<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's Finance and Accounting</strong> is partnering with a well-established <strong>venture capital</strong> organization with a long history of investing in innovative, high-growth companies is seeking a <strong>Finance Manager or Senior Finance Manager </strong>to join its Palo Alto team. The firm partners with entrepreneurs across technology, healthcare, and emerging sectors, offering deep domain expertise and a collaborative, hands-on approach. The culture is built on excellence, innovation, and close teamwork across its investment and operations groups.</p><p> </p><p><strong>About the Role</strong></p><p>This position sits within the firm’s finance organization and supports a family of venture capital funds, as well as upper-tier entities and management companies. The ideal candidate brings strong finance and capital planning experience within a fund environment and thrives in a fast-paced, entrepreneurial setting.</p><p> </p><p>The Finance Manager will also support systems improvements, process optimization, and upgrades across platforms such as Investran.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and financial reporting for multiple entities and funds</li><li>Manage valuation analysis and support portfolio metrics preparation</li><li>Coordinate with fund administrators, auditors, and tax service providers</li><li>Support operational processes, controls, and capital activity</li><li>Contribute to system enhancements, data management initiatives, and special projects</li></ul><p><br></p>
<p>We are looking for a highly skilled and detail-oriented Senior Manager of Accounting to lead and oversee financial operations in Pacific Grove, California. This role is essential for managing the general ledger while supporting additional accounting functions to ensure consistent and reliable financial reporting. The ideal candidate will bring technical expertise, leadership capabilities, and a collaborative approach to drive improvements and uphold high standards within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the general ledger and contribute to the monthly financial close process through journal entry preparation and account reconciliation.</p><p>• Review and validate the work performed by accounting team members to ensure accuracy and compliance.</p><p>• Play a key role in the development of annual budgets and monthly forecasts at both department and organizational levels.</p><p>• Collaborate with external auditors to facilitate interim and annual audits efficiently.</p><p>• Establish, maintain, and enforce financial controls that safeguard company assets and ensure accurate reporting.</p><p>• Lead special projects focused on departmental enhancements, process updates, financial analysis, and policy adjustments.</p><p>• Ensure the organization adheres to financial regulations and internal policies to maintain compliance.</p><p>• Provide leadership and guidance to foster a collaborative and high-performing accounting team.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore</p>
Our organization thrives on innovation, collaboration, and operational excellence. We are dedicated to delivering high-quality products to a global market and fostering a culture of growth, integrity, and teamwork. To support our expansion, we are seeking a highly skilled Accounting Manager to bolster our financial operations. Job Description: As the Accounting Manager, you will oversee and enhance our accounting processes, with a particular focus on cost accounting, ERP systems, and inventory management. This role is vital to our financial strategy, ensuring accurate and timely financial reporting while providing insights to enhance organizational decision-making. The ideal candidate thrives in a fast-paced manufacturing environment and possesses a strong mix of technical and leadership expertise. <br> Key Responsibilities: Oversee all aspects of the company’s accounting operations, including responsibilities in cost accounting, general ledger management, and financial reporting. Perform detailed cost accounting functions to ensure product cost accuracy, analyze cost variances, and provide recommendations for cost optimization. Manage and maintain the company’s inventory accounting processes, verifying accuracy in reporting, reconciliation, and analysis of inventory movement. Utilize and enhance the ERP system to streamline accounting processes, implement process improvements, and ensure proper integration with manufacturing and inventory systems. Supervise, mentor, and lead accounting staff, ensuring cross-functional collaboration with other departments (production, operations, etc.) to achieve company financial goals. Create, manage, and present financial statements in compliance with GAAP standards. Assist in budgeting, forecasting, and financial analysis to identify cost-saving opportunities and operational efficiencies. Implement and monitor internal controls to ensure regulatory compliance and protect company assets. Collaborate with internal and external auditors to support periodic audits and ensure compliance with financial regulations. Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)
<p>We are looking for a detail-oriented Accounting Manager or Controller to lead financial operations and ensure accuracy in reporting. Based in San Juan Bautista, California, this role requires a strong understanding of reconciliation, general ledger management, and financial systems. The ideal candidate will excel in overseeing month-end processes and driving efficiency in accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage account reconciliations, ensuring all discrepancies are resolved promptly.</p><p>• Conduct detailed balance sheet reconciliations to maintain financial accuracy.</p><p>• Supervise bank reconciliation processes and ensure timely updates to financial records.</p><p>• Manage and maintain the general ledger, guaranteeing all entries are accurate and complete.</p><p>• Prepare and review journal entries to support month-end close procedures.</p><p>• Lead month-end close activities, ensuring deadlines are met and financial statements are accurate.</p><p>• Utilize financial systems such as NetSuite, Oracle, and SAP to streamline accounting operations.</p><p>• Analyze financial data to identify trends and provide actionable recommendations.</p><p>• Collaborate with cross-functional teams to improve accounting workflows and processes.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)</p>
<p>Collee McAuliffe at Robert Half is looking for a highly skilled Controller to lead the accounting and financial reporting functions of our construction company in Campbell, California. This role requires expertise in project accounting, job cost management, revenue recognition, and compliance, ensuring the accuracy and reliability of financial data. The ideal candidate will work closely with project managers, operations teams, and executive leadership to provide insights that drive informed decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Manage the monthly, quarterly, and annual financial close processes, ensuring timely and accurate reporting.</p><p>• Prepare comprehensive financial statements and reports in compliance with industry standards and company policies.</p><p>• Oversee job cost accounting, including budgets, forecasts, margin analysis, and cost-to-complete evaluations.</p><p>• Monitor project profitability and proactively identify financial risks or variances.</p><p>• Supervise progress billing, retainage, lien waivers, and resolve billing discrepancies in collaboration with operations.</p><p>• Lead and mentor the accounting team, fostering attention to detail and establishing scalable workflows.</p><p>• Ensure compliance with audits, tax filings, bonding, and regulatory requirements.</p><p>• Optimize the use of construction accounting systems to enhance efficiency and accuracy in reporting.</p><p>• Review and approve change orders, contract modifications, and cost allocations.</p><p>• Collaborate with external auditors and lenders to ensure smooth financial operations.</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. 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>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.</p><p> </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><br></p>
<p>Colleen McAuliffe is seeking an experienced Senior Accountant to join our team in San Jose, California. In this role, you will leverage your expertise to oversee accounting operations, ensure compliance with industry standards, and contribute to the financial integrity of our organization. This position is ideal for an individual with a strong background in construction accounting and a proactive approach to managing complex financial tasks.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze monthly journal entries, account reconciliations, and financial reports to ensure accuracy.</p><p>• Lead month-end and year-end closing processes, delivering timely and precise financial statements.</p><p>• Maintain and reconcile general ledger accounts, with a focus on construction job cost accounting.</p><p>• Manage accounts payable, accounts receivable, and payroll processes, ensuring operational accuracy.</p><p>• Collaborate closely with project managers to track job costing, work-in-progress schedules, and conduct variance analyses.</p><p>• Support budgeting and forecasting initiatives, providing critical financial insights.</p><p>• Ensure adherence to industry standards and internal controls to maintain regulatory compliance.</p><p>• Assist in preparing documentation and schedules for internal and external audits.</p><p>• Drive process improvements to enhance efficiency and accuracy across accounting functions.</p><p>• Provide mentorship and guidance to entry-level accounting staff to foster team development.</p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>We are looking for an experienced Controller to join our client's team in South San Jose, California. This role is pivotal in leading and enhancing financial operations within a dynamic manufacturing environment. As a key partner to executive leadership, you will oversee critical finance functions, drive compliance, and contribute to strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Manage comprehensive accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close processes.</p><p>• Develop, mentor, and lead a high-performing finance and accounting team.</p><p>• Design and implement accounting policies, procedures, and internal controls to ensure accuracy and scalability.</p><p>• Prepare and deliver timely financial statements and reports in compliance with industry standards.</p><p>• Provide actionable financial analysis, trends, and insights to support strategic decisions.</p><p>• Oversee cost accounting processes, inventory valuation, and manufacturing variance analysis.</p><p>• Collaborate with operational teams to improve production efficiencies and monitor standard costs.</p><p>• Lead company-wide budgeting and forecasting efforts to support organizational growth.</p><p>• Coordinate external audits and ensure adherence to regulatory compliance requirements.</p><p>• Manage payroll administration, retirement plan accounting, and cash management activities.</p>
<p>Our client is a small but rapidly growing construction firm located in Sunnyvale, CA. The team prides itself on delivering high-quality projects to its clients and is seeking a detail-oriented Bookkeeper to help support their ongoing expansion.</p><p>Position Summary: The Bookkeeper will play a key role in maintaining accurate financial records, processing transactions, and supporting the day-to-day accounting operations. Working closely with the project management and operations teams, this role will ensure efficient, timely, and accurate financial management using Sage 300 (Timberline).</p><p><br></p><ul><li>Manage day-to-day bookkeeping tasks, including accounts payable/receivable, bank reconciliations, and general ledger maintenance</li><li>Enter, code, and process invoices; track payments and deposits aligned with construction project schedules</li><li>Process and reconcile payroll and subcontractor payments</li><li>Maintain accurate records of job costs, project billings, change orders, and retention</li><li>Reconcile bank statements and credit card transactions monthly</li><li>Generate regular financial reports for management, including cash flow, expense tracking, and job profitability</li><li>Coordinate with project managers to ensure expenses and billing align with project milestones and contracts</li><li>Prepare documentation for tax filings and year-end audits as required</li><li>Assist with budgeting, forecasting, and supporting the implementation of better financial controls and procedures</li><li>Ensure compliance with company policies and regulatory requirements for the construction industry</li></ul><p><br></p>
<p>We are looking for a skilled and motivated Assistant Controller to join our manufacturing team in Salinas, California. This role is essential in ensuring the accuracy and efficiency of financial operations, providing strategic insights to support business decisions, and maintaining compliance with industry standards. The ideal candidate will bring strong leadership abilities, expertise in accounting, and understanding of manufacturing processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial operations, ensuring accuracy and adherence to compliance standards.</p><p>• Prepare and manage month-end and year-end closing processes, including journal entries and account reconciliations.</p><p>• Develop and maintain financial forecasts, budgets, and variance analyses to guide decision-making.</p><p>• Collaborate with leadership to analyze financial data and recommend strategies for cost optimization and profitability.</p><p>• Monitor inventory accounting, cost of goods sold, and overhead allocation within manufacturing operations.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with tax regulations.</p><p>• Supervise and mentor accounting staff, fostering growth and development.</p><p>• Partner with external auditors to manage audit processes and ensure regulatory compliance.</p><p>• Identify opportunities for process improvements within the finance department and implement effective solutions.</p><p>• Work closely with cross-functional teams to align financial strategies with operational goals.</p><p><br></p><p>Posted by Director of Recruiting Scott Moore</p>
We are looking for a detail-oriented and experienced Senior Accountant to join our team on a contract basis in Scott's Valley, California. This role is ideal for someone with a strong background in accounting processes, including monthly reconciliations, payroll, and general ledger management. The successful candidate will play a key role in maintaining accurate financial records and supporting the organization’s overall financial operations.<br><br>Responsibilities:<br>• Perform detailed bank reconciliations for multiple accounts to ensure accurate financial reporting.<br>• Manage Cal Card reconciliations and oversee credit card imports, including Stripe transactions.<br>• Prepare and post journal entries for month-end close and other financial activities.<br>• Handle payroll imports and create payroll-related journal entries.<br>• Reconcile accounts, ensuring accuracy across 12-15 reconciliations monthly.<br>• Process CalPERS Health bills and manage retiree medical payments on a monthly basis.<br>• Assist with state annual filings and quarterly organizational billing processes.<br>• Support the Recreation Department with reconciliations and utility billing updates.<br>• Prepare accounts receivable billings and handle wastewater study data preparation.<br>• Collaborate with the Finance Manager on purchase orders and other financial tasks.
We are looking for an experienced Controller to oversee global accounting operations, financial reporting, and compliance for a semiconductor company based in San Jose, California. This Contract position requires a strategic leader who can ensure accurate and timely financial reporting while maintaining strong internal controls. The ideal candidate will possess deep expertise in U.S. GAAP, SEC compliance, and complex accounting areas, including revenue recognition and equity compensation.<br><br>Responsibilities:<br>• Direct the preparation and review of financial statements, ensuring compliance with U.S. GAAP and SEC regulations.<br>• Manage all SEC reporting activities, including filing Forms 10-K, 10-Q, and other disclosures.<br>• Lead and develop the accounting team, overseeing general ledger, accounts receivable, accounts payable, payroll, and technical accounting.<br>• Implement and maintain effective internal controls to comply with Sarbanes-Oxley requirements.<br>• Oversee revenue recognition processes, ensuring compliance with ASC 606 for complex contracts and customer arrangements.<br>• Collaborate with sales, legal, and operations teams to assess accounting implications of customer agreements.<br>• Supervise inventory accounting and cost of goods sold, partnering with operations to improve cost analysis and visibility.<br>• Manage stock-based compensation accounting and reporting, including valuation, disclosures, and reconciliation.<br>• Research and apply technical accounting guidance for new and complex transactions, ensuring compliance with applicable standards.<br>• Partner with FP& A and executive leadership to provide financial insights and support strategic decision-making.
<p>We are looking for a skilled and detail-oriented Staff Accountant to join our team in Salinas, California. As part of a dynamic agricultural business, this role will focus on managing financial operations, ensuring compliance, and supporting the company’s growth objectives. The ideal candidate will have a strong foundation in accounting principles and thrive in a fast-paced, collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle daily accounting tasks, including managing accounts payable, accounts receivable, and maintaining the general ledger.</p><p>• Prepare accurate monthly financial statements and assist with month-end and year-end closing activities.</p><p>• Reconcile bank accounts and swiftly address any discrepancies.</p><p>• Maintain comprehensive records of company assets and inventory for fresh produce operations.</p><p>• Collaborate with the Controller to ensure compliance with tax regulations and reporting requirements.</p><p>• Contribute to the development of budgets and financial forecasts to support strategic planning.</p><p>• Perform variance analysis and provide actionable insights to help guide management decisions.</p><p>• Support external audits by preparing detailed documentation and financial reports.</p><p>• Drive process improvements by implementing automation and streamlining workflows.</p><p>• Partner with other departments to ensure accurate integration of financial data with overall business operations.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
We are looking for a detail-oriented AP/AR Accountant to join our team on a long-term contract basis in Santa Clara, California. This role requires an individual with a strong background in accounting and finance to manage billing, invoicing, and accounts receivable functions effectively. The ideal candidate will possess excellent analytical skills and the ability to provide accurate financial reporting while meeting deadlines.<br><br>Responsibilities:<br>• Process and review billing, invoicing, and cash applications to ensure accurate entry into accounting systems.<br>• Investigate and resolve accounts receivable discrepancies in a timely manner.<br>• Analyze financial transactions and records to verify their accuracy and completeness.<br>• Assist in preparing monthly variance reports and provide detailed explanations for accounting variances.<br>• Create financial projections to assess the impact of changes on income and overall financial health.<br>• Reconcile billing and accounts receivable records, maintaining up-to-date documentation.<br>• Examine financial statements and verify compliance with accounting standards and principles.<br>• Support month-end accounting tasks, including posting to the general ledger and resolving discrepancies.<br>• Interpret contracts and legal documents to record complex business transactions accurately.<br>• Undertake additional duties as assigned to contribute to the overall efficiency of the accounting department.
<p>We are looking for a highly skilled Director of Finance to join our team in San Jose, California. As a key financial leader, you will oversee the company's accounting operations, financial reporting, and compliance efforts. This long-term contract position offers an exciting opportunity to contribute to the growth of a semiconductor business with complex financial structures and equity programs.</p><p><br></p><p><em>The ideal candidate combines strong technical accounting expertise with hands-on operational experience in a semiconductor or manufacturing environment and thrives in a fast-paced, global organization.</em></p><p><strong> </strong></p><p><em><u>JOB DESCRIPTION:</u></em></p><p><strong> </strong></p><p><strong>Cost of Goods Sold (COGS), Inventory Accounting & Gross Margins</strong></p><ul><li>Oversee worldwide cost accounting activities, including wafer fabrication, assembly and test, foundry costs, logistics, royalties, and manufacturing overhead.</li><li>Ensure accurate standard costing, variance analysis, and margin reporting.</li><li>Review and support inventory valuation, excess and obsolete (E& O) reserves, and lower-of-cost-or-net-realizable-value (LCNRV) assessments.</li><li>Partner with Operations and Supply Chain to understand cost drivers and improve forecast accuracy.</li></ul><p><strong> </strong></p><p><strong>Global Close & Reporting Support</strong></p><ul><li>Lead revenue and cost components of the monthly, quarterly, and annual close.</li><li>Prepare and review journal entries, account reconciliations, and flux analyses for company wide spending across all departments</li><li>Directly support Singapore cost team during close for month, quarter, year</li><li>Provide revenue and cost data and analysis to FP& A for forecasting and budgeting.</li><li>Support external audits and internal SOX controls related to revenue and inventory.</li></ul><p><strong> </strong></p><p><strong>System Management</strong></p><ul><li>Lead worldwide Oracle instance and other related business information systems</li><li>Ensure completion of various IT projects to ensure accurate data capture and recording of information supporting operations and areas of cost information responsibility</li></ul><p><strong> </strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage and mentor team of revenue and cost accounting professionals based out of US and Singapore</li><li>Establish clear goals, training, and development plans to support a high-performing team. </li></ul><p><br></p>
<p><strong>Position Summary:</strong></p><p>The Staff Accountant will support day-to-day accounting operations, focusing on maintaining accurate financial records and assisting with month-end closing processes. This role requires previous experience with NetSuite ERP and strong attention to detail. The ideal candidate is detail-oriented, organized, and able to work collaboratively with the finance team to ensure timely and accurate reporting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain the general ledger, posting journal entries and performing account reconciliations</li><li>Assist with month-end and year-end close processes, including preparation of schedules and reports</li><li>Process accounts payable and receivable transactions</li><li>Prepare and review bank and balance sheet reconciliations</li><li>Support internal and external audit requests</li><li>Ensure financial data is entered accurately and efficiently in NetSuite</li><li>Analyze financial data and prepare ad hoc reports as requested by management</li><li>Support compliance with GAAP and company policies</li><li>Recommend and implement process improvements for greater efficiency</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Job Description:</strong></p><p>The Senior Accountant with automation and AI expertise is responsible for overseeing complex accounting functions and leveraging advanced technologies to improve efficiency in financial operations. This role focuses on automating routine accounting tasks, implementing AI-driven solutions for data analysis, and ensuring accurate, timely financial reporting. Key duties include managing the general ledger, supporting month-end and year-end close, driving process improvements, and collaborating with IT and finance teams to integrate technology into accounting workflows.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead automation initiatives to streamline accounting processes and reduce manual workload.</li><li>Design and maintain AI-driven financial models and analytics tools for enhanced decision-making.</li><li>Oversee month-end and year-end close activities, including journal entry review and account reconciliation.</li><li>Ensure accuracy and compliance of all financial data and reports.</li><li>Collaborate cross-functionally with technology, operations, and finance on system enhancements and technology adoption.</li><li>Identify and implement process improvements using automation and AI technologies.</li><li>Support audit processes and compliance requirements.</li><li>Provide mentorship to staff on the use of automation and AI tools in accounting.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Accounting General Ledger Analyst to join our team on a contract basis in Watsonville, California. In this role, you will be responsible for managing general ledger activities, performing reconciliations, and ensuring accurate financial reporting. This position offers an opportunity to contribute to financial audits, regulatory filings, and process improvements while collaborating with various departments to support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Execute monthly financial close processes, ensuring accurate reporting and timely submission of required documents.</p><p>• Prepare and review journal entries, accrual estimates, and balance sheet reserves using historical and budgeted data.</p><p>• Investigate and resolve variances by analyzing discrepancies and communicating findings.</p><p>• Handle regulatory filings, including sales and use tax, property tax, and beverage container tax programs.</p><p>• Support federal and state tax filings by sourcing and providing requested information to third-party tax preparers.</p><p>• Assist with annual financial audits by preparing schedules and sourcing required documents.</p><p>• Create and maintain schedules to support budgeting and planning processes.</p><p>• Research and analyze inquiries from other departments regarding cost center activities.</p><p>• Identify areas for process improvement and implement streamlined workflows.</p><p>• Perform special projects and other tasks as directed by finance management.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</strong></p><p><br></p><p><strong>2 OPEN POSITIONS: PROJECT ACCOUNTANT & PROJECT ADMIN</strong></p><p><br></p><p>Well established and stable general contractor company with over 700 employees is seeking 2 Project Accountants to join their growing accounting team. This is an excellent opportunity with a family-oriented culture.</p><p> </p><p><strong>POSITION SUMMARY </strong></p><p>A Project Accountant is responsible for managing the financial aspects of individual projects, including tracking costs, preparing project budgets, analyzing variances, generating financial reports, and ensuring positive cashflow through timely invoice submission, and collection of receivables. This position will provide critical financial data to guide project decision-making. </p><p> </p><p><strong>ESSENTIAL FUNCTIONS/RESPONSIBILITIES </strong></p><p>-Manage all accounting related functions for multiple projects throughout the project’s lifecycle. </p><p>-Review project contracts to identify and ensure adherence to all job requirements, including invoicing, payment terms, insurance, labor compliance, etc. </p><p>-Process job documentation including change orders, insurance certificates, preliminary lien notices, warranties, and owner manuals. </p><p>-Work closely with operations team to ensure accurate and timely submission of client invoices and collection of receivables. </p><p>-Overseeing and entering accurate and timely job costs against budget, including payroll, material, subcontractor, and other miscellaneous expenses. </p><p>-Correspond with vendors and subcontractors on issues including invoicing, issue resolutions, waiver collection, etc. </p><p>-Foster and promote working relationships with suppliers and subcontractors. </p><p>-Generate reports related to Accounts Payable, Accounts Receivable, Contract Status, Job Costs, etc. </p><p>-Providing support during month, quarter, and year-end close. </p><p>-Complete other related duties as assigned or as needed. </p><p><strong> </strong></p><p><br></p>
<p>We are looking for an experienced and detail-oriented CFO to join our team in Santa Clara, California. In this role, you will oversee financial transactions, maintain accurate records, and ensure the smooth functioning of office operations. This position requires a high level of integrity, professionalism, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Own the company financials and the operational accounting - this is a hands-on role</p><p> Manage daily office operations and provide direct support to the company President.</p><p>• Calculate and process monthly commissions using the Representative Profit Management System.</p><p>• Handle payroll processing and ensure timely and accurate payments to employees.</p><p>• Maintain and update financial records in QuickBooks, ensuring accuracy and compliance.</p><p>• Prepare and deliver business reviews and presentations using PowerPoint.</p><p>• Administer 401K contributions and ensure compliance with regulatory requirements.</p><p>• Reconcile monthly bank statements and oversee payment of bills.</p><p>• Develop and manage web-based supplier management systems.</p><p>• Update and maintain corporate PowerPoint presentations for business use.</p>
<p>We are looking for an experienced CPA Tax Manager to join an expanding organization that offers an amazing career growth tracks! This firm is recognized for delivering high-quality tax and accounting services to an exclusive clientele, emphasizing personalized solutions and attention to detail. The role offers a collaborative environment, opportunities for career growth, and a focus on maintaining work-life balance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts.</p><p>• Offer strategic tax planning advice tailored to high-net-worth individuals and diverse businesses.</p><p>• Analyze and present financial data to clients and stakeholders with accuracy and clarity.</p><p>• Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace.</p><p>• Monitor changes in tax regulations and identify opportunities to enhance compliance and client benefits.</p><p>• Collaborate with colleagues to design innovative tax solutions that avoid unnecessary bureaucracy.</p><p>• Ensure effective use of tax software tools, optimizing workflows and data management.</p><p>• Assist with entity formation tasks and provide support for multi-state tax filings.</p><p>• Manage complex and consolidated tax returns while maintaining high standards of accuracy.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also)</p>
<p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team!</p><p> </p><p>This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth.</p><p> </p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</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>
