We are looking for a Senior Financial Analyst based in Fremont, California to join our team on a contract basis. This role involves leveraging your expertise in financial analysis and modeling to support strategic decision-making within a dynamic environment. Ideal candidates will have a strong background in corporate financial planning and manufacturing-related industries.<br><br>Responsibilities:<br>• Conduct comprehensive financial analyses to evaluate business performance and identify opportunities for growth.<br>• Develop and maintain financial models to support forecasting and strategic planning efforts.<br>• Perform variance analysis to assess the differences between planned and actual financial outcomes.<br>• Prepare detailed ad hoc financial reports to address specific business inquiries and challenges.<br>• Collaborate with cross-functional teams to gather relevant data and provide actionable insights.<br>• Assist in corporate FP& A activities, ensuring alignment with organizational goals.<br>• Support budgeting and forecasting processes, ensuring accuracy and timeliness.<br>• Analyze financial trends within the manufacturing sector to guide decision-making.<br>• Present findings and recommendations to senior management in a clear and concise manner.<br>• Utilize advanced Excel skills to streamline financial processes and reporting.
<p><strong>Job Description: Financial Analyst</strong></p><p>The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing strategic insights to help the organization make informed business decisions. This role involves evaluating financial performance, identifying trends, forecasting future earnings, and contributing to the planning and budgeting process. The Financial Analyst collaborates with cross-functional teams and provides recommendations to improve financial outcomes and support long-term company goals.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting</strong>: Prepare and present accurate financial reports, dashboards, and summaries to management.</li><li><strong>Data Analysis</strong>: Analyze financial data, including revenue, expenses, and profitability, to identify trends and opportunities for improvement.</li><li><strong>Forecasting</strong>: Develop financial models to forecast future performance and help the organization plan strategically.</li><li><strong>Budgeting</strong>: Assist in the preparation and monitoring of annual budgets, ensuring alignment with organizational objectives.</li><li><strong>Variance Analysis</strong>: Perform variance analysis to compare actual results to budgets and forecasts and provide explanations for discrepancies.</li><li><strong>Market Research</strong>: Conduct industry and market research to benchmark financial performance and identify competitive opportunities.</li><li><strong>Business Support</strong>: Collaborate with departments to provide financial insights that inform key business decisions.</li><li><strong>Compliance</strong>: Ensure compliance with financial regulations, standards, and internal policies related to reporting and analysis.</li><li><strong>Risk Assessment</strong>: Evaluate potential financial risks and propose strategies to mitigate them.</li><li><strong>Continuous Improvement</strong>: Identify and implement process improvements to increase efficiency in financial analysis and reporting.</li></ol><p><br></p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p>We are looking for an experienced Senior Financial Analyst to join our team in San Francisco, California. This role is ideal for someone with a strong background in financial analysis, budgeting, and forecasting, particularly within the nonprofit sector. If you have extensive experience managing government grants and supporting audit processes, we encourage you to apply. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Perform detailed financial analysis, including variance analysis and forecasting, to support organizational goals.</p><p>• Develop and maintain financial models to enhance decision-making and strategic planning.</p><p>• Manage and track government grants, ensuring compliance with regulations and reporting requirements.</p><p>• Support audit processes by preparing necessary documentation and collaborating with auditors.</p><p>• Assist in creating and monitoring budgets, ensuring alignment with organizational priorities.</p><p>• Conduct ad hoc financial analyses to address specific business needs and challenges.</p><p>• Utilize data mining techniques to extract valuable insights for financial reporting and decision-making.</p><p>• Collaborate with cross-functional teams to provide financial expertise and recommendations.</p><p>• Identify opportunities for process improvement and implement strategies to enhance efficiency.</p><p>• Present financial findings and recommendations to senior leadership in a clear and actionable manner.</p>
<p>Robert Half Management Resources is in search of an interim Manager of FP& A to join our client's team in the Biotech industry, situated in Brisbane, California. This role involves working closely with various departments, offering critical business analysis, leading budgeting and forecasting processes, and continuously striving for process improvements. This role is 3 days/week onsite in Brisbane, CA and 2 days/week remote. </p><p><br></p><p>Responsibilities</p><p>• Collaborate strategically with SG& A departments, offering valuable analysis for key business decisions</p><p>• Monitor and facilitate efficient processing of purchasing requisitions, purchase orders, and timely recognition of expenses</p><p>• Constantly evaluate and implement best practices to instigate change and improve processes</p><p>• Leverage your proficiency in Excel, NetSuite ERP and Adaptive Planning to support finance operations</p><p>• Apply your understanding of the accounting close process and accrual accounting to maintain financial accuracy</p><p>• Use your experience and knowledge in corporate finance operations, particularly IT / software.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Financial Planner </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Financial Planner – Boutique Wealth Advisory Firm</strong></p><p><strong>Location:</strong> Hybrid (San Francisco, 2 days/week) or Fully Remote</p><p><br></p><p><strong>About the Opportunity</strong></p><p>This is a rare chance to launch or advance your career in financial planning with a highly specialized wealth advisory team serving high-net-worth and ultra-high-net-worth families. Our approach is deeply analytical and personalized, focusing on strategic planning for senior executives and board members of public companies. You’ll work directly with the Managing Director, who is recognize as a top advisor in the industry, gaining hands-on experience and mentorship in all aspects of wealth management.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an <strong>Associate Financial Planner</strong>, you’ll be immersed in complex, data-driven financial planning from day one. You’ll learn to craft sophisticated solutions for clients, analyze multi-layered scenarios, and apply critical thinking to real-world financial challenges. This role offers a clear progression path, including exposure to investment strategies, advanced planning tools, and the opportunity to pursue professional certifications.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Build and analyze comprehensive financial plans using industry-leading platforms</li><li>Research and model scenarios for retirement, tax strategies, equity compensation, and estate planning</li><li>Prepare client meeting materials, agendas, and financial analyses</li><li>Stay current on economic trends and tax code changes to inform client strategies</li><li>Collaborate with outside professionals and custodians to implement plans</li><li>Progressively take on more responsibility, including investment analysis and client-facing work</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation with bonus and profit sharing</li><li>401(k) match and comprehensive medical/dental benefits</li><li>Significant growth potential with year-over-year raises</li><li>Generous vacation and paid NYSE holidays</li><li>A collaborative, high-performance culture committed to your professional development</li></ul>
<p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p>Robert Half is seeking a skilled Financial Analyst for an exciting opportunity with a dynamic and growing company in the Consumer Packaged Goods (CPG) sector. The ideal candidate will possess a strong background in financial analysis, solid experience in CPG environments, and advanced proficiency with Oracle Finance systems. This role will provide strategic decision-making support, detailed financial reporting, and actionable insights to enhance business performance.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Perform comprehensive budgeting, forecasting, and variance analysis, specifically tailored to the CPG industry.</li><li>Leverage Oracle ERP systems for financial data extraction, reporting, and reconciliation.</li><li>Create detailed financial models to evaluate products, pricing strategies, and promotional programs.</li><li>Analyze operational metrics, supply chain costs, sales trends, and market data to inform strategic decisions.</li><li>Develop reports and dashboards that clearly illustrate key performance indicators (KPIs) and financial results.</li><li>Collaborate with cross-functional teams, including supply chain, marketing, and sales, to ensure alignment on financial goals.</li><li>Recommend process improvements to optimize financial reporting and Oracle utilization.</li><li>Stay current with CPG industry trends and provide insights on risks and opportunities.</li></ul><p><br></p>
<p>Our company is seeking a skilled Financial Analyst with a background in forecasting and budgeting within the Consumer Packaged Goods (CPG) industry, specializing in food and beverage. As part of our finance team, you will play a key role in delivering data-driven insights, managing FP& A cycles, and supporting strategic business decisions in a fast-paced manufacturing environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and maintain robust financial forecasts for sales, costs, and operational performance, aligning with business goals.</li><li>Prepare and enhance annual budgets and rolling forecasts, collaborating with cross-functional teams including sales, operations, and supply chain.</li><li>Analyze variances, identify trends, and present actionable recommendations to business partners.</li><li>Provide timely monthly, quarterly, and annual reporting, including P& L analysis and KPI dashboards.</li><li>Support scenario modeling and ad hoc analysis for new product launches, pricing strategies, and margin improvement initiatives.</li><li>Partner with senior leadership to support strategic planning and performance management.</li><li>Ensure compliance with internal controls and industry standards.</li></ul><p><br></p>
<p><strong>Job Description: Senior Accountant</strong></p><p>The Senior Accountant plays a crucial role in managing and overseeing financial activities, ensuring the accuracy of accounting records, and providing strategic support during financial decision-making. Responsible for preparing complex financial reports, supervising staff, and implementing efficient accounting processes, this individual is integral to the success of the organization’s overall financial health and compliance. Senior Accountants often serve as trusted advisors to leadership and partner with other departments in achieving business objectives.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Financial Reporting and Analysis</strong>: Prepare, review, and analyze financial statements, reports, and budgets to ensure alignment with organizational goals and compliance with accounting standards </li><li><strong>Account Reconciliation</strong>: Oversee high-level account reconciliations, including general ledger accounts, to ensure accuracy in financial records </li><li><strong>Month-End and Year-End Closing</strong>: Manage and lead closing procedures, ensuring deadlines are met while maintaining accurate documentation.</li><li><strong>Audit Support</strong>: Support annual and ad-hoc audits, working closely with external auditors by providing necessary documentation and reports.</li><li><strong>Tax Compliance</strong>: Assist in preparing tax filings and ensure compliance with local, state, and federal regulations</li><li><strong>Team Leadership</strong>: Supervise and mentor junior accounting staff, providing guidance and reviewing their work to ensure standards are upheld.</li><li><strong>Internal Controls</strong>: Develop and implement robust internal controls to mitigate risk, improve accuracy, and ensure compliance with policies.</li><li><strong>Special Projects</strong>: Participate in financial planning initiatives, process improvements, and analysis of strategic opportunities to ensure financial health</li><li><strong>Cross-Functional Collaboration</strong>: Work collaboratively with other departments, such as finance, operations, and leadership, to streamline accounting processes and provide actionable financial insights.</li></ul>
<p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><p><br></p>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
<p><strong>Fund Accounting Manager / Senior Manager – Credit Fund</strong></p><p>A leading investment firm focused on healthcare is seeking an experienced <strong>Fund Accounting Manager or Senior Manager</strong> to join its Finance team. This role will oversee accounting and operations for a newly launched royalty income and structured solutions fund, as well as select private equity funds. Ideal candidates bring deep fund accounting expertise, including debt fund experience, and thrive in a collaborative, fast-paced environment.</p><p><br></p><p><strong>About the Role</strong></p><p>You’ll manage relationships with external fund administrators and internal teams to ensure accurate financial reporting, compliance, and operational excellence. This position offers exposure to complex fund structures and a broad range of responsibilities beyond accounting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund administrator for accounting and investor reporting.</li><li>Review quarterly financial packages, audits, and regulatory filings.</li><li>Manage capital calls, distributions, income allocations, and cash forecasting.</li><li>Collaborate with Treasury on investment funding, expense allocation, and fair valuation.</li><li>Review complex equity accounting and royalty income recognition.</li><li>Support financial planning and analysis for funds.</li></ul><p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p>We are looking for a Senior Financial Reporting Analyst to join our team in Concord, California. This role is integral to maintaining accurate financial records and ensuring compliance with reporting standards. The ideal candidate will have strong analytical skills and a thorough understanding of accounting principles.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead preparation of recurring US GAAP and non-GAAP financial reports, ensuring accuracy and compliance with all accounting standards.</li><li>Maintain disclosure checklists and ensure adherence to GAAP and reporting requirements.</li><li>Monitor updates to accounting standards and assess potential impacts on financial statements.</li><li>Manage complex accounting for non-routine transactions, including business combinations, debt modifications, equity conversions, consolidations, and other special projects.</li><li>Conduct advanced accounting analyses related to goodwill impairment, reporting units, and non-controlling interests.</li><li>Collaborate with teams across accounting, finance, legal, audit, and IT to resolve technical accounting, revenue recognition, and reporting issues.</li><li>Oversee audit engagements, providing timely updates and supporting efficient completion of audit processes.</li><li>Coordinate with external auditors, supplying documentation and guidance throughout annual testing.</li><li>Assist with internal audit and SOX compliance initiatives.</li><li>Perform key month-end close duties, including journal entries and account reconciliations.</li><li>Support tax compliance by preparing documentation and coordinating with external advisors on federal, state, and local filings.</li></ul><p><br></p>
We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
<p><strong>Michelle Espejo with Robert Half Finance & Accounting</strong> is recruiting for a<strong> Financial Due Diligence, M& A Associate</strong> at an advisory firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Controller to lead and manage all financial operations within our organization, based in San Francisco, California. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Deliver timely, accurate, and GAAP-compliant financial reporting across all entities.</li><li>Lead monthly/annual close, including journal entries, reconciliations, and financial statements.</li><li>Conduct variance analysis, financial modeling, and scenario planning to support strategic decisions.</li><li>Manage multi-entity consolidations, intercompany allocations, and reconciliations.</li><li>Oversee the full accounting cycle across multiple business units.</li><li>Ensure compliance with accounting standards and regulatory requirements.</li><li>Manage property and real estate development accounting, including capital projects and depreciation.</li><li>Monitor and reconcile intercompany transactions.</li><li>Lead annual audits and oversee timely tax filings (e.g., IRS Form 990).</li><li>Serve as primary liaison with external auditors and tax advisors.</li><li>Manage grant and fund accounting, ensuring accurate tracking of restricted funds and compliance with requirements.</li><li>Develop and update internal controls, policies, and procedures to safeguard operations.</li><li>Drive automation and process improvements to enhance efficiency.</li><li>Optimize ERP and financial systems (e.g., Sage Intacct, Vena) for reporting and consolidations.</li><li>Lead organizational and program budgets in partnership with department leaders.</li><li>Monitor expenditures for compliance with budgets, funder requirements, and grant terms.</li><li>Provide training and tools to strengthen financial literacy among budget holders.</li><li>Partner with Programs, Operations, People, and Development teams to align financials with strategy.</li><li>Deliver financial analysis and forecasting to guide resource allocation and long-term planning.</li><li>Build and lead a high-performing accounting team focused on accountability and growth.</li><li>Conduct performance reviews and provide coaching and professional development.</li><li>Lead organizational training to enhance financial literacy and compliance.</li><li>Implement project management tools and reporting frameworks to improve accountability.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
We are looking for a talented Financial Analyst to join our team on a part-time contract basis. This role requires approximately 20 hours per week and offers the opportunity to work on diverse financial tasks while collaborating with senior team members. Based in Menlo Park, California, this position is ideal for someone with a strong background in financial analysis and a keen eye for detail.<br><br>Responsibilities:<br>• Maintain and update portfolio company data in financial forecasting systems, ensuring accuracy and consistency.<br>• Generate reports and assist in preparing materials for portfolio performance review meetings.<br>• Compile standardized financial documents and organize them for investor use.<br>• Collect, clean, and structure financial and operational data from portfolio companies.<br>• Support the creation of presentations and documents that highlight portfolio metrics and trends.<br>• Assist with ad hoc reporting and document-related tasks as needed.<br>• Collaborate with senior team members to ensure seamless communication and workflow.<br>• Utilize tools like Salesforce to manage and monitor portfolio data efficiently.
<p>Please apply here and ping me on LinkedIn too - Jeffrey Abrams</p><p><br></p><p><strong>Fund Accounting Manager OR Senior Manager – Venture Capital Firm</strong></p><p><br></p><p>Our client is a well-established venture capital firm with several billion in AUM, investing across multiple sectors and stages. The firm has a savvy investment approach, deploying capital through various complex structures. It is in active fund-raising mode and has grown substantially over the last 5 years. </p><p><br></p><p>The firm is seeking a <strong>Senior Accounting Manager</strong> to join its growing finance team. This pivotal role partners closely with the CFO, Controller, and broader finance organization to ensure accurate and timely fund and management company reporting, as well as compliance under the firm’s RIA status. The position will also play a key leadership role in managing and developing a small team of fund accountants. This is an excellent opportunity for a hands-on, detail-oriented accounting leader who thrives in a dynamic and fast-paced investment environment. <strong><em>This position also offers a generous carried interest position in the comp package. </em></strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review quarterly and annual financial statements, audits, tax returns, and regulatory filings.</li><li>Design and implement policies and procedures to strengthen financial operations.</li><li>Serve as primary liaison with service providers including fund administrators, auditors, and tax advisors.</li><li>Review accounting journals, ledgers, and other transactions for both fund and management company entities.</li><li>Oversee transactions related to fund investments, expenses, capital calls, distributions, and credit facilities.</li><li>Monitor banking activity and ensure proper documentation and internal controls.</li><li>Manage investor communications and reporting through the investor portal.</li><li>Partner with investment and compliance teams on ad hoc analyses and special projects.</li><li>Assist with company budgeting, forecasting, and financial planning.</li><li>Mentor, develop, and manage a team of fund accountants.</li></ul><p><br></p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Analyst in San Francisco to work four days onsite/one day remote. Our client</strong> is a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. </p><p><br></p><p>This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
