<p>We are looking for an experienced and detail-oriented Assistant Controller to join our team in Marin County, California. This role plays a key part in managing financial operations, ensuring compliance, and supporting organizational goals through accurate reporting and analysis. The ideal candidate will have a strong background in accounting, payroll processing, and financial systems, as well as a proven ability to handle multi-state payroll and collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze special financial reports, including cash flow, vendor activity, receivables, and bank fees, as requested by the Controller.</p><p>• Perform monthly bank and account reconciliations to ensure accuracy and compliance.</p><p>• Assist in the preparation of financial statements and support the Controller in annual budget planning.</p><p>• Collaborate with the IT team to maintain and enhance accounting systems for optimal functionality.</p><p>• Supervise and train accounting personnel responsible for detailed entries and internal financial reporting both locally and at branch offices.</p><p>• Support the annual review process conducted by external auditors and provide necessary documentation.</p><p>• Oversee multi-state payroll processing, including calculating wages, bonuses, overtime, and deductions, while ensuring compliance with tax withholding requirements.</p><p>• Manage vacation and sick leave accruals and prepare payroll billings for branch offices.</p><p>• Generate and review payroll reports using ADP Workforce Now and related systems, ensuring accuracy and timeliness.</p><p>• Address employee inquiries related to payroll and prepare semi-monthly reports for employee contribution submissions</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced Controller to lead and manage the accounting operations of our company in San Rafael, California. This role is pivotal in ensuring accurate financial reporting, maintaining data integrity, and implementing effective internal controls. The ideal candidate will bring strong leadership skills and financial expertise to support organizational growth and strategic decision-making.<br><br>Responsibilities:<br>• Oversee the accounting department’s daily operations, including data entry, reconciliation, and financial reporting across income statements, balance sheets, and cash flow.<br>• Develop and maintain documented accounting policies and procedures, while implementing controls to mitigate risks such as credit, treasury, and inventory.<br>• Evaluate current accounting systems and lead the selection and implementation of improved systems when necessary.<br>• Manage the preparation of financial reports, ensuring compliance with generally accepted accounting principles and alignment with budget guidelines.<br>• Establish and analyze benchmarks to measure company performance, focusing on inventory, revenue, and profitability metrics.<br>• Lead the creation of annual budgets and forecasts, providing regular updates to management on budget variances.<br>• Conduct financial analysis with a focus on inventory, cash flow, treasury management, and profitability.<br>• Collaborate with external auditors by providing necessary documentation and information for annual audits and tax reviews.<br>• Present comprehensive financial reviews and insights to management and board members to aid strategic decision-making.<br>• Ensure compliance with local, state, and federal government regulations.
<p><strong>Jennifer Fukuma</strong>e is working with a prestigious global investment firm (a top-tier “mega fund”) in San Francisco with a diversified portfolio across public/private markets and real estate. With offices in major financial hubs and hundreds of employees worldwide, this firm is entering an exciting period of growth and operational transformation. They are actively seeking an experienced fund accounting professional to lead a dynamic team and help modernize operations.</p><p><br></p><p><strong>Total Comp: $400-700k </strong></p><p><strong>Relocation Support </strong></p><p> </p><p><strong>The Opportunity:</strong></p><p>This senior leadership role offers the chance to take ownership of core fund accounting functions for some of the firm’s largest and most complex strategies. You’ll manage a team of 10–12 and work closely with the Global Controller to oversee operational accounting, reporting, and process improvements across multi-strategy and bespoke funds. This is an excellent opportunity for someone ready to step into a more strategic, high-impact role with long-term growth potential.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Oversee all fund accounting activities for a mix of hedge fund structures (partnership and share class vehicles).</li><li>Manage and mentor a team of accountants, fostering both professional development and operational excellence.</li><li>Review financial packages, NAV calculations, and monthly closes—ensuring quality and accuracy.</li><li>Act as a key liaison across departments including Legal, Investor Relations, and Operations.</li><li>Drive process optimization, systems enhancements, and cross-team initiatives to support innovation.</li><li>Serve as a hands-on leader—able to dive into technical details while keeping the big picture in focus.</li><li>Communicate with senior stakeholders and executive leadership on fund performance and accounting insights.</li></ul>
<p><strong>Michelle Espejo </strong>with <strong>Robert Half Financial Services</strong> is seeking a <strong>Controller </strong>for a high-growth, founder-led <strong>venture capital firm</strong>.</p><p><br></p><p>This is your chance to step into a <strong>pivotal role with a clear path to CFO</strong> as the firm raises its <strong>5th fund</strong> and enters an exciting growth phase.</p><p> </p><p>Enjoy <strong>competitive pay, annual bonus, unlimited PTO, and a flexible remote schedule</strong> while working alongside some of the sharpest minds in technology and investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund administrators and oversee full-cycle fund and management company accounting.</li><li>Coordinate audits, tax filings, capital calls, distributions, and LP reporting.</li><li>Monitor cash flow, improve controls, and streamline reporting.</li><li>Create dashboards and reports for stakeholders and investors.</li><li>Support valuations, fund modeling, and fundraising efforts.</li><li>Partner directly with the Founding Partner on strategic finance initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration.</strong></p>
<p>Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Mentor and provide opportunities for the Investor Reporting team members to grow.</p><p>• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.</p><p>• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.</p><p>• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.</p><p>• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.</p><p>• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.</p><p>• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.</p><p>• Oversee the preparation of monthly reports for various investment vehicles.</p><p>• Lead the quarter-end close process, preparation, and review of financial statements.</p><p>• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.</p><p>• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.</p><p>• Identify and implement improvements in policies and procedures.</p><p>• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions.</p><p><br></p><p>If interested, please reach out Jeff Abrams via LinkedIn </p>
<p>We are looking for an experienced Plant Controller to join our team in Livermore, California. In this role, you will serve as a key business partner, working closely with cross-functional teams to drive financial performance, ensure sound financial planning, and provide critical insights to support decision-making. This position requires a hands-on approach to managing budgets, analyzing financial data, and identifying opportunities for growth and operational improvements.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead financial planning and forecasting processes, including quarterly, annual, and long-range plans aligned with strategic goals; collaborate with local teams to ensure accurate, detailed, and actionable budgets.</li><li>Partner with Sales to develop proactive growth strategies and long-term planning; perform client profitability analysis (revenue, pricing, cost, margin) and advise on new customer contracts.</li><li>Ensure timely and accurate monthly financial reporting; analyze P& L, identify inefficiencies, and recommend cost-saving, quality, and operational improvements.</li><li>Perform detailed analyses on product manufacturing costs, project expenses, and ROI; interpret trends and results to identify opportunities for improved profitability, working capital, and asset depreciation.</li><li>Manage inventory controls and ensure accurate financial reporting; partner with cross-functional teams on process improvements and cost-saving initiatives.</li><li>Prepare and deliver presentations, reports, and key performance metrics for both local management and executive leadership.</li></ul>
<p>A growing real estate investment firm is seeking an experienced <strong>Accounting Manager</strong> to lead its <strong>Accounts Payable</strong> function. This role is ideal for a detail-oriented and process-driven professional with a strong accounting background and leadership experience, particularly within real estate, construction, or property management sectors.</p><p><br></p><p>The Accounting Manager will oversee the Accounts Payable team, ensuring timely and accurate invoice processing, vendor communication, and compliance with tax and audit requirements. This is a high-impact role within a collaborative and mission-driven organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee timely processing and review of invoices.</li><li>Analyze and improve coding accuracy to reduce errors.</li><li>Review account reconciliations and prioritize payments.</li><li>Update and validate compliance of AP processes and policies.</li><li>Prepare for tax and audit schedules, including 1099 facilitation.</li><li>Manage W-9 collection and documentation.</li><li>Resolve vendor inquiries and payment issues.</li><li>Lead vendor onboarding and maintain vendor relationships.</li><li>Monitor team performance using trackers and KPIs.</li><li>Collaborate with Treasury and other departments as needed.</li><li>Contribute to process documentation and continuous improvement initiatives.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Accounts Payable (AP) Supervisor</strong></p><p><strong>Location:</strong> Palo Alto, CA (Hybrid – 2 days in office)</p><p><strong>Compensation:</strong> Up to $110k base + Bonus + Fully Paid Benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a long-standing venture capital firm in Silicon Valley. They are seeking an <strong>Accounts Payable Supervisor</strong> to join their finance team. This individual will oversee the accounts payable function across both the venture capital firm.</p><p> </p><p>This is an excellent opportunity for someone who thrives in a dynamic environment, enjoys collaborating across teams, and brings a high level of professionalism and attention to detail to their work.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise the accounts payable process for both the firm and family office.</li><li>Manage ACH, wire transfers, and check payments, ensuring accuracy and timeliness.</li><li>Record transactions in the ledger and maintain proper documentation.</li><li>Oversee 1099 reporting and related compliance.</li><li>Review and process physical checks as needed.</li><li>Collaborate with internal teams and external vendors to resolve AP inquiries.</li><li>Support ongoing improvements to AP systems and processes, including system implementation projects.</li></ul>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
