<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Senior Fund Accountant | Prosperous Venture Capital Firm | Menlo Park | Hybrid</strong></p><p> </p><p>Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.</p><p><br></p><p>Comp includes a <strong>strong base and bonus, phantom carry participation</strong>, generous 401(k) match, <strong>unlimited PTO and 100% employer-paid medical, dental, and visio</strong>n for you and your dependents.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Fund Accountant| Thriving Venture Capital Firm | Palo Alto | Base + 25% Bonus + Carry!</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of investing in innovative, high-growth companies. You'll work alongside an experienced, collaborative team while gaining broad exposure across the <strong>entire fund lifecycle</strong>, partnering closely with investment, operations, and firm leadership.</p><p> </p><p>The firm offers <strong>competitive compensation</strong>, <strong>bonus potential</strong>, a <strong>generous phantom carry program</strong>, excellent benefits, retirement contributions, and a <strong>flexible hybrid schedule</strong>. This is an exceptional opportunity for someone looking to deepen their venture capital experience and build a long-term career in private investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting, quarterly closes, and financial statement preparation</li><li>Track investments, investor allocations, and capital activity</li><li>Lead the annual audit process and coordinate with external auditors</li><li>Partner with the investment team on <strong>portfolio valuations </strong></li><li>Support capital calls, distributions, cash management, and investor reporting</li><li>Assist with tax-related fund matters</li><li>Drive <strong>process improvements</strong>, automation, and AI initiatives</li><li>Support finance leadership on strategic projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Senior Fund Accountant to support an alternative investment management organization in Menlo Park, California. This Long-term Contract opportunity is ideal for a detail-oriented finance specialist who brings strong fund accounting expertise, sound judgment, and the ability to work effectively in a predominantly onsite environment. The position focuses on maintaining accurate financial records, reviewing key accounting activity, and contributing to the integrity of fund reporting and operations.<br><br>Responsibilities:<br>• Oversee core fund accounting activities to ensure financial records are complete, accurate, and prepared in accordance with reporting requirements.<br>• Review journal entries and supporting documentation to confirm proper classification, accuracy, and compliance with internal accounting standards.<br>• Monitor cash transactions and capital activity across funds, ensuring timely recording and reconciliation of investment-related movements.<br>• Support the preparation of periodic financial reports, schedules, and account analyses for management and other stakeholders.<br>• Assist with fund valuations and related review processes, helping maintain consistency and reliability in investment reporting.<br>• Partner with internal teams and external parties during audit cycles by providing documentation, explanations, and accounting support.<br>• Contribute to budgeting and financial control processes by analyzing balances, variances, and operational activity within assigned funds.<br>• Use accounting systems and fund administration tools effectively to maintain data quality and improve day-to-day accounting workflows.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Accountant | Investment Firm | San Francisco | Base + Bonus + Profit Sharing </strong></p><p> </p><p>Join a <strong>leading global private investment firm</strong> in a highly visible role supporting complex <strong>GP and partner investment structures</strong>. You'll work closely with senior stakeholders and collaborate across <strong>accounting, tax, legal, and investor relations</strong>, providing broad exposure beyond traditional fund accounting.</p><p> </p><p>This is an excellent opportunity for someone who wants to deepen their private markets experience while gaining exposure to <strong>partner reporting, investment structures, and GP operations</strong>. The team also values <strong>automation, AI, and process improvement</strong>, giving you the opportunity to help modernize reporting and workflows.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support administration and reporting for <strong>GP and LP investment interests </strong></li><li>Prepare and reconcile <strong>capital calls, distributions, transfers, and capital account activity </strong></li><li>Support quarterly and year-end reporting across domestic and international entities </li><li>Track deferred compensation, fee waivers, elections, and private investment allocations </li><li>Coordinate new investment activity and related documentation </li><li>Partner with internal teams and third-party administrators on investment matters </li><li>Maintain reporting tools, controls, and data accuracy </li><li>Drive <strong>automation, AI, and process improvements </strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry</strong></p><p> </p><p>Join a <strong>growing Bay Area venture capital firm</strong> investing in early-stage <strong>frontier and climate technologies</strong>, with approximately <strong>$800M in AUM</strong> and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the <strong>broad exposure and ownership of a lean investment team</strong>.</p><p> </p><p>Working closely with the <strong>CFO and Controller</strong>, you'll gain hands-on exposure across the full fund lifecycle, including <strong>capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting</strong>. The firm offers <strong>strong compensation, bonus + carry potential</strong>, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage end-to-end <strong>capital calls and distributions </strong></li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review <strong>American and European waterfall models </strong></li><li>Calculate <strong>carried interest, hurdle rates, and capital statements </strong></li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare <strong>LP and parent company reporting </strong></li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Sr. Fund Accountant to join a Financial Services firm in Palo Alto, California on a Long-term Contract basis. This role will support core fund accounting activities across the close process, investment reporting, and financial analysis while partnering closely with the broader finance function. The ideal candidate brings strong technical accounting knowledge, excellent attention to detail, and the ability to manage multiple priorities in a fast-moving environment.<br><br>Responsibilities:<br>• Lead month-end accounting activities, including preparing journal entries, maintaining the general ledger, and ensuring timely completion of close tasks.<br>• Support investment operations by tracking initial and follow-on investments and maintaining accurate related accounting records.<br>• Update capitalization schedules and assist with valuation support for portfolio companies using organized and well-documented analyses.<br>• Review quarterly fund financial statements prepared by external service providers and follow up on questions, corrections, and supporting details as needed.<br>• Consolidate financial information for subsidiaries and prepare supplemental schedules to support internal and external reporting needs.<br>• Monitor fund cash activity and help prepare recommendations related to capital calls, distributions, and overall liquidity planning.<br>• Develop quarterly portfolio review materials, including financial packages, trend reporting, and presentation content for stakeholders.<br>• Prepare financial statements and supporting reports for employee-related funds while also assisting with audit requests, tax support, and ad hoc research projects.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Head of Finance & Operations| Investment Management | San Francisco| Hybrid </strong></p><p> </p><p>An emerging investment platform focused on technology-driven private markets is seeking a Head of Finance & Operations to help build and scale its U.S. business. With an established investment track record, active investment vehicles, and plans for a new flagship fund launch, the firm is at a pivotal stage of growth.</p><p> </p><p>This is a rare opportunity to join early as a key strategic hire, working directly with senior leadership to build the firm’s finance and operational infrastructure from the ground up. The role offers broad exposure across fund operations, business strategy, investor support, and platform growth in a fast-paced, entrepreneurial environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead finance and operations for the U.S. platform</li><li>Oversee accounting, budgeting, payroll, vendor management, and daily operations</li><li>Support fund launches, investment vehicles, and platform expansion</li><li>Build scalable processes, controls, and operational workflows</li><li>Partner with external providers including fund administrators, legal, compliance, and accounting teams</li><li>Work closely with leadership on strategic initiatives and growth plans </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Senior Cost Accountant to join our team in Pleasanton, California. In this role, you will be responsible for overseeing standard costing systems, analyzing production variances, and providing actionable financial insights to enhance profitability and operational efficiency. You will collaborate closely with plant leadership and cross-functional teams to ensure accurate cost data, inventory management, and compliance with industry regulations.<br><br>Responsibilities:<br>• Analyze and report on production costs, including raw materials, labor, and overhead, to support financial decision-making.<br>• Prepare monthly cost reports and provide insights to plant leadership and finance teams.<br>• Investigate variances between standard and actual costs, offering detailed explanations and recommendations.<br>• Monitor and reconcile inventory balances, ensuring accurate valuation in line with accounting standards.<br>• Maintain and update Bills of Materials (BOMs) in partnership with production teams.<br>• Assist in creating annual budgets and rolling forecasts for manufacturing costs.<br>• Contribute to cost projections for new product launches and trials to support strategic planning.<br>• Identify opportunities for cost-saving and efficiency improvements within production processes.<br>• Ensure compliance with internal controls, industry standards, and company policies.<br>• Support audits related to manufacturing costs and assist in maintaining accurate financial records.
We are looking for an experienced Senior Accountant to support a respected private equity organization in San Francisco, California. This Long-term Contract opportunity is ideal for someone who thrives in a hybrid environment, with one day onsite and the remainder of the week working remotely, and who brings strong expertise in expense review, journal entry preparation, and core accounting operations. The role is especially well suited to professionals with exposure to alternative investments and a genuine interest in using AI-driven ideas to strengthen accounting workflows and efficiency.<br><br>Responsibilities:<br>• Review employee and business expense activity in Concur to ensure accuracy, policy compliance, and proper accounting treatment.<br>• Prepare and post journal entries related to daily and monthly accounting activity, maintaining complete and well-supported records.<br>• Support month-end close by coordinating ledger updates, validating balances, and helping deliver timely financial information.<br>• Perform account reconciliations, including bank reconciliations, and investigate discrepancies through to resolution.<br>• Maintain the integrity of the general ledger by monitoring transactions and identifying items requiring correction or follow-up.<br>• Partner with internal stakeholders to improve expense reporting and accounting processes, including participation in workflow automation initiatives where appropriate.<br>• Contribute accounting support within a private equity environment, applying an understanding of fund-related activity and alternative investment structures.<br>• Assist in documenting procedures and recommending practical improvements that enhance accuracy, control, and operational efficiency.
<p>The Senior Accountant is responsible for supporting general ledger accounting, month-end close, reconciliations, financial reporting, and process improvement activities. In a mid-sized company, this role often works closely with accounting leadership to ensure accurate financial records, timely close processes, and compliance with internal controls. Experience with NetSuite is often valuable for managing transactions, reporting, and account analysis in a technology-enabled accounting environment. </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review journal entries, accruals, and account reconciliations. Based on general knowledge.</li><li>Lead or support month-end, quarter-end, and year-end close activities. Based on general knowledge.</li><li>Analyze general ledger activity and investigate variances or discrepancies. Based on general knowledge.</li><li>Prepare financial statements, schedules, and supporting reports for management and audits. Based on general knowledge.</li><li>Assist with internal controls, compliance, and process improvement initiatives. Based on general knowledge.</li><li>Support fixed assets, prepaids, intercompany activity, and other balance sheet accounting functions as needed. Based on general knowledge.</li><li>Use NetSuite to maintain financial records, run reports, reconcile accounts, and support accounting operations.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Senior Accountant to support project-based accounting activities for a growing team in South San Jose, California. This role focuses on maintaining accurate financial records across active jobs, project cost accounting, change management and revenue recognition. The ideal candidate brings accounting experience within construction or a general contractor environment, along with a collaborative mindset and a willingness to learn.</p><p><br></p><p>Responsibilities:</p><p>• Provide weekly cash flow analysis detailing actual v forecast</p><p>• Examine Accounts Payable, and Receivable Aging to review short/long term cash forecasts</p><p>• Review Labor compliance, including Certified Payroll Reporting and job specific local hiring requirements and apprentice ration requirements.</p><p>• Partner with operations and project teams to issue customer invoices promptly and follow up on outstanding balances to support healthy cash flow.</p><p>• Manage Month-End, Quarter-End, Journal Entries, Ensure JE policy is following appropriate documentation</p><p>• Knowledge of Monthly workers Comp Audits.</p><p>• Produce regular reports covering accounts receivable, contract status, job cost performance, and other financial metrics for management review Senior </p>
<p><strong>Full-Time Engagement Professional (FTEP)</strong> </p><p><strong>Location:</strong> San Mateo County, CA (Hybrid) <strong>Employment Type:</strong> Full-Time</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join Robert Half's Full-Time Engagement Practice and enjoy the stability of full-time employment while working on diverse and meaningful accounting projects with leading organizations throughout the Peninsula. This role is ideal for a Senior Accountant who thrives in dynamic environments, enjoys solving complex accounting challenges, and wants broad exposure to multiple industries, systems, and business transformation initiatives.</p><p>Position Overview</p><p><br></p><p>The Senior Accountant will lead key accounting functions including month-end close, financial reporting, reconciliations, variance analysis, process improvement initiatives, and special projects. This professional will partner with finance leadership and business stakeholders while contributing to critical accounting operations across multiple client engagements.</p><p>The ideal candidate is technically strong, highly adaptable, and capable of quickly integrating into new environments to drive immediate value.</p><p><strong>Key Responsibilities</strong></p><ul><li>Lead monthly, quarterly, and annual close processes.</li><li>Prepare and review complex journal entries, accruals, and account reconciliations.</li><li>Analyze financial results and investigate account fluctuations and variances.</li><li>Maintain and ensure integrity of the general ledger.</li><li>Prepare financial statements and supporting schedules.</li><li>Support audit requests and coordinate with internal and external auditors.</li><li>Assist with revenue recognition, fixed assets, lease accounting, and other technical accounting matters.</li><li>Develop and improve accounting policies, procedures, and internal controls.</li><li>Support ERP implementations, system upgrades, and process transformation projects.</li><li>Mentor junior accounting staff and provide guidance on accounting best practices.</li><li>Collaborate with Controllers, Finance Directors, and executive leadership on strategic initiatives.</li><li>Participate in M&A integrations, business process improvements, and special projects as assigned.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Accountant to join our client in Concord, California in a contract capacity with the potential for a permanent role. This on-site position is ideal for a hands-on accounting specialist who can oversee daily financial operations, maintain accurate records, and support timely reporting across the business. The role offers the opportunity to contribute across multiple accounting functions while helping strengthen processes and financial accuracy.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee end-to-end accounting activities, ensuring day-to-day financial transactions are recorded accurately and completed on schedule.</p><p>• Review, code, and enter supplier invoices while supporting timely payment processing and proper expense tracking.</p><p>• Generate customer invoices, monitor outstanding balances, and follow through on receivables to maintain healthy cash flow.</p><p>• Perform bank and account reconciliations, investigate discrepancies, and help ensure the integrity of financial records.</p><p>• Maintain and reconcile general ledger accounts to support accurate month-end and quarter-end close activities.</p><p>• Prepare internal financial reports and assist with monthly and quarterly statement preparation for leadership review.</p><p>• Support payroll-related accounting coordination and collaborate with internal staff across accounting operations as needed.</p><p>• Contribute to accounting system improvement efforts, including implementation-related support when applicable.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
<p>We are seeking an experienced and professional Senior Accountant with general accounting capabilities to join our dynamic finance team. The ideal candidate will have comprehensive understanding of accounting procedures, with an emphasis on Accrued Expenses, Prepaids, Cash, and Debt.</p><ul><li>Overseeing general accounting operations. </li><li>Dealing with specifics like Accrued Expenses, Prepaids, Cash, and Debt. </li><li>Utilizing Excel at an intermediate to advanced level (XLOOKUP, PivotTables) to organize, analyze, and present financial data. </li><li>Collaborating with other finance team members to compile, analyze, and report financial data. </li><li>Assessing current accounting operations, offering recommendations for improvement and implementing new processes.</li></ul><p><br></p>
<p>The Senior Accountant is responsible for supporting core accounting operations, maintaining accurate financial records, and assisting with financial reporting and close activities. In a mid-sized company, this role typically partners with accounting and finance teams to manage reconciliations, journal entries, general ledger analysis, and reporting while using Oracle to support day-to-day accounting workflows. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review journal entries, accruals, and balance sheet reconciliations. Based on general knowledge.</li><li>Support month-end, quarter-end, and year-end close processes. Based on general knowledge.</li><li>Monitor GL activity and research account discrepancies. Based on general knowledge.</li><li>Prepare financial reports, schedules, and audit support documentation. Based on general knowledge.</li><li>Assist with fixed assets, intercompany transactions, and other accounting functions as needed. Based on general knowledge.</li><li>Help maintain compliance with accounting policies, procedures, and internal controls. Based on general knowledge.</li><li>Use Oracle to enter transactions, reconcile accounts, generate reports, and support financial operations. Based on general knowledge.</li></ul>
<p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
We are looking for an experienced Senior Accountant to join a collaborative team in California. This contract-to-permanent opportunity is ideal for a hands-on, detail-oriented accounting specialist who can manage core financial activities with a high degree of ownership and accuracy. In this role, you will contribute to reporting, reconciliations, cash oversight, budgeting support, and audit preparation while partnering with internal leaders and external stakeholders. The position follows a hybrid schedule, with 2–3 days onsite per week after initial training.<br><br>Responsibilities:<br>• Oversee daily accounting operations across the general ledger, payables, receivables, and cash activity to maintain accurate financial records.<br>• Record and review journal entries related to accruals, amortization, payroll, and other routine accounting transactions.<br>• Complete reconciliations for bank accounts, investment accounts, and balance sheet activity, and investigate variances when needed.<br>• Prepare monthly and quarterly financial reports, supporting schedules, and management summaries for leadership review.<br>• Track cash position and coordinate banking and investment-related activity to support ongoing financial operations.<br>• Assist with the annual budget process by compiling financial data, analyzing budget-to-actual results, and supporting planning discussions.<br>• Provide audit support by organizing documentation, preparing requested schedules, and responding to information requests.<br>• Manage billing and collection activity, including member invoicing, deposits, aging analysis, and receivables follow-up.<br>• Review accounts payable transactions for accuracy, maintain supporting records, and help strengthen accounting procedures and internal controls.
<p>We are looking for an experienced accountant to support core financial operations in California. This role will play a key part in maintaining accurate records, coordinating close activities, and ensuring balance sheet integrity across assigned accounts. The ideal candidate brings strong technical accounting knowledge, careful attention to detail, and hands-on experience in environments in a real estate company.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage full-cycle AP/AR, including invoicing, collections, cash applications, vendor payments, and account maintenance.</li><li>Support project billing, revenue tracking, contract administration, and customer/vendor inquiries.</li><li>Maintain accurate records for vendors, customers, GL coding, and payment information.</li><li>Assist with month-end/year-end close, journal entries, account reconciliations, and financial reporting.</li><li>Prepare financial analyses, fixed asset schedules, tax filings, and ad hoc reports.</li><li>Support audits, internal controls, accounting policies, compliance requirements, and process improvements.</li><li>Research accounting issues, resolve discrepancies, and participate in special projects.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p>Well established Real estate investment and development is seeking a strong Sr. Property Accountant to join their expanding team.</p><p><strong>Responsibilities:</strong></p><p>-Preparation of monthly reporting packages for the assigned properties </p><p>-Manage and maintain the general ledger to ensure accurate and timely financial records.</p><p>-Oversee month-end close processes, including reconciliation and preparation of financial statements.</p><p>-Cash Balance Reports, Accruals schedule, Management Fee Calculations</p><p>-Trial Balance and Flux analysis</p><p>-Monthly investor reporting: cash reporting, hotel operations financial reporting (as required)</p><p>-Quarterly investor reporting, including preparation of financial reporting templates, debt reporting templates, and Asset Management reporting.</p><p>-Monthly, quarterly, annual lender reporting, Annual audit</p><p>-Provide PBC items to auditors and assist in answering any questions</p><p>-Utilize Yardi software to track, analyze, and report financial data efficiently.</p><p>-Assist with budget planning</p>
We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization.<br><br>Responsibilities:<br>• Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations.<br>• Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules.<br>• Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy.<br>• Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform.<br>• Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work.<br>• Coordinate capital activity processes, including contributions, distributions, and related accounting records.<br>• Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization.<br>• Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
<p>The Sr. Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions.</p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes.</li><li>Collaborate with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
<p>Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent and ultra-high-net-worth clients. This position offers a collaborative environment, leadership responsibilities, business development opportunities, and hybrid workplace flexibility.</p><p><br></p><p><strong>Why Join This Opportunity?</strong></p><p>This is an excellent opportunity to join a fast-growing, team-oriented wealth management practice that values collaboration, professional development, and work-life balance. The culture is highly supportive and collegial, with open communication across all levels of the organization and a shared commitment to client success. Team members enjoy a flexible hybrid work environment, a relaxed and approachable atmosphere, and meaningful opportunities for continued education and professional growth. The firm actively invests in employee development and encourages long-term career progression.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and deepen long-term client relationships</li><li>Lead the development and implementation of comprehensive wealth management strategies</li><li>Guide portfolio construction and investment oversight</li><li>Coordinate with internal specialists and external professionals to address client needs</li><li>Lead financial planning across tax, estate, retirement, insurance, and related areas</li><li>Oversee client meetings, service delivery, and onboarding processes</li><li>Mentor team members and contribute to a collaborative client service culture</li><li>Support referral generation, community engagement, and business development initiatives</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul><p><br></p><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Staff Accountant | Real Estate Development | Oakland </strong></p><p> </p><p>Join a <strong>highly respected real estate development firm</strong> behind some of the region's most impactful mixed-use projects. This is an opportunity to work in a <strong>collaborative, entrepreneurial environment</strong> where you'll gain broad exposure across <strong>accounts payable, general ledger accounting, month-end close, and financial reporting</strong> in a complex multi-entity business.</p><p> </p><p>The team is known for its <strong>excellent tenure</strong>, supportive culture, and opportunities to take ownership while building a well-rounded accounting career. </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and code vendor invoices across multiple entities and projects</li><li>Manage the AP process, vendor relationships, and payment activities</li><li>Prepare journal entries, reconciliations, accruals, and intercompany transactions</li><li>Support month-end close, financial reporting, budgeting, and forecasting</li><li>Assist with consolidations, audits, tax requests, and compliance reporting</li><li>Partner with accounting, operations, and project teams to improve processes and maintain strong financial controls</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Director of Finance| Private Equity | San Francisco | 4 days onsite</strong></p><p> </p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul><p><br></p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Sr. Project Accountant to support major construction and capital projects in Saratoga, California. This role focuses on providing accurate financial oversight from project launch through completion, helping teams maintain visibility into costs, commitments, and forecasted spending. The ideal candidate brings strong accounting judgment, analytical skill, and the ability to work closely with project and operational stakeholders in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee project-level accounting activities across the full lifecycle of large-scale capital initiatives, from setup through final financial close.</p><p>• Evaluate budgets, committed costs, actual spend, and forward-looking projections to identify trends and explain financial variances.</p><p>• Produce monthly cost reporting packages and concise financial updates for internal business partners and leadership teams.</p><p>• Apply proper accounting treatment to distinguish capitalizable costs from operating expenses in line with policy and accounting guidance.</p><p>• Examine contractor and supplier invoices for accuracy, supporting timely approval and payment processing.</p><p>• Administer project billing activities, including milestone-based, progress-based, and cost-reimbursable invoicing where required.</p><p>• Maintain accurate records for work in progress, retainage balances, and accrued project expenses.</p><p>• Contribute to cash forecasting by estimating upcoming funding needs and anticipated project-related disbursements.</p><p>• Collaborate with Project Managers to surface budget risks, improve cost control, and support informed financial decisions.</p><p>• Provide documentation and financial explanations during audit activities while helping ensure adherence to contracts, controls, and applicable regulations.</p>