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797 results in Oakley, CA

Staff Accountant

Danville, CA
onsite
Permanent / Full Time
0 - 0 USD / Hourly
Are you an Staff Accountant seeking a stable, full-time role with variety in the East Bay? Join Robert Half’s Full-Time Engagement Professionals (FTEP) program and enjoy the security of full-time employment while working on diverse client projects and interim assignments across the region. To apply, Connect with me on LinkedIn (Tawnia Kirshen) and send your resume directly. I look forward to connecting! Staff Accountant Key Responsibilities:· Perform month-end closings, reconciliations, and financial reporting.· Support accounts payable, accounts receivable, and general ledger functions.· Ensure compliance with accounting standards and company policies.· Assist with audits and special accounting projects as needed.· Collaborate with teams across various departments to meet deadlines and objectives effectively.
2026-06-19T00:00:00Z

Accounts Receivable Specialist

Concord, CA
onsite
Permanent / Full Time
0 - 0 USD / Hourly
Robert Half is seeking an Accounts Receivable Clerk with some Accounts Payable experience to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities:<ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul>
2026-06-19T00:00:00Z

Real Estate, Private Equity - Fund Accounting Manger

Oakland, CA
onsite
Permanent / Full Time
130000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Legal Secretary

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are looking for an experienced Legal Secretary to support a busy litigation practice. This role is ideal for a highly organized individual who can manage attorney support tasks, court-related filings, and document preparation in a fast-paced law firm environment. The position offers the opportunity to work closely with attorneys and clients while contributing to the smooth handling of active legal matters. Responsibilities: • Support litigation attorneys with day-to-day administrative and case-related tasks, ensuring matters move forward efficiently. • Prepare, revise, and proofread legal correspondence, memoranda, pleadings, and other case documents with a high level of accuracy. • Manage court submissions, including electronic filings, while following applicable filing procedures and deadlines. • Organize meetings, depositions, and client communications by coordinating schedules, materials, and logistics. • Maintain attorney calendars and track important dates, deadlines, and court appearances. • Partner with internal teams to assist with the intake and closing of legal matters, including records and conflict-related coordination. • Enter, review, and update attorney time records as needed to support accurate billing and reporting. • Provide additional administrative assistance as business needs require within the litigation team.
2026-06-02T00:00:00Z

Accounts Payable Specialist

Palo Alto, CA
onsite
Temporary / Contract
32 - 40 USD / Hourly
Overview:The Accounts Payable Specialist is responsible for overseeing and optimizing accounts payable operations through the implementation and utilization of AI automation tools. This role emphasizes process efficiency, technology-driven solutions, and ensuring compliance with accounting standards and company policies.Key Responsibilities:<ul><li>Process, review, and validate invoices leveraging AI-powered automation platforms, ensuring accurate coding, approvals, and timely payment scheduling.</li><li>Monitor and reconcile vendor statements using automated reconciliation tools; promptly resolve discrepancies and vendor queries.</li><li>Execute automated payment runs (ACH, wires, checks), review payment exceptions, and maintain audit trails generated by AI solutions.</li><li>Assist with month-end close activities, including AP accruals, reconciliations, and generating AI-assisted reporting.</li><li>Maintain and update vendor records within AI-enabled AP systems, ensuring data integrity and compliance.</li><li>Identify opportunities for process improvement and optimization through AI automation and workflow enhancements.</li><li>Support audit requests by providing documentation and AI-generated audit logs for AP transactions.</li><li>Collaborate with technology, purchasing, operations, and accounting teams to address technical issues, facilitate adoption of AI tools, and resolve invoice/payment challenges.</li></ul>
2026-06-12T00:00:00Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Controller

Modesto, CA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for an experienced Controller to lead accounting and financial operations for a dynamic organization in Modesto, California. This role is responsible for maintaining reliable financial information, strengthening reporting processes, and delivering insights that support business decisions. The position offers the opportunity to work closely with leadership while contributing to the company’s long-term financial strategy and growth. Responsibilities: • Direct day-to-day accounting activities across payables, receivables, and general ledger functions to support accurate financial operations. • Manage account reconciliations within QuickBooks and review financial data for accuracy, consistency, and completeness. • Oversee the monthly close cycle and ensure financial reports are prepared on schedule for leadership review. • Produce financial statements and supporting analyses that help leadership evaluate business performance and financial health. • Coordinate tax-related documentation and support compliance with applicable California regulations and reporting requirements. • Build and monitor cash flow forecasts to assist with budgeting, planning, and operational decision-making. • Partner with company leadership to provide financial guidance, interpret results, and support organizational priorities. • Contribute to strategic initiatives by assisting with planning activities and preparing information needed for financing discussions. • Maintain well-organized records, reports, and business correspondence using tools such as Excel, Word, Outlook, QuickBooks, and similar financial systems.
2026-06-03T00:00:00Z

Legal Assistant/Paralegal

Oakland, CA
onsite
Permanent / Full Time
80000 - 103000 USD / Yearly
Litigation SecretaryA midsize East Bay law firm is seeking a full-time Litigation Secretary to support its litigation practice. The ideal candidate will be highly organized, detail-oriented, and experienced with calendaring and case coordination. Familiarity with PowerPoint, Excel, WordPerfect, Adobe, Microsoft Office, Abacus, and MerusCase is a plus. The ability to multitask, work well under pressure, and communicate effectively is essential.This firm offers excellent benefits, and compensation is commensurate with experience. Key Responsibilities:<ul><li>Manage calendaring and scheduling for client appointments, depositions, court appearances, court reporters, and mediations</li><li>Assist with trial preparation</li><li>Prepare exhibit binders and indexes</li><li>E-file documents in state and federal courts</li><li>Draft court documents, pleadings, notices of deposition, and complaints</li><li>Communicate with outside vendors</li><li>Subpoena records and complete/send related forms to vendors</li><li>Process billing</li><li>Support preparation of TOAs and TOCs</li></ul>Qualifications:<ul><li>Typing speed of 60+ WPM</li><li>Prior litigation support experience preferred</li><li>Strong organizational and multitasking skills</li><li>Ability to thrive in a fast-paced environment</li></ul>
2026-06-11T00:00:00Z

Administrative Assistant

Oakland, CA
onsite
Temporary / Contract
22 - 26 USD / Hourly
Key Responsibilities<ul><li>Provide day-to-day administrative support to department leaders and team members</li><li>Manage calendars, schedule meetings, and coordinate appointments</li><li>Prepare correspondence, reports, spreadsheets, and presentations</li><li>Answer and direct incoming calls, emails, and other communications</li><li>Maintain filing systems, records, and confidential documents</li><li>Order office supplies and help manage vendor relationships</li><li>Coordinate travel arrangements, itineraries, and expense reporting</li><li>Assist with special projects and general office support as needed</li></ul>
2026-06-16T00:00:00Z

VC Fund Accounting Manager | Elite Venture Platform

San Francisco, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
This is not your typical fund accounting role. We’re partnering with a top-tier venture investment platform on Sand Hill Road managing billions in AUM, currently raising one of its largest fund vintages to date. This is the kind of environment where you get exposure to high-impact investing, smart operators, and meaningful career growth—not repetitive back-office work. Even better? This platform was an early investor in one of the most transformational AI companies in the world long before the hype. Why This Opportunity Stands Out✔️ $150K–$180K base + bonus ✔️ Hybrid flexibility ✔️ Learn the full fund lifecycle from A–Z ✔️ Exposure across venture investing, partnership accounting, LP reporting, capital activity, audits, and fund operations ✔️ A team that believes in teaching, mentorship, and growth — you won’t get pigeonholed here ✔️ Collaborative, stable, and genuinely strong culture What You’ll Be Doing<ul><li>Oversee fund & GP accounting activities, including investments, allocations, accruals, and intercompany activity</li><li>Review fund admin reporting packages, capital calls, distributions, and financials</li><li>Partner closely on audit and tax processes</li><li>Monitor fund cash positions and capital activity</li><li>Support LP reporting and work cross-functionally with Investor Relations and Finance</li></ul>
2026-06-15T00:00:00Z

Executive Assistant

Oakland, CA
onsite
Temporary / Contract
28 - 33 USD / Hourly
Key Responsibilities<ul><li>Manage executive calendars, appointments, and meeting schedules</li><li>Coordinate domestic and international travel arrangements, itineraries, and expense reports</li><li>Prepare and edit correspondence, reports, presentations, and meeting materials</li><li>Screen and prioritize communications on behalf of executives</li><li>Organize executive meetings, board meetings, and special events</li><li>Maintain confidential files, records, and sensitive business information</li><li>Track follow-up items, deadlines, and key initiatives</li><li>Provide support on special projects and cross-functional priorities</li></ul>
2026-06-16T00:00:00Z

Affordable Housing Property Manager

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Key Responsibilities<ul><li>Oversee the day-to-day operations of an affordable housing property or portfolio</li><li>Manage resident relations, including communication, lease enforcement, issue resolution, and retention efforts</li><li>Supervise on-site staff and support day-to-day team performance</li><li>Oversee leasing activity, move-ins, move-outs, renewals, and occupancy goals</li><li>Manage annual and interim recertifications in accordance with affordable housing program requirements</li><li>Maintain compliance with LIHTC, HUD, Section 8, and other applicable affordable housing regulations</li><li>Coordinate unit inspections, file reviews, audits, and agency reporting requirements</li><li>Monitor rent collections, delinquencies, budgets, and monthly financial reporting</li><li>Coordinate maintenance operations, unit turns, vendor services, and capital improvement projects</li><li>Maintain accurate resident, financial, and compliance records</li><li>Partner with internal teams, regulatory agencies, and service providers to support community operations</li><li>Promote a safe, clean, and well-managed living environment for residents</li></ul>
2026-06-16T00:00:00Z

Project Coordinator

San Mateo, CA
onsite
Temporary / Contract
30 - 40 USD / Hourly
Robert Half is seeking a highly organized and detail-oriented Project Coordinator to support fast-paced, dynamic organizations across the Bay Area. This role is ideal for a professional who thrives in a deadline-driven environment, enjoys collaborating with cross-functional teams, and can efficiently manage multiple priorities while keeping projects on track. Key Responsibilities:<ul><li>Coordinate day-to-day project activities, timelines, and deliverables</li><li>Partner with project managers and internal teams to support scheduling, documentation, and progress tracking</li><li>Prepare meeting agendas, capture notes, and distribute action items</li><li>Maintain project plans, reports, and related documentation</li><li>Monitor project progress and proactively escalate risks, delays, or issues</li><li>Communicate effectively with internal teams, vendors, and stakeholders to ensure alignment</li><li>Assist with resource coordination and workflow management</li><li>Support multiple projects simultaneously while ensuring deadlines are met</li><li>Identify opportunities to improve processes and drive operational efficiency</li></ul>
2026-06-06T00:00:00Z

SBA Underwriter

Walnut Creek, CA
onsite
Temporary / Contract
40 - 55 USD / Hourly
We are seeking an experienced SBA 7(a) Loan Underwriter to support a growing lending operation on an ongoing contract basis. This is a fully remote opportunity ideal for professionals who thrive in a fast-paced environment and have a strong background underwriting SBA loans from application through approval. The ideal candidate will be comfortable independently analyzing credit risk, reviewing complex financial statements, and ensuring compliance with SBA Standard Operating Procedures (SOPs). Responsibilities<ul><li>Underwrite SBA 7(a) loan applications in accordance with SBA guidelines and internal credit policies</li><li>Analyze business and personal tax returns, financial statements, cash flow, and collateral</li><li>Assess borrower creditworthiness and repayment capacity</li><li>Prepare detailed credit memorandums and underwriting recommendations</li><li>Review loan structures to ensure compliance with SBA SOP requirements</li><li>Identify and communicate underwriting exceptions and potential risks</li><li>Partner with loan officers, processors, and closing teams throughout the lending process</li><li>Maintain accurate documentation and underwriting files</li><li>Meet production goals while maintaining quality and compliance standards</li></ul>
2026-06-12T00:00:00Z

VC Fund Accounting Manager | Elite Venture Platform

San Jose, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
This is not your typical fund accounting role. We’re partnering with a top-tier venture investment platform on Sand Hill Road managing billions in AUM, currently raising one of its largest fund vintages to date. This is the kind of environment where you get exposure to high-impact investing, smart operators, and meaningful career growth—not repetitive back-office work. Even better? This platform was an early investor in one of the most transformational AI companies in the world long before the hype. Why This Opportunity Stands Out✔️ $150K–$180K base + bonus ✔️ Hybrid flexibility ✔️ Learn the full fund lifecycle from A–Z ✔️ Exposure across venture investing, partnership accounting, LP reporting, capital activity, audits, and fund operations ✔️ A team that believes in teaching, mentorship, and growth — you won’t get pigeonholed here ✔️ Collaborative, stable, and genuinely strong culture What You’ll Be Doing<ul><li>Oversee fund & GP accounting activities, including investments, allocations, accruals, and intercompany activity</li><li>Review fund admin reporting packages, capital calls, distributions, and financials</li><li>Partner closely on audit and tax processes</li><li>Monitor fund cash positions and capital activity</li><li>Support LP reporting and work cross-functionally with Investor Relations and Finance</li></ul>
2026-06-15T00:00:00Z

Senior Accountant – Funds & Financial Operations

San Francisco, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
This is NOT your typical fund accounting role.If you’re a fund accountant who enjoys the technical side of accounting—but wants broader exposure, more strategic impact, and less of the rinse-and-repeat close process—this could be a seriously compelling opportunity.A highly respected investment firm managing $22B+ in AUM is looking for a Senior Accountant – Funds & Financial Operations to join their collaborative team supporting sophisticated fund-of-funds investment vehicles across private equity, venture capital, hedge funds, real assets, listed equity, and fixed income. Why This Role Stands OutYou won’t be buried in journal entries or stuck in a silo.This role is heavily focused on review, oversight, operational improvements, and risk management—working closely with third-party administrators while gaining exposure across multiple investment products and strategies.You’ll oversee NAV packages, investor capital statements, audits, compliance filings, expense allocations, and fund operations tied to a flagship investment platform.Translation? More visibility. Broader exposure. Bigger-picture thinking. What You’ll Be Doing✔ Review monthly & quarterly fund administrator deliverables and NAV packages ✔ Oversee investor capital statements and compliance filings ✔ Partner on annual audits and fund operational oversight ✔ Manage expense allocations across multiple investment products ✔ Support separately managed accounts and investment agreement compliance ✔ Gain exposure across a broad mix of alternative investment strategies
2026-06-15T00:00:00Z

Case Manager

Oakland, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Responsibilities:<ul><li>Conduct client assessments and develop service plans</li><li>Coordinate referrals, resources, and follow-up services</li><li>Maintain accurate case files and documentation</li><li>Advocate for client needs with community partners</li><li>Monitor progress and update care or support plans as needed</li></ul>
2026-06-15T00:00:00Z

Service Coordinator

Livermore, CA
onsite
Temporary to Hire
29 - 32 USD / Hourly
We are looking for a Service Coordinator to support daily dispatch and service operations for a busy team in Livermore, CA. This contract position offers a path to a permanent role and is ideal for someone who can keep schedules organized, communicate clearly with customers and technicians, and stay composed while balancing changing priorities. The role serves as a central point of coordination across the office and field, helping ensure service calls are handled efficiently and records remain accurate. Success in this position requires strong follow-through, a collaborative mindset, and comfort working with service software and administrative processes. Service Coordinator Responsibilities:• Organize and adjust technician schedules for routine service visits, preventive maintenance, and urgent callouts to keep response times on track.• Act as the primary communication link between office staff, field technicians, and customers, ensuring updates are shared clearly and professionally.• Support the rollout and day-to-day use of updated service software by assisting with setup, data input, testing, and basic user guidance.• Communicate with customers regarding new requests, appointment timing, service updates, and follow-up needs after work is completed.• Open, revise, and finalize work orders in the service management system with a high level of accuracy and attention to detail.• Prepare technicians with the job information, supporting documents, and parts-related details needed for efficient service completion.• Monitor parts requests and help coordinate supply ordering and organization to avoid delays in scheduled work.• Maintain complete service documentation, including job notes, equipment records, and status updates for reporting and historical reference.• Partner with accounting and internal team members to support accurate billing, smoother workflows, and stronger overall service performance. If you are interested in this Service Coordinator position, please submit your resume.
2026-06-18T00:00:00Z

Accounting Clerk

San Ramon, CA
onsite
Temporary / Contract
20 - 25 USD / Hourly
Are you a recent accounting graduate looking for a company willing to invest in your development? We are seeking a motivated Junior Accounting Associate to join our client in a temp-to-hire capacity. This is an excellent opportunity to gain real-world accounting experience, receive hands-on training, and build a foundation for long-term career growth. This position is fully onsite, offering direct mentorship and exposure to a collaborative accounting team. What You'll Do<ul><li>Assist with accounts payable and accounts receivable processing</li><li>Enter invoices, payments, and journal entries</li><li>Reconcile bank and general ledger accounts</li><li>Support month-end close activities</li><li>Review and organize financial documents and records</li><li>Assist with reporting and spreadsheet analysis</li><li>Communicate with vendors, customers, and internal departments</li><li>Perform other accounting and administrative duties as assigned</li></ul>Please reach out to John Miller for immediate consideration.
2026-06-12T00:00:00Z

GL Accountant

Hayward, CA
onsite
Temporary / Contract
40 - 55 USD / Hourly
We are seeking an experienced General Ledger Accountant for an open-ended contract opportunity with a growing organization. This role will support month-end close, account reconciliations, financial reporting, and general accounting operations. The ideal candidate is hands-on, detail-oriented, and able to quickly contribute in a fast-paced environment. Responsibilities<ul><li>Prepare and post journal entries</li><li>Perform balance sheet and bank reconciliations</li><li>Support month-end and year-end close processes</li><li>Analyze variances and investigate account discrepancies</li><li>Maintain general ledger accuracy and integrity</li><li>Assist with financial reporting and audit requests</li><li>Support process improvements and special projects as needed</li></ul>
2026-06-12T00:00:00Z

Receptionist

Oakland, CA
onsite
Temporary / Contract
22 - 25 USD / Hourly
Key Responsibilities<ul><li>Greet visitors, clients, and staff in a professional and friendly manner</li><li>Answer, screen, and route incoming calls</li><li>Manage mail, packages, deliveries, and courier services</li><li>Maintain the front desk and reception area to ensure a professional appearance</li><li>Schedule appointments and support meeting room coordination</li><li>Assist with data entry, filing, and general administrative tasks</li><li>Support office operations and provide assistance to various departments as needed</li></ul>
2026-06-16T00:00:00Z

Tax & Fund Accounting Manager (Carry Included)

San Francisco, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!! A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team following a period of strong success and continued scale. This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused. You’ll work closely with leadership across complex fund structures, institutional investors, and full-cycle fund operations, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-14T00:00:00Z

Senior Fund Accountant | Investment Management Firm

Menlo Park, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Senior Fund Accountant Menlo Park, CA (Hybrid Schedule)$145,000 – $175,000 + Bonus + Comprehensive Benefits A highly respected institutional investment management firm is seeking a Senior Fund Accountant to join its Financial Operations team. This is an excellent opportunity for an accounting professional interested in expanding their expertise across a broad range of alternative investments, including private equity, venture capital, hedge funds, real assets, and public market strategies. Key Responsibilities<ul><li>Review monthly and quarterly financial reporting packages prepared by third-party fund administrators, including NAV calculations and supporting schedules.</li><li>Oversee the preparation and distribution of investor capital account statements.</li><li>Monitor and review regulatory, compliance, and financial reporting requirements.</li><li>Coordinate and oversee annual audit engagements with external auditors and service providers.</li><li>Review expense allocations and ensure proper treatment across multiple investment products and structures.</li><li>Monitor separately managed accounts and ensure compliance with investment management agreements.</li><li>Manage data collection, reporting, and information requests from underlying investment managers.</li><li>Identify operational efficiencies and strengthen internal controls and oversight processes.</li><li>Partner closely with internal stakeholders and external vendors to ensure timely and accurate reporting.</li></ul>
2026-06-17T00:00:00Z

Sr. Accountant

Foster City, CA
onsite
Permanent / Full Time
100000 - 105000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR ACCOUNTANT RESPONSIBILITIES- Responsible for analyzing and interpreting financial information as well as accurately compiling and reporting this information for corporate entities. • Performing month‐end, quarterly and annual closing activities in compliance with GAAP and Company accounting policies, including the preparation and review of journal entries, account reconciliations, ad hoc analysis, and reporting.• Prepare complex account reconciliation, analysis and journal entries and perform on‐going analytical review in support of the monthly close process.• Maintain and understand documentation related to various inter‐entity billings to calculate, invoice and record earned fee revenue and receivable. • Perform allocation of expenses to other entities and request reimbursement from those entities on a timely basis.• Pro‐actively research and document conclusions on accounting issues with appropriate knowledge and interpretation of relevant GAAP pronouncements. • Maintain, establish, and improve documentation relating to internal accounting controls. • Prepare annual audit schedules and interact with auditors to complete the audit, consolidation, and tax returns. • Monitor adherence to audit requirements and ensure full compliance in accordance with regulatory agencies. • Serve as a financial resource, answer questions, and provide ad‐hoc financial support as requested. • Develop recommendations for effective and efficient business processes and participate in cross‐ functional projects.
2026-06-02T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-05T00:00:00Z

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