, opportunities, and risks.</li><li>Perform margin analysis and present actionable insights to management.</li><li>Gather, interpret, and report data using CRM and ERP tools (NetSuite, SAP, Salesforce).</li><li>Partner with sales, finance, and operations teams to ensure data accuracy and reporting consistency.</li><li>Develop and maintain dashboards and reporting tools to enhance transparency and decision-making.</li><li>Participate in process improvement initiatives aimed at increasing operational efficiency.</li><li>Support month-end, quarter-end, and year-end revenue close processes.</li></ul><p><br></p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p>We are in search of a Controller to join our team based in Patterson, California. This role is instrumental in the fiscal management of our operations, driving financial objectives, and ensuring efficient and accurate financial processes. This role involves significant interaction with the management team, along with responsibility for maintaining and enhancing our financial procedures and policies.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Facilitate the achievement of financial objectives by preparing an annual budget, analyzing variances, and initiating corrective actions.</p><p>• Ensure the accuracy and timeliness of financial reports through independent preparation of journal entries and bank statements reconciliation.</p><p>• Contribute to management decision-making by reviewing and analyzing special reports, summarizing information, and identifying trends.</p><p>• Establish and enforce financial policies and procedures, guiding financial decisions and ensuring compliance.</p><p>• Enhance office efficiency by designing and implementing office policies, measuring results against standards, and making necessary adjustments.</p><p>• Maintain historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.</p><p>• Facilitate staff performance by coaching, counseling, and disciplining employees, planning, and monitoring job results.</p><p>• Ensure the availability of funds by preparing budgets, collecting, analyzing, and consolidating financial data, and recommending plans.</p><p>• Utilize various skills including 3M, Accounting Software Systems, ADP - Financial Services, CRM, Crystal Reports, Accounting Functions, Accounts Payable (AP), Accounts Receivable (AR), Auditing, and Budget Processes.</p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a growing RIA firm currently at $2B+ in assets under management</strong> to identify a <strong>Trader (with Advisor Track Exposure)</strong> to join their team.</p><p>This fiduciary investment advisory firm specializes in retirement planning and investment supervisory services, taking a long-term, client-focused approach. The firm has been established for nearly 30 years and continues to experience strong growth.</p><p> </p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Trader (Advisor Track Exposure)</li><li><strong>Compensation:</strong> $75,000–$90,000 base (DOE) + bonus</li><li><strong>401(k):</strong> 3% employer match</li><li><strong>Location:</strong> San Ramon, CA (Hybrid – 2–3 days onsite)</li><li><strong>Hours:</strong> ~6:30am–2:00pm; Flexible option to work from home early mornings, then onsite 2–3 days per week</li></ul><p><strong>Role Overview</strong></p><p>This position is ideal for someone looking to get their foot in the door at an RIA and grow into a Financial Advisor career path over time. The primary responsibility will be trading, with structured exposure to advisor development for at least the first three years.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Execute early-morning trades submitted by Advisors the prior evening</li><li>Resolve trade issues and follow up on execution items</li><li>Perform accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis and client meeting preparation</li><li>Participate in advisor development and training activities</li></ul><p><br></p>
<p><strong>About the Company</strong></p><p>We are a leading services provider committed to delivering exceptional solutions to our clients while fostering a culture of innovation, collaboration, and professional growth. Our dynamic team is seeking a dedicated and detail-oriented Accounts Payable (AP) Accountant to join us in an onsite role in Hayward.</p><p><br></p><p><strong>Position Summary</strong></p><p>As an Accounts Payable Accountant, you will manage and oversee the company’s payables and ensure all accounting processes are compliant with corporate policies and regulations. You will play a critical role in supporting our financial operations and ensuring vendor payments are accurate and timely. This role is ideal for a highly organized professional who thrives in fast-paced environments, demonstrates strong problem-solving abilities, and possesses excellent communication skills.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Accounts Payable Process Management</strong>: Process vendor invoices in a timely and accurate manner, including coding, matching, and data entry.</li><li><strong>Payment Execution</strong>: Prepare checks, ACH payments, wire transfers, and resolve payment discrepancies promptly.</li><li><strong>Vendor Relations</strong>: Build and maintain positive relationships with suppliers and vendors, ensuring proper record management and responding to inquiries regarding payment statuses.</li><li><strong>Reconciliation</strong>: Perform regular reconciliations of vendor accounts, credit card statements, and AP ledger to ensure accuracy and resolve discrepancies.</li><li><strong>Compliance</strong>: Ensure compliance with company policies, procedures, and regulatory requirements, including proper handling of sensitive financial data.</li><li><strong>Reporting</strong>: Assist with generating reports on expense trends, AP aging, cash flow forecasts, and other financial metrics required by management.</li><li><strong>Support Month-End Close</strong>: Collaborate with other teams to support month-end and year-end closing activities, including journal entries and accruals related to AP.</li><li><strong>Process Improvement</strong>: Identify opportunities to streamline and enhance AP procedures for greater efficiency and accuracy.</li></ul>
<p>Collee McAuliffe at Robert Half is looking for a highly skilled Controller to lead the accounting and financial reporting functions of our construction company in Campbell, California. This role requires expertise in project accounting, job cost management, revenue recognition, and compliance, ensuring the accuracy and reliability of financial data. The ideal candidate will work closely with project managers, operations teams, and executive leadership to provide insights that drive informed decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Manage the monthly, quarterly, and annual financial close processes, ensuring timely and accurate reporting.</p><p>• Prepare comprehensive financial statements and reports in compliance with industry standards and company policies.</p><p>• Oversee job cost accounting, including budgets, forecasts, margin analysis, and cost-to-complete evaluations.</p><p>• Monitor project profitability and proactively identify financial risks or variances.</p><p>• Supervise progress billing, retainage, lien waivers, and resolve billing discrepancies in collaboration with operations.</p><p>• Lead and mentor the accounting team, fostering attention to detail and establishing scalable workflows.</p><p>• Ensure compliance with audits, tax filings, bonding, and regulatory requirements.</p><p>• Optimize the use of construction accounting systems to enhance efficiency and accuracy in reporting.</p><p>• Review and approve change orders, contract modifications, and cost allocations.</p><p>• Collaborate with external auditors and lenders to ensure smooth financial operations.</p>
We are looking for an experienced Compensation & Benefits Specialist to join our team in Oakland, California. In this role, you will manage and support a variety of employee benefit programs, ensuring accuracy and compliance with organizational policies and regulations. This is a long-term contract position, offering stability and an opportunity to contribute to meaningful initiatives in a dynamic environment.<br><br>Responsibilities:<br>• Coordinate administrative tasks for the district Benefits Office, including managing schedules and setting appointments.<br>• Process employee benefit enrollments, updates, and modifications while ensuring data accuracy across internal and external platforms.<br>• Assist with organizing annual open enrollment events, collaborating with carriers, reviewing forms, and supporting benefit fairs.<br>• Oversee retiree health enrollments, update insurance records, and manage Medicare notifications for retirees and their dependents.<br>• Reconcile benefit data between vendors, internal systems, and platforms on a monthly basis, while monitoring employee hours and generating reports.<br>• Handle monthly payroll deductions, perform manual corrections when needed, and audit payroll accuracy.<br>• Prepare, analyze, and audit monthly benefits claims, process invoices, and coordinate payments to carriers.<br>• Maintain records for life events such as births, deaths, or missing information, and manage lists of retirees eligible for life insurance.<br>• Compile and present detailed benefit program reports to management and contribute to collective bargaining discussions.<br>• Serve as a point of contact for policy-related inquiries, enrollment clarifications, and basic issue resolution within a fast-paced office environment.
