We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate.<br><br>Responsibilities:<br>• Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement.<br>• Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results.<br>• Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control.<br>• Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders.<br>• Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts.<br>• Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed.<br>• Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards.<br>• Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
<p><strong>ACCOUNTING MANAGER</strong></p><p><strong>180K-230K + FULL BENEFITS</strong></p><p><br></p><p>We are looking for an experienced Accounting Manager for a well-established organization. This role combines staff oversight with active involvement in accounting activities, financial reporting, analysis, and process improvement. The position will partner with finance leadership to strengthen internal controls, guide reporting efforts, and provide reliable information that supports sound organizational decisions.</p><p><br></p><p>Responsibilities:</p><p>• Lead daily accounting operations while guiding team members to ensure accurate, timely, and responsive department support.</p><p>• Perform hands-on accounting work, including reviewing journal entries, reconciliations, and month-end close activities, while also managing staff and priorities.</p><p>• Produce financial analysis and interpret reporting results to help leadership evaluate performance, funding patterns, and operational needs.</p><p>• Develop forecasts and trend reporting related to revenue, cash flow, and other key financial indicators to assist with planning.</p><p>• Act as the primary resource for the financial management system by supporting users, maintaining documentation, and reinforcing internal control practices.</p><p>• Oversee the creation of financial and specialized reports, ensuring information is complete, well-organized, and aligned with reporting requirements.</p><p>• Coordinate financial reporting for affiliated entities, trusts, and related programs, maintaining accuracy and consistency across records.</p><p>• Review and approve disbursements and accounting transactions affecting organizational income and expenses in accordance with policy.</p><p>• Monitor accounting standards and regulatory guidance to identify changes that may affect financial practices or reporting obligations.</p><p>• Design and deliver training for staff and financial representatives while contributing to business planning and long-term resource management.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</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 </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</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 </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</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 </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client is looking for an <strong>Accounts Payable Clerk</strong> to join their team in an ongoing <strong>contract-to-permanent</strong> capacity. This role is ideal for someone who enjoys working with numbers, has strong attention to detail, and can support a busy accounting team with timely and accurate invoice processing.</p><p><strong>What you’ll do:</strong></p><ul><li>Review, code, and enter invoices into the accounting system</li><li>Match invoices to purchase orders and supporting documentation</li><li>Reconcile vendor statements and research discrepancies</li><li>Respond to vendor and internal payment inquiries</li><li>Assist with check runs, ACH payments, and month-end support</li><li>Maintain accurate AP records and filing systems</li></ul><p><br></p>
<p>Our client is seeking a detail-oriented <strong>Accounts Payable Clerk</strong> for an ongoing <strong>contract-to-permanent</strong> opportunity. In this role, you will support day-to-day accounts payable functions, including invoice processing, data entry, purchase order matching, vendor statement reconciliation, and assisting with payment runs. The ideal candidate is organized, accurate, and able to work effectively in a fast-paced environment.</p><p><strong>Responsibilities:</strong></p><ul><li>Process high-volume invoices accurately and in a timely manner</li><li>Match invoices to purchase orders and receiving documentation</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Assist with weekly check runs and electronic payments</li><li>Maintain vendor files and support internal accounting processes</li><li>Communicate with vendors and internal departments regarding payment issues</li></ul><p><br></p>
<p><strong>Accounts Payable Clerk – Contract-to-Hire</strong></p><p>We are hiring an <strong>Accounts Payable Clerk</strong> for an ongoing <strong>contract-to-hire</strong> position with a growing organization. This role will focus on supporting the full-cycle accounts payable process, including invoice coding, entry, approvals tracking, vendor communication, and issue resolution. The right candidate will be dependable, detail-focused, and comfortable handling multiple priorities.</p><p><strong>Key Duties:</strong></p><ul><li>Enter and code invoices into the accounting system</li><li>Review invoice approvals and follow up on outstanding items</li><li>Investigate and resolve invoice and payment discrepancies</li><li>Respond to vendor inquiries in a professional manner</li><li>Support month-end AP reconciliation activities</li><li>Help ensure accurate recordkeeping and timely payments</li></ul><p><br></p>
<p>We are looking for an Accounts Payable Clerk to support a busy construction organization in San Ramon, California. This contract opportunity with potential for a permanent role is ideal for someone who thrives in a high-volume invoice environment and can maintain accuracy while handling recurring utility payments across multiple locations. The person in this role will contribute to timely payment processing, month-end support, and vendor record maintenance while working with tools such as Metaviewer and Oracle JD Edwards EnterpriseOne.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle a large weekly flow of accounts payable transactions, including utility invoices for numerous communities, while ensuring timely and precise processing.</p><p>• Review, code, and route invoices correctly using established cost centers and utility-related cost codes before submission for payment.</p><p>• Use Metaviewer to support invoice intake, validate populated fields, and confirm payment data is accurate prior to processing.</p><p>• Prepare check requests, organize payment documentation, and coordinate check distribution and mailing activities.</p><p>• Assemble the weekly payment register, verify supporting details, and route it for approval before final processing.</p><p>• Assist with light journal entry work during month-end close, including basic debit and credit activity tied to accounts payable.</p><p>• Maintain vendor records by setting up new suppliers, updating files, and organizing invoice documentation for audit readiness.</p><p>• Investigate past-due balances, resolve payment discrepancies, and communicate with internal partners or vendors to clear outstanding issues.</p><p>• Monitor utility account transfers or service cutoffs related to closed homes and ensure changes are processed without delay.</p><p>• Manage open payables, void activity, and related recordkeeping while meeting weekly deadlines and month-end timelines.</p>
<p><strong>Accounts Payable Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $26 – $33 per hour</p><p> </p><p><strong>About the Role</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client’s accounting team.</p><p>In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in QuickBooks and/or Sage accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p><strong>Accounts Payable Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $26 – $31 per hour</p><p> </p><p><strong>About the Role</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client’s accounting team.</p><p>In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in QuickBooks and/or Sage accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
We are looking for an Accounts Payable Clerk to support a retail organization in Petaluma, California through a Long-term Contract assignment. This role is ideal for someone who is organized, comfortable working in a hybrid environment, and confident handling high-volume transactional accounting work with sound judgment. The position will focus primarily on accounts payable operations, expense tracking, and related accounts receivable follow-up while helping keep financial records accurate and current.<br><br>Responsibilities:<br>• Oversee the shared accounts payable inbox, review incoming items, and route or organize documentation so requests are addressed efficiently.<br>• Enter, code, and monitor vendor invoices and expense transactions in the appropriate systems, ensuring records are complete and accurate.<br>• Reconcile transaction activity on a regular basis, confirm charges are properly matched, and flag discrepancies for follow-up.<br>• Support day-to-day accounts payable workflows by verifying that invoice data is captured correctly and processed in a timely manner.<br>• Assist with check run preparation and payment tracking, while coordinating items that require additional review or approval.<br>• Follow up on outstanding accounts receivable matters as needed, including communication related to open balances or missing information.<br>• Maintain accurate transactional data in NetSuite and related platforms, including selected uploads for smaller recurring accounting items.<br>• Help monitor expense activity and provide accounting support that contributes to accurate financial reporting and organized records.
<p>Robert Half Management Resources is looking for an experienced treasury leader to guide one of our client's treasury operations on an interim basis. This long-term contract position focuses on strengthening treasury operations, improving liquidity practices, and modernizing banking and cash management capabilities across the business. The ideal candidate will combine strategic oversight with hands-on execution, bringing strong expertise in treasury systems, bank relationship management, and team leadership.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Direct treasury operations across daily cash activity, liquidity oversight, and short-range cash forecasting to support informed funding decisions.</p><p>• Lead the deployment and optimization of a treasury workstation, including system setup, workflow design, and coordination with banking platforms and enterprise applications.</p><p>• Review the existing banking structure and execute a streamlined account strategy by reducing unnecessary accounts, establishing new banking relationships where needed, and updating signer access.</p><p>• Supervise treasury personnel in their daily work, provide coaching, evaluate team capabilities, and help expand the function through hiring and onboarding as priorities evolve.</p><p>• Create and formalize treasury procedures, internal controls, and fraud mitigation practices that support consistency and accountability within a distributed team environment.</p><p>• Partner with internal stakeholders to improve cash management processes and strengthen the connection between treasury activities and Workday-related workflows.</p><p>• Oversee banking documentation, portal administration, and operational changes required to support an updated treasury infrastructure.</p><p>• Drive treasury transformation efforts by identifying inefficiencies, recommending practical improvements, and ensuring execution stays aligned with organizational goals.</p>
<p>Our client is seeking an ONSITE Cost Accounting Manager in Fremont. The Cost Accounting Manager is responsible for managing cost of goods sold and inventory accounting, developing, and maintaining standard costs, and analyzing manufacturing variances, as well as overseeing the manufacturing and inventory modules in the company. The position will support cost accounting month end close, reconcile inventory, prepare journal entries and have the opportunity to work closely with manufacturing, supply chain, R&D, and quality organizations.</p><p> </p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
<p>Our technology client is seeking a Deal Desk Analyst to support a fast-moving business. This is a remote, contract position is ideal for someone who thrives in an evolving environment, brings strong commercial judgment, and can create order in situations that involve ambiguity and unconventional deal needs. The right candidate will partner across teams to evaluate opportunities, strengthen financial decision-making, and provide practical support while processes continue to develop. The pay is expected to be between $50-$65/hr. DOE and work location (100% remote).</p><p><br></p><p>Responsibilities:</p><p>• Review complex commercial opportunities and provide financial guidance that supports sound business decisions</p><p>• Shape pricing, contract, and deal terms by balancing revenue goals, risk considerations, and operational feasibility</p><p>• Partner with sales, finance, and cross-functional stakeholders to manage nonstandard requests and bring structure to urgent priorities</p><p>• Support quote-to-cash activities, including work related to CPQ processes, pricing accuracy, and deal approvals</p><p>• Build clear financial analyses and models to assess profitability, investment value, and transaction outcomes</p><p>• Maintain reliable execution in environments that rely on manual workflows while helping identify opportunities for greater efficiency</p><p>• Create reporting and decision-support materials that help leadership understand pipeline trends, deal performance, and key financial impacts</p>
We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support.<br><br>Responsibilities:<br>• Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting.<br>• Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities.<br>• Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review.<br>• Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions.<br>• Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time.<br>• Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration.<br>• Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement.<br>• Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes.<br>• Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Accounting Manager to lead core accounting activities in San Francisco, California. This role will oversee accurate financial reporting, guide the month-end close process, and strengthen general ledger integrity across the organization. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to partner effectively with internal and external stakeholders. For immediate consideration, please contact Leon Chang directly via Linked-In.</p><p><br></p><p>Responsibilities:</p><ul><li>Own full accounting for assigned entities; main contact for accounting matters</li><li>Ensure accurate financials; manage GL, close, and reconciliations</li><li>Review work for GAAP compliance and audit readiness; support audits</li><li>Handle complex accounting (revenue, accruals) and contract reviews</li><li>Ensure compliance with GAAP, League, and company policies</li><li>Partner with FP&A, Legal, and Ops on transactions and reporting</li><li>Monitor activity to capture all revenue/expenses timely</li><li>Drive process improvements, automation, and system projects (UAT, data flows)</li><li>Maintain SOPs for consistency and efficiency</li></ul>