<p><strong>Jeff Abrams with Robert Half</strong> is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.</p><p>• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.</p><p>• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.</p><p>• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.</p><p>• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.</p><p>• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.</p><p>• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.</p><p>• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.</p><p>• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn </strong></p>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>The Senior Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions. </p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes. </li><li>Partner with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.</p><p>• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.</p><p>• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.</p><p>• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.</p><p>• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.</p><p>• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.</p><p>• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.</p><p>• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.</p>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
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.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
<p>We are looking for an experienced Accounting Manager to support financial operations for a leading tech manufacturing environment in San Jose, California. This role will lead cost-focused reporting, strengthen accounting processes tied to procure-to-pay activity, and provide clear analysis that helps guide business decisions. The ideal candidate brings a strong background in standard costing, general ledger accounting, and hands-on experience working with NetSuite.</p><p><br></p><p>Responsibilities:</p><p>• Lead cost accounting activities for manufacturing operations, ensuring accurate valuation of inventory, production costs, and margin reporting.</p><p>• Oversee standard cost development and maintenance, including updates based on material, labor, and overhead changes.</p><p>• Prepare and analyze cost reports, identifying trends, variances, and opportunities to improve financial performance.</p><p>• Partner with procurement and accounts payable teams to support procure-to-pay processes and maintain strong financial controls.</p><p>• Manage general ledger entries and reconciliations related to inventory, cost of sales, and manufacturing transactions.</p><p>• Deliver timely month-end and period-end reporting with a focus on cost accuracy and operational insight.</p><p>• Use NetSuite to monitor transactions, maintain accounting data integrity, and support reporting requirements.</p><p>• Collaborate with cross-functional stakeholders to improve cost visibility and strengthen accounting procedures across the business</p>
<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
<p>Our eCommerce client is seeking an interim Sr. Accountant or Accounting Manager (functional) for a 6-month engagement. This role will provide senior-level accounting support during a leave coverage period while helping the team manage core close activities and special projects in a complex, multi-channel business. The position is ideal for a hands-on, detail-oriented accounting manager who can step in quickly, apply strong judgment, and bring structure to month-end processes in a fast-paced environment. This role is 100% remote and is expected to pay $55-$75/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Lead key areas of the monthly close process, including prepaids, accruals, fixed assets, and related general ledger activity</p><p>• Review journal entries, reconciliations, and supporting schedules to help maintain accuracy and consistency across accounting operations</p><p>• Manage accounting work tied to designated business lines, with primary focus on eCommerce and healthcare-related activities</p><p>• Support accounting for a separate healthcare entity, including reserve balances and receivables tracking</p><p>• Partner with members of the accounting team to resolve debits, credits, and other transactional issues that affect financial reporting</p><p>• Assist with audit readiness and financial statement support by preparing documentation and responding to accounting-related requests</p><p>• Use NetSuite and advanced Excel tools to analyze data, maintain records, and improve reporting efficiency</p><p>• Contribute to process improvement efforts, including identifying opportunities to automate spreadsheets and journal entry workflows using AI-enabled tools</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.
We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment.<br><br>Responsibilities:<br>• Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions.<br>• Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances.<br>• Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives.<br>• Deliver ad hoc analysis for leadership, turning large and complex datasets into clear recommendations for operational and financial decisions.<br>• Partner with cross-functional stakeholders to improve reporting, align assumptions, and provide financial guidance across departments.<br>• Apply data mining and analytical techniques to uncover insights, improve visibility into performance, and support more informed planning.<br>• Prepare presentations and summary materials for senior leadership that communicate findings, priorities, and opportunities with clarity.<br>• Support valuation and investment analysis through discounted cash flow methods and other finance tools relevant to business planning.
<p>Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support.</p><p><br></p><p>The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability.</p><p><br></p><p>For confidential consideration or additional information, please contact: <strong>Robyn Rosemon 707.387.0299</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.</p><p>• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.</p><p>• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.</p><p>• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.</p><p>• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.</p><p>• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.</p><p>• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.</p><p>• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.</p><p>• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.</p>
<p>Robert Half's Full-Time Engagement Professionals (FTEP) Program offers accounting and finance professionals the unique opportunity to enjoy the stability of full-time employment while gaining exposure to a variety of companies, industries, systems, and strategic initiatives.</p><p><br></p><p>In this onsite role in Sonoma County, as a <strong>Senior Financial Analyst</strong>, you will support clients across the Bay Area on high-impact projects involving FP&A, financial modeling, budgeting, forecasting, reporting, business partnering, and process improvement initiatives. Assignments may range from supporting high-growth startups to established public companies, private equity-backed organizations, nonprofits, healthcare organizations, and manufacturing businesses.</p><p>This role is ideal for a finance professional who enjoys solving complex business challenges, quickly adapting to new environments, and serving as a trusted advisor to executive leadership teams.</p><p>Key Responsibilities</p><ul><li>Develop and maintain annual budgets, rolling forecasts, and long-range financial plans.</li><li>Build and enhance financial models to support strategic decision-making, business cases, and investment analyses.</li><li>Analyze revenue, operating expenses, cash flow, profitability, and key business metrics.</li><li>Prepare monthly, quarterly, and annual financial reporting packages for executive leadership.</li><li>Partner with department leaders to identify trends, risks, opportunities, and cost-saving initiatives.</li><li>Create dashboard reporting and KPI analysis to improve business visibility and decision-making.</li><li>Support M&A activities, including due diligence, acquisition modeling, and post-acquisition integration analysis.</li><li>Conduct variance analysis and provide actionable recommendations to management.</li><li>Assist with board, investor, and executive-level presentations.</li><li>Evaluate business processes and implement reporting automation and efficiency improvements.</li><li>Support ERP implementations, system conversions, and reporting enhancements.</li><li>Collaborate cross-functionally with Accounting, Operations, Sales, HR, and Executive Leadership teams.</li></ul><p>Typical Client Projects</p><ul><li>Building forecasting models from scratch for rapidly growing organizations.</li><li>Supporting budgeting and planning cycles during periods of transformation.</li><li>Performing profitability and margin analysis across products, customers, or business units.</li><li>Creating executive dashboards and KPI reporting packages.</li><li>Assisting with fundraising, investor reporting, or strategic planning initiatives.</li><li>Providing interim FP&A leadership during employee leave, turnover, or organizational restructuring.</li><li>Supporting mergers, acquisitions, divestitures, and integration projects.</li><li>Leading financial analysis efforts during ERP implementations and business process transformations.</li></ul><p><br></p>
<p>We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
We are looking for an experienced TPRM Sr. Compliance Analyst to support third-party risk and compliance activities for a real estate and property organization in Santa Clara, California. This Long-term Contract position will focus on overseeing vendor due diligence, coordinating risk reviews, and helping business partners move onboarding and remediation efforts forward efficiently. The ideal candidate brings strong knowledge of compliance practices, third-party oversight, and cross-functional communication, along with the ability to manage detailed tracking and documentation in a fast-paced environment.<br><br>Responsibilities:<br>• Lead third-party risk management activities from intake through onboarding, ensuring each review is properly documented and progressed through the required stages.<br>• Evaluate submitted request materials, confirm completeness of internal documentation, and route vendors through appropriate due diligence and risk review steps.<br>• Prepare and distribute tailored due diligence questionnaires, then follow up with vendors and internal teams to gather accurate and timely responses.<br>• Coordinate initial screening efforts and support risk assessments related to compliance, information security, data privacy, and vendor oversight considerations.<br>• Provide stakeholders with clear status updates on open reviews, expected timelines, identified issues, and actions needed to keep assessments moving forward.<br>• Track remediation items and risk treatment plans, partnering with business owners and other stakeholders to support timely resolution of control gaps or compliance concerns.<br>• Maintain organized vendor records and supporting files, ensuring documentation is current, accessible, and aligned with program requirements.<br>• Use Excel and related tools to monitor progress, analyze assessment data, and produce reports that support decision-making and program visibility.
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Finance & Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you're currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul><p><br></p>
<p>We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial.</p><p><br></p><p>Responsibilities:</p><p>• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.</p><p>• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.</p><p>• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.</p><p>• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.</p><p>• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.</p><p>• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.</p><p>• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.</p><p>• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.</p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
<p><strong>LOCAL BAY AREA CANDIDATES ONLY</strong></p><p><br></p><p><strong>FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY</strong></p><p><br></p><p>As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Partner with business leaders to provide financial analysis and support decision-making.</p><p>Build financial models for forecasting, pricing, profitability, and investments.</p><p>Analyze monthly results, identify variances, and recommend improvements.</p><p>Support budgeting, forecasting, and long-range planning.</p><p>Standardize and improve financial processes, reporting, and analytics.</p><p>Automate reporting and enhance data quality through continuous improvement.</p><p>Prepare KPI dashboards, management reports, and executive presentations.</p><p>Collaborate with operations, engineering, supply chain, and accounting teams.</p><p>Support audits, compliance, and internal controls.</p><p>Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.</p><p>Develop a strong understanding of manufacturing operations and financial drivers.</p><p><br></p><p><br></p>
<p><strong>Financial Analyst</strong></p><p>The Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Partner with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul><p><br></p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with 2-4 years of experience to join our client's growing finance team. This individual will support budgeting, forecasting, financial reporting, variance analysis, and strategic business initiatives. The ideal candidate is highly proficient in Excel, experienced with SQL or Power BI, and able to transform financial data into actionable insights for business leaders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly, quarterly, and annual financial reports and analyses.</li><li>Perform budget-to-actual and forecast-to-actual variance analysis.</li><li>Assist with annual budgeting, forecasting, and long-range financial planning.</li><li>Build and maintain financial models to support business decision-making.</li><li>Analyze revenue, expenses, profitability, and key business drivers.</li><li>Partner with Accounting during month-end close activities.</li><li>Develop dashboards and reporting packages for leadership.</li><li>Identify trends, risks, and opportunities through data analysis.</li><li>Support ad hoc financial projects, process improvements, and strategic initiatives.</li><li>Present findings and recommendations to management.</li></ul>