<p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </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>Senior Property Accountant – Commercial Real Estate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Property Accountant</strong> to manage day-to-day accounting for a two-building commercial property undergoing major renovations and upgrades. This role offers hands-on involvement in property operations, lease administration, and project accounting, with opportunities for growth as the portfolio expands.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle all aspects of property accounting, including journal entries, accruals, reconciliations, and financial reporting.</li><li>Set up new and renewal leases in MRI/PMX and support lease administration.</li><li>Prepare construction draws and track project-related costs.</li><li>Assist with accounting for leasing commissions, tenant improvements, and capital projects.</li><li>Collaborate with property management on ad-hoc projects and operational planning.</li><li>Develop checklists and Smartsheets to streamline workflows.</li></ul><p><strong>Why Join</strong></p><ul><li>Work closely with an experienced GM and a supportive property management team.</li><li>Gain exposure to construction, leasing, and renovation accounting.</li><li>Growth potential as the portfolio expands.</li><li>Enjoy a hard-working but fun office culture (dogs included!).</li></ul>
<p>We are looking for an experienced Finance Manager to join our team in Walnut Creek, California. In this role, you will play a key part in shaping the company’s financial strategies through in-depth analysis and forecasting. The ideal candidate is detail-oriented, highly analytical, and skilled at delivering actionable insights to support business decisions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare annual budgets, monthly/quarterly forecasts, and long-term growth plans.</li><li>Build and maintain financial models for channel mix, promotions, and margin optimization.</li><li>Support operations by monitoring margin contributions and cost factors.</li><li>Deliver accurate monthly reports: P& L, Balance Sheet, Cash Flow, channel performance, and KPIs.</li><li>Perform variance analysis and highlight trends.</li><li>Recommend ways to optimize marketing spend and supply chain efficiency.</li><li>Conduct ad hoc analyses.</li><li>Collaborate with Sales and Marketing on forecasts, promotions, and ROI.</li><li>Partner with Operations on inventory, cost of goods, and logistics planning.</li><li>Translate financial results into actionable insights for leadership.</li><li>Improve FP& A processes, tools, and systems for scalability.</li><li>Ensure data accuracy across ERP, Power BI, and planning platforms.</li><li>Recommend best practices for margin analysis and forecasting.</li><li>Promote financial transparency and cross-functional alignment.</li></ul>
<p>Our client in Concord is seeking an interim FP& A Manager for a contract-to-hire opportunity. In this role, you will play a pivotal part in driving financial planning, forecasting, and analysis to support the company’s growth and strategic objectives. As a key member of the Finance team, you will collaborate with various departments, offering insights that guide decision-making and operational efficiency. This role requires 4 days onsite in Concord and is expected to pay $55-$60/hr. on a contract basis.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage annual budgets, quarterly forecasts, and long-term financial models to support organizational growth</p><p>• Create and maintain detailed financial models, focusing on channel performance, promotional strategies, and margin optimization</p><p>• Monitor and analyze key business drivers, including revenue streams, product launches, marketing campaigns, and supply chain costs</p><p>• Generate comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow analyses, to provide actionable insights for leadership</p><p>• Conduct variance analysis to identify trends and recommend strategies to enhance financial performance</p><p>• Collaborate with Sales and Marketing teams to refine revenue projections and evaluate promotional campaigns</p><p>• Partner with Operations and Supply Chain teams to optimize inventory, cost of goods, and logistics planning</p><p>• Ensure data accuracy across financial systems and recommend improvements to enhance forecasting and reporting processes</p><p>• Act as a trusted advisor to leadership, translating financial data into meaningful business strategies</p><p>• Promote cross-functional collaboration to align financial objectives with organizational goals and values</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>Investment Accounting Controller</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced Investment Accounting Controller to join a sophisticated family office managing a diverse portfolio of public equities, private investments, real estate, and alternative assets. This role is perfect for a detail-oriented professional who can uphold accounting best practices, deliver accurate reporting, and strengthen internal controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and review investment accounting team deliverables for accuracy and compliance</li><li>Manage accounting for audited and non-audited entities; support annual audit process</li><li>Prepare and review K-1s and ensure accurate reconciliations and reporting</li><li>Partner with investment teams on valuations, capital activity, and performance reporting</li><li>Maintain accounting systems (NetSuite) and implement process improvements</li><li>Collaborate with leadership on reporting enhancements and special projects</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + annual bonus</li><li>401(k) match up to $12,500/year</li><li>Wellness stipend and commute allowance</li><li>Comprehensive medical, dental, and vision coverage</li></ul>
<p>A fast-paced service organization is seeking an experienced <strong>Operations/Manager Administrator</strong> to support daily office and field operations. The ideal candidate brings <strong>2+ years of experience</strong> in customer service, operations, travel support, dispatch, HR, or a related field, along with strong problem-solving skills and schedule flexibility.</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>Fund Accountant</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Fund Accountant</strong> to join a dynamic finance team at an investment firm. In this role, you’ll manage fund accounting, reporting, and post-trade operations while collaborating with cross-functional teams to support growth and scale infrastructure.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly and annual financial statements, tax compliance, and treasury management for multi-asset funds.</li><li>Maintain internal accounting systems and produce daily/monthly P& L and AUM reports.</li><li>Develop and monitor reconciliations across brokers, banks, and fund administrators.</li><li>Ensure adherence to internal controls and work closely with service providers.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + bonus.</li><li>Medical, dental, and vision coverage.</li><li>401(k) with company match.</li><li>Generous PTO and sick leave.</li></ul>
<p>We are looking for a highly skilled and detail-oriented Senior Accountant to join our client on a contract basis in San Ramon, California. The ideal candidate will play a crucial role in supporting our year-end financial close and ensuring compliance with accounting standards. This position offers an exciting opportunity to work in a manufacturing environment and contribute to key financial processes.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Reconcile all balance sheet accounts accurately and within established deadlines.</p><p>• Oversee the restructuring of the Chart of Accounts by renaming, renumbering, and consolidating account categories to align with operational and reporting standards.</p><p>• Ensure prepaid and deferral accounts are reconciled, adjustments are completed, and schedules are established for future reporting periods.</p><p>• Review and reconcile General Ledger accounts related to instrument leases and loaners, and provide guidance and training to the team as needed.</p><p>• Conduct a thorough year-end expenditure review to ensure accurate posting and compliance with accounting regulations.</p><p>• Audit 1099 vendor statements, prepare necessary documentation, and manage the filing process for the current tax year.</p><p>• Collaborate with the Manufacturing Manager to clean up and reconcile inventory records, ensuring accurate alignment with QuickBooks.</p><p>• Review and verify the accuracy of inventory item setups and ensure proper organization within the accounting system.</p><p>• Support the preparation of financial statements and reports for year-end close.</p><p>• Assist with other ad hoc accounting tasks as required to meet organizational goals.</p><p><br></p><p>Please reach out to John Miller for immediate consideration.</p>
<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>Our client is a San Jose medical device company that is seeking an ON-SITE AR Accountant to manage high-volume client invoicing, AR tasks, and month-end close. Must interface well with executives, colleagues, and external stakeholders.</p><p> </p><p>Must-haves</p><p>BS in Accounting, Economics, Finance, or related field</p><p>3–5 years in client invoicing, AR, and direct client interaction</p><p>AR, bank reconciliations, month-end close</p><p>Excellent written and verbal communication</p><p>High-volume invoicing experience</p><p>Highly organized, detail-oriented, able to multi-task</p><p>Self-starter; works well independently and in a distributed team</p><p>Strong Excel (pivot tables, VLOOKUPs); NetSuite experience required</p><p>Experience submitting invoices to client portals preferred</p><p><br></p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </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>Accounts Payable Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are looking for a <strong>detail-oriented and organized Accounts Payable Specialist</strong> to join our team. In this role, you will manage the accounts payable process, ensure timely and accurate invoice processing, and maintain financial records in compliance with GAAP standards. This position is ideal for someone who thrives in a fast-paced environment and enjoys working collaboratively across departments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate workflow between property management and accounting teams.</li><li>Manage electronic filing of property-related accounting documentation.</li><li>Monitor all aspects of accounts payable, including proper account coding and invoice processing.</li><li>Resolve business issues impacting financial statements proactively.</li><li>Participate in month-end close activities.</li><li>Review and monitor cash flow forecasts for multiple accounts and projects.</li><li>Ensure compliance with capitalization policies for fixed assets.</li><li>Assist in annual budgeting and forecasting processes.</li></ul>
<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>Family Office Accountant</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Family Office Accountant to manage accounting, financial reporting, and support long-term tax and investment planning for a diverse portfolio of entities and assets. This is a highly visible position working directly with ownership and trusted advisors on strategic financial initiatives, tax strategies, and process enhancements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle accounting and reporting for family entities and investment partnerships.</li><li>Maintain general ledgers for properties, partnerships, and investments.</li><li>Oversee bill payments, bank reconciliations, and capital calls for alternative investments.</li><li>Prepare documentation for external tax advisors and assist with year-end filings.</li><li>Support long-term tax planning, including research on strategies like 1031 exchanges and opportunity zones.</li><li>Summarize investment performance and key financial metrics for stakeholders.</li><li>Collaborate on process improvements and automation initiatives.</li><li>Supervise offshore accounting teams and ensure quality control.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work closely with ownership in a strategic, high-impact role.</li><li>Gain exposure to complex tax planning and investment strategies.</li><li>Be part of a collaborative culture with opportunities for growth.</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>Family Office Accountant</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Family Office Accountant</strong> to support accounting, financial reporting, and long-term tax and investment planning for a diverse portfolio of entities and investments. This highly visible role works closely with ownership and trusted advisors on strategic financial initiatives, tax planning, and process improvements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounting and reporting for family entities and investment funds.</li><li>Maintain general ledger for properties, partnerships, and investments.</li><li>Oversee bill payments, bank monitoring, and capital calls for alternative investments.</li><li>Prepare documentation for external tax advisors and support year-end tax filings.</li><li>Assist with long-term tax planning, including research on strategies such as 1031 exchanges and opportunity zones.</li><li>Create concise summaries of investment performance and key metrics.</li><li>Collaborate on process improvements and reporting automation projects.</li><li>Supervise offshore accounting teams and ensure quality control.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work closely with ownership in a strategic, high-impact role.</li><li>Exposure to complex tax planning and investment strategies.</li><li>Collaborative culture with opportunities for growth.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Role Summary</strong></p><p>We’re seeking a <strong>Fund Accountant</strong> to support financial reporting and operations. This role reports to senior members of the finance team and collaborates closely with legal and investor relations teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Investment Funds / Management Company Financials:</strong></p><ul><li>Assist with wires for capital distributions, redemptions, and expenses</li><li>Support quarterly and annual close, including preparation of financial statements and valuation schedules</li><li>Work closely with fund administrator to shadow books and records</li><li>Prepare quarterly reports and supporting schedules for investors</li><li>Collaborate on analytical projects, including valuations, public comps, and liquidation waterfalls</li><li>Monitor and oversee data collection from privately held portfolio companies</li><li>Liaise with external audit team and support year-end audit and tax schedules</li></ul><p><strong>Limited Partners / Investor Support:</strong></p><ul><li>Produce capital call and distribution allocations and investor notices</li><li>Track and prepare LP or portfolio company audit confirmations; assist with automation of confirmation process</li></ul>
<p>We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. This role is 100% remote, and focuses on ensuring accurate and timely financial reporting for our organization. Ideal candidates will bring strong expertise in financial management and reporting systems, as well as a proactive approach to delivering high-quality results. You must have experience with preparing form 990, proficiency in Workday Financial software, and Workiva. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage comprehensive financial reports, ensuring compliance with regulatory standards and organizational policies.</p><p>• Utilize Workday Financial Management and Workday ERP systems to optimize reporting workflows.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely delivery of financial data.</p><p>• Leverage tools such as Workiva and Power BI to enhance reporting efficiency and data visualization.</p><p>• Review and analyze financial statements to identify trends and provide actionable insights.</p><p>• Ensure adherence to all financial reporting requirements and assist with audits as needed.</p><p>• Drive improvements in reporting processes to achieve greater accuracy and efficiency.</p><p>• Maintain up-to-date knowledge of financial regulations and reporting standards.</p><p>• Provide leadership and guidance to team members involved in reporting activities.</p>
<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>Natalie Lue with Robert Half is partnering with a dynamic, multi-location, multi-entity organization based in San Francisco to find an experienced Controller. This thriving company is rapidly expanding and seeks a hands-on leader to own and elevate its accounting function. Experience in retail, hospital, medical, hotels, or other multi-location business models is highly preferred.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Own all aspects of the accounting department, including daily operations, financial consolidations, and financial close</li><li>Manage quarterly financial reporting for external lenders, including non-controlling interests and consolidations</li><li>Lead annual audits and coordinate with outside auditors</li><li>Oversee preparation and submission of K-1 filings and annual tax documents.</li><li>Institute and refine accounting policies and approval processes, especially for AP and company credit cards (currently managed via Ramp)</li><li>Drive real-time process improvement to support ongoing business expansion</li></ul><p>Salary range: $175,000–$210,000+ base (DOE), plus comprehensive benefits</p><p>If you are a hands-on, accomplished accounting leader looking to make an impact in a growing organization, apply now or reach out directly to Natalie Lue via LinkedIn to be considered. Referrals welcome. This is a local onsite position in San Francisco and company is not seeking remote candidates.</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><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 Robert Half Financial Service Group is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true “wealth of life” for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul><p><br></p>
We are looking for a diligent and motivated Staff Accountant to join our team in San Francisco, California. This position offers a contract-to-permanent opportunity for individuals eager to expand their expertise in financial processes such as accounts payable and vendor relations. If you are detail-oriented and thrive in a fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Process and manage invoices for multiple properties, including contractor and utility bills, while ensuring accurate coding and timely payments.<br>• Build and maintain effective relationships with vendors to streamline communication and resolve discrepancies.<br>• Oversee high-volume accounts payable operations, handling over 1,200 invoices monthly with precision.<br>• Prepare and execute monthly accounts receivable billing for municipal partners, ensuring compliance and accuracy.<br>• Review and verify financial data to maintain accuracy and completeness in all accounting records.
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm to hire an Assistant Controller.</strong> This is an excellent opportunity to join a growing, sophisticated organization that works closely with high-net-worth clients—including senior executives, entrepreneurs, and multi-generational families.</p><p>The firm operates with a high level of professionalism, precision, and client service. The Assistant Controller will work directly with the Controller and leadership team, gaining exposure to complex accounting, reporting, and operational finance within a boutique wealth management environment. This role offers both hands-on responsibilities and room to grow into broader ownership over the finance function.</p><p> </p><p><strong>Position Overview</strong></p><p><strong>The Assistant Controller will support all aspects of corporate accounting, financial reporting, and internal controls. This individual will also partner cross-functionally with operations and client service teams to ensure accurate, timely, and scalable financial processes. The role is ideal for someone who is analytical, detail-oriented, and eager to expand their expertise in a dynamic, small-team setting.</strong></p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the month-end and quarter-end close process, including journal entries, reconciliations, and financial statement preparation</li><li>Maintain general ledger accuracy and ensure compliance with accounting standards</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Prepare reporting packages for internal leadership and external partners</li><li>Support regulatory filings, audits, and tax-related information requests</li><li>Strengthen internal controls and refine accounting processes as the firm scales</li><li>Partner with operations to ensure accurate fee billing, revenue recognition, and cash management</li><li>Assist with special projects such as system enhancements, workflow automation, and policy development</li></ul><p> </p>
