<p>🧾 <strong>Financial Analyst – Consulting Role (Robert Half Loan Staff Practice)</strong></p><p>Robert Half is seeking a detail-oriented <strong>Financial Analyst</strong> to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing financial analysis and reporting support to a dedicated client base.</p><p>This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with financial planning, forecasting, reporting, and business analysis while gaining experience across different industries, financial systems, and organizational environments.</p><p><br></p><p>💼 <strong>What You’ll Do:</strong></p><p>Prepare and analyze monthly, quarterly, and annual financial reports for client organizations</p><p>Develop financial models to support budgeting, forecasting, and strategic planning</p><p>Perform variance analysis to identify trends, risks, and opportunities in financial performance</p><p>Assist with the annual budgeting process and periodic financial forecasts</p><p>Analyze operating results and provide actionable insights to management</p><p>Prepare dashboards, KPIs, and management reporting packages</p><p>Support month-end and quarter-end close by analyzing financial results and preparing supporting schedules</p><p>Conduct profitability, cost, and margin analysis to support business decision-making</p><p>Collaborate with accounting, operations, and leadership teams to ensure accurate financial data</p><p>Assist with financial system implementations, reporting automation, and process improvements</p><p>Support audit requests and assist with documentation for internal and external reviews</p><p>Provide ad-hoc financial analysis and reporting for special projects and strategic initiatives</p><p><br></p><p><br></p>
<p>Our client in San Ramon is seeking an interim Sr. Financial Analyst for a 6-month engagement. This role has the possibility to convert to full time. In this long-term contract role, you will play a key part in driving financial planning and analysis, supporting strategic decision-making, and ensuring compliance with global reporting standards. This position is ideal for someone with strong attention to detail, excellent analytical skills, and a passion for improving financial processes. The expected pay while a contractor is expected to be $55-$60/hr. DOE and location. This is a 100% remote role.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and alignment of financial datasets across regions and departments to support strategic reporting and analysis</p><p>• Perform in-depth analysis of financial trends, identifying anomalies and providing actionable insights to support operational and strategic decisions</p><p>• Collaborate with Data Governance teams to ensure all reporting complies with global standards and methodologies</p><p>• Develop and implement automated workflows to enhance the efficiency and accuracy of financial reporting processes</p><p>• Prepare detailed financial reports tailored to regional needs, focusing on profitability metrics, variance analyses, and resource allocation</p><p>• Guide analysts who are new to the field in best practices for data validation, report generation, and financial modeling, fostering team growth and knowledge sharing</p><p>• Partner with cross-regional teams to align forecast inputs with corporate priorities and governance standards</p><p>• Conduct detailed variance analyses of quarterly forecasts, identifying key drivers and presenting insights to senior leadership</p><p>• Work closely with Finance Intelligence & Innovation teams to refine forecasting tools and integrate scalable solutions</p><p>• Support the creation of scenario models and data inputs for senior analysts and finance business partners</p>
<p><strong>SENIOR ACCOUNTANT </strong></p><p>We're on the lookout for an experienced accounting professional to take on the full-time role of Senior Accountant at a large company offering remote work option. The Senior Accountant is responsible for the more complex activities associated with maintaining general ledger accounts and for developing financial statements and reports. This position offers a great long-term growth potential, including a strong compensation and benefits package for the candidate. We are seeking an individual with strong analytical skills that excels working in a challenging and fast-paced work environment while contributing to the continued success of the firm.</p>
<p>We are looking for an experienced Senior FP& A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead all FP& A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP& A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
<p>Robert Half Management Resources is looking for a skilled Workday Financials Business Analyst with expertise in Banking and Treasury operations to join one of our clients on an interim basis. This role emphasizes financial accuracy and operational efficiency, bridging the gap between Finance, Treasury, and IT. The ideal candidate will have a strong accounting background combined with technical proficiency in Workday, ensuring seamless banking configurations and precise financial reporting.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and manage Workday Banking functionalities, including bank account setup, connectivity, and electronic file formats.</p><p>• Perform and oversee complex bank reconciliations, ensuring alignment with corporate accounting standards and accurate cash-to-bank reporting.</p><p>• Support Treasury functions such as cash pooling, intercompany transfers, and liquidity monitoring within the Workday system.</p><p>• Collaborate with stakeholders to translate financial needs into system requirements, ensuring seamless communication between Finance, Treasury, and external banking partners.</p><p>• Document detailed business requirements, identify risks, and propose actionable solutions to keep project workflows on track.</p><p>• Monitor and optimize cash movement processes to enhance efficiency and accuracy.</p><p>• Ensure the integrity of financial data and workflows, maintaining compliance with accounting and reporting standards.</p><p>• Provide analytical insights to improve processes related to banking transactions and cash management.</p><p>• Act as a functional lead for project workstreams, ensuring deadlines and objectives are met.</p><p>• Support the integration of Treasury and banking operations into broader financial systems for improved reporting and decision-making.</p>
<p>We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul><p>For immediate consideration, please contact Dennis at 925-271-4809</p>
<p>Robert Half Management Resources is looking for a highly skilled Workday Reporting Analyst to support one of our clients on an interim basis. This role involves designing and delivering complex reports, ensuring data accuracy, and optimizing performance for enterprise-scale operations. As a critical contributor to the ongoing Workday implementation, you will play an integral role in turning data into actionable insights.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.</p><p>• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.</p><p>• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.</p><p>• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.</p><p>• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.</p><p>• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.</p><p>• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.</p><p>• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.</p><p>• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.</p>
<p>Robert Half Management Resources is looking for a detail-oriented Workday Payroll Business Analyst to contribute to a major Workday Financials and Payroll implementation project for one of our clients on an interim basis. This position plays a vital role in transitioning complex payroll operations into a streamlined Workday environment, ensuring compliance with multi-state regulations and union-specific requirements. As a long-term contract opportunity, this role offers the chance to collaborate across Payroll, Finance, and IT teams while addressing the unique operational needs of a healthcare organization.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and maintain Workday Payroll settings, including earnings, deductions, taxes, pay groups, and complex workflows.</p><p>• Facilitate the migration of payroll data from legacy systems such as Lawson S3, PeopleSoft, and Dayforce into Workday.</p><p>• Lead requirements gathering, document system configurations, and oversee user acceptance testing and parallel testing cycles.</p><p>• Develop and manage integrations using Workday EIBs and other tools, while generating advanced reports to support data reconciliation.</p><p>• Map payroll processes to the general ledger and ensure accuracy in financial reconciliations and accruals.</p><p>• Ensure compliance with multi-state taxation laws, garnishment rules, and retro-pay policies.</p><p>• Address unique healthcare workforce needs, including union rules, shift differentials, and 24/7 operational requirements.</p><p>• Provide technical support and troubleshoot payroll interfaces, ensuring seamless data flow across systems.</p><p>• Collaborate with cross-functional teams to align payroll processes with organizational goals and regulatory requirements.</p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>
We are looking for an experienced Vice President of Finance and Accounting to lead and manage the financial operations of our organization in Santa Clara, California. This role is pivotal in driving strategic financial planning, ensuring compliance with reporting standards, and fostering a culture of continuous improvement. The ideal candidate will possess strong leadership skills and a proven track record in managing complex financial environments.<br><br>Responsibilities:<br>• Develop and oversee the organization’s budgeting, forecasting, and long-term financial planning strategies.<br>• Provide detailed financial analysis and insights to support executive decision-making processes.<br>• Implement pricing strategies, margin improvement initiatives, and cost control measures to optimize financial performance.<br>• Manage multi-entity financial reporting processes, ensuring accuracy and compliance with regulatory requirements.<br>• Strengthen internal controls and ensure audit readiness while addressing any audit findings.<br>• Oversee working capital management, including receivables and inventory, to maintain liquidity.<br>• Partner with operational leaders to enhance financial performance and develop efficient reporting tools.<br>• Lead and mentor accounting, accounts payable, and accounts receivable teams to foster growth and achieve organizational goals.<br>• Drive process improvements, including automation and system enhancements, to increase operational efficiency.<br>• Support acquisition analysis, integration planning, and capital allocation to align with organizational objectives.
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks</strong></p><p> </p><p>Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.</p><p>This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a skilled Budget Analyst for a contract position based in Fremont, California. In this role, you will play a crucial part in managing and analyzing budget data, ensuring its accuracy and consistency. You will collaborate with program leaders and billing teams to streamline processes and produce detailed reports and summaries for managerial review.<br><br>Responsibilities:<br>• Collect and organize budget and billing data from various departments and stakeholders.<br>• Enter, upload, and validate financial data to ensure accuracy and consistency.<br>• Conduct detailed analyses of budgets, identifying discrepancies and proposing solutions.<br>• Prepare comprehensive reports and summaries for review by management.<br>• Collaborate with program leaders to support the development and maintenance of program budgets.<br>• Monitor and manage annual operating budgets, ensuring alignment with organizational goals.<br>• Assist in tracking approved budgets and provide updates on their utilization.<br>• Work closely with billing teams to ensure smooth integration of financial data across systems.<br>• Provide recommendations to improve budget processes and reporting efficiency.
We are looking for an experienced and detail-oriented Accounting Manager to lead our accounting operations and ensure the accuracy and integrity of financial processes. Based in San Jose, California, this role involves overseeing month-end close activities, managing general ledger functions, and supporting financial audits and account reconciliations. The ideal candidate will bring a strong background in accounting principles, leadership experience, and a proactive approach to process improvement.<br><br>Responsibilities:<br>• Supervise and mentor accounting staff, providing guidance on complex accounting issues and fostering growth and development.<br>• Manage monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.<br>• Oversee the preparation and review of general ledger entries, ensuring compliance with accounting standards.<br>• Conduct and review account reconciliations to maintain the accuracy of financial records.<br>• Coordinate and support financial audits, ensuring all necessary documentation and processes are in place.<br>• Monitor and improve internal controls to enhance operational efficiency and compliance.<br>• Collaborate with cross-functional teams on inventory accounting, including costing and variance analysis.<br>• Drive process improvements and implement best practices for accounting and financial reporting.<br>• Utilize advanced Excel and accounting systems to optimize reporting and data management.<br>• Provide technical accounting expertise and guidance to address complex financial matters.
<p>We are seeking a recent graduate to join our team as an Entry-Level Analyst focused on billing, accounts receivable (AR), and reconciliation. This contract to hire position is ideal for candidates with 1+ years or internship experience in finance or accounting who are highly proficient working with large data sets in Excel. The role offers an excellent opportunity to build a foundational career in financial operations within a dynamic environment.</p><p><br></p><p>Please apply directly or share your resume with Tawnia Kirshen using my email found on LinkedIn. Thank you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review customer invoices in line with contract terms and company policies.</li><li>Assist in the accurate recording and processing of AR transactions.</li><li>Investigate and reconcile discrepancies in billing and AR records.</li><li>Collaborate with cross-functional teams to resolve client billing issues in a timely manner.</li><li>Perform monthly, quarterly, and annual AR reconciliations; identify and resolve variances.</li><li>Maintain accurate documentation and ensure data integrity.</li><li>Analyze large volumes of financial data in Excel to support reporting and trend analysis.</li><li>Assist in internal/external audits as needed.</li><li>Support process improvement initiatives related to billing and AR functions.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Finance Associate | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth.</p><p> </p><p>Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager | Private Equity | Oakland | Hybrid </strong></p><p> </p><p>Our client is a <strong>leading private equity real estate investment firm</strong>. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets.</p><p> </p><p>This is an opportunity to join a <strong>high-growth team</strong> with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Oversee third-party fund administrators</strong> and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER </strong></p><p>We are seeking a hands-on Accounting Manager for a stable and work/life balance company in San Mateo. The Accounting Manager is responsible for the monthly accounting and functions for a private management company and will work closely with the CFO and management of the respective entities. </p><p>Responsibilities:</p><ul><li>Manage monthly accounting cycle on a timely and accurate basis:</li><li>Responsible for AP, AR, Payroll, GL, Month-end close</li><li>Monthly financial statement preparation</li><li>Monthly bank account reconciliation</li><li>Annual 1099 preparation</li><li>Manage company credit cards</li><li>Manage employee benefit programs</li><li>Manage business and liability insurance</li><li>Special projects as needed by CFO</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth.</p><p> </p><p>Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our long-standing Real Estate client is looking for an experienced Real Estate Office Manager to oversee the operations of a real estate property management office and review Financial Statements in San Mateo, California. This role involves managing financial processes, coordinating office activities, and supporting property management functions to ensure seamless operations. The ideal candidate will bring expertise in real estate, financial statement review experience, and office management.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily office operations to ensure smooth workflows, resource coordination, and effective problem-solving.</p><p>• Review financial statements to maintain accuracy and compliance.</p><p>• Maintain and organize records, databases, and archives, while overseeing document preparation, mail distribution, and invoice processing.</p><p>• Provide support to property managers, including vendor selection and management, and ensuring budgetary adherence when purchasing services or products.</p><p>• Coordinate with third-party organizations and internal teams to facilitate property maintenance and improvement projects.</p><p>• Respond to inquiries from internal and external stakeholders through appropriate correspondence and communication channels.</p><p>• Handle errands such as bank visits, mail deliveries, document pickups, and supply purchases to support office needs.</p><p>• Ensure the functionality and servicing of office equipment while maintaining an organized workspace.</p>
<p><strong>Accounting Manager – Management Company</strong></p><p><strong>Location:</strong> Menlo Park, CA (Hybrid – 3–4 days in office)</p><p><strong>Compensation:</strong> $150K–$190K base (DOE) + up to 20% bonus + phantom carry plan + unlimited PTO</p><p><br></p><p>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a <strong>well-established venture investment firm</strong> in the Bay Area that is seeking an <strong>Accounting Manager</strong> to support the management company of a multi-fund investment platform.</p><p>This role will oversee key accounting operations, including financial reporting, month-end close, and oversight of outsourced accounting providers. The position offers strong visibility to finance leadership and the opportunity to work in a collaborative, high-performing environment within the investment management industry.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage the general ledger and oversee the monthly, quarterly, and annual close process</li><li>Prepare and review journal entries, account reconciliations, and supporting schedules</li><li>Ensure proper expense allocations across entities, funds, and cost centers</li><li>Oversee outsourced accounting and accounts payable processes</li><li>Review invoices, coding, and payment batches for accuracy and compliance</li><li>Prepare financial statements and management reporting packages</li><li>Assist with budgeting, forecasting, and expense analysis</li><li>Maintain and improve accounting policies, procedures, and internal controls</li><li>Partner with finance leadership on process improvements and special projects</li></ul><p><br></p>
<p>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a <strong>well-established venture investment firm</strong> in the Bay Area that is seeking an <strong>Accounting Manager</strong> to support the management company of a multi-fund investment platform.</p><p>This role will oversee key accounting operations, including financial reporting, month-end close, and oversight of outsourced accounting providers. The position offers strong visibility to finance leadership and the opportunity to work in a collaborative, high-performing environment within the investment management industry.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage the general ledger and oversee the monthly, quarterly, and annual close process</li><li>Prepare and review journal entries, account reconciliations, and supporting schedules</li><li>Ensure proper expense allocations across entities, funds, and cost centers</li><li>Oversee outsourced accounting and accounts payable processes</li><li>Review invoices, coding, and payment batches for accuracy and compliance</li><li>Prepare financial statements and management reporting packages</li><li>Assist with budgeting, forecasting, and expense analysis</li><li>Maintain and improve accounting policies, procedures, and internal controls</li><li>Partner with finance leadership on process improvements and special projects</li></ul><p><br></p>
<p>Are you looking to join a top-tier Venture Capital Firm?</p><p><br></p><p>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a <strong>well-established venture investment firm</strong> in the Bay Area that is seeking an <strong>Accounting Manager</strong> to support the management company of a multi-fund investment platform.</p><p>This role will oversee key accounting operations, including financial reporting, month-end close, and oversight of outsourced accounting providers. The position offers strong visibility to finance leadership and the opportunity to work in a collaborative, high-performing environment within the investment management industry.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage the general ledger and oversee the monthly, quarterly, and annual close process</li><li>Prepare and review journal entries, account reconciliations, and supporting schedules</li><li>Ensure proper expense allocations across entities, funds, and cost centers</li><li>Oversee outsourced accounting and accounts payable processes</li><li>Review invoices, coding, and payment batches for accuracy and compliance</li><li>Prepare financial statements and management reporting packages</li><li>Assist with budgeting, forecasting, and expense analysis</li><li>Maintain and improve accounting policies, procedures, and internal controls</li><li>Partner with finance leadership on process improvements and special projects</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager | Private Equity | Oakland | Hybrid </strong></p><p> </p><p>Our client is a <strong>leading private equity real estate investment firm</strong>. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets.</p><p> </p><p>This is an opportunity to join a <strong>high-growth team</strong> with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Oversee third-party fund administrators</strong> and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>