<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>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p>Stable and well-established company is seeking an Accounting Manager to join their team. This position will manage and oversee accounting operations including AP, AR, Payroll, GL, Month-end Close. </p><p>Responsibilities:</p><p>• Oversee general ledger entries and ensure accuracy</p><p>• Manage the month-end closing process, ensuring timely completion</p><p>• Prepare and analyze financial statements</p><p>• Supervise and review accounts payable, accounts receivable, and payroll functions </p><p>• Conduct budget analyses to support financial decision-making</p><p>• Maintain and manage our Accounting Software Systems</p><p>• Ensure all accounting functions adhere to established standards and regulations</p><p>• Oversee the auditing process to ensure compliance and accuracy</p><p><br></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior 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. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<p>We are looking for an experienced Accounting Manager to join our team in San Mateo, California (Hybrid 3/2). This role is ideal for someone with a strong background in real estate accounting & has consolidated F/S experience, particularly in the multi-family sector, who thrives in a dynamic environment and is eager to mentor and develop team members. The position offers an opportunity to oversee financial operations, ensure compliance, and contribute to strategic decision-making within our investment advisory firm.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of consolidated financial statements, ensuring accuracy and compliance with reporting standards.</p><p>• Manage monthly accounting close processes for apartment properties, coordinating with accountants to ensure timely completion.</p><p>• Establish and maintain accounting records for income property funds, including preparing invoices for reimbursements and reviewing fixed asset depreciation schedules.</p><p>• Prepare and review journal entries related to property acquisitions and dispositions, ensuring proper documentation and accuracy.</p><p>• Supervise the Fund Administrator in the preparation of financial statements for investment funds and analyze financial variances, providing recommendations to the Controller.</p><p>• Collaborate with auditors during annual fund audits by providing necessary schedules and documentation, and ensure accurate completion of tax filings such as federal, state, and local returns.</p><p>• Monitor cash transactions, prepare detailed cash activity reports, and reconcile bank accounts as required.</p><p>• Facilitate financial reporting for investments in partnership with the Senior Accountant, ensuring data consistency and clarity.</p><p>• Conduct detailed reviews of trial balances to identify and investigate unusual transactions or discrepancies.</p><p>• Assist with filing tax-related matters within prescribed deadlines, including personal property and sales tax returns.</p>
<p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee job cost tracking and reporting to ensure accuracy by project and cost category; enforce budget adherence and review forecasts using Yardi Voyager or similar job cost systems</li><li>Lead monthly and quarterly job cost meetings with development, accounting, and executive leadership to review project status, cash requirements, and revenue recognition</li><li>Collaborate with project managers to develop and reforecast cash flow projections, ensuring adequate funding for ongoing commitments</li><li>Manage accrual processes, review construction contracts for compliance and completeness, and approve vendor setups/changes</li><li>Ensure proper documentation and accounting for acquisitions, dispositions, and project cost releases under percentage-of-completion methodology</li><li>Coordinate budget development, quarterly reforecasts, and year-end audit materials</li><li>Supervise contract and job close-outs, ensuring all documentation is complete and accurate</li><li>Continuously evaluate and enhance accounting processes and controls related to development projects</li></ul><p><br></p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
We are looking for an experienced Sales Tax Manager to join our team in Burlingame, California, on a long-term contract basis. This role involves conducting a comprehensive sales tax feasibility study for various products, with a focus on software as a service (SaaS) and subscription billing. The ideal candidate will bring extensive expertise in sales tax and a strong familiarity with NetSuite.<br><br>Responsibilities:<br>• Conduct a thorough sales tax feasibility study for a range of products, focusing on SaaS and subscription billing models.<br>• Analyze and interpret tax laws and regulations to ensure compliance with applicable sales tax requirements.<br>• Prepare and review sales tax returns, ensuring accuracy and adherence to deadlines.<br>• Collaborate with internal teams to address sales tax implications for new and existing products.<br>• Provide expert guidance on sales tax matters, including entity formation and corporate tax compliance.<br>• Utilize NetSuite to manage and analyze sales tax data effectively.<br>• Develop and implement processes to streamline sales tax reporting and compliance.<br>• Monitor changes in tax laws and regulations to assess potential impacts on the business.<br>• Support the preparation of annual income tax provisions and corporate tax returns.<br>• Work closely with external consultants or auditors during reviews or audits of sales tax processes.
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm to hire an Assistant Controller.</strong> This is an excellent opportunity to join a growing, sophisticated organization that works closely with high-net-worth clients—including senior executives, entrepreneurs, and multi-generational families.</p><p>The firm operates with a high level of professionalism, precision, and client service. The Assistant Controller will work directly with the Controller and leadership team, gaining exposure to complex accounting, reporting, and operational finance within a boutique wealth management environment. This role offers both hands-on responsibilities and room to grow into broader ownership over the finance function.</p><p> </p><p><strong>Position Overview</strong></p><p><strong>The Assistant Controller will support all aspects of corporate accounting, financial reporting, and internal controls. This individual will also partner cross-functionally with operations and client service teams to ensure accurate, timely, and scalable financial processes. The role is ideal for someone who is analytical, detail-oriented, and eager to expand their expertise in a dynamic, small-team setting.</strong></p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the month-end and quarter-end close process, including journal entries, reconciliations, and financial statement preparation</li><li>Maintain general ledger accuracy and ensure compliance with accounting standards</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Prepare reporting packages for internal leadership and external partners</li><li>Support regulatory filings, audits, and tax-related information requests</li><li>Strengthen internal controls and refine accounting processes as the firm scales</li><li>Partner with operations to ensure accurate fee billing, revenue recognition, and cash management</li><li>Assist with special projects such as system enhancements, workflow automation, and policy development</li></ul><p> </p>
<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>Accounting Manager – Real Estate Development</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Accounting Manager</strong> to oversee financial management for multiple real estate development projects. This role involves managing job cost accounting, budgeting, forecasting, and financial reporting while ensuring strong controls and compliance. You’ll work closely with project managers and senior leadership in a dynamic, fast-paced environment where no two projects are the same.</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/quarterly job cost meetings and 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, complex projects with strategic impact.</li><li>Collaborative, entrepreneurial leadership team.</li><li>Growth opportunities in a dynamic environment.</li><li>Competitive compensation and benefits package.</li></ul>
<p>Robert Half is in search for a Manager of Investor Relations and Treasury, reporting to the VP, supports key IR and treasury initiatives while partnering with leadership, finance, legal, and other teams. The role interacts with rating agencies, investors, banks, and auditors, requiring strong curiosity about the mortgage insurance industry and market trends. Bay Area candidates preferred; remote option available.</p><p><br></p><p><strong>Investor & Rating Agency Relations</strong></p><p> • Lead quarterly earnings prep, including draft press releases, scripts, and Q& A materials.</p><p> • Create investor, rating agency, and board presentations.</p><p> • Coordinate responses to rating agency reviews and surveys.</p><p> • Oversee IR materials for accuracy and approval.</p><p> • Track analyst models and market expectations.</p><p> • Maintain relationships with analysts and investors.</p><p> • Conduct competitive benchmarking and market analysis.</p><p> • Prepare management briefings on market, regulatory, and peer updates.</p><p> • Manage IR database, website, and calendar of investor events.</p><p> • Handle logistics for conferences, roadshows, and targeting activities.</p><p> • Monitor shareholder movements and support various IR projects.</p><p><br></p><p><strong>Treasury Management</strong></p><p> • Maintain cash flow forecasts across entities.</p><p> • Develop strategies to optimize liquidity and investment returns.</p><p> • Monitor $3.1B bond portfolio with investment manager and report credit updates.</p><p> • Participate in portfolio reviews, OTTI discussions, and investment forecasting.</p><p> • Prepare quarterly investment presentations for the Board.</p><p> • Assist with portfolio stress testing and ensure treasury controls compliance.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager| Private Equity | Menlo Park| Hybrid | $150-180k base + Bonus + Equity</strong></p><p> </p><p>Join a fast-moving, mission-driven private equity team shaping the future. This is your chance to make a real impact, work on diverse funds, and grow your career in a collaborative, high-performing environment.</p><p> </p><p>This role offers bonus potential, possible equity participation, and the opportunity to work closely with a talented finance team on both operational and strategic initiatives. The firm values professional growth, teamwork, and integrity, giving you the space to take ownership of meaningful work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administrators for accounting and investor reporting</li><li>Lead fund reporting, audits, and regulatory filings</li><li>Review complex equity accounting and analyses</li><li>Support financial planning and analysis across multiple funds</li><li>Manage capital calls, distributions, income allocation, fee/expense calculations, and cash forecasting</li><li>Partner with Treasury on funding, collections, fair value, and payment allocations</li><li>Maintain processes for investment cost measurement, royalty income recognition, and cost relief</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a well-established Credit Union in Dublin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a well-established Credit Union in Dublin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager| Private Equity | Menlo Park| Hybrid | $base + Bonus + Equity</strong></p><p> </p><p>Join a fast-moving, mission-driven private equity team shaping the future. This is your chance to make a real impact, work on diverse funds, and grow your career in a collaborative, high-performing environment.</p><p> </p><p>This role offers bonus potential, possible equity participation, and the opportunity to work closely with a talented finance team on both operational and strategic initiatives. The firm values professional growth, teamwork, and integrity, giving you the space to take ownership of meaningful work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administrators for accounting and investor reporting</li><li>Lead fund reporting, audits, and regulatory filings</li><li>Review complex equity accounting and analyses</li><li>Support financial planning and analysis across multiple funds</li><li>Manage capital calls, distributions, income allocation, fee/expense calculations, and cash forecasting</li><li>Partner with Treasury on funding, collections, fair value, and payment allocations</li><li>Maintain processes for investment cost measurement, royalty income recognition, and cost relief</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>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p>Jennifer Fukumae with Robert Half Financial Service Group is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true “wealth of life” for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul><p><br></p>
<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>Manager – Reconciliations Accounting</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Reconciliations Accounting Manager</strong> to lead and optimize the general ledger account reconciliation process for a growing financial organization. This role involves managing a team, implementing technology solutions, and driving process improvements to ensure accuracy, compliance, and efficiency across all reconciliation activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and govern the GL account reconciliation process, ensuring timely and accurate completion.</li><li>Develop and manage an operating model leveraging both onsite and outsourced resources.</li><li>Lead automation initiatives and implement technology solutions (e.g., BlackLine).</li><li>Monitor aging of reconciling items and manage reserves and write-offs.</li><li>Create and maintain reconciliation standards, process flow charts, and performance metrics.</li><li>Collaborate with internal teams and external auditors to ensure compliance and transparency.</li><li>Communicate effectively with senior management and stakeholders through reports and presentations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + bonus opportunities.</li><li>Comprehensive health coverage (medical, dental, vision, life insurance).</li><li>401(k) with employer match and profit-sharing.</li><li>Tuition reimbursement and professional development programs.</li><li>Paid holidays, PTO, and flexible work arrangements.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Wealth Manager</strong> to join a boutique investment advisory firm dedicated to delivering exceptional service and holistic financial planning. This role is ideal for advisors with 5+ years of experience who want to deepen client relationships, provide comprehensive planning, and contribute to firm growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a trusted advisor for high-net-worth clients, delivering tailored financial planning and investment strategies.</li><li>Manage and grow a book of business through firm referrals and personal efforts.</li><li>Develop and execute plans covering retirement, tax, estate, and risk management.</li><li>Support business development initiatives and participate in community engagement.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Leadership and professional growth opportunities.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Senior Wealth Manager</strong> to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role combines client advisory, leadership, and business development responsibilities in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies.</li><li>Oversee development and execution of sophisticated plans covering retirement, tax, estate, and risk management.</li><li>Mentor and train associate advisors; foster a culture of excellence.</li><li>Source, close, and manage new client relationships aligned with firm objectives.</li><li>Participate in strategic initiatives to improve processes and client experience.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Percentage of revenue managed + performance-based bonus.</li><li>Potential for equity ownership.</li><li>401(k) with company match.</li><li>Paid time off and holidays.</li><li>Leadership opportunities and access to advanced training and industry events.</li></ul>
We are looking for a highly skilled Technical Accounting Manager to join our team on a long-term contract basis in Menlo Park, California. In this role, you will leverage your expertise in technical accounting and external reporting to support critical functions such as internal controls, debt and equity accounting, and regulatory compliance. This position offers an exciting opportunity to work in a dynamic environment, contributing to the organization's readiness as it transitions to public company standards.<br><br>Responsibilities:<br>• Develop and document internal controls related to debt instruments, ensuring compliance with relevant accounting standards.<br>• Review and validate third-party valuation reports, verifying assumptions and fair value adjustments for accuracy.<br>• Manage the accounting and reporting of warrant liabilities, including quarterly valuations and compliance with applicable regulations.<br>• Oversee stock-based compensation processes, aligning valuation models and accounting treatments with industry standards.<br>• Assist in the preparation and review of quarterly and annual regulatory filings, ensuring compliance with all reporting requirements.<br>• Collaborate with external auditors and valuation specialists to ensure audit readiness and adherence to technical accounting guidelines.<br>• Contribute to the evaluation and implementation of external reporting platforms to streamline reporting processes.<br>• Strengthen technical accounting documentation and provide support for internal and external audits.<br>• Ensure the accuracy and consistency of financial statement disclosures related to debt, equity, and warrants.<br>• Partner with cross-functional teams to enhance financial reporting processes and maintain compliance with evolving standards.
<p>We are looking for a skilled Reconciliations Accounting Manager to join our team in Dublin, California on a contract basis. In this role, you will oversee reconciliation processes and ensure the accuracy and integrity of financial transactions. This position is ideal for someone with a strong background in accounting systems and financial oversight, particularly within the credit union industry.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee daily reconciliation processes for accounts payable, accounts receivable, and billing functions.</p><p>• Ensure the accuracy and completeness of financial transactions using tools like BlackLine and Concur.</p><p>• Perform audits to identify discrepancies and implement corrective measures.</p><p>• Collaborate with internal teams to optimize the use of accounting software systems and ERP solutions.</p><p>• Supervise and guide the preparation of financial reports to ensure compliance with organizational standards.</p><p>• Lead efforts to enhance efficiency in accounting workflows and processes.</p><p>• Support the integration and utilization of ADP and other financial services tools.</p><p>• Monitor and maintain adherence to regulatory and organizational policies in all accounting operations.</p><p>• Provide oversight and troubleshooting for complex accounting issues.</p><p>• Train and mentor team members to strengthen overall accounting capabilities.</p>
