42 results for Senior Valuations Finance Analyst in Redwood City, CA

Wealth Manager - Thriving RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join an independent financial services firm dedicated to providing holistic wealth management that goes beyond finances—helping clients achieve personal fulfillment, well-being, and long-term security. The firm fosters a collaborative, client-focused environment where advisors can build strong relationships and make a meaningful impact. This is a chance to take on a key advisory position at a firm that values career growth, work-life balance, and professional development. You’ll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm’s long-term vision—all within a supportive and forward-thinking team.What You’ll Do:<ul><li>Serve as a trusted advisor, providing personalized financial planning and investment guidance.</li><li>Manage and grow a book of business through firm referrals and personal networking.</li><li>Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.</li><li>Stay updated on industry trends and ensure compliance with regulatory standards.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Reporting Manager Yuzo Shimura with Robert Half is in search of a Financial Reporting Manager to join his client's team in the Financial Services industry. The role involves guiding the daily operations of the Accounting department, ensuring precise and prompt processing of all departmental tasks. You will also play a key role in staff development, ensuring service provided to employees is both courteous and efficient. Responsibilities: • Develop written procedures to ensure operational efficiency and compliance with accounting activities within the organization.• Act as mentor for employees by coaching and offering feedback to help improve performance.• Supervise the preparation of general ledger and subledger account reconciliations by the Accounting staff, ensuring accounts are balanced and outstanding items are cleared within set deadlines.• Assist with month-end processing, income and expense review, and financial statement preparation.• Act as back-up for all Accounting desks including Accounts Payable, Fixed Assets, Investment Accounting.• Assist in the review of the quarterly Call Report and preparation of financial information gathering for auditors, examiners, and regulators.• Train and supervise the daily work of accounting employees, addressing questions, concerns, and assisting with job-related problems.• Cross-train Accounting staff to ensure all positions are supported during vacations and illnesses and to promote employee growth and development.• Assist with software upgrade reviewing and testing, and approve AP and GL posting batches.• Assist with the sales and use tax filing to the State Board of Equalization. If you are interested in this role, please reach out to Yuzo Shimura via LinkedIn

Tax Manager - Public We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.

CFO We are in the search for an experienced CFO to lead our financial operations and strategy in the construction industry, based in the East Bay California. The CFO will be instrumental in managing financial processes, including time and materials billing and government contracts, leveraging construction ERP systems, and fostering a culture of continuous improvement within the team. Responsibilities: • Drive financial strategies that align with organizational goals, ensuring accurate budgeting, forecasting, and financial modeling• Oversee all aspects of accounting and financial reporting, ensuring compliance with industry standards and regulations• Manage time and materials billing processes, collaborating with project managers to monitor project costs and implement cost-control measures• Handle financial aspects of government contracts, ensuring compliance with regulatory requirements and maintaining relationships with government agencies• Utilize construction ERP systems to enhance financial operations, including material management, procurement, and inventory control• Identify and mitigate financial risks associated with projects and operations, developing strategies to manage cash flow, bonding, and insurance requirements• Lead and mentor the finance and accounting teams, fostering a culture of continuous improvement and detail-oriented development

Accounting Manager/Supervisor PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS PROPERTY ACCOUNTING MANAGERResponsibilities:-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.-Manage and produce monthly financials for timely and accurate reporting-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements-Present financial information and appropriately research and answer accounting questions to management-Review audit schedules and work papers prepared by staff accountant-Review or prepare footnotes to the financial statements-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations

Accounting Manager PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER OR CONTROLLER Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.Responsibilities:-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.-Experience with general ledger and journal entries-Prepare and review monthly and quarterly financial statements.-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).-Oversee Capex lender reserve draws.-File and pay all Personal Property taxes and franchise tax-Review & approve Accounts Payable weekly processing-Manage and mentor staff

Accounting Manager/Supervisor We are offering an exciting opportunity in Livermore, California, for an Accounting Manager. The chosen candidate will be part of a team that ensures the smooth running of our accounting operations. The role involves supervising the close of monthly financial statements, managing the internal accounting team, and ensuring compliance with Generally Accepted Accounting Principles (GAAP). Responsibilities:<ul><li>Lead and execute the accurate and timely closing of the general ledger and monthly financial statements.</li><li>Ensure compliance with Generally Accepted Accounting Principles (GAAP).</li><li>Prepare monthly budget-to-actual comparisons and financial reports.</li><li>Manage and optimize internal accounting operations, including process improvements.</li><li>Develop and improve tracking of key business performance metrics and processes.</li><li>Conduct cost analysis and implement cost-control initiatives.</li><li>Mentor, train, and develop accounting team members to support business growth.</li><li>Oversee timely filing of tax returns and statutory filings with external consultants.</li><li>Monitor cash flow through weekly forecasts and risk management.</li><li>Calculate and manage commissions, bonuses, profit sharing, and payroll postings.</li><li>Provide technical accounting support and enhance ERP (Epicor-P21) reporting solutions.</li><li>Audit financial processes, review internal controls, and ensure compliance with policies and standards.</li><li>Maintain and update finance-related policies to align with evolving business needs.</li></ul>

Accounting Manager We are working with a local technology company on a long-term contract employment opportunity for a remote Accounting Manager. As an integral part of our team, your role will encompass overseeing the daily accounting operations, ensuring compliance with accounting standards and company policies, and assisting with audits, financial planning, and forecasting. You will also be working closely with other departments to improve financial processes and controls. Responsibilities• Oversee the functioning of accounts payable and the general ledger• Prepare, analyze, and interpret financial statements, budgets, and reports• Ensure adherence to tax regulations, accounting standards, and internal policies such as sales and use tax• Manage the accounting team, offering guidance and performance feedback• Collaborate with other teams to enhance financial processes and controls• Participate in audits and assist in financial planning and forecasting activities• Utilize tools such as Oracle for month-end close activities.

Accounting Manager We are offering an exciting opportunity for an Accounting Manager in Vallejo, California. In this role, you will be tasked with the management and coordination of accounting functions and systems. This includes ensuring the accuracy of accounts, handling financial services, and resolving any related inquiries. We are subcontractor with a reputation for quality work and excellent customer relationships. As part of a close-knit team, we maintain a focus on efficient business practices while delivering exceptional services to our clients. Key Responsibilities:<ul><li>Oversee all accounting functions, including accounts payable, accounts receivable, payroll, and general ledger activities.</li><li>Prepare and analyze monthly, quarterly, and annual financial statements to provide insights into financial performance.</li><li>Maintain the company's chart of accounts and ensure accurate transaction coding.</li><li>Collaborate with the owner to develop, monitor, and update budgets and cash flow forecasts.</li><li>Provide financial forecasts to support strategic business decision-making.</li><li>Ensure compliance with federal, state, and local tax regulations and filing requirements.</li><li>Prepare for and coordinate external audits, including providing necessary documentation and reports.</li><li>Process Improvements and Internal Controls:</li><li>Develop and implement accounting policies, procedures, and internal controls to protect the financial integrity of the company.</li><li>Identify inefficiencies and implement process improvements to enhance accuracy and timeliness of reporting.</li><li>Supervise and mentor one accounting clerk, providing guidance on day-to-day tasks and fostering professional development.</li><li>Delegate tasks effectively and ensure deadlines are met.</li><li>Manage accounting software and perform system updates, if needed.</li><li>Work closely with management to ensure effective use of financial systems for decision-making.</li><li>Prepare ad hoc financial reports and analyses as requested by the owner.</li><li>Maintain vendor and client relationships related to financial transactions.</li></ul>

Accounting Manager/Supervisor We are offering an exciting opportunity for an Accounting Manager/Supervisor at our location in Petaluma, California. This role involves managing the daily operations of the Accounting Department, including supervising the staff accountants and carrying out daily, weekly, and monthly accounting-related tasks. Responsibilities:• Guide and supervise the accounting team to ensure efficient workflow and adherence to deadlines• Manage the end-of-month close process, including journal entries, reconciliations, and financial reporting• Oversee the accuracy and timeliness of accounts payable, accounts receivable, cashbook processes, and the general ledger• Conduct daily cashbook reconciliation and manage intercompany AP/AR accounts• Handle cash management tasks, including payroll processing and intercompany payments• Review AR Trial Balance and ensure proper reconciliation of outstanding balances• Perform sales tax reconciliation and filings across multiple states• Conduct inventory and fixed asset reconciliation and oversee related management processes• Analyze foreign exchange fluctuations and prepare reports on foreign currency transactions• Oversee cost accounting functions, including cost implosion, goods in transit, and work-in-progress tracking• Conduct purchase price variance analysis and inspection cost reviews to optimize financial performance• Manage 1099 reporting to ensure accurate and timely filings• Support financial audits and ensure compliance with internal controls

Tax Manager - Public Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years! Responsibilities:• Conduct thorough research on tax-related matters.• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.• Recognize and execute opportunities to minimize effective tax rates.• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.• Ensure compliance with all relevant laws and regulations.• Advise on Entity Formation based on tax considerations.• Utilize CCH ProSystem Fx for tax processes and procedures.

CFO - Chief Financial Officer Our non-profit client in Oakland is seeking in interim hands-on Chief Financial Officer (CFO) for a 2+ month engagement. As a CFO, your key responsibilities would revolve around managing financial functions, including budgeting, forecasting, cash flow management, and overseeing investments. This role entails regular interaction with the board of directors and other senior management members. This is a 100% remote role and expected to pay between $80-$100/hr. DOE. Responsibilities:• Oversee the financial planning, budgeting, and forecasting processes• Manage the organization's cash flow and treasury functions to ensure financial stability• Engage in strategic financial decisions and provide financial insights to the board and other top management• Use financial software tools such as Paycom, Sage Intacct, and Concur for financial management and reporting• Ensure accuracy and integrity in financial reporting and compliance with financial regulations and standards• Work closely with the Controller and Finance Manager to identify and address financial issues and gaps• Participate in board meetings and present financial reports and updates• Develop and implement financial policies and procedures that align with the organization's mission and goals• Manage the organization's investment portfolio to ensure it is aligned with the organization's financial objectives• Oversee the allocation and expenditure of the organization's resources in line with contractual agreements and program objectives

Director of Finance We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business. Responsibilities: • Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations. • Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies. • Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders. • Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy. • Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters. • Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts. • Developing, documenting, and maintaining control systems within the Hotels to ensure compliance. • Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support. • Working within the Talent Management System to ensure the departmental performance of staff is productive. • Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.

Accounting Manager/Supervisor We are seeking an Accounting Manager/Supervisor to join our team located in Watsonville, California. In this role, you will be in charge of various financial duties, including managing the accounting staff, ensuring adherence to GAAP standards, and providing financial reports for the company. Responsibilities: • Oversee the Accounting Department, which includes an Accounts Receivable & Credit Specialist, Accounts Payable Clerk, and Inventory Management Clerk.• Ensure the accounting staff is well-trained, organized and efficient in time management.• Participate in monthly close and consolidation processes, including cash reconciliations and account analysis.• Prepare and post journal entries to the General Ledger.• Ensure timely preparation and presentation of monthly commission reports.• Review transactions for adherence to GAAP and recommend business process improvements.• Assist in the preparation of monthly and annual financial reporting packages.• Provide recommendations for improving the organization's accounting operations.• Assist in periodic budgeting/forecasting processes and annual CPA review and audit.• Prepare governmental related returns and forms such as Payroll tax, Sales Tax, Property Tax, and Value Added Tax.• Review credit balances, refunds, and adjustments, and apply adjustments to billing records.• Ensure strict confidentiality of financial records.• Work with external accounting and banking personnel for annual review processes. Posted by Director of Recruiting

Accounting Manager We are offering a short term contract employment opportunity for an Accounting Manager in the non-profit industry. This role is integral to the functioning of our client's team, focusing on processing and reviewing financial data, maintaining financial records, and managing various financial analysis tasks. Responsibilities: • Conduct a review of staff journal entries, including payroll• Oversee weekly accounts payable batch entries in Sage Intacct• Perform reconciliations for balance sheet accounts• Prepare and enter monthly close journal entries• Conduct financial statement preparation, involving research of monthly expense variances to budget and prior period• Ensure accuracy of monthly board reports, dashboards, and scorecards, and confirm their tie out to financial statements

Accounting Manager We are seeking an experienced and motivated Accounting Manager to oversee our client’s financial operations and ensure compliance with accounting standards and regulations. In this leadership role, you will manage a remote team of accountants, monitor daily accounting activities, and spearhead process improvements to increase efficiency and accuracy. The flexibility of this fully remote role allows you to contribute from anywhere in the U.S.A while supporting a high-performing, distributed team.Proficiency in Workday Financial Management is mandatory for this role, as you will utilize the platform to manage financial processes and reporting effectively. Please apply for this role today. Pay is up to $80/hr. regular time. Responsibilities:• Oversee the execution of general accounting and general ledger transactions• Lead the monthly and quarterly close activities while ensuring adherence to US GAAP• Manage the preparation and submission of journal entries during month-end close• Supervise accounts payable, accruals, and payroll journal entry closing activities• Handle cash management duties, including wire transfers and bank reconciliations• Utilize Workday ERP to facilitate financial management and accounting functions• Assume responsibility for treasury activities• Maintain a strong understanding of Workday Financial Management and utilize it effectively in billing functions• Ensure the accuracy and efficiency of accounting functions throughout the organization.

CFO We are in the process of hiring a CFO for our team based in San Rafael, California. This role resides within the non-profit industry and is vital for managing our business systems and overseeing our financial services.For immediate consideration, please contact Daniel Mok directly via Linked-In. Responsibilities:• Oversee the implementation and usage of accounting software systems• Manage ADP - Financial Services to ensure smooth operation• Maintain and improve our business systems for better efficiency• Utilize CRM tools to manage customer relationships and track financial activities• Oversee all accounting functions to ensure accurate financial reporting• Conduct regular audits to ensure compliance and accuracy of financial records• Manage budget processes and ensure all departmental budgets align with overall business goals• Oversee capital management strategies to ensure optimal use of resources• Perform cash flow analysis to monitor the organization's financial health.