<p>We are looking for an experienced Controller to join our client's team in South San Jose, California. This role is pivotal in leading and enhancing financial operations within a dynamic manufacturing environment. As a key partner to executive leadership, you will oversee critical finance functions, drive compliance, and contribute to strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Manage comprehensive accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close processes.</p><p>• Develop, mentor, and lead a high-performing finance and accounting team.</p><p>• Design and implement accounting policies, procedures, and internal controls to ensure accuracy and scalability.</p><p>• Prepare and deliver timely financial statements and reports in compliance with industry standards.</p><p>• Provide actionable financial analysis, trends, and insights to support strategic decisions.</p><p>• Oversee cost accounting processes, inventory valuation, and manufacturing variance analysis.</p><p>• Collaborate with operational teams to improve production efficiencies and monitor standard costs.</p><p>• Lead company-wide budgeting and forecasting efforts to support organizational growth.</p><p>• Coordinate external audits and ensure adherence to regulatory compliance requirements.</p><p>• Manage payroll administration, retirement plan accounting, and cash management activities.</p>
<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>
We are looking for a dedicated Accountant to join our team in Santa Cruz, California. In this long-term contract position, you will play a crucial role in managing municipal financial operations while ensuring compliance with regulatory standards. This opportunity is ideal for professionals who thrive in a structured environment and are passionate about delivering accurate and reliable financial services.<br><br>Responsibilities:<br>• Prepare and analyze financial reports, statements, and records to ensure accuracy and compliance.<br>• Maintain and reconcile general ledger accounts with subsidiary accounts for seamless accounting operations.<br>• Assist in conducting annual audits and collaborate with external auditors to address inquiries.<br>• Process transactions related to accounts payable and receivable, ensuring timely and accurate entries.<br>• Monitor and enforce compliance with local, state, and federal financial regulations.<br>• Create journal entries and adjusting entries to maintain accurate financial records.<br>• Support budget preparation by analyzing expenditures and identifying variances.<br>• Review and process payroll transactions as needed, ensuring alignment with policies.<br>• Provide data and insights for internal and external reporting requirements.<br>• Research and resolve discrepancies in accounting records to maintain accurate financial data.
We are looking for a detail-oriented Payroll Clerk to join our team in Vacaville, California. In this Contract to permanent position, you will play a key role in managing payroll processes, ensuring compliance, and supporting administrative tasks. This role requires strong organizational skills and the ability to work efficiently in a fast-paced environment.<br><br>Responsibilities:<br>• Review weekly field timesheets, ensuring all originals are submitted to the corporate payroll department.<br>• Enter timesheet data into payroll audit spreadsheets and maintain accurate records.<br>• Communicate regularly with supervisors and managers to address potential meal violations and compliance issues.<br>• Verify and collect necessary documentation related to compliance concerns.<br>• Monitor weekly office timesheets and follow up with managers regarding any discrepancies or violations.<br>• Assist in creating and maintaining payroll process flowcharts to streamline operations.<br>• Provide training and support to employees on payroll systems and resolve user issues.<br>• Follow up on payroll approvals and monitor compliance within the organization.<br>• Collaborate with the HR/Payroll department on various tasks as needed.
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about this opportunity!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is perfect for a detail‑driven, analytical professional with strong expertise in valuation, fund operations, and venture capital financial reporting. You will be central to the quarterly fair‑value process, fund accounting support, audit preparation, and investor reporting for a diverse and growing VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Valuations (Quarterly ASC 820 Compliance)</strong></p><ul><li>Prepare and document quarterly valuation analyses using established venture capital valuation methodologies.</li><li>Assess and validate key assumptions using company‑specific, legal, and market‑based inputs.</li><li>Present valuation findings, support, and methodologies to auditors, valuation committees, and firm partners.</li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support the quarterly close process, including review of financial statements and partner capital statements.</li><li>Assist with the preparation of quarterly and annual audited financials.</li><li>Review capital call and distribution allocations for accuracy and compliance.</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate financial and valuation reporting.</li><li>Maintain and improve valuation models for Level 3 investments.</li><li>Collaborate with portfolio company management teams to gather financial and qualitative inputs.</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal.</li><li>Assist with capital call and distribution processes and broader operational workflows.</li><li>Contribute to materials for annual meetings and advisory committee sessions.</li><li>Partner with Compliance leadership on documentation, DDQs, controls, and SEC audit readiness.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and discuss the opportunity further.</strong></p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is ideal for a detail‑oriented, analytically minded professional with deep experience in valuation, fund operations, and venture capital financial reporting. You’ll play a pivotal role in quarterly fair value processes, fund accounting support, audit preparation, and investor reporting across a diverse and dynamic VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Valuations (Quarterly ASC 820 Compliance)</strong></p><ul><li>Prepare and document quarterly valuation analyses using established VC valuation methodologies</li><li>Evaluate key assumptions by integrating company‑specific, legal, and market inputs</li><li>Present valuation findings and methodologies to auditors, valuation committees, and firm partners</li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support quarterly close, including detailed reviews of financial statements and partner capital statements</li><li>Assist in preparing quarterly and annual audited financials</li><li>Review capital call and distribution allocations for accuracy and compliance</li><li>Manage cash processes, including reconciliation oversight and capital call planning</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate reporting</li><li>Maintain and enhance valuation models for Level 3 investments</li><li>Engage with portfolio company leadership to gather financial and qualitative insights</li><li>Review NAV packages and support quarterly financial statement preparation for funds and SPVs</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and portal updates</li><li>Assist with capital call/distribution processes and operational workflows</li><li>Contribute to preparation for annual meetings and advisory committee meetings</li><li>Partner with Compliance leadership on documentation, DDQs, process controls, and SEC audit preparation</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><br></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is ideal for a detail‑oriented, analytical professional with a deep understanding of valuation, fund operations, and venture capital financial reporting. You’ll play a critical role in quarterly fair value processes, fund accounting support, audit preparation, and investor reporting across a dynamic VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Valuations (Quarterly 820 Compliance)</strong></p><ul><li>Prepare and document <strong>quarterly valuation analyses</strong> using established VC valuation methodologies</li><li>Identify and evaluate <strong>key assumptions</strong>, incorporating company, legal, and market inputs</li><li>Present valuation findings and methodologies to <strong>auditors, valuation committees, and firm Partners</strong></li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support quarterly close, including review of financial statements and partner statements</li><li>Assist in preparing <strong>quarterly and annual audited financials</strong></li><li>Review capital call and distribution allocations for accuracy and compliance</li><li>Manage cash processes, including reconciliation review and <strong>capital call planning</strong></li><li>Mentor and support fund accountants</li><li>Prepare audit documentation and respond to <strong>LP inquiries</strong></li><li>Participate in ad hoc projects throughout quarterly and annual cycles</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate reporting</li><li>Maintain and enhance valuation models for <strong>Level 3 investments</strong></li><li>Engage with portfolio company management to gather financial and qualitative inputs</li><li>Review NAV packages and support quarterly financial statement preparation for <strong>funds and SPVs</strong></li><li>Assist with audits, including drafting financial statement notes</li><li>Calculate and manage <strong>capital calls, distributions, waterfalls, and carried interest</strong></li><li>Assist with tax return preparation and supporting schedules for funds and SPVs</li><li>Support investor due diligence and develop performance analyses as needed</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal</li><li>Assist with capital call/distribution processes and operational workflows</li><li>Contribute to preparation for annual meetings and advisory committee meetings</li><li>Partner with Compliance leadership on documentation, DDQs, process controls, and <strong>SEC audit support</strong></li></ul>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will be responsible for managing various accounting functions with a focus on corporate tax and financial reporting. The ideal candidate will possess strong analytical skills and a commitment to maintaining accuracy in all financial processes. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Performs general accounting functions, including accruals, reconciliations, and journal entries.</p><p> • Manages payroll and benefits accounting, ensuring timely recording, reconciliation, and audit accuracy.</p><p> • Oversees cash management activities such as deposits, wires, and fund transfers.</p><p> • Maintains and processes accounting transactions within ERP and financial systems.</p><p> • Prepares financial reports and analyses to support the Controller.</p><p> • Assists with annual audits by preparing schedules, documentation, and reconciliations.</p><p> • Conducts monthly balance sheet reconciliations and updates accounting policies and procedures.</p><p> • Coordinates with vendors, staff, faculty, and students on accounting-related matters.</p><p> • Ensures compliance with accounting standards and tax filing requirements.</p><p> • Performs additional accounting and administrative duties as needed.</p>
<p>Join a respected local financial firm based in Santa Clara that is dedicated to delivering exceptional service for our community’s borrowers and business partners. Our commitment to integrity, efficiency, and client satisfaction drives our continued growth and reputation as a trusted lending resource.</p><p><br></p><p>The Loan Processor (Processing Closer Funder) is responsible for reviewing, preparing, and finalizing loan documents, ensuring compliance with company policies, investor guidelines, and all regulatory requirements. This position involves close coordination with borrowers, lenders, escrow officers, and other stakeholders to facilitate smooth and timely loan closings and the accurate disbursement of funds.</p><p><br></p><p><strong>1. Loan Document Preparation & Review</strong></p><ul><li>Verify and review all closing documents for accuracy, completeness, and compliance.</li><li>Ensure loan terms match approved underwriting conditions.</li><li>Collaborate with title companies, attorneys, and escrow officers to coordinate closings.</li></ul><p><strong>2. Closing & Funding Coordination</strong></p><ul><li>Prepare wire instructions and authorize loan funding.</li><li>Confirm receipt of all required documentation prior to disbursement.</li><li>Ensure all loan conditions and stipulations are satisfied before finalizing funding.</li></ul><p><strong>3. Compliance & Quality Control</strong></p><ul><li>Follow federal, state, and investor regulations, including TRID, RESPA, and other mortgage compliance guidelines.</li><li>Maintain accurate records and audit loan files to identify and resolve discrepancies.</li></ul><p><strong>4. Communication & Customer Service</strong></p><ul><li>Act as a liaison between loan officers, processors, and the funding department.</li><li>Provide timely updates to borrowers and stakeholders on the closing process.</li><li>Address and resolve closing or funding issues promptly and professionally.</li></ul><p><strong>5. Administrative & Reporting</strong></p><ul><li>Ensure all loan data is accurately entered into the system.</li><li>Generate reports and maintain records of funded loans.</li><li>Support process improvements to enhance department efficiency and accuracy.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Entry Level Accountant to join our team in San Francisco, California. This long-term contract position offers an excellent opportunity to gain hands-on experience in tax compliance and financial reporting while working in a dynamic, fast-paced environment. If you have strong organizational skills, proficiency in Excel, and a willingness to learn, this role could be a great fit for you.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and submit monthly sales and use tax returns, property tax filings, and business license applications.</p><p>• Reconcile accounts and assist with month-end financial close processes.</p><p>• Analyze and organize raw data to determine appropriate tax jurisdictions and rates.</p><p>• Utilize advanced Excel functions, including pivot tables, formulas, and macros, to manage and interpret financial data.</p><p>• Support tax preparers by uploading data into specialized software and ensuring accurate filings.</p><p>• Maintain electronic filing systems and organize records for audit and compliance purposes.</p><p>• Assist with filing extensions, e-filings, and miscellaneous administrative projects as needed.</p><p>• Collaborate with team members to ensure deadlines are met and reporting is accurate.</p><p>• Provide support for multi-state tax compliance and reporting activities</p>
About the Opportunity: Our client is seeking an experienced Senior Accountant to support their finance team and drive operational success. In this critical role, you will ensure the company’s accounting processes are efficient, financial reports are accurate, and all activities remain in compliance with industry standards and company policies. The ideal candidate is technically skilled, analytical, detail-oriented, and always looking for opportunities to improve processes.
<p>Our client in Oakland is seeking an Assistant Property Manager with hands-on experience supporting affordable housing communities, including HUD Section 8 programs. The successful candidate will be proficient in Yardi property management software and demonstrate strong organizational and communication skills in a compliance-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support the Property Manager in overseeing day-to-day operations of affordable housing properties, keeping all HUD Section 8 and other program requirements up to date.</li><li>Assist with resident intake, certifications/recertifications, income documentation, and file maintenance for regulatory audits.</li><li>Enter and manage resident data, lease details, and financial transactions using Yardi software.</li><li>Help coordinate move-ins, move-outs, property inspections, and maintenance requests to maintain resident satisfaction and property standards.</li><li>Prepare routine reports, notices, and compliance documentation; support responses to agency inquiries and audits.</li><li>Respond to resident questions and concerns, providing high-quality customer service.</li><li>Help supervise site staff, vendors, and contractors under the direction of the Property Manager.</li><li>Monitor rent collection activities and assist in budget tracking and expense management.</li></ul><p><br></p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
We are looking for a highly organized and detail-oriented Property Manager to join our team in Oakland, California. In this role, you will play a key part in providing administrative and tenant support to ensure smooth operations within our affordable housing properties. This is a long-term contract position, offering an excellent opportunity to contribute to a mission-driven organization focused on quality housing solutions.<br><br>Responsibilities:<br>• Provide administrative support to property managers and staff, including handling documentation and correspondence efficiently.<br>• Coordinate and process lease agreements, renewals, and compliance forms for affordable housing programs.<br>• Assist tenants during onboarding by explaining lease terms and ensuring compliance with housing requirements.<br>• Manage tenant files, including legal and financial records, while ensuring adherence to local, state, and federal housing regulations.<br>• Prepare detailed monthly reports on occupancy rates, rent collection, delinquencies, and maintenance requests.<br>• Address tenant inquiries professionally, ensuring excellent customer service and timely resolution of issues.<br>• Support property managers in tracking budgets and expenses for effective financial oversight.<br>• Collaborate with maintenance teams to ensure timely completion of repair requests and upkeep of properties.<br>• Utilize property management software, such as Yardi, to maintain accurate records and streamline processes.
<p>We are looking for an experienced Insurance Claims Examiner to join our team on a contract basis in Oakland, California. In this role, you will analyze and process medical claims, ensuring accuracy and compliance with healthcare regulations. Ideal candidates will have a strong background in insurance claims management and coding, along with the ability to work independently in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Review and adjudicate medical claims for accuracy and compliance with Medi-Cal, Medicare, and other healthcare regulations.</p><p>• Research and resolve claim discrepancies, ensuring proper payment and documentation.</p><p>• Utilize coding systems such as ICD-10, CPT, and HCPCS to verify claim accuracy.</p><p>• Maintain confidentiality while handling sensitive participant and family information.</p><p>• Follow organizational policies and procedures to ensure compliance and attention to detail.</p><p>• Exhibit consistent attendance and punctuality while meeting deadlines.</p><p>• Communicate effectively with internal teams and external stakeholders to address claim issues.</p><p>• Input accurate data into various computer systems and software programs.</p><p>• Provide courteous and detail-oriented customer service to all stakeholders.</p><p>• Perform additional duties as assigned to support claims processing activities.</p><p><br></p><p>If you are interested in this role please apply now and call us at (510) 470-7450, it is an urgent need for our client. </p>
<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>We are looking for an experienced Controller to join our team in San Leandro, California. This role is ideal for someone with strong attention to detail and expertise in construction accounting, job costing, and financial reporting. You will play a vital role in managing financial operations and ensuring compliance with industry standards.</p><p><br></p><p>Responsibilities:</p><ul><li>Design and execute financial strategies aligned with organizational goals.</li><li>Lead all corporate accounting operations, including AP/AR, financial reporting, tax compliance, budgeting, forecasting, and cash flow management.</li><li>Prepare and present clear, accurate financial reports to division leadership and ownership.</li><li>Leverage Sage 100 and integrated systems to optimize financial workflows and data integrity.</li><li>Analyze industry trends and economic conditions to support informed strategic decisions.</li><li>Serve as primary liaison with CPAs, TPAs, insurance brokers, and regulatory agencies to ensure compliance, transparency, and accountability.</li></ul>
<p><strong>Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career move.</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Accounting/Tax Manager</strong> to support a sophisticated family office environment. This role oversees comprehensive accounting, reporting, investment, compliance, and tax activities across multiple entities. The ideal candidate brings strong technical expertise, leadership capability, and a commitment to delivering high‑touch service to complex client relationships. You will play a key role in operational excellence, working closely with internal and external professionals while supporting multi‑entity financial stewardship.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Coordinate across tax, estate, trust, insurance, and investment disciplines to deliver integrated solutions.</li><li>Prepare clear, accurate reporting packages tailored to client needs.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative staff.</li><li>Manage outsourced providers and maintain a strong client‑service focus.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close cycles.</li><li>Prepare and review financial statements, including cash flow and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, and supporting documentation.</li><li>Strengthen financial systems, controls, and reporting processes.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across entities.</li><li>Analyze financial and cash‑flow results and provide actionable insights.</li><li>Develop liquidity strategies aligned with broader objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and federal/state/local requirements.</li><li>Oversee tax filings, payments, 1099 reporting, and coordination with third‑party preparers.</li><li>Maintain tax basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative functions for pooled investment vehicles.</li><li>Coordinate with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Participate in special projects that enhance departmental operations.</li><li>Maintain strict confidentiality while handling sensitive financial information.</li></ul>
<p>We are looking for an experienced Lead Billing Specialist to oversee and manage billing operations in a dynamic and fast-paced environment. This role requires a detail-oriented individual who can ensure accurate processing of invoices and collections while maintaining compliance with company policies. The ideal candidate will bring strong organizational skills and a commitment to delivering exceptional service. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage all billing operations to ensure accurate and timely processing of invoices.</p><p>• Monitor billing collections and follow up on outstanding accounts to maintain cash flow.</p><p>• Prepare and review billing statements to ensure accuracy and compliance with company standards.</p><p>• Implement and maintain effective billing systems to streamline operations and enhance efficiency.</p><p>• Collaborate with internal teams to resolve billing discrepancies and improve processes.</p><p>• Perform audits of billing records to identify and correct errors.</p><p>• Train and mentor team members on best practices and procedures in billing.</p><p>• Generate and analyze reports related to billing activities for management review.</p><p>• Ensure adherence to company policies and regulatory requirements in all billing functions.</p><p>• Address customer inquiries related to billing promptly and professionally.</p>
<p><strong>Want to learn more?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — let’s explore whether this opportunity aligns with your next career move.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an <strong>Accounting & Tax Manager</strong> to support a sophisticated, multi‑entity family office. This role leads end‑to‑end accounting, reporting, investment administration, compliance, and tax functions across a diverse portfolio of entities. The ideal candidate brings deep technical expertise, strong leadership skills, and a service mindset suited for complex, high‑touch client environments. You will be a key contributor to financial stewardship and operational excellence, partnering closely with internal stakeholders and external advisors.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Collaborate across tax, estate, trust, insurance, and investment disciplines to deliver integrated client solutions.</li><li>Prepare clear, accurate, and customized reporting packages.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative team members.</li><li>Manage outsourced providers while maintaining a strong client‑service orientation.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close processes.</li><li>Prepare and review financial statements, including cash‑flow analyses and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, documentation, and audit support.</li><li>Enhance financial systems, internal controls, and reporting workflows.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across multiple entities.</li><li>Evaluate financial and cash‑flow results and deliver actionable insights.</li><li>Develop liquidity strategies aligned with broader wealth‑management objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and relevant federal, state, and local regulations.</li><li>Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax preparers.</li><li>Maintain tax‑basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative responsibilities for pooled investment vehicles.</li><li>Partner with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Contribute to special projects that enhance departmental and organizational operations.</li><li>Maintain strict confidentiality and professional discretion when handling sensitive financial information.</li></ul>
We are looking for an experienced Revenue Manager to join our team on a contract basis in San Francisco, California. This role is ideal for professionals with a strong background in revenue accounting and technical expertise in ASC 606 compliance. The position will involve collaborating with cross-functional teams to ensure accurate revenue recognition and reporting.<br><br>Responsibilities:<br>• Develop and implement processes for contract assessments and documentation related to ASC 606 compliance for long-term revenue streams.<br>• Analyze and interpret revenue contracts, working closely with legal and sales teams to clarify complex terms and conditions.<br>• Prepare and manage deferred revenue waterfall schedules to ensure accurate financial reporting.<br>• Investigate discrepancies between existing and newly developed waterfall schedules, providing clear explanations for variances.<br>• Collaborate with relevant departments to ensure seamless integration of revenue accounting practices.<br>• Provide expertise in healthcare revenue cycle management and accounts receivable processes.<br>• Utilize advanced Excel functions, such as pivot tables and lookups, to streamline data analysis and reporting.<br>• Maintain compliance with regulatory standards and ensure adherence to established revenue recognition policies.<br>• Deliver clear and concise communication across departments to support operational efficiency.<br>• Identify challenges within revenue accounting processes and implement effective solutions.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION </strong></p><p><br></p><p><strong>PAYROLL DIRECTOR - Hybrid position, 2 days onsite</strong></p><p><br></p><p>Newly created Payroll Director position to lead the payroll department. Working closely with the CFO and HR Manager, this position will ensure accurate payroll processing, compliance with multi-state wage and hour laws, and seamless collaboration with internal teams such as finance and human resources. The ideal candidate will bring expertise in payroll systems, audit practices, and continuous process improvements to support the organization’s mission.</p><p><br></p><p>Responsibilities:</p><p>• Manage and supervise a payroll team responsible for processing semi-monthly payroll for over 1,000 employees.</p><p>• Ensure compliance with federal, state, and local tax and employment regulations, including wage and hour laws.</p><p>• Conduct internal audits of payroll processes, tax filings, and accruals to maintain accuracy and compliance.</p><p>• Oversee fiscal, governmental, workers' compensation, and benefits audits related to payroll.</p><p>• Develop and update standard operating procedures for payroll operations.</p><p>• Collaborate with leadership and staff to provide consultative support and ensure payroll practices align with organizational goals.</p><p>• Approve final payroll deliverables and provide backup payroll processing as needed.</p><p>• Lead continuous improvement initiatives to enhance payroll systems and processes.</p><p>• Train and mentor payroll team members to support their growth and development.</p><p>• Partner on system implementations and upgrades to ensure functionality meets organizational needs.</p>
We are looking for an experienced Controller to join our team in Concord, California. This role is ideal for a financial leader who excels in managing accounting operations, driving fiscal compliance, and supporting strategic business decisions. The successful candidate will oversee a team of professionals, ensuring financial integrity and operational efficiency at every level.<br><br>Responsibilities:<br>• Lead and manage a team of 20 accounting professionals, fostering a collaborative and growth-oriented environment.<br>• Prepare and deliver accurate financial statements on a monthly, quarterly, and annual basis for management review.<br>• Develop and analyze annual financial forecasts and projections to support strategic planning.<br>• Identify and implement improved financial systems and processes to enhance departmental productivity.<br>• Establish and maintain internal controls to safeguard company assets and ensure compliance with financial regulations.<br>• Supervise all accounting functions, including billing, accounts receivable/payable, and general ledger processes.<br>• Ensure timely reconciliation of financial accounts and adherence to local, state, and federal reporting requirements.<br>• Act as the primary point of contact for external audits, including financial, 401(k), and other organizational audits.<br>• Manage relationships with banking partners, overseeing loans and other financial priorities.<br>• Administer company credit card programs and expense reimbursement processes, ensuring compliance and accurate reconciliation.
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.
<p>We are looking for a highly skilled and detail-oriented Senior Staff Accountant to join our team in Novato, California. This Contract to permanent position offers an exciting opportunity to contribute to the financial health and operational efficiency of our organization. The ideal candidate will possess strong accounting expertise and a proactive approach to managing financial processes while ensuring compliance and accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Perform daily bookkeeping tasks and reconcile accounts to ensure accuracy.</p><p>• Support revenue recognition processes and manage the weekly deposit workflow.</p><p>• Record and reconcile investment activities with precision.</p><p>• Process Payroll </p><p>• Track and report temporarily restricted funds, administering timely releases, and preparing grant reports as needed.</p><p>• Collaborate with accounts receivable staff to ensure accurate posting of revenue to the general ledger.</p><p>• Maintain and update fixed asset records and assist with corporate credit card activity processing.</p><p>• Ensure compliance with regulations and reporting requirements, supporting month-end and year-end close processes.</p><p>• Assist with annual audit and tax preparation, providing timely and accurate financial data.</p><p>• Oversee cash management activities, including journal entries, payroll coding, and daily cash position reviews.</p><p>• Provide operational support to the accounting team, including system maintenance, policy updates, and mentoring staff.</p>
