<p>We are looking for an experienced Director of Operations to lead and optimize processes throughout the enterprise of this private equity owned services company. This role is based in the Walnut Creek, California area, and it offers an exciting opportunity to drive strategic financial initiatives and ensure compliance with industry standards. The ideal candidate will possess a strong background in M& A integration, project management leadership, and process improvement.</p><p><br></p><p>Responsibilities:</p><ul><li>Analyze processes, identify improvements, and build business cases for cross-functional decisions</li><li>Design scalable, efficient future-state processes</li><li>Lead implementation with SOPs and documentation</li><li>Drive adoption through change management, training, and communications</li><li>Track adoption and benefits to ensure success</li><li>Partner with ERP Admin and process owners to design and refine processes as the company scales</li><li>Facilitate cross-functional sessions to resolve conflicts and align Finance, HR, and IT</li><li>Assess integration impacts and coordinate adjustments with IT</li><li>Support testing, issue resolution, go-live, and post-launch optimization</li><li>Assess acquired companies’ operations, processes, and systems</li><li>Identify integration challenges and decide on standardization vs. variation</li><li>Harmonize processes, document exceptions, and coordinate implementation</li><li>Monitor adoption and support strategic and functional workstreams</li><li>Facilitate decision-making forums and coordinate with leaders, consultants, and partners</li><li>Manage multiple initiatives, create project plans, track progress, and adjust as needed</li><li>Provide status updates and escalate critical issues to leadership</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Financial Services is partnering with a reputable Private Equity firm</strong> to hire an Investor Services Specialist to join their growing San Francisco office. This is an excellent opportunity for a detail-oriented financial services professional to support investor operations in a collaborative and evolving environment.</p><p><br></p><p>The Investor Services Specialist will support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence requests. You’ll work closely with the Senior Manager of Investor Services, Investor Relations, and Finance teams, as well as external consultants, contributing to projects and technology initiatives. Flexibility, strong attention to detail, and a willingness to adapt are key for success in this role.</p><p><strong>Key Responsibilities</strong></p><p><strong>Investor Reporting & Deliverables</strong></p><ul><li>Prepare and distribute quarterly and annual investor reporting packages, including capital account statements, performance reports, and fund financials</li><li>Coordinate with Finance and Investor Relations to ensure timely, accurate investor communications</li><li>Maintain consistency of investor data across systems and reports</li><li>Prepare capital call and distribution notices in compliance with partnership agreements</li></ul><p><strong>Investor Operations & Communications</strong></p><ul><li>Manage day-to-day investor inquiries and monitor team inboxes</li><li>Assist with onboarding new investors and funds</li><li>Maintain high standards of data quality and accuracy in all communications</li></ul><p><strong>Data & Systems Management</strong></p><ul><li>Maintain and update investor information in CRM and fund accounting systems</li><li>Respond to internal and external data requests from investors and consultants</li><li>Identify opportunities to improve reporting and workflow processes</li></ul><p><strong>Collaboration & Support</strong></p><ul><li>Partner with Investor Relations on fundraising, due diligence, and reporting needs</li><li>Support materials for annual meetings, investor updates, and other client-facing initiatives</li><li>Collaborate across Finance, IR, and external consultants on ad hoc projects</li></ul><p><strong>Compliance & Tax Support</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection</li><li>Ensure investor records are accurate and comply with internal controls</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend enhancements to reporting templates, portals, and communication tools</li><li>Adapt to evolving team responsibilities and implement best practices</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>
<p>We are high-growth startup in the SaaS/AI space looking for an experienced Accounting Manager to oversee financial operations and ensure accuracy in all accounting processes. This role is based in San Francisco, California, and offers an opportunity to lead key functions such as general ledger management and month-end closings. The ideal candidate will bring a strong attention to detail and a commitment to maintaining compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional deliverables.</li><li>Review journal entries and account reconciliations prepared by internal teams and external partners.</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI reconciliations.</li><li>Ensure the accuracy and completeness of the general ledger across revenue, equity, expenses, and assets.</li><li>Oversee accounting for foreign entities, ensuring compliance with local GAAP and alignment with U.S. GAAP.</li><li>Review intercompany reconciliations and consolidation entries.</li><li>Collaborate with the Controller to prepare consolidated financial statements.</li><li>Support foreign currency remeasurement, translation adjustments, transfer pricing, and intercompany analyses.</li><li>Support technical accounting assessments related to revenue, equity, capitalization, and leases.</li><li>Draft technical accounting memos and compile supporting documentation.</li><li>Ensure accounting policies are effectively implemented within systems and operational workflows.</li><li>Support revenue processes and consistent application of ASC 606.</li><li>Review schedules and analyses prepared by senior accountants or external consultants.</li></ul>
<p>We are looking for a detail-oriented Accounting and Compliance Coordinator to join our team in Oakland, California. In this role, you will manage essential accounting tasks, ensuring accuracy in financial transactions and compliance with organizational policies. The ideal candidate will have strong organizational skills and experience in accounts payable, accounts receivable, and data entry.</p><p><br></p><p>Responsibilities:</p><ul><li>Process invoices by collecting PODs/receipts, obtaining field approvals, verifying contract compliance and project completion, coding invoices, and routing for final approval and payment.</li><li>Maintain vendor records, including credit status, authorized purchasers, contacts, and required shipping documentation.</li><li>Prepare and manage contract packages, ensure required compliance documents are current, coordinate with consultants, track pre-liens, and prepare and execute change orders.</li><li>Enter and review all construction transactions in the CCR database with Construction staff.</li><li>Track, value, and record construction-related Gifts in Kind and warehouse inventory, and prepare annual inventory and valuation reports for Finance.</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and send your resume directly via <strong>LinkedIn to JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re hiring an <strong>Investor Services Associate</strong> to join a highly respected private equity firm. This role is perfect for someone who enjoys a fast‑paced environment, thrives on solving complex challenges, and excels at managing multiple priorities. You’ll play a key role in investor operations, reporting, communications, and data integrity—while also contributing to technology upgrades and continuous process improvements across the platform.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly/annual reports, capital account statements, and fund financials.</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes and manage investor communications.</li><li>Support onboarding for new funds and investors.</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor records across CRM and fund accounting platforms.</li><li>Assist with system enhancements and technology rollouts (Investorflow, Allvue, Sensr).</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Work closely with Investor Relations, Finance, and external consultants on ad hoc and strategic initiatives.</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection with third‑party administrators.</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to streamline reporting templates, enhance workflows, and improve investor portal UX.</li></ul><p><br></p><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual performance bonus</li><li><strong>100% employer‑paid</strong> medical, dental, and vision coverage</li><li>Strong retirement contributions + additional firm‑wide perks</li><li>Supportive manager who values clarity, structure, and organization</li><li>Free meals and a positive, collaborative culture</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investor Services | Private Equity | San Francisco| Hybrid</strong></p><p> </p><p>Our client is a well-established private equity firm, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact.</p><p> </p><p>Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to<strong> JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Investor Services Specialist – Premier Private Equity Firm</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Specialist</strong> to join a highly respected private equity firm. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities with ease. You’ll play a key role in investor operations, communications, and data management while driving technology initiatives and process improvements.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor data across CRM and fund accounting platforms</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr)</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic projects</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third-party service providers</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to enhance reporting templates, workflows, and investor portal experiences</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus</li><li>100% employer-paid medical, dental, and vision coverage</li><li>Generous retirement contributions and additional firm perks</li><li>Collaborative, hands-on manager who values clarity, structure, and organization</li><li>Free meals and a supportive, team-oriented culture</li></ul>
We are looking for a skilled Attorney with extensive experience in civil litigation to join our team in San Mateo, California. The ideal candidate will have a strong background in construction litigation and be capable of managing cases from inception to resolution. This role offers an exciting opportunity to contribute to complex legal matters within the construction industry.<br><br>Responsibilities:<br>• Handle construction litigation cases, ensuring thorough preparation and strategic case management.<br>• Draft and file motions and briefs that effectively support client positions.<br>• Conduct comprehensive discovery processes, including depositions, interrogatories, and document reviews.<br>• Represent clients in court proceedings, mediations, and negotiations.<br>• Provide legal advice and guidance on matters related to construction disputes.<br>• Collaborate with clients and internal teams to develop case strategies and solutions.<br>• Stay updated on legal developments and industry trends relevant to construction litigation.<br>• Manage multiple cases simultaneously while maintaining attention to detail and deadlines.<br>• Work with external experts and consultants to strengthen case arguments.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</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>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</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>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</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>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
