<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Management Company Lead (Manager / Assistant Controller / Controller)</strong></p><p><br></p><p><strong>About the Role</strong></p><p>Join a lean, high-performing team transforming the finance and accounting function at a leading venture capital firm. This role will lead the evolution of a QuickBooks and Google Sheets-based system into a modern, scalable accounting and FP& A infrastructure. Ideal candidates have experience driving major accounting software implementations and efficiency-focused outsourcing initiatives. Familiarity with fund finance and management company operations is a plus.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL, AP, financial statements, and FP& A.</li><li>Prepare and manage consolidated budgets, forecasts, and variance analyses.</li><li>Automate expense allocation processes across entities.</li><li>Lead selection and implementation of new accounting and FP& A systems.</li><li>Improve AP/AR workflows and explore outsourcing solutions.</li><li>Collaborate cross-functionally and manage competing priorities with a commercial mindset.</li></ul><p><br></p>
<p><strong>Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Management Company Lead (Manager / Assistant Controller / Controller)</strong></p><p><br></p><p><strong>About the Role</strong></p><p>Join a lean, high-performing team that’s transforming the finance and accounting function at a leading venture capital firm. This role will spearhead the transition from a <strong>QuickBooks and Google Sheets-based system</strong> to a modern, scalable <strong>accounting and FP& A infrastructure</strong>. Ideal candidates have experience driving major accounting software implementations and efficiency-focused outsourcing initiatives. Familiarity with <strong>fund finance and management company operations</strong> is a strong plus.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including <strong>general ledger, accounts payable, financial statements, and FP& A</strong>.</li><li>Prepare and manage <strong>consolidated budgets, forecasts, and variance analyses</strong>.</li><li>Automate expense allocation processes across multiple entities.</li><li>Lead <strong>selection and implementation of new accounting and FP& A systems</strong>.</li><li>Improve AP/AR workflows and explore outsourcing solutions for efficiency.</li><li>Collaborate cross-functionally and manage competing priorities with a commercial mindset.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Fund Accounting Manager / Senior Manager – Venture Capital</strong></p><p>A leading venture capital firm is seeking a <strong>Senior Accounting Manager</strong> to join its finance team. This critical role partners closely with the CFO, Controller, and broader finance organization to ensure accurate, timely fund and management company reporting while maintaining compliance with RIA regulations. You’ll collaborate with investment partners, limited partners, auditors, and tax advisors in a dynamic, fast-paced environment.</p><p><br></p><p><strong>About the Role</strong></p><p>You’ll manage and mentor a team of fund accountants, oversee financial reporting for multiple funds and SPVs, and help design and implement policies that elevate the finance function. This is a hands-on role for a proactive leader who thrives on detail and process improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review quarterly/annual financial statements, audits, tax returns, and regulatory filings</li><li>Serve as primary liaison with fund administrators, auditors, and tax teams</li><li>Oversee accounting for fund investments, expenses, and capital activity</li><li>Manage investor communications and reporting portal</li><li>Monitor banking activity, wires, capital calls/distributions, and credit line requests</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Mentor and develop finance staff</li></ul><p><strong>Benefits</strong></p><ul><li>Annual bonus: 10%</li><li>Carry: 1x salary</li><li>Comprehensive benefits package</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Head of Finance & Operations</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Head of Finance & Operations</strong> to lead and scale the finance, accounting, and operational functions for a growing investment platform. This is a highly visible leadership role with a clear path to CFO, responsible for building best-in-class processes, systems, and controls to support fund accounting, investor reporting, compliance, and deal execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all financial operations across funds, GP entities, and management company.</li><li>Manage relationships with fund administrators and accounting firms; review capital calls, distributions, and audits.</li><li>Lead budgeting, forecasting, and cash management at the management company level.</li><li>Partner with Investor Relations on fund structures, co-investment programs, and LP due diligence.</li><li>Support deal execution and coordinate legal documentation and closings.</li><li>Implement compliance frameworks, valuation policies, and governance standards.</li><li>Drive technology and data initiatives to centralize financial and portfolio information.</li><li>Mentor team members, fostering a culture of operational excellence.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to shape and institutionalize operations for a top-tier investment platform.</li><li>Collaborative, entrepreneurial culture with long-term growth potential.</li><li>Competitive compensation, bonus, and benefits package.</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>rapidly growing venture capital firm</strong> focused on investing in technology-driven companies that are transforming traditional industries. With over $1.5 billion in assets under management and a top-tier LP base, the firm is scaling rapidly and building a world-class platform.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2017, this VC firm has built a reputation for <strong>rigor, creativity, and operational excellence</strong>, helping innovative companies leverage software and automation to transform real-world industries. With strong early fund performance and a growing team, the firm is now focused on <strong>institutionalizing its finance and operations functions</strong> while supporting the next phase of growth.</p><p><br></p><p>This is a <strong>hands-on leadership role</strong> with a clear path to <strong>CFO-level responsibilities</strong>. The Head of Finance & Operations will take full ownership of the firm’s finance, accounting, and operational infrastructure while partnering closely with senior leadership, investors, and the investment team. This is ideal for a strategic yet execution-oriented finance professional ready to <strong>scale a high-growth platform</strong> and take on a long-term leadership role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>fund and management company finance, accounting, and reporting</strong>.</li><li>Partner with <strong>Investor Relations and Capital Formation</strong> on fund structures, investor reporting, and LP communications.</li><li>Collaborate with the <strong>investment team</strong> on deal execution, legal coordination, and operational due diligence.</li><li>Maintain and enhance <strong>firmwide operations, compliance, and internal controls</strong>.</li><li>Partner with <strong>Technology and Data teams</strong> to leverage automation and improve workflow efficiency.</li><li>Lead, mentor, and grow the <strong>finance and operations team</strong>, building scalable processes for the firm’s continued growth.</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking an<strong> Assistant Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p> </p><p><strong>Assistant Controller (Venture Capital Firm – Palo Alto)</strong></p><p><strong>Hybrid | 3 Days in Office | $170–250K + Bonus + Profit Share + Excellent Benefits</strong></p><p> </p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p><br></p>
<p><strong>Interested? Apply now and share your resume via LinkedIn with JC del Rosario — I’d be excited to connect!</strong></p><p><br></p><p><strong>Head of Finance & Operations</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a dynamic <strong>Head of Finance & Operations</strong> to lead and scale the financial, accounting, and operational backbone of a rapidly growing investment platform. This high-impact leadership position offers a clear path to CFO and will be instrumental in building world-class systems, processes, and controls to support fund accounting, investor reporting, compliance, and deal execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Direct all financial operations across funds, GP entities, and the management company.</li><li>Manage relationships with fund administrators and accounting partners; review capital calls, distributions, and audits.</li><li>Lead budgeting, forecasting, and cash flow management at the management company level.</li><li>Collaborate with Investor Relations on fund structures, co-investment programs, and LP due diligence.</li><li>Support deal execution and oversee legal documentation and closing processes.</li><li>Establish compliance frameworks, valuation policies, and governance standards.</li><li>Drive technology and data initiatives to centralize financial and portfolio reporting.</li><li>Mentor and develop team members, fostering a culture of operational excellence.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Play a pivotal role in shaping and institutionalizing operations for a leading investment platform.</li><li>Join a collaborative, entrepreneurial team with significant long-term growth potential.</li><li>Enjoy a competitive compensation package, performance bonus, and comprehensive benefits.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager | Fast Growing Venture Capital Firm | San Francisco | Hybrid | $140-180k Base + Carry</strong></p><p> </p><p>Join a fast-growing venture firm investing in bold ideas shaping the future. For over a decade, this team has partnered with visionary founders and investors to drive growth and lasting impact.</p><p><br></p><p>You’ll be part of a lean, high-caliber finance team in an entrepreneurial environment where initiative and innovation are valued. This role offers exposure to both fund and management company operations, mentorship opportunities, and strong financial upside for someone ready to take the next step in their VC career.</p><p><strong>Responsibilities:</strong></p><ul><li>Oversee financial statements, audits, tax filings, and compliance reporting.</li><li>Strengthen accounting policies and streamline processes for efficiency.</li><li>Manage relationships with fund administrators, auditors, and tax advisors.</li><li>Review fund and management company transactions and oversee banking activities.</li><li>Lead investor reporting and maintain strong internal controls.</li><li>Partner with investment and compliance teams on ad-hoc and strategic projects.</li><li>Mentor finance team members and support professional growth.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking an<strong> Assistant Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p> </p><p><strong>Assistant Controller (Venture Capital Firm – Palo Alto)</strong></p><p><strong>Hybrid | 3 Days in Office | $170–250K + Bonus + Profit Share + Excellent Benefits</strong></p><p> </p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance & Accounting Division</strong> is partnering with a rapidly growing venture capital firm focused on investing in technology-driven companies that are transforming traditional industries. The firm manages over $1.5 billion in AUM across multiple funds and continues to scale with new fund launches, a strong LP base, and top-decile performance.</p><p><strong>About the Firm</strong></p><p>This is an exciting time to join a firm that is redefining how software and automation enhance real-world industries. Since its founding in 2017, the team has built a reputation for excellence, assembling a world-class group of investors and operators who bring both rigor and creativity to the investment process. With strong early performance across funds and continued momentum, the firm is poised for its next phase of growth — building a diversified, enduring investing platform focused on technology and innovation.</p><p><strong>The Opportunity</strong></p><p>To support its continued growth and institutionalization, the firm is seeking a <strong>Head of Finance & Operations</strong> who will take full ownership of all finance, accounting, operations, and back-office functions. Reporting directly to the COO, this is a <strong>hands-on leadership role</strong> with visibility across the organization and a clear path to <strong>CFO-level responsibilities</strong> as the platform scales.</p><p>The ideal candidate will be both strategic and execution-oriented — someone who can implement best-in-class processes, bring structure to a fast-moving environment, and collaborate closely with senior leadership, investors, and the investment team.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all aspects of fund and management company finance, accounting, and reporting.</li><li>Partner with Investor Relations and Capital Formation on fund structures, investor reporting, and LP communications.</li><li>Collaborate with the investment team on deal execution, legal coordination, and operational due diligence.</li><li>Maintain and enhance firmwide operations, compliance, and internal controls.</li><li>Partner with Technology and Data teams to leverage automation and improve workflow efficiency.</li><li>Lead and develop a growing finance and operations team.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Finance Manager/ Sr. Finance Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Finance Manager or Sr. Finance Manager</strong> to join a dynamic finance organization supporting multiple investment funds and related entities. This role is critical in managing entity-level accounting, valuation analysis, and financial reporting. You’ll collaborate with fund administrators, auditors, and tax providers to ensure accurate and timely reporting, valuations, and investor communications. The position also involves special projects, system enhancements, and process improvements, including upgrades to financial platforms.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Accounting, Reporting, and Coordination</strong></p><ul><li>Review and oversee fund administrators’ work on financial statements, capital accounts, and investor allocations.</li><li>Manage components of the entity close process, including journal entries, NAV packages, and financial statement deliverables.</li><li>Coordinate and review capital calls, distributions, and investor notices for accuracy and compliance.</li><li>Prepare quarterly and annual financial reports for investors and internal stakeholders.</li><li>Partner with auditors and tax advisors to ensure timely audits and filings.</li><li>Support consistency in reporting across funds, upper-tier entities, and management companies.</li></ul><p><strong>Valuation Analysis and Portfolio Metrics</strong></p><ul><li>Support valuation processes for portfolio companies, including fair value adjustments.</li><li>Collaborate with the investment team to analyze portfolio performance metrics.</li><li>Prepare valuation summaries and reports for quarterly reviews and investor communications.</li><li>Ensure valuation methodologies align with firm policies and accounting standards.</li></ul><p><strong>Operational Support</strong></p><ul><li>Act as a day-to-day contact for fund administrators on accounting and reporting matters.</li><li>Maintain accounting records, investor data, and compliance documentation.</li><li>Coordinate reconciliations between funds, upper-tier partnerships, and management companies.</li></ul><p><strong>Special Projects and Systems Enhancements</strong></p><ul><li>Lead initiatives to improve process efficiency, system functionality, and reporting automation.</li><li>Drive onboarding and workflow improvements for fund administrators.</li><li>Assist with system upgrades, data integration, and enhancements to financial platforms.</li><li>Contribute to data accuracy initiatives and new reporting capabilities.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Lead Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Lead Planner</strong> to manage and deepen client relationships while providing holistic financial planning and wealth management solutions. This role combines technical expertise, leadership, and client service excellence. You’ll work closely with senior advisors and mentor team members, ensuring clients receive personalized, high-quality advice and support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee ongoing management and retention of client relationships.</li><li>Review and complete financial planning deliverables (balance sheets, strategic plans, estate maps, cash flow analyses).</li><li>Provide objective, comprehensive advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, guiding their development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and growth opportunities.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance & Operations | Fast-Growing Venture Capital Firm | San Francisco | Hybrid | Comp: Base + Bonus + Carry</strong></p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance & Operations | Fast-Growing Venture Capital Firm | San Francisco | Hybrid | Comp: Base + Bonus + Carry</strong></p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Senior Wealth Manager</strong> to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role combines client advisory, leadership, and business development responsibilities in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies.</li><li>Oversee development and execution of sophisticated plans covering retirement, tax, estate, and risk management.</li><li>Mentor and train associate advisors; foster a culture of excellence.</li><li>Source, close, and manage new client relationships aligned with firm objectives.</li><li>Participate in strategic initiatives to improve processes and client experience.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Percentage of revenue managed + performance-based bonus.</li><li>Potential for equity ownership.</li><li>401(k) with company match.</li><li>Paid time off and holidays.</li><li>Leadership opportunities and access to advanced training and industry events.</li></ul>
<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>
<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a well-established wealth advisory firm that provides personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm offers strategic investment solutions designed to help clients achieve their long-term financial goals.</p><p> </p><p><strong>About the Firm</strong></p><p>This firm is known for its client-centric approach, collaborative culture, and commitment to excellence. The team takes pride in providing customized, high-touch advisory services while leveraging leading technology and operational best practices to deliver an exceptional client experience. As the firm continues to grow, it remains deeply focused on fostering a supportive environment that values both professional development and teamwork.</p><p><strong>The Opportunity</strong></p><p>The firm is seeking a <strong>Manager, Client Service & Operations</strong> to lead a team of five professionals across Client Service, Operations, and Trading. This individual will play a key role in ensuring that all client and firm activities are executed with accuracy, timeliness, and regulatory compliance, while continuously improving operational processes and supporting the firm’s overall growth.</p><p>This is an excellent opportunity for a seasoned professional who enjoys managing people, driving efficiency, and maintaining a strong client focus in a dynamic wealth management environment.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Real Estate Investment Firm| San Mateo| Hybrid | $150-180k base + Bonus</strong></p><p> </p><p>Step into real estate private equity with a dynamic investment firm focused on multifamily housing. This role offers exposure to acquisitions, asset management, and investments in a collaborative, growth-oriented environment where you can make a real impact.</p><p> </p><p>The Accounting Manager position is newly created to support an expanding portfolio and provides the opportunity to co-manage and mentor a senior accountant. Enjoy a hybrid schedule, excellent benefits, and the chance to contribute to high-impact financial operations while developing your career in a nimble, entrepreneurial setting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Supervise fund administrators in preparing GAAP financial statements</li><li>Analyze transactions and variances, recommending actions to leadership</li><li>Maintain accounting files for property funds, including invoices, depreciation, and journal entries</li><li>Oversee audits and coordinate tax filings</li><li>Monitor cash, perform bank reconciliations, and support financial reporting</li><li>Maintain investor reporting and respond to inquiries</li><li>Ensure compliance with internal controls and tax requirements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Real Estate Investment Firm| San Mateo| Hybrid | $150-180k base + Bonus</strong></p><p> </p><p>Step into real estate private equity with a dynamic investment firm focused on multifamily housing. This role offers exposure to acquisitions, asset management, and investments in a collaborative, growth-oriented environment where you can make a real impact.</p><p> </p><p>The Accounting Manager position is newly created to support an expanding portfolio and provides the opportunity to co-manage and mentor a senior accountant. Enjoy a hybrid schedule, excellent benefits, and the chance to contribute to high-impact financial operations while developing your career in a nimble, entrepreneurial setting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Supervise fund administrators in preparing GAAP financial statements</li><li>Analyze transactions and variances, recommending actions to leadership</li><li>Maintain accounting files for property funds, including invoices, depreciation, and journal entries</li><li>Oversee audits and coordinate tax filings</li><li>Monitor cash, perform bank reconciliations, and support financial reporting</li><li>Maintain investor reporting and respond to inquiries</li><li>Ensure compliance with internal controls and tax requirements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
