74 results for Chief Financial Officer Saas Start in San Francisco Ca
Chief Financial Officer, SaaS Start Up<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (4-5 days in office)</p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p><br></p>Chief Financial Officer, SaaS Start Up<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (onsite 4-5 days a week) </p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p><br></p>Chief Financial Officer, Fintech<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Chief Financial Officer</p><p>Location: San Francisco (4-5 days in office)</p><p>Salary: 300k base salary + 30%-40% bonus + Equity </p><p> </p><p>About the Company: This start up SaaS firm provides application for asset managers, real estate investors, and alternative fund managers. </p><p> </p><p>Key Responsibilities:</p><ul><li>Gain a deep understanding of the business and execute the annual budget cycle.</li><li>Create profit and loss statements for the company's various product lines and identify budget variances.</li><li>Prepare presentation of financial information for company and board meetings.</li><li>Maintain cash forecast and sync the model with the consolidated budget.</li><li>Create reports and dashboards that will help leaders track inefficiencies, gaps, and opportunities.</li></ul><p> </p>Controller<p>Under the supervision of the Chief Financial Officer, the Controller is responsible for providing financial leadership and expertise for the day-to-day accounting functions of the organization. The Controller will ensure compliance with GAAP standards, a high level of integrity, timeliness of financial reporting, and internal controls. Perform and ensure a timely month and year end close processes. Will ensure the organization complies with all tax reporting, preparation of grant budgets and invoices, preparation of payroll, accounts payable disbursements, procurement and preparation of all worksheets for annual audit and other reporting needs of the organization. Supervision of five or more direct reports; this position is required to be able to perform duties of each position, as a backup and to assist in simplifying processes and increase efficiencies.</p><p><strong>Please contact <u>Tra Nguyen via LinkedIn or Email with your updated resume</u> for fastest consideration for this opportunity.</strong></p><p><br></p><ul><li>Oversee payroll, grant management, accounts payable, and purchasing functions.</li><li>Ensure timely and accurate processing of bills, expense reports, timesheets, and other payments with supporting documents.</li><li>Ensure accurate and daily posting of accounts receivable receipts.</li><li>Prepare budgets, receivables, revenue reporting, and ensure grant compliance with regulations.</li><li>Provide guidance to Program Directors on grant management.</li><li>Take responsibility for all term-end close activities.</li><li>Coach and educate staff on organizational policies and procedures.</li><li>Evaluate direct reports within set timeframes, providing ongoing feedback, coaching, and supervision.</li><li>Close the books monthly and year-end, ensuring accurate financial transactions are recorded on time.</li><li>Prepare monthly reconciliations for all balance sheet and other accounts.</li><li>Prepare monthly financial reports for board committees and special reports as needed.</li><li>Maintain and reconcile third-party and patient pay revenue monthly.</li><li>Supervise and update the fixed assets system and oversee the annual physical inventory process.</li><li>Prepare and submit all federal, state, and local tax returns to ensure compliance with filing requirements.</li><li>Prepare schedules and work papers for the annual financial and 401K audits.</li><li>Lead the financial audits and coordinate with external auditors.</li><li>Act as the primary specialist for Abila MIP accounting software, including reporting functionality, updates, and maintenance.</li><li>Ensure compliance with tax reporting requirements by preparing and filing tax documents.</li><li>Assist leadership in annual budgeting and planning, reviewing financial plans and actual results to address variances.</li><li>Perform other financial or operational tasks as assigned by the CFO.</li></ul><p><br></p><p><br></p>Controller at Start Up Hedge Fund<p><strong>*Please contact *<u>Michelle Espejo</u>* via LinkedIn or email for faster consideration, additional details, or any questions you may have.</strong></p><p>Based in San Francisco and with a global reach, this dynamic company focuses on cutting-edge investments in environmental assets and other unique commodities. Blending traditional investment strategies with innovative practices, they engage in public and private equity, project finance, and physical environmental commodity trading.</p><p> </p><p>As the first finance hire, this is an opportunity to lead, innovate, and build. As part of a startup culture, you’ll enjoy the thrill of creating processes and contributing to the company’s growth while positioning yourself for professional advancement. This role offers a clear pathway to evolve into a CFO role, giving you unparalleled freedom and responsibility to make a lasting impact.</p><p> </p><p>This role comes with a competitive compensation package, including 401k matching and profit sharing, as well as the flexibility to work remotely. You’ll have the unique opportunity to shape the operations of a pioneering investment firm focused on environmental markets.</p><p> </p><p><strong>Responsibilities :</strong></p><ul><li>Manage monthly reporting and NAV reconciliation processes.</li><li>Oversee accounting, performance reporting, and operations for investment funds and the management company.</li><li>Collaborate with investment, trading, and compliance teams to enhance portfolio monitoring, financial strategies, and internal policies.</li><li>Direct year-end tax accounting processes.</li><li>Lead compliance and operational responsibilities to ensure smooth business functions.</li></ul><p>*Please contact <strong>*<u>Michelle Espejo</u>*</strong> via LinkedIn or email for faster consideration, additional details, or any questions you may have.</p>CFO<p>Robert Half is in search for a Non-Profit CFO. Reporting to and partnering with the CEO, the CFO will play a critical role in developing financial plans, overseeing all fiscal and fiduciary responsibilities for the organization and it’s fiscally sponsored projects in conjunction with the Board of Directors and Finance and Audit Committees of the Board. The CFO plays a critical role in developing and implementing our approach to customer service, ensuring appropriate financial processes and policies are in place, and upgrading systems to operate more efficiently and transparently with our projects. The CFO manages, motivates, and mentors the Accounting/Finance Department.</p><p><br></p><p>Essential Job Functions Summary</p><p>Financial and Operational Management</p><ul><li>Oversee accounts, ledgers, and reporting for compliance with accounting principles and regulatory requirements.</li><li>Manage cash flow and forecasting for the organization.</li><li>Collaborate with CEO and Board to develop strategic and annual plans for budget alignment and cost management.</li><li>Monitor budget progress and present financial metrics internally and externally.</li><li>Utilize predictive models and financial analyses to inform operations and business plans.</li><li>Partner with consultants and CEO to implement new systems for organizational needs.</li><li>Engage with Board Finance and Audit Committees on trends, budgets, and cost management.</li><li>Participate in policy development as part of the senior management team.</li><li>Optimize banking relationships for better financial management.</li><li>Represent the organization to financial partners and stay updated on nonprofit audit best practices and regulations.</li></ul><p>Team Management</p><ul><li>Hire, coach, and develop accounting and finance staff; manage work allocation and performance evaluations.</li><li>Assess and improve processes for efficiency and cross-training.</li><li>Collaborate with senior leaders to ensure effective cross-functional teamwork and customer service.</li></ul>CFO<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>Manager of Finance, Planning<p>Reporting into the Associate Director of Finance and Planning, the Manager of Finance and Planning is responsible for the overall financial management. In coordination with Senior Director of Finance and Planning, this position will be responsible for monthly invoicing of all grants and contracts in accordance with funder requirements. Please contact <strong><u>Tra Nguyen via LinkedIn or Email with your updated resume</u></strong> for fastest consideration for this opportunity.</p><p><br></p><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Ensure timely and accurate processing of all invoices, promoting prompt payment from funders.</li><li>Assist the Senior Director of Finance & Planning (F& P) and CFO in developing the annual agency budget and periodic financial forecasts (monthly or quarterly).</li><li>Support the Senior Director of F& P in managing program and agency budgets, aiming to maximize revenue and identify areas for improvement and cost savings.</li><li>Use financial modeling in coordination with the Senior Director of F& P to simulate scenarios and forecasts, presenting potential outcomes to the CFO/management team to avoid financial pitfalls and recommend solutions for improved financial health.</li><li>Collaborate with Program and Administrative Directors under the Senior Director of F& P’s supervision to drive continuous improvements in financial management.</li><li>Conduct monthly financial assessments with each Director and generate reports for the CFO and senior management team.</li><li>Work with the Senior Controller to ensure financial records' accuracy and compliance with financial regulations and accounting principles.</li><li>Partner with the Development department and Senior Controller to ensure restricted donations are spent per donor restrictions, and reports to funders are accurate and timely.</li><li>Assist the Senior Director of F& P in coordinating compliance audits from public and private agencies.</li><li>Work with the Senior Controller and finance team to ensure successful financial audits for the company and its affiliates.</li><li>Manage additional tasks as assigned.</li></ul>Controller<p>A prominent non-profit organization is seeking an experienced and dedicated Controller. This vital role, supporting and reporting to the CFO, is responsible for managing the financial operations of the organization's real estate portfolio, which includes affordable housing and commercial real estate development projects.</p><p><br></p><p>This Controller role involves comprehensive financial management including preparation of periodic financial statements for the real estate portfolio, ensuring accurate financial reporting related to real estate operations, and providing financial data to funders, board of directors, and other stakeholders.</p><p><br></p><p>The successful Controller will be tasked with overseeing the general ledger and subsidiary ledgers for real estate assets, reconciling bank and credit card statements, and managing accounts payable and receivable associated with real estate operations. They will also be required to prepare journal entries to log real estate transactions, such as rent revenues, property taxes, insurance, and maintenance expenditures.</p><p><br></p><p>The Controller will also be entrusted with developing and managing the real estate portfolio's annual budgets. This will involve preparing and tracking cash flow forecasts, conducting variance analyses, and recommending budget alterations. A key part of their role will be to carry out financial analysis - working with financial data to spot trends and potential opportunities.</p><p>Part of their responsibilities will include preparing financial projections for new real estate development projects and assisting with formulating grant and financing proposals. In addition, they will need to implement and maintain robust internal controls, ensuring compliance with all applicable laws, regulations, GAAP, and non-profit accounting standards.</p>Accounting Supervisor<p>We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities.</p><p><br></p><p>Responsibilities:</p><ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>Controller<p>We are offering a long term contract employment opportunity for a Controller in Menlo Park, California. In this role, you will be vital in managing all accounting and financial reporting operations, ensuring compliance and promoting efficiency. The role requires deep knowledge of SaaS finance and ASC 606, along with the ability to drive financial strategies, manage audits, and implement best practices to enhance our financial operations. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the creation of financial statements, including profit and loss, balance sheets, and cash flow statements, ensuring their accuracy and timely delivery.</p><p>• Ensure adherence to GAAP including ASC 606.</p><p>• Manage the financial close processes on a monthly, quarterly, and annual basis, including reconciliations and variance analysis.</p><p>• Provide financial insights and recommendations to leadership, supporting FP& A processes.</p><p>• Collaborate with the CFO and executive team to refine financial strategies and enhance business performance.</p><p>• Manage financial planning for SaaS metrics including ARR, MRR and LTV.</p><p>• Oversee tax filings, audits, and regulatory compliance, coordinating with external auditors and tax advisors.</p><p>• Maintain compliance with federal, state, and local tax regulations, including international tax compliance if applicable.</p>P-RHF-FINANCIAL-Controller<p>CORPORATE CONTROLLER</p><p><br></p><p>The Controller will oversee all of the activity of accounting operations and be responsible for creating internal controls and accounting processes that produce accurate and meaningful financial information for internal and external decision-making. Maintain relationships with banks and financing agencies. Perform strategic planning, budgeting, treasury functions, and coordinates related staff activities. Oversee the Accounting Staff to ensure that financial information produced by the Accounting Department is accurate, timely, meaningful, and supports multiple, diverse entities. Establish property audit guidelines and ensure Property financial review identifies major exceptions and monitors corrective actions. Assess Internal and External financial information needs and develop reporting and training necessary to ensure meaningful financial reporting. Ensure that Accounting is in compliance with regulatory and partnership requirements. Monitor treasury function to efficiently manage cash flow distributions and collections and working capital needs. Develop long-range forecasts and maintain long-range financial plans.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the Accounting Department to ensure accurate, timely, and meaningful financial information.</p><p>• Establish property audit guidelines and monitor property financial review to identify and correct major exceptions.</p><p>• Assess internal and external financial information needs and develop reporting and training to ensure meaningful financial reporting.</p><p>• Ensure compliance with regulatory and partnership requirements within the Accounting Department.</p><p>• Lead the Accounting team: Recruit, hire, train, and develop staff.</p><p>• Establish systems, processes & procedures to improve accuracy and ensure accountability for all direct reports.</p><p>• Ensure proper financial controls are implemented to prevent misappropriation of funds or assets.</p><p>• Monitor cost accounting system that tracks cash flow, expenses, and budget variances from pre-development to construction completion.</p><p>• Oversee the implementation of new accounting systems.</p><p>• Establish guidelines and ensure Corporate financial statements, audits, tax returns, cash flow forecasts and budgeting meet organization objectives.</p><p>• Delegate responsibilities effectively and discuss performance issues with staff regularly.</p><p>• Coordinate with department heads to prepare annual operating budgets.</p><p>• Develop long-range forecasts and maintain long-range financial plans. </p><p><br></p><p><br></p>Senior Accounting Manager<p>We are offering a consulting opportunity for a Senior Accounting Manager to join our team in the East Bay. The selected candidate will be responsible for overseeing the day-to-day accounting and finance functions, ensuring accurate financial reporting, and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Ensure compliance with GAAP and nonprofit accounting standards in all aspects of accounting operations.</p><p>• Prepare and analyze financial statements for various stakeholders.</p><p>• Assist in budget preparation and grant financial reporting, working closely with the Director of Finance.</p><p>• Oversee the timely and accurate invoicing for state and federal contracts.</p><p>• Provide insights to leadership by improving financial reporting processes.</p><p>• Supervise accounts payable and ensure processing is done accurately and promptly.</p><p>• Manage payroll processing, ensuring compliance with laws and grant requirements.</p><p>• Lead the transition from processing payments in QuickBooks Online to Bills.com.</p><p>• Train the staff accountant on processes and accounting principles.</p><p>• Prepare for annual audits and funder financial reviews, ensuring all documentation is complete and accurate.</p><p>• Stay up-to-date on nonprofit financial regulations and government grant compliance requirements.</p><p>• Collaborate with external auditors and finance team members to ensure accurate and timely reporting.</p>FP& A Manager/Supervisor<p>We are offering a short term contract employment opportunity for an FP& A Manager in the healthcare industry based in San Francisco. As an FP& A Manager, you will be entrusted with the task of analyzing, forecasting, and undertaking various projects to improve processes within our client's organization. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct monthly forecasting to aid in financial planning </p><p>• Provide statistical data related to business</p><p>• Undertake ad hoc projects such as financial modeling</p><p>• Use financial modeling to support decision-making processes</p><p>• Implement the annual budget and budget processes </p><p>• Utilize tools like Anaplan and CRM for data modeling and financial analysis</p>Assistant Controller<p>We are in the process of expanding our team in Menlo Park, California and are looking for an Assistant Controller. In this role, you will be a part of our finance team, working in a dynamic and fast-paced environment. You will be expected to assist in the preparation of monthly financial statements, support the budgeting process, maintain financial records, and ensure compliance with accounting standards. </p><p><strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p> </p><p><strong>Responsibilities: </strong></p><p>• Assist in preparing monthly financial statements and reports to ensure accuracy and timeliness </p><p>• Support the budgeting process by tracking and monitoring budget variances </p><p>• Maintain accurate financial records in line with accounting standards </p><p>• Collaborate with program managers to track funding and expenses effectively </p><p>• Aid in audits by providing necessary documentation when required </p><p>• Manage accounts payable and receivable processes to ensure smooth financial operations </p><p>• Contribute to the development of financial policies and procedures to improve financial management </p><p>• Utilize accounting software systems such as NetSuite for efficient management of financial data </p><p>• Apply knowledge of US GAAP, federal funds, fund management, and non-profit accounting in performing job duties </p><p>• Handle auditing tasks and manage accounts payable (AP) and accounts receivable (AR)</p>Controller<p>We are in search of a Controller to be a part of our team located in SAN LEANDRO, California. The role involves the use of various skills such as CRM, Crystal Reports, and Accounting Functions. This role falls within the industry and offers an exciting opportunity.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and implement financial strategies to support company goals and objectives.</li><li>Oversee corporate accounting functions: accounts payable, accounts receivable, financial reporting, tax filings, budgeting, forecasting, and cash management.</li><li>Prepare and present accurate financial reports to division leaders and company owners.</li><li>Use accounting software (Sage 100) and integrated platforms to enhance financial processes and data accuracy.</li><li>Monitor industry trends and economic conditions to guide strategic decisions.</li><li>Manage relationships with CPA, TPA, Insurance Brokers, and regulatory agencies to ensure transparency and accountability.</li></ul>Controller<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>Controller<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>CONTROLLER UP 150K-175K+Bonus </strong></p><p><br></p><p>Well established Law Firm is seeing a strong Accounting Manager or Controller to join their growing team. Reporting to the Managing Partner, this position will be responsible for overseeing the firm's accounting/finance functions for their 3 offices, managing accounts receivable and payable, client billing, financial reports, and staff management. If you are looking for an opportunity to play an important role that has a tremendous impact on the business, this will be an excellent opportunity for you! </p><p><br></p><p>Responsibilities:</p><p>-Oversee the firm’s accounting and finance functions to ensure smooth operations</p><p>-Oversee all financial transactions, such as credit card and bank reconciliations</p><p>-Manage AP, AR, Payroll. GL, Month-end Close</p><p>-Responsible for payroll and prepare annual W-2’s and 1099’s, and prepare tax </p><p>-Handle client billing on a monthly basis, resolving any client inquiries concerning invoices</p><p>-Generate financial transaction reports for review and decision-making purposes</p><p>-Conduct auditing procedures to ensure compliance and accuracy</p><p>-Reconcile general ledgers, prepare financial transaction reports such as income and loss statements, balance sheets, and account reconciliations</p><p>-Oversee budget processes, making necessary adjustments and recommendations</p><p><br></p>Director of Internal Audit<p>We are offering an exciting opportunity located in Oakland, California. The role of an Audit Director involves managing auditing processes and utilizing various accounting software systems. This position is pivotal in maintaining the financial accuracy and integrity of our operations.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Supports internal audits, advisory services, investigations, external audit coordination, and strategic initiatives</li><li>Develops and implements the annual audit plan</li><li>Leads complex audit, advisory, and investigation projects</li><li>Develops training programs and ensures compliance with professional standards</li><li>Participates in the preparation and execution of audit plans</li><li>Advises on financial, HR, IT, and operational issues</li><li>Assists in developing policies, methodologies, and monitoring services</li><li>Manages staff and co-sourcing partners, fostering professional growth</li><li>Collaborates on strategic direction and internal audit decisions</li><li>Promotes a customer-focused, collaborative environment</li></ul>Assistant Controller<p>Robyn Rosemon with Robert Half is on the lookout for an Assistant Controller. This role involves ensuring the integrity and accuracy of financial reports, overseeing the analysis and summary of the company’s financial results, and providing management with effective measurement tools. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure strict adherence to US GAAP, company policies, procedures, and sound financial management practices during the preparation of financial information</p><p>• Stay updated on current financial reporting issues</p><p>• Oversee Month-End close reporting, including the preparation or review of monthly closing entries and reconciliation, as well as cost accounting</p><p>• Support in the documentation and monitoring of accounting processes and internal controls</p><p>• Develop and execute training programs for all departmental employees, including cross-training of positions</p><p>• Make suggestions for increasing efficiency within the department</p><p>• Assist other users with troubleshooting and problem resolutions</p><p>• Maintain Fixed Asset accounting records and liaise with managers to monitor progress on capital projects</p><p>• Collaborate with key managers on Capex Planning and Management</p><p>• Demonstrate an attitude of teamwork, working collaboratively with peers to identify positive solutions to problems or issues</p><p>• Show care and responsibility for the resources provided and contribute towards our efforts for social responsibility and being environmentally conscious</p><p>• Act with integrity, honesty, and fairness, working towards achieving personal achievement rather than public attention.</p><p><br></p><p>For consideration, please reach out to Robyn Rosemon via LinkedIn </p>VP/Director of FinanceWe are offering a contract to permanent employment opportunity for a VP/Director of Finance in our branch located in San Francisco, California. This role is situated in the non-profit sector and will involve overseeing all financial and accounting functions, providing strategic financial guidance, and ensuring compliance with GAAP and other relevant standards. <br><br>Responsibilities:<br>• Provide leadership to the finance team and foster cross-functional partnerships within the organization.<br>• Implement and manage the use of Salesforce and Financial Force for efficient financial operations.<br>• Guide the organization in strategic financial decision-making, using strong problem-solving and analytical skills.<br>• Ensure all financial operations adhere to GAAP and meet the compliance standards for charitable organizations.<br>• Leverage expertise in non-profit fund accounting to maintain financial integrity.<br>• Communicate financial data effectively to stakeholders with varying levels of financial knowledge.<br>• Handle donor/grant compliance issues, drawing on experience in the non-profit sector.<br>• Oversee the annual budgeting and auditing processes, ensuring accuracy and efficiency.<br>• Maintain and manage all accounting functions, including accounts payable.<br>• Utilize a variety of accounting software systems, such as 3M, ADP - Financial Services, and Concur, to streamline operations.Accounting Manager<p>We are offering an exciting opportunity for an Accounting Manager with a healthcare provider based in Alameda, California. This role will involve overseeing accounting operations, managing financial software systems, and ensuring the accuracy of billing functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Develop and implement policies and tools for strong processes, communication, and workflow across teams.</li><li>Review and approve adjusting journal entries and account reconciliations.</li><li>Prepare, review, and analyze financial statements for GAAP compliance and accuracy including researching and providing technical accounting insight for relevant issues</li><li>Support financial audits with federal, state, and external CPA audits.</li><li>Monitor and improve department workflow for greater efficiency while maintaining accuracy.</li><li>Ensure financial reporting deadlines are met and assist in meeting tax, reporting, and audit requirements.</li><li>Supervise, interview, hire, and train employees; manage work assignments, performance evaluations, and employee issues.</li><li>Assess performance and recommend training to maintain high staff skill levels.</li></ul>Controller<p>Jeff Abrams with Robert Half is offering an exciting opportunity for a Controller in the financial industry for his client. The Controller will oversee the financial operations, including general ledger, accounts payable, and financial statement preparation. The role also involves forecasting, budgeting, and collaboration with different teams for various initiatives. This role is pivotal for managing external stakeholders and ensuring the accuracy of all financial transactions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the daily financial operations, including managing the general ledger and accounts payable </p><p>• Prepare financial statements and conduct research on new technical accounting standards for US GAAP and IFRS </p><p>• Collaborate with the CFO in preparing the global consolidated management company budget and provide quarterly updates </p><p>• Redesign the Management Company Reporting Package for senior management use </p><p>• Present semi-annually to the Partnership on the firm’s profitability and assist in allocating expenses to internal investment teams </p><p>• Collaborate cross-functionally with the Digital Transformation Team on various initiatives, including the selection of new Global Accounting Software Solution, an Invoice Automation Solution, and a Digital Document Management System </p><p>• Assist the CFO in global treasury management and ensure tax-efficient funding of the global management companies </p><p>• Evaluate and improve workflows and internal procedures to mitigate financial risk </p><p>• Streamline workflows and operational efficiencies to best utilize team members located in the U.S. and globally </p><p>• Manage external stakeholders to address audit, compliance, and reporting requirements.</p><p><br></p><p>If interested in the role, please reach out to Jeff Abrams via LinkedIn </p>Controller<p>We are in search of a Controller to join our team located in Napa, California. This role is primarily accountable for the management of financial operations within our organization. The Controller will be responsible for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions, as well as providing strategic financial insights and proactive risk management. Prior experience in a HNW Family Office with vineyards and wine production is preferred.</p><p><br></p><p>Responsibilities</p><p>• Oversee the accuracy and compliance of all accounting functions, including accounts payable and receivable, auditing, and general ledger management.</p><p>• Develop and implement financial systems, processes, and internal controls to ensure operational efficiency.</p><p>• Coordinate and maintain strong relationships with banking teams for financial transactions and manage banking relationships.</p><p>• Oversee the preparation and distribution of monthly, quarterly, and annual financial reports, reviewing them with senior management.</p><p>• Ensure insurance coverage is current and sufficient for all organizational needs and coordinate with insurance brokers to manage policies.</p><p>• Manage intercompany transactions and maintain accurate and timely records.</p><p>• Oversee the financial planning and management of various projects, ensuring adherence to financial targets.</p><p>• Coordinate with external partners in preparing tax returns, ensuring they are accurate and reasonable.</p><p>• Participate in special projects and initiatives as requested by senior management.</p><p>• Oversee the costs for large scale construction projects, meeting with contractors/vendors to approve costs and budget changes</p><p><br></p>VP/Director of Finance<p>We are offering an exciting opportunity in South San Francisco, California for a VP/Director of Finance to join our team in the industry. As a VP/Director of Finance, you will be primarily involved in handling Accounting Software Systems, ADP - Financial Services, Concur, CRM, and other accounting functions. </p><p><strong>Please contact <u>Tra Nguyen via LinkedIn or Email with your updated resume</u> for fastest consideration for this opportunity.</strong></p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the company's financial operations and guide financial decisions by establishing, monitoring, and enforcing policies and procedures.</p><p>• Utilize Accounting Software Systems and CRM to maintain accurate financial records.</p><p>• Handle Accounts Payable (AP) and ensure timely and accurate payments.</p><p>• Prepare and manage the organization's Annual Budget, ensuring all financial data aligns with company goals and budget forecasts.</p><p>• Conduct regular Auditing and ensure all financial actions adhere to the company's financial policies and legal regulations.</p><p>• Manage Budget Processes to ensure the efficient and effective allocation of resources.</p><p>• Use ADP - Financial Services and Concur for efficient financial management and report preparation.</p><p>• Implement and manage 3M in the organization to achieve financial objectives.</p><p>• Ensure all accounting functions are carried out in compliance with local, state, and federal laws and regulations.</p>