<p>Robert Half is looking for a PT Administrative Assistant to start beginning of January. Support the daily operations of a leading investment/financial firm. Core responsibilities include mail distribution, answering phones and emails, managing office supplies, and handling confidential documents. This contract role offers an excellent introduction to the finance industry.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Distribute mail and packages</li><li>Answer and direct calls and email inquiries</li><li>Organize and replenish office supplies</li><li>Manage confidential documents</li><li>Provide general office support as needed</li></ul>
We are looking for a talented Financial Analyst to join our team on a part-time contract basis. This role requires approximately 20 hours per week and offers the opportunity to work on diverse financial tasks while collaborating with senior team members. Based in Menlo Park, California, this position is ideal for someone with a strong background in financial analysis and a keen eye for detail.<br><br>Responsibilities:<br>• Maintain and update portfolio company data in financial forecasting systems, ensuring accuracy and consistency.<br>• Generate reports and assist in preparing materials for portfolio performance review meetings.<br>• Compile standardized financial documents and organize them for investor use.<br>• Collect, clean, and structure financial and operational data from portfolio companies.<br>• Support the creation of presentations and documents that highlight portfolio metrics and trends.<br>• Assist with ad hoc reporting and document-related tasks as needed.<br>• Collaborate with senior team members to ensure seamless communication and workflow.<br>• Utilize tools like Salesforce to manage and monitor portfolio data efficiently.
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p><strong>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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </p><p><br></p><p><strong>Finance & Operations Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Generous Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love 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 <strong>Head of Finance & Operations</strong> to lead and scale the finance, accounting, and operational functions for a growing investment platform. This is a high-impact 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 financial operations across funds, GP entities, and the 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 and foster 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><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Manager – Reconciliations Accounting</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Reconciliations Accounting Manager</strong> to lead and optimize the <strong>general ledger account reconciliation process</strong> for a growing financial organization. This role includes managing a team, implementing technology solutions, and driving process improvements to ensure <strong>accuracy, compliance, and efficiency</strong> across all reconciliation activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and govern the <strong>GL account reconciliation process</strong>, ensuring timely and accurate completion.</li><li>Develop and manage an <strong>operating model</strong> leveraging both onsite and outsourced resources.</li><li>Lead <strong>automation initiatives</strong> and implement technology solutions (e.g., BlackLine).</li><li>Monitor aging of reconciling items and manage <strong>reserves and write-offs</strong>.</li><li>Create and maintain <strong>reconciliation standards, process flow charts, and performance metrics</strong>.</li><li>Collaborate with internal teams and external auditors to ensure <strong>compliance and transparency</strong>.</li><li>Communicate effectively with senior management and stakeholders through <strong>reports and presentations</strong>.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive <strong>salary + bonus opportunities</strong>.</li><li>Comprehensive health coverage (<strong>medical, dental, vision, life insurance</strong>).</li><li><strong>401(k) with employer match and profit-sharing</strong>.</li><li>Tuition reimbursement and <strong>professional development programs</strong>.</li><li>Paid holidays, PTO, and <strong>flexible work arrangements</strong>.</li></ul>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a <strong>health care investment firm</strong> to hire a <strong>Fund Accounting Manager </strong> to support their expanding credit and private equity fund strategies. This is a high-impact role within a growing Finance team supporting a newly launched <strong>royalty income and structured credit fund</strong> in addition to select PE vehicles. This Manager will play a key role in <strong>financial reporting, fund accounting, operations, and compliance</strong> for credit-focused and private equity investment vehicles. You will serve as the main point of contact for the third-party fund administrator while collaborating closely with internal Finance leadership, Portfolio Operations, and Treasury.</p><p>This role offers significant ownership across accounting, reporting, investment activity, and operational processes.</p><p> </p><p><strong>Compensation: $165–200K</strong> Base + Bonus + Equity</p><p><strong>Location: Menlo Park – Sand Hill Road | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>About the Firm </strong></p><p>A well-capitalized healthcare-focused investment platform with a mission to partner with innovative, growth-oriented companies that improve patient outcomes and strengthen communities. The firm leverages deep sector expertise and strong industry relationships to support portfolio companies across healthcare services, technology, and life sciences.</p><p>The environment is collaborative, detail-oriented, and ideal for accounting leaders who enjoy hands-on fund operations, cross-functional exposure, and sophisticated investment structures.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and manage the <strong>fund administrator</strong>, ensuring accuracy of accounting records and investor reporting</li><li>Lead quarterly and annual <strong>financial reporting</strong>, including review of financial statements, audit coordination, and regulatory filing review</li><li>Review complex <strong>equity and capital account allocations</strong>, including waterfalls, fee calculations, and carry structures</li><li>Support the Fund Controller with financial planning and analysis for investment vehicles</li><li>Review and approve <strong>capital calls, distributions, income/expense allocations, and cash forecasting</strong></li><li>Partner with Treasury to support funding of investments, tracking collections, expense processing, and valuation updates</li><li>Review and maintain support for <strong>investment cost measurement, royalty income recognition, and cost relief calculations</strong></li><li>Ensure internal controls, compliance processes, and operational workflows are executed effectively</li></ul><p><br></p><p> </p>
<p><strong>Accounting Manager / Senior Accounting Manager – Credit Fund</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced Accounting Manager (or Senior Manager) to join our dynamic finance team supporting credit and private equity funds. In this role, you’ll lead fund accounting, financial reporting, and compliance for sophisticated investment structures. You’ll collaborate closely with external administrators and internal stakeholders to maintain accuracy, efficiency, and operational excellence across all processes.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and manage relationships with third-party fund administrators; review investor reporting deliverables.</li><li>Lead preparation and review of quarterly financial statements, audits, and regulatory filings.</li><li>Analyze and review complex equity accounting transactions.</li><li>Support financial planning and analysis for multiple funds.</li><li>Coordinate capital calls, distributions, and cash flow forecasting.</li><li>Partner with treasury on investment funding and valuation workflows.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base salary plus bonus and equity participation.</li><li>Collaborative, growth-oriented team environment.</li><li>Opportunity to work on innovative investment strategies in healthcare and credit markets.</li></ul>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Analyst in San Francisco to work four days onsite/one day remote. Our client</strong> is a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. </p><p><br></p><p>This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits</strong></p><p> </p><p>Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations</li><li>Support portfolio analysis, reporting, and valuation work</li><li>Manage quarterly financials, cap tables, insurance details, and other key data</li><li>Assist with recurring valuations and portfolio tracking</li><li>Prepare materials for strategy discussions, performance reviews, and board meetings</li><li>Support fundraising initiatives, including RFP responses and dataroom management</li><li>Maintain and analyze portfolio company data for reporting and marketing</li><li>Draft content for newsletters, website, and events</li><li>Track investment pipeline and help coordinate deal closings</li><li>Identify opportunities to streamline processes and improve efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p><strong>Accounting Manager – Real Estate Development</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced Accounting Manager to lead financial operations for multiple real estate development projects. This role covers job cost accounting, budgeting, forecasting, and financial reporting, while ensuring strong controls and compliance. You’ll partner closely with project managers and senior leadership in a fast-paced environment where every project brings new challenges.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage job cost processes and enforce budget controls using Yardi Voyager Job Cost module</li><li>Lead monthly and quarterly job cost meetings; provide data for sales transactions and cash flow forecasting</li><li>Review construction contracts for accuracy and compliance</li><li>Oversee accruals, vendor setup, and contract closeouts</li><li>Support annual budgets, quarterly reforecasts, and audit preparation</li><li>Research and document accounting treatments for unique transactions</li><li>Drive process improvements and maintain strong internal controls</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work on diverse, high-impact projects with strategic significance</li><li>Collaborate with an entrepreneurial leadership team</li><li>Enjoy growth opportunities in a dynamic environment</li><li>Competitive compensation and benefits package</li></ul>
<p><strong>Jennifer Fukumae with Robert Half’s Finance & Accounting</strong> practice is partnering with a leading real estate investment firm in San Francisco seeking an <strong>Accounting Manager, Property</strong> to support a two-building Class A property in the Market Center area. This role offers full ownership of day-to-day property accounting, lease administration, and project-related financial support in a collaborative, hands-on environment. You’ll work closely with a seasoned property management team and have exposure to construction, leasing, and renovation accounting as the property undergoes major upgrades.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Manage full-cycle property accounting and financial reporting.</li><li>Handle lease administration, CAM reconciliations, and tenant billings.</li><li>Support construction draws, project cost tracking, and lender reporting.</li><li>Collaborate with management to improve systems and processes.</li></ul><p> </p><p><br></p>
<p>We are looking for a Senior Financial Analyst to join our team in Emeryville, California. In this role, you will play a vital part in analyzing financial data, creating detailed models, and providing actionable insights to support decision-making. The ideal candidate will bring expertise in financial analysis and modeling, coupled with a strong ability to interpret complex data and drive strategic recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and improve driver-based expense planning models; integrate into operating practices across Sales, Operations, Marketing, Finance, and Accounting.</li><li>Collaborate with business leaders to translate operational activities into financial forecasts and actionable insights.</li><li>Develop, monitor, and update annual budgets and forecasts throughout planning cycles.</li><li>Analyze and communicate cost variances during monthly reporting and support expense close processes (accruals, reclasses).</li><li>Prepare recurring financial reports using advanced modeling and analytics; maintain Workday Adaptive for efficiency.</li><li>Collect and present financial data for board reporting.</li><li>Advise cost center owners on expense coding for invoices, Concur, and journal entries.</li><li>Drive best practices and process improvements to enhance accuracy and productivity.</li><li>Build strong cross-functional relationships and handle ad hoc tasks as needed.</li></ul><p><br></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>Property Accounting Manager – Shape the Future of a Landmark Property!</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>We’re seeking a hands-on, detail-oriented accounting professional to join our team as a <strong>Property Accounting Manager</strong>. You’ll take full ownership of day-to-day property accounting for a two-building commercial property in San Francisco’s Market Center—currently undergoing major renovations and amenity upgrades. This is an exciting opportunity to work in a dynamic environment where your contributions directly impact the success of a high-profile asset.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Manage all aspects of property accounting: journal entries, accruals, reconciliations, and reporting</li><li>Set up new and renewal leases in MRI/PMX</li><li>Prepare construction draws and track project costs</li><li>Handle accounting for leasing commissions, tenant improvements, and capital projects</li><li>Collaborate with property management on ad-hoc projects and renovations</li><li>Develop checklists and Smartsheets to streamline workflows</li><li>Support lender reporting and financial planning</li><li>Opportunity to expand responsibilities as additional properties are acquired</li></ul><p><strong>Why You’ll Love It Here:</strong></p><ul><li>Work closely with the GM and a supportive, fun property management team (yes—dogs welcome!)</li><li>Exposure to construction, leasing, and renovation accounting</li><li>Growth potential as the portfolio expands in San Francisco</li><li>Competitive compensation and benefits in a professional yet relaxed environment</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the crossroads of <strong>fund operations, technology, and data analytics</strong>, ensuring systems and processes scale seamlessly as the organization grows. The ideal candidate blends financial acumen with strong technical expertise in <strong>data management, automation, and platform implementation</strong>.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain <strong>data pipelines and integrations</strong> across multiple systems for accuracy and efficiency.</li><li>Develop <strong>dashboards and reporting frameworks</strong> to deliver actionable insights.</li><li>Drive <strong>process optimization</strong> through workflow automation in finance and operations.</li><li>Execute <strong>data migrations and platform upgrades</strong> as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Larkspur, California. This role will focus on supporting Commercial Finance functions, including Sales and Marketing, by delivering insights that drive profitable growth. If you are passionate about financial analysis, eager to learn, and thrive in a collaborative environment, this is a great opportunity to advance your career while contributing to a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Sales, Marketing, and other teams to provide actionable insights that support profitable business growth.</p><p>• Prepare monthly variance analyses for key metrics such as Sales, Trade Spend, and Gross Margin, identifying trends and opportunities.</p><p>• Evaluate performance drivers and recommend corrective actions to ensure financial targets are met.</p><p>• Lead or assist in Trade Effectiveness Reviews to enhance promotional spending efficiency and adherence to processes.</p><p>• Manage Net Sales planning and forecasting models, contributing to annual plans and ongoing forecast updates.</p><p>• Oversee the Marketing Budget process, tracking expenditures and assessing investment effectiveness.</p><p>• Participate in efforts to improve tools, processes, and reporting systems to streamline data flows and modernize operations.</p><p>• Provide ad hoc financial analysis and support strategic planning initiatives alongside the Director of Commercial Finance.</p><p>• Contribute to cross-functional projects aimed at refining business strategies and achieving organizational goals.</p>
<p>Our client seeks a motivated Accounting Analyst to support benefits contribution processing and financial operations for participating employers. This role involves high-volume data management, payment processing, and reconciliation, with a strong emphasis on accuracy and analytical ability. The ideal candidate excels with Microsoft Excel and enjoys working with large datasets to ensure precise benefit allocations and financial reporting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage monthly submissions of employer data for health, welfare, and pension plans, processing thousands of records in Excel using advanced functions and formulas.</li><li>Prepare, test, and upload data files to the organization’s financial system, ensuring completeness and accuracy.</li><li>Record incoming payments, update account records, and assign receipts to the appropriate benefit funds.</li><li>Review and reconcile payment activity against bank statements, preparing monthly totals for general ledger entries.</li><li>Generate and send invoices to employers, facilitate electronic payments, and ensure all records are properly filed and accessible.</li><li>Research and resolve discrepancies, drafting billing statements and correspondence as needed for outstanding or disputed balances.</li><li>Support compliance audits and withdrawal reviews, maintaining thorough documentation and audit trails.</li><li>Investigate open receivables, penalties, or damages, providing clear documentation to management.</li><li>Collaborate with internal teams and legal counsel to coordinate collection efforts and arbitration for overdue contributions.</li><li>Communicate professionally with employers and internal stakeholders to resolve issues, clarify data, and ensure reporting accuracy.</li></ul><p><br></p><p>Are you ready to take on a detail-driven finance role? Please contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p>
<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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager | Real Estate Development Firm | Berkeley | Hybrid </strong></p><p> </p><p>Step into a high-impact role at a company known for transforming complex sites into vibrant, mixed-use communities. Each project brings variety, visibility, and the chance to make a real difference. You’ll own the numbers on major developments, collaborate with smart, driven teams, and play a key role in streamlining processes. If you’re looking for stability and a place where your ideas are valued, this is the opportunity for you.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and enhance reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
