<p><strong>🎯 Ready to Pivot Out of Public Accounting?</strong></p><p>You’ve done the grind — busy seasons, tick-and-tie, late nights. Now you’re ready for something more <strong>dynamic</strong>, <strong>strategic</strong>, and <strong>forward-looking</strong>.</p><p>If you’re a CPA (or close to it) with Big 4 or national firm experience and thinking about what’s next, this opportunity might be for you.</p><p> </p><p><strong>🔍 Senior Associate – M& A / Financial Due Diligence</strong></p><p>📍 San Francisco (Hybrid)</p><p>💰 $90K–$120K + Bonus + Full Benefits</p><p>A growing M& A advisory firm in SF is hiring a <strong>Senior Associate</strong> to dive deep into deals, support major private equity and strategic buyers, and help them evaluate acquisitions with confidence. This is your chance to <strong>break into deals</strong> while applying your audit-hardened skills in a more analytical, high-impact way.</p><p> </p><p><strong>🧠 What You'll Do:</strong></p><ul><li>Analyze financials for companies being acquired — think: quality of earnings, working capital trends, and cash flow</li><li>Build & refine Excel models (don’t worry, they’ll train you on the M& A side)</li><li>Turn your insights into client-ready reports and presentations</li><li>Partner with senior team members and clients at every stage of the deal</li><li>Learn how transactions really work—start to finish</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Finance & Accounting</strong> is recruiting for a<strong> Financial Due Diligence, M& A Associate</strong> at an advisory firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Finance & Accounting</strong> is recruiting for a<strong> Financial Due Diligence, M& A Associate</strong> at an advisory firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Associate – Financial Due Diligence</strong></p><p>A leading boutique advisory firm is seeking a highly motivated and detail-oriented <strong>Senior Associate</strong> to join its dynamic team in San Francisco. This role offers the opportunity to work on high-impact mergers and acquisitions (M& A) projects, providing financial and accounting due diligence services to a diverse client base that includes private equity firms, corporate acquirers, and institutional investors.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm specializes in financial and accounting due diligence for M& A transactions. With a reputation for excellence and a portfolio of long-standing clients, the firm handles complex engagements involving large companies across various industries. The team operates in an entrepreneurial environment that values ownership, collaboration, and high performance.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Associate will play a key role in analyzing financial statements, assessing earnings quality, and evaluating the financial health of target companies. This position requires strong technical accounting skills, a strategic mindset, and the ability to communicate effectively with senior stakeholders.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze target company financials, including earnings/EBITDA, cash flows, and balance sheet strength.</li><li>Lead and manage communications with internal teams and external clients.</li><li>Develop advanced Excel models and deliverables.</li><li>Prepare client-ready presentations using PowerPoint.</li><li>Manage multiple projects simultaneously in a fast-paced environment.</li><li>Interpret and synthesize financial data to uncover insights and tell a compelling story.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p>Please apply here & ping me on LinkedIn for most immediate consideration - Jeffrey Abrams</p><p><br></p><p>Our client is a dynamic, global asset manager with a focus on B2B software companies. With ~$1B in AUM and additional raises on the horizon, the firm is poised to capitalize on the growing fintech landscape in the US and x-border (working hours are normal US hours). They are passionate about partnering with their entrepreneurs and cultivating differentiated products with a global mindset. </p><p><br></p><p>Key Responsibilities:</p><ul><li>Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes.</li><li>Create dashboards and reports to monitor key performance indicators and deliver actionable insights to internal stakeholders.</li><li>Conduct ad-hoc financial analyses and communicate findings to investment, operations, and leadership teams.</li><li>Coordinate with third-party service providers on fund operations, including capital activity, fund administration, and periodic investor reporting.</li><li>Maintain cash flow forecasts, manage capital planning, and organize investment-related documentation.</li><li>Support audit, tax, and regulatory compliance processes in collaboration with internal teams and external advisors.</li><li>Assist with investor relations, including the preparation of fundraising materials and responses to due diligence requests.</li><li>Monitor overall fund performance and expenses, ensure data accuracy, and contribute to the improvement of internal processes and controls.</li></ul>
<p>We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.</p><p>• Establish and communicate financial metrics and key performance indicators to senior leadership.</p><p>• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.</p><p>• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.</p><p>• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.</p><p>• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.</p><p>• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.</p><p>• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.</p><p>• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.</p><p>• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.</p>
<p>We are looking for a dedicated Case Manager to join our team in Fairfield, California, supporting our mission in the non-profit sector. This is a Contract position where you will play a vital role in providing outreach, case management, and support services to individuals experiencing homelessness and their families. The ideal candidate will have exceptional organizational skills, a passion for helping others, and the ability to coordinate services that empower clients toward self-sufficiency.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate the client intake process, including initial assessment and eligibility determination for all new referrals.</p><p>• Conduct outreach efforts in various locations to connect with individuals experiencing homelessness and provide necessary support.</p><p>• Manage a caseload of clients, offering intensive housing and vocational case management services.</p><p>• Collaborate with clients to design personalized service plans that align with their goals and needs.</p><p>• Work closely with Housing Specialists to foster relationships with landlords and support housing retention.</p><p>• Develop individual budgets and service plans for clients, ensuring resources are allocated effectively.</p><p>• Facilitate access to community services, including crisis intervention, health care, employment assistance, and substance abuse treatments.</p><p>• Conduct regular meetings with participants to address goals, financial planning, and education or employment opportunities.</p><p>• Maintain accurate and confidential case files, ensuring timely submission of required program reports.</p><p>• Drive to field locations and program sites to deliver services while adhering to agency vehicle policies.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
