43 results for Financial Planning Analysis Manager in Oakville Ca
FP& A Manager/Supervisor<p>We are offering a short term contract employment opportunity for an FP& A Manager in the healthcare industry based in San Francisco. As an FP& A Manager, you will be entrusted with the task of analyzing, forecasting, and undertaking various projects to improve processes within our client's organization. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct monthly forecasting to aid in financial planning </p><p>• Provide statistical data related to business</p><p>• Undertake ad hoc projects such as financial modeling</p><p>• Use financial modeling to support decision-making processes</p><p>• Implement the annual budget and budget processes </p><p>• Utilize tools like Anaplan and CRM for data modeling and financial analysis</p>Controller<p>We are on the lookout for a Controller to join our team in the non-profit industry, located in Petaluma, California, United States. In this role, you will be tasked with overseeing a staff accountant and taking a hands-on approach to all aspects of the general ledger, month-end close, and financial statements. This position also involves a strong focus on business development (i.e. organizational growth, not sales) and the ability to establish and maintain relationships.</p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Supervise a staff accountant to ensure efficient financial operations</p><p>• Manage and oversee all aspects of the General Ledger</p><p>• Ensure accurate and timely completion of the month-end close</p><p>• Prepare and analyze financial statements to inform business decisions</p><p>• Implement and oversee financial planning and analysis (FP& A) activities</p><p>• Prepare and post journal entries and accruals as part of the accounting cycle</p><p>• Utilize grant accounting principles to manage and track funding</p><p>• Spearhead business development initiatives to drive growth</p><p>• Leverage strong communication and interpersonal skills to build and maintain relationships</p>Sr. Finance Systems ManagerWe are in search of a Sr. Finance Systems Manager to join our team in Sacramento, California. This role is centered around financial planning and analysis, with a strong emphasis on system management and strategic decision-making support. The ideal candidate will bring a wealth of knowledge in budgeting and accounting, as well as proficiency in various business systems, specifically Sage Intacct and Workday Adaptive.<br><br>Responsibilities:<br>• Oversee the maintenance and management of the Adaptive Model<br>• Develop, modify, and maintain assumptions, including personnel, overhead, reserve, and allocations within the Adaptive Model<br>• Develop and maintain administration system support for Workday Adaptive, including permissions, access rules, global user groups, and user rights<br>• Conduct scenario development for strategic decision making in Workday Adaptive, understanding revenue recognition standards in relation to Federal, State, and Philanthropic awards<br>• Lead the annual budgeting process and perpetual forecasting efforts, developing comprehensive guidelines and calendars<br>• Support staff with software training, coding, and document support<br>• Serve as a backup delegate to other accounting staff during their absence<br>• Develop and maintain financial reports and dashboards for various levels of management and leadership<br>• Document the budgeting and reforecasting process, and cross-train accounting staff on the process<br>• Identify and implement solutions for current recurring problems, including migrating data between systems when no connection exists using excel and building a repeatable process<br>• Utilize project management and SharePoint to support the budgeting and forecasting process, developing milestone deliverables and enhancing transparency of the progress.Cost Controlling Manager<p>We are on the lookout for a proficient Senior Finance Manager to join our team based in Emeryville, California. As a Senior Finance Manager, you will be entrusted with the responsibility of handling various financial and accounting functions, utilizing your skills in CRM, 3M, Concur, and Crystal Reports amongst others. You will play a crucial role in managing budgets, auditing, and employing data mining techniques for efficient operations.</p><p><br></p><p>Responsibilities:</p><ul><li>Role involves financial planning and analysis</li><li>Preparation of monthly industrial financial reports</li><li>Coordination of annual budget and mid-year forecasts</li><li>Assuring reasonability of industrial divisional budgets</li><li>Subject Matter Expert for cost/ finance controlling team</li><li>Support on division-wide initiatives and projects</li><li>Providing ad-hoc financial support to management teams</li><li>Collaboration with affiliates impacting Diagnostics, such as production volume updates</li><li>Assistance in manufacturing & quality financial planning</li><li>Validation of forecast information accuracy in global reporting modules</li><li>Analysis of financial results vs annual budget for Industrial management</li><li>Ensuring accuracy of Master Data related to finance controlling</li><li>Identification and implementation of efficiencies in financial data reporting</li><li>Working with IT teams to ensure system configuration aligns with business structure</li><li>Active participation in global Industrial Finance meetings</li><li>Aimed to improve quality of support provided by Dx Industrial Finance</li></ul>Controller<p>We are in search of a Controller to join our team located in Napa, California. This role is primarily accountable for the management of financial operations within our organization. The Controller will be responsible for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions, as well as providing strategic financial insights and proactive risk management. Prior experience in a HNW Family Office with vineyards and wine production is preferred.</p><p><br></p><p>Responsibilities</p><p>• Oversee the accuracy and compliance of all accounting functions, including accounts payable and receivable, auditing, and general ledger management.</p><p>• Develop and implement financial systems, processes, and internal controls to ensure operational efficiency.</p><p>• Coordinate and maintain strong relationships with banking teams for financial transactions and manage banking relationships.</p><p>• Oversee the preparation and distribution of monthly, quarterly, and annual financial reports, reviewing them with senior management.</p><p>• Ensure insurance coverage is current and sufficient for all organizational needs and coordinate with insurance brokers to manage policies.</p><p>• Manage intercompany transactions and maintain accurate and timely records.</p><p>• Oversee the financial planning and management of various projects, ensuring adherence to financial targets.</p><p>• Coordinate with external partners in preparing tax returns, ensuring they are accurate and reasonable.</p><p>• Participate in special projects and initiatives as requested by senior management.</p><p>• Oversee the costs for large scale construction projects, meeting with contractors/vendors to approve costs and budget changes</p><p><br></p>Senior Advisor Associate - Financial Planning, CFP<p><strong><u>**Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration**</u></strong></p><p><br></p><p>Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 employees operating from multiple offices.</p><p><br></p><p>As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist in client meeting preparation, note-taking, and follow-up actions.</li><li>Gather and input data into clients' financial plans.</li><li>Prepare recommendations, analyses, and reports for clients.</li><li>Conduct research on financial topics.</li><li>Collaborate with the Advisory Team to develop strategies and improve processes.</li><li>Contribute to presentation development and content creation.</li><li>Engage in continuing education and mentorship.</li></ul><p><br></p>Manager of Finance, Planning<p>Reporting into the Associate Director of Finance and Planning, the Manager of Finance and Planning is responsible for the overall financial management. In coordination with Senior Director of Finance and Planning, this position will be responsible for monthly invoicing of all grants and contracts in accordance with funder requirements. Please contact <strong><u>Tra Nguyen via LinkedIn or Email with your updated resume</u></strong> for fastest consideration for this opportunity.</p><p><br></p><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Ensure timely and accurate processing of all invoices, promoting prompt payment from funders.</li><li>Assist the Senior Director of Finance & Planning (F& P) and CFO in developing the annual agency budget and periodic financial forecasts (monthly or quarterly).</li><li>Support the Senior Director of F& P in managing program and agency budgets, aiming to maximize revenue and identify areas for improvement and cost savings.</li><li>Use financial modeling in coordination with the Senior Director of F& P to simulate scenarios and forecasts, presenting potential outcomes to the CFO/management team to avoid financial pitfalls and recommend solutions for improved financial health.</li><li>Collaborate with Program and Administrative Directors under the Senior Director of F& P’s supervision to drive continuous improvements in financial management.</li><li>Conduct monthly financial assessments with each Director and generate reports for the CFO and senior management team.</li><li>Work with the Senior Controller to ensure financial records' accuracy and compliance with financial regulations and accounting principles.</li><li>Partner with the Development department and Senior Controller to ensure restricted donations are spent per donor restrictions, and reports to funders are accurate and timely.</li><li>Assist the Senior Director of F& P in coordinating compliance audits from public and private agencies.</li><li>Work with the Senior Controller and finance team to ensure successful financial audits for the company and its affiliates.</li><li>Manage additional tasks as assigned.</li></ul>Tax Manager - Public<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>Staff Accountant<p>Robert Half is partnering with an established and growing manufacturing company to find their next Financial Analyst. This role will focus on cost accounting, business analytics, and profitability improvements, ensuring accurate financial reporting and cost efficiency initiatives manage and enhance financial activities, focusing on cost accounting, business analytics, and profitability improvements. This role will oversee reporting processes, drive cost efficiency initiatives, and support financial planning and analysis. This role offers the opportunity to drive financial efficiency and play a key role in strategic decision-making. If you have a strong background in financial analysis and cost management, we encourage you to apply! Please note this is an onsite opportunity located in Fairfield, Ca. For more information call Robyn- 707.387.0299.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead business analytics processes to assess sales, volumes, and margins using internal financial reports.</li><li>Monitor and manage cost pass-through actions related to inflation, raw materials, and other factors.</li><li>Prepare and analyze gross margin per invoice for profitability assessments by customer and product.</li><li>Maintain and enhance costing systems, inventory valuation, and financial reporting tools.</li><li>Assist in implementing and maintaining accurate cost data for financial analysis.</li><li>Support the sales team in customer negotiations by providing profitability insights.</li><li>Oversee the preparation of margin reports and financial performance tracking.</li><li>Conduct physical inventories and monitor monthly cycle counts.</li><li>Manage contract negotiations and ensure reliable financial data for decision-making.</li></ul><p><br></p>Senior Accounting Manager<p>We are offering a consulting opportunity for a Senior Accounting Manager to join our team in the East Bay. The selected candidate will be responsible for overseeing the day-to-day accounting and finance functions, ensuring accurate financial reporting, and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Ensure compliance with GAAP and nonprofit accounting standards in all aspects of accounting operations.</p><p>• Prepare and analyze financial statements for various stakeholders.</p><p>• Assist in budget preparation and grant financial reporting, working closely with the Director of Finance.</p><p>• Oversee the timely and accurate invoicing for state and federal contracts.</p><p>• Provide insights to leadership by improving financial reporting processes.</p><p>• Supervise accounts payable and ensure processing is done accurately and promptly.</p><p>• Manage payroll processing, ensuring compliance with laws and grant requirements.</p><p>• Lead the transition from processing payments in QuickBooks Online to Bills.com.</p><p>• Train the staff accountant on processes and accounting principles.</p><p>• Prepare for annual audits and funder financial reviews, ensuring all documentation is complete and accurate.</p><p>• Stay up-to-date on nonprofit financial regulations and government grant compliance requirements.</p><p>• Collaborate with external auditors and finance team members to ensure accurate and timely reporting.</p>Accounting Manager<p>We are offering an exciting opportunity for an Accounting Manager with a healthcare provider based in Alameda, California. This role will involve overseeing accounting operations, managing financial software systems, and ensuring the accuracy of billing functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Develop and implement policies and tools for strong processes, communication, and workflow across teams.</li><li>Review and approve adjusting journal entries and account reconciliations.</li><li>Prepare, review, and analyze financial statements for GAAP compliance and accuracy including researching and providing technical accounting insight for relevant issues</li><li>Support financial audits with federal, state, and external CPA audits.</li><li>Monitor and improve department workflow for greater efficiency while maintaining accuracy.</li><li>Ensure financial reporting deadlines are met and assist in meeting tax, reporting, and audit requirements.</li><li>Supervise, interview, hire, and train employees; manage work assignments, performance evaluations, and employee issues.</li><li>Assess performance and recommend training to maintain high staff skill levels.</li></ul>Tax Planning and Advisory - Family Office / Private Equity<p>For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams</p><p><br></p><p>A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. </p><p><br></p><p>This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p><br></p><p><strong>Tax Planning </strong></p><ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul><p><strong>Risk Management </strong></p><ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul><p><strong>Estate Planning </strong></p><ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul><p><strong>Philanthropy </strong></p><ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul><p><strong>Legal and Compliance</strong> </p><ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul><p><strong>Financial Administration</strong> </p><ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul><p><br></p>Tax Manager<p>We are seeking a Tax Manager to join our team based in San Francisco, California. This role will focus on the creation and management of income tax provisions, responding to state tax notices and audits, and coordinating tax studies. This position is key to ensuring worldwide compliance and aiding in ad hoc projects or tasks. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Create monthly, quarterly, and annual income tax provisions in line with ASC 740/IAS 12</p><p>• Generate monthly tax entries, account reconciliations, and various tax accounting reports</p><p>• Collaborate with external service providers for the preparation and submission of quarterly estimated payments, extensions, and income tax returns</p><p>• Coordinate with external service providers for tax studies such as Research and Development tax credit and M& E analysis</p><p>• Respond to state tax notices and audits in collaboration with external service providers</p><p>• Partner with affiliates to ensure worldwide tax compliance</p><p>• Research and reply to queries from internal clients on tax issues</p><p>• Assist in completing ad hoc projects or tasks as needed</p><p>• Perform any other duties allocated related to tax management.</p>CFO<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>Assistant Controller<p>Robyn Rosemon with Robert Half is on the lookout for an Assistant Controller. This role involves ensuring the integrity and accuracy of financial reports, overseeing the analysis and summary of the company’s financial results, and providing management with effective measurement tools. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure strict adherence to US GAAP, company policies, procedures, and sound financial management practices during the preparation of financial information</p><p>• Stay updated on current financial reporting issues</p><p>• Oversee Month-End close reporting, including the preparation or review of monthly closing entries and reconciliation, as well as cost accounting</p><p>• Support in the documentation and monitoring of accounting processes and internal controls</p><p>• Develop and execute training programs for all departmental employees, including cross-training of positions</p><p>• Make suggestions for increasing efficiency within the department</p><p>• Assist other users with troubleshooting and problem resolutions</p><p>• Maintain Fixed Asset accounting records and liaise with managers to monitor progress on capital projects</p><p>• Collaborate with key managers on Capex Planning and Management</p><p>• Demonstrate an attitude of teamwork, working collaboratively with peers to identify positive solutions to problems or issues</p><p>• Show care and responsibility for the resources provided and contribute towards our efforts for social responsibility and being environmentally conscious</p><p>• Act with integrity, honesty, and fairness, working towards achieving personal achievement rather than public attention.</p><p><br></p><p>For consideration, please reach out to Robyn Rosemon via LinkedIn </p>Tax Manager/ Supervisor<p>We are in search of a Tax Manager/ Supervisor to join our team located in San Francisco, California. This role is integral to our operations, as you will be tasked with handling accounting functions, managing financial services, and ensuring tax compliance. You will be utilizing various accounting software systems to carry out your duties efficiently.</p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee and coordinate delivery of U.S. tax services, including complex tax return reviews for corporations, partnerships, and individuals</li><li>Advise clients on complex tax issues, transactions, and structuring strategies</li><li>Review tax provisions in line with U.S. GAAP (ASC 740)</li><li>Collaborate across firm departments to offer comprehensive solutions integrating tax, accounting, and other services</li><li>Maintain expertise in U.S. domestic and international tax provisions</li><li>Cultivate market presence and build strong client relationships</li><li>Establish and enforce risk management policies and best practices</li><li>Mentor, manage, and develop junior tax professionals</li></ul>CFO<p>Robert Half is in search for a Non-Profit CFO. Reporting to and partnering with the CEO, the CFO will play a critical role in developing financial plans, overseeing all fiscal and fiduciary responsibilities for the organization and it’s fiscally sponsored projects in conjunction with the Board of Directors and Finance and Audit Committees of the Board. The CFO plays a critical role in developing and implementing our approach to customer service, ensuring appropriate financial processes and policies are in place, and upgrading systems to operate more efficiently and transparently with our projects. The CFO manages, motivates, and mentors the Accounting/Finance Department.</p><p><br></p><p>Essential Job Functions Summary</p><p>Financial and Operational Management</p><ul><li>Oversee accounts, ledgers, and reporting for compliance with accounting principles and regulatory requirements.</li><li>Manage cash flow and forecasting for the organization.</li><li>Collaborate with CEO and Board to develop strategic and annual plans for budget alignment and cost management.</li><li>Monitor budget progress and present financial metrics internally and externally.</li><li>Utilize predictive models and financial analyses to inform operations and business plans.</li><li>Partner with consultants and CEO to implement new systems for organizational needs.</li><li>Engage with Board Finance and Audit Committees on trends, budgets, and cost management.</li><li>Participate in policy development as part of the senior management team.</li><li>Optimize banking relationships for better financial management.</li><li>Represent the organization to financial partners and stay updated on nonprofit audit best practices and regulations.</li></ul><p>Team Management</p><ul><li>Hire, coach, and develop accounting and finance staff; manage work allocation and performance evaluations.</li><li>Assess and improve processes for efficiency and cross-training.</li><li>Collaborate with senior leaders to ensure effective cross-functional teamwork and customer service.</li></ul>Controller<p>We are offering an exciting opportunity in the construction industry based in San Leandro, California. The role we have available is for a Controller, where you will be tasked with overseeing and managing a variety of accounting functions.</p><p><br></p><p>Responsibilities:</p><ul><li><strong>Accounting Operations</strong>: Oversees accounts payable/receivable, payroll, cash management, equipment and job costing, ensuring timely and accurate financial reporting, budgeting, and forecasting for effective decision-making.</li><li><strong>Compliance</strong>: Ensures compliance with local, state, and federal regulations, tax filings, and reporting. Implements internal controls to protect assets and maintain financial data accuracy.</li><li><strong>Process and Improvements</strong>: Leads the creation and optimization of accounting systems and tools (e.g., Trello boards, templates) to track progress and improve operational efficiency. Identifies and implements process improvements across accounting functions.</li><li><strong>Project Accounting</strong>: Collaborates with construction management to manage job costing, progress billing, and financial analysis, ensuring projects align with company goals.</li><li><strong>Human Resources</strong>: Works with HR to ensure smooth and compliant payroll operations, and supports employee lifecycle management (onboarding, reviews, offboarding).</li><li><strong>Financial Reporting and Audits</strong>: Prepares timely financial reports (rolling budget, WIP schedule, backlog, sales pipeline, monthly financials) for leadership. Supports annual audits, bank reconciliations, and vendor compliance to ensure smooth workflows for stakeholders.</li></ul>Controller<p>Are you ready to lead and collaborate in a supportive, mission-driven environment? As the Controller, you’ll play a pivotal role in overseeing day-to-day accounting operations, driving financial strategy, and working alongside passionate, dedicated professionals who are always eager to learn and grow. This role offers the chance to be a key partner with senior leadership, helping shape the financial future of the organization while ensuring strong fiscal responsibility.</p><p><br></p><p>If you're someone who thrives on finding solutions, enjoys collaboration, and has a passion for financial leadership, this is the opportunity for you! You'll bring your expertise in accounting best practices, lead a dynamic team, and develop innovative systems that keep everything running smoothly. Let’s make a difference together!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee day-to-day accounting operations, including general ledger, cash management, banking, investments, accounts payable/receivable, donations, and grant funding.</li><li>Develop, document, implement, and maintain accounting and financial procedures and policies.</li><li>Ensure timely completion of month-end and year-end close processes.</li><li>Reconcile all asset and liability accounts on a monthly basis.</li><li>Maintain payroll and accrual accounting.</li><li>Coordinate year-end financial statement audits and 401(k) audits, providing comprehensive support to auditors.</li><li>Supervise and mentor accounting staff, offering professional development and guidance.</li><li>Continuously monitor and upgrade accounting systems and procedures to ensure efficiency and accuracy.</li><li>Prepare and review year-to-date departmental budget reports and communicate with department heads monthly.</li><li>Collaborate with the COO and CEO on strategic financial planning for both ongoing and new initiatives.</li><li>Lead data collection and assist the COO with annual budget preparation.</li><li>Analyze financial data, prepare comprehensive reports, and generate financial projections.</li></ul>Sr. Accountant<p>Amanda Warren is offering an exciting opportunity for a Senior Accountant in Sacramento, California. This role is primarily focused on maintaining general ledgers, managing real estate investments, financial statement audits, and tax compliance. You will also play a vital role in cash planning and management, annual budget preparation, and handling various financial projects. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Keep the general ledgers updated for all office companies.</p><p>• Responsible for closing books and producing financial reporting packages on a regular basis.</p><p>• Oversee and manage information related to real estate investments, including maintaining a schedule of owned real estate and forecasting net operating income.</p><p>• Keep track of outstanding debt and other contingencies.</p><p>• Plan and manage cash, including performing treasury duties for owner bank accounts and forecasting future cash needs.</p><p>• Conduct financial statement audits for owner entities.</p><p>• Ensure the preparation of timely and accurate project financial reporting for owners, investors, and lenders in accordance with GAAP.</p><p>• Carry out general ledger entries and reconciliations for month-end closings, including daily entries, recurring journal entries, and posting accruals.</p><p>• Handle cash management and banking issues and ensure mortgages, property taxes, and impounds are paid and current.</p><p>• Safeguard organization's value by maintaining confidentiality of information.</p><p>• Coordinate outsourced tax return preparation for office entities and conduct research to ensure compliance with federal, state, and local tax regulations.</p><p>• Stay updated with tax changes and industry trends.</p><p>• Collaborate with multiple CPA firms to coordinate and execute tax compliance work and tax planning work.</p>Private Equity / VC Tax Manager<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>SUPER FLEXIBLE WITH REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Controller<p>A prominent non-profit organization is seeking an experienced and dedicated Controller. This vital role, supporting and reporting to the CFO, is responsible for managing the financial operations of the organization's real estate portfolio, which includes affordable housing and commercial real estate development projects.</p><p><br></p><p>This Controller role involves comprehensive financial management including preparation of periodic financial statements for the real estate portfolio, ensuring accurate financial reporting related to real estate operations, and providing financial data to funders, board of directors, and other stakeholders.</p><p><br></p><p>The successful Controller will be tasked with overseeing the general ledger and subsidiary ledgers for real estate assets, reconciling bank and credit card statements, and managing accounts payable and receivable associated with real estate operations. They will also be required to prepare journal entries to log real estate transactions, such as rent revenues, property taxes, insurance, and maintenance expenditures.</p><p><br></p><p>The Controller will also be entrusted with developing and managing the real estate portfolio's annual budgets. This will involve preparing and tracking cash flow forecasts, conducting variance analyses, and recommending budget alterations. A key part of their role will be to carry out financial analysis - working with financial data to spot trends and potential opportunities.</p><p>Part of their responsibilities will include preparing financial projections for new real estate development projects and assisting with formulating grant and financing proposals. In addition, they will need to implement and maintain robust internal controls, ensuring compliance with all applicable laws, regulations, GAAP, and non-profit accounting standards.</p>Collections Specialist<p>Robert Half is partnering with a well-respected organization looking for their next Collections Analyst, managing the Accounts Receivable (AR) portfolio for wine industry fulfillment operations. In this role, you will team up with the Billing Specialist to ensure timely client payments, minimize delinquencies, and evaluate credit risk, all while fostering positive client relationships. Your work will directly influence financial stability and client satisfaction, as you collaborate with Client Success, Sales, and Management to refine AR processes and mitigate financial risks. We’re seeking candidates with expertise in fulfillment and logistics billing, preferably in the wine industry. Familiarity with Direct-to-Consumer (DTC) and Business-to-Business (B2B) shipping models, seasonal sales cycles, and compliance-based payment terms is highly desired.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Collections & Accounts Receivable Management</strong></p><ul><li>Oversee the AR portfolio to ensure timely collections for fulfillment services, storage fees, and shipping-related charges.</li><li>Partner with the Billing Specialist to reconcile shipping fees, compliance-related costs, and high-volume invoices.</li><li>Conduct collection calls and send follow-ups for overdue accounts.</li><li>Analyze delinquent accounts, proactively resolve payment issues, and escalate where necessary.</li><li>Engage with third-party collection agencies for escalated matters.</li><li>Educate clients on payment terms, billing policies, and available payment solutions.</li><li>Keep meticulous records of collection activities, disputes, and resolutions.</li></ul><p><strong>Credit Risk Assessment</strong></p><ul><li>Run and interpret credit reports for both new and existing clients, identifying risk exposure.</li><li>Collaborate with the Assistant Controller and Management to recommend client credit limits and terms based on financial data and payment history.</li><li>Monitor credit risks for active clients, flagging those potentially at risk for late payments.</li><li>Adjust credit and payment policies based on trends such as seasonal fluctuations and shifting order volumes.</li></ul><p><strong>Collaboration with Clients & Internal Teams</strong></p><ul><li>Act as a key point of contact for Client Success by resolving billing inquiries and disputes.</li><li>Ensure invoicing accuracy and support Billing Specialist processes for payment application and account adjustments.</li><li>Regularly review AR reports to highlight and address high-risk accounts.</li><li>Provide Sales and Management with insights into client payment trends and credit reliability.</li></ul><p><strong>Reporting & Financial Planning</strong></p><ul><li>Prepare AR aging summaries and cash flow reports to highlight collections performance.</li><li>Recommend strategies to enhance payment timeliness and reduce outstanding balances.</li><li>Maintain comprehensive documentation on client payment behavior, disputes, and credit evaluations.</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Utilize ERP system to manage invoicing, AR tracking, and reconciliations for wine fulfillment operations.</li><li>Leverage Excel for detailed analysis of AR trends and client payment data.</li><li>Conduct collections and credit discussions using tools like Zoom and Teams.</li></ul>Financial Data Analyst<p>Our client is looking fo a term contract employment opportunity for a Financial Data Analyst in Oakland, California, within the Healthcare/industry. In this role, you will be tasked with data collection and reconciliation, bid support, pricing, and presenting findings to support business strategies. </p><p><br></p><p>Responsibilities:</p><p>• Collect and reconcile data to support business strategy and performance</p><p>• Provide statistical, analytical, and technical expertise in the rate-setting process</p><p>• Coordinate statistical and utilization information from various departments</p><p>• Make recommendations and implement changes to data collection systems for improved financial, statistical, and utilization data</p><p>• Research areas of concern that influence the fiscal well-being and recommend action if necessary</p><p>• Participate in the monthly and quarterly business reviews, including preparation of management reports for discussion and distribution</p><p>• Monitor and critically review data submitted by others for timeliness, clarity of presentation, conciseness, validity, and accuracy</p><p>• Prepare graphs, charts, and other statistical representations demonstrating high proficiency in the use of Excel</p><p>• Review data to identify patterns, trends, etc., and draw inferences for quality and process improvement projects</p><p>• Design models and analyses to solve novel questions and inform strategic decision making</p><p>• Support audits with federal, state, and external CPA auditorsOur </p>Accounting Manager/Supervisor<p>We are in search of an Accounting Manager/Supervisor to join our team in the Food & Manufacturing industry, located in Solano County, United States. In this role, you will be overseeing the accounting functions of our organization, including both Accounts Receivable and Accounts Payable, as well as supervising staff and managing various accounting procedures.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Supervise the Accounts Receivable/Chargeback and Accounts Payable staff, providing backup support during staff absences</p><p>• Ensure the accuracy of Customer and Vendor accounts in the Accounts Payable and Accounts Receivable Subledgers</p><p>• Oversee all month-end and year-end accounting procedures, including the preparation and entry of journal entries for Accounts Receivable, Accounts Payable, and General Ledger systems</p><p>• Administer customer credit management functions, coordinating credit approval processes when necessary</p><p>• Manage the Continuous Improvement program, targeting cost savings and efficiency improvements in the Accounts Payable and Accounts Receivable areas</p><p>• Assist with various audits, ensuring compliance with accounting standards</p><p>• Leverage skills in Accounting Software Systems, ERP - Enterprise Resource Planning, Accounting Functions, Accounts Payable (AP), Accounts Receivable (AR), Auditing, Billing Functions, and GAAP Accounting.</p>