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53 results for Fund Controller in San Francisco, CA

Assistant Controller or Controller

San Francisco, CA
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of allaccounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk managementand mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.Duties:• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.● Maintains accurate and current books and records for all assigned entities.● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.● Maintains accurate and timely records of intercompany transactions.● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. ● Prepares annual financial plans in collaboration with estate management.● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintainseffective relationships with partners.● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware ofclaim status.● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.● Participates in special projects and initiatives as requested by the CEO.● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.
2026-07-17T00:00:00Z

Contracts Administrator

San Francisco, CA
onsite
Temporary / Contract
30 - 40 USD / Hourly
Our client, a respected public agency in the San Francisco Bay Area, is seeking an experienced Contract Specialist to support its Procurement Office on a long-term contract basis. This position is responsible for administering government procurement contracts throughout the contract lifecycle, including preparing competitive solicitations, contract documents, reviewing procurement requests against agency policies, coordinating legal and stakeholder approvals, facilitating contract execution, and monitoring ongoing compliance, spending, reporting, and recordkeeping. The ideal candidate has demonstrated experience supporting procurement and contract administration within a government agency and understands the policies, approval structures, documentation requirements, and compliance standards applicable to public procurement. Responsibilities<ul><li>Administer the full lifecycle of government procurement contracts, including preparation, review, negotiation support, execution, amendments, renewals, compliance monitoring, and closeout. </li><li>Prepare and coordinate Requests for Proposals (RFPs), Requests for Qualifications (RFQs), Requests for Quotations (RFQs), solicitations, contracts, amendments, and related procurement documentation. </li><li>Review and analyze requests for goods and services, scopes of work, contract terms, and supporting documentation for compliance with current agency procurement policies and procedures. </li><li>Coordinate contract review, negotiation, approval, and execution with legal counsel, vendors, internal stakeholders, and authorized signatories. </li><li>Facilitate contract signatures, distribute executed agreements, and maintain complete procurement records and contract files. </li><li>Monitor contract spending, expenditures, deliverables, reporting requirements, renewal dates, amendments, and other key milestones throughout the contract term. </li><li>Interpret contract terms, procurement policies, and agency procedures for internal stakeholders. </li><li>Support vendor management and contract compliance activities, including insurance, labor, documentation, and performance requirements. </li><li>Assist with internal and external audits, inspections, compliance reviews, and quality assurance initiatives. </li><li>Conduct procurement research, analyze contract and program data, prepare reports, and recommend process or policy improvements. </li><li>Prepare correspondence, staff reports, fiscal status reports, cost analyses, and other materials for management, governing boards, committees, and external agencies. </li><li>Coordinate meetings, workshops, and trainings related to procurement procedures, contract requirements, and agency policies. </li><li>Perform additional procurement, contract administration, and program support duties as assigned. </li></ul>
2026-08-06T00:00:00Z

Contracts Administrator

Oakland, CA
onsite
Temporary / Contract
26 - 32 USD / Hourly
Position SummaryProvide administrative support for contract and procurement activities while ensuring accurate documentation and record maintenance.Responsibilities<ul><li>Maintain contract and procurement files.</li><li>Track agreements and renewals.</li><li>Route documents through DocuSign.</li><li>Update contract tracking systems.</li><li>Follow up on signatures and approvals.</li></ul>
2026-07-31T00:00:00Z

Private Equity Controller | Strategic Finance + Operations +

Oakland, CA
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA 💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE)📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services.If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an owner, you'll likely thrive here. 💡 What You'll Do• Own the accounting and finance function across Funds, GP, and Management Company• Partner directly with the Managing Partner on strategic initiatives• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A• Manage treasury, capital calls, distributions, cash forecasting, and liquidity• Oversee outsourced accounting partners while remaining hands-on• Drive process improvements, automation, KPIs, and operational efficiency• Support audits, tax compliance, investment valuations, and investor reporting 🚀 Why This Opportunity Stands Out✅ Report directly to firm leadership with exceptional visibility✅ Play a critical role in scaling a growing private equity platform✅ Broad exposure across Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy✅ Small, entrepreneurial team where your ideas actually get implemented✅ Significant long-term upside through bonus and carry participation✅ High-autonomy environment with no micromanagement
2026-08-10T00:00:00Z

Controller / Director of Finance | Elite Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
🚨 Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE)📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services.If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an owner, you'll likely thrive here. 💡 What You'll Do• Own the accounting and finance function across Funds, GP, and Management Company• Partner directly with the Managing Partner on strategic initiatives• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A• Manage treasury, capital calls, distributions, cash forecasting, and liquidity• Oversee outsourced accounting partners while remaining hands-on• Drive process improvements, automation, KPIs, and operational efficiency• Support audits, tax compliance, investment valuations, and investor reporting 🚀 Why This Opportunity Stands Out✅ Report directly to firm leadership with exceptional visibility✅ Play a critical role in scaling a growing private equity platform✅ Broad exposure across Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy✅ Small, entrepreneurial team where your ideas actually get implemented✅ Significant long-term upside through bonus and carry participation✅ High-autonomy environment with no micromanagement
2026-08-10T00:00:00Z

Sr. Fund Accountant

Palo Alto, CA
onsite
Temporary / Contract
66.5 - 77 USD / Hourly
We are looking for an experienced Sr. Fund Accountant to join a Financial Services firm in Palo Alto, California on a Long-term Contract basis. This role will support core fund accounting activities across the close process, investment reporting, and financial analysis while partnering closely with the broader finance function. The ideal candidate brings strong technical accounting knowledge, excellent attention to detail, and the ability to manage multiple priorities in a fast-moving environment. Responsibilities: • Lead month-end accounting activities, including preparing journal entries, maintaining the general ledger, and ensuring timely completion of close tasks. • Support investment operations by tracking initial and follow-on investments and maintaining accurate related accounting records. • Update capitalization schedules and assist with valuation support for portfolio companies using organized and well-documented analyses. • Review quarterly fund financial statements prepared by external service providers and follow up on questions, corrections, and supporting details as needed. • Consolidate financial information for subsidiaries and prepare supplemental schedules to support internal and external reporting needs. • Monitor fund cash activity and help prepare recommendations related to capital calls, distributions, and overall liquidity planning. • Develop quarterly portfolio review materials, including financial packages, trend reporting, and presentation content for stakeholders. • Prepare financial statements and supporting reports for employee-related funds while also assisting with audit requests, tax support, and ad hoc research projects.
2026-08-10T00:00:00Z

Assistant Controller

Santa Clara, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Assistant Controller to join our team in Santa Clara, California. In this role, you will assist the Controller in managing accounting operations, financial reporting, and internal controls. This position requires strong attention to detail, expertise in construction accounting, and a collaborative approach to working with various departments. Responsibilities: • Lead and support monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting. • Prepare and analyze financial statements in compliance with industry standards and organizational requirements. • Manage job cost accounting tasks, including tracking schedules, cost-to-complete calculations, and percentage-of-completion reports. • Perform reconciliations for general ledger accounts and balance sheet items to maintain data accuracy. • Contribute to cash flow forecasting and budgeting to support organizational financial planning. • Oversee revenue recognition and contract accounting processes to ensure compliance with relevant guidelines. • Collaborate with project managers to evaluate job performance, profitability, and variance analysis. • Develop and enhance internal controls, accounting policies, and procedures to improve operational efficiency. • Coordinate audits, tax preparation, and external reporting to meet regulatory and compliance obligations. • Supervise and guide accounting staff, supporting growth and effective team collaboration.
2026-08-11T00:00:00Z

Assistant Controller

Rutherford, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Join a respected wine company in Napa, Ca as an Assistant Controller. This is a highly visible role that will partner closely with senior leadership to oversee accounting operations, strengthen financial reporting, and support strategic business decisions. The ideal candidate is a hands-on accounting professional who enjoys balancing day-to-day accounting responsibilities with process improvement, analysis, and cross-functional collaboration. This opportunity offers the chance to make a meaningful impact within a dynamic organization while helping drive financial accuracy, operational efficiency, and continued growth. Please note: This is a 100% onsite position. Candidates should be comfortable working onsite full-time. Contact Robyn Rosemon directly for more information: 707.387.0299 Key Responsibilities<ul><li>Oversee daily accounting operations, including general ledger activity, accounts payable, accounts receivable, account reconciliations, and monthly close processes.</li><li>Prepare and review journal entries, balance sheet reconciliations, and supporting schedules to ensure timely and accurate financial reporting.</li><li>Maintain strong internal controls and ensure accounting practices comply with company policies, regulatory requirements, and generally accepted accounting principles (GAAP).</li><li>Administer and optimize financial and business systems while improving coding structures, reporting functionality, and data integrity.</li><li>Develop monthly management reports, budget-to-actual analyses, and financial dashboards that provide insight into business performance and key trends.</li><li>Support annual budgeting and forecasting processes through financial analysis, performance monitoring, and recommendations to improve profitability and operational efficiency.</li><li>Manage finished goods inventory accounting, including inventory reconciliations, physical count oversight, adjustments, and variance analysis.</li><li>Coordinate audit preparation and compliance activities, including financial statement support, tax filings, sales and use tax reporting, and related documentation.</li><li>Identify opportunities to streamline processes, implement automation, and enhance accounting workflows to improve efficiency and accuracy.</li><li>Partner with operations, sales, and leadership teams to support business initiatives, financial modeling, special projects, and strategic decision-making.</li><li>Provide mentorship and guidance to accounting staff while fostering a collaborative and team-oriented environment.</li></ul>
2026-07-23T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-08-07T00:00:00Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-08-07T00:00:00Z

Cost Accountant

Union City, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are looking for a Cost Accountant to support manufacturing finance operations in Union City, California. This role focuses on evaluating product costs, maintaining accurate standard costing data, and providing analysis that helps improve operational and financial performance. The ideal candidate brings strong experience in manufacturing environments and can translate detailed cost information into practical business insights. Responsibilities:<ul><li>Develop and monitor standard costs for materials, labor, overhead, and manufacturing activities.</li><li>Prepare cost accounting entries, reconciliations, and reporting in compliance with GAAP.</li><li>Manage inventory valuation, cost rollups, labor reviews, and job closing activities.</li><li>Analyze cost variances and provide insights on key factors impacting performance.</li><li>Evaluate profitability across products, customers, projects, and business segments.</li><li>Support budgeting, forecasting, and strategic planning through cost and margin analysis.</li><li>Create financial models to assess pricing, investments, operational improvements, and sourcing decisions.</li><li>Recommend cost-saving and profit-enhancing initiatives to improve business results.</li><li>Partner with operations, manufacturing, and supply chain teams to strengthen cost management.</li><li>Support new product launches with cost estimates, margin projections, and break-even analysis.</li><li>Monitor inventory activity, cycle counts, and obsolete inventory reserves.</li><li>Maintain internal controls related to inventory, fixed assets, and cost accounting processes.</li><li>Perform ad hoc financial and operational analyses as needed.</li><li>Enhance ERP systems, costing procedures, and reporting tools.</li><li>Develop dashboards and management reports to track financial and operational performance.</li><li>Identify process improvement opportunities to increase efficiency and data accuracy.</li><li>Assist with internal and external audits by providing supporting analyses and documentation.</li></ul>
2026-07-30T00:00:00Z

Property Accountant

Petaluma, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
We are looking for a detail-oriented Property Accountant to support our client in Sonoma County. This role is responsible for maintaining accurate financial records, overseeing property-level accounting activities, and helping ensure compliance with lease terms and regulatory requirements. The ideal candidate brings strong real estate accounting experience, sound judgment, and the ability to manage multiple priorities in a deadline-driven environment. • Oversee property tax activity by monitoring assessed values, recording accruals, and ensuring payments are completed on schedule.• Authorize payment disbursements, including wire activity when needed, while maintaining accuracy across cash tracking records and supporting schedules.• Examine lease agreements to identify relevant billing and accounting terms, then update property records and supporting documentation in Yardi and Excel.• Administer retail and percentage rent calculations and prepare reconciliation packages for assigned properties, including adjustment support and tenant-facing backup.• Process internal management fee transactions and prepare journal entries with complete documentation to support monthly accounting activity.• Complete monthly bank reconciliations and review balance sheet accounts such as receivables, payables, prepaid items, and tenant security deposits.• Assist with budgeting for items such as property taxes, insurance, business licenses, and other entity-related expenses during recurring planning cycles.• Support new property onboarding by helping establish accounting records, compliance requirements, and operational readiness for acquired assets.• Contribute to accounting process improvements by assisting with policy development, internal controls, staff training, and testing of new system capabilities.• Provide cross-functional support for accounts payable and accounts receivable tasks as business needs require.
2026-07-24T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
The property accountant role will be responsible for the full-cycle accounting and financial reporting for a portfolio of commercial and/or residential properties. The Property Accountant will work closely with property management teams to ensure accurate financial records, timely reporting, and compliance with company policies.Key Responsibilities:<ul><li>Manage month-end and year-end close processes for assigned properties.</li><li>Prepare and review monthly financial statements, variance analyses, and supporting schedules.</li><li>Reconcile bank accounts, general ledger accounts, and balance sheet accounts.</li><li>Record journal entries, accruals, and adjustments as needed.</li><li>Monitor accounts payable, accounts receivable, and tenant billing activities.</li><li>Assist with budgeting, forecasting, and annual CAM reconciliations.</li><li>Support external audits and tax preparation activities.</li><li>Ensure compliance with GAAP and company accounting policies.</li><li>Collaborate with property managers to analyze property performance and resolve accounting issues</li></ul>
2026-08-05T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 97000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS STAFF ACCOUNTANT/PROPERTY ACCOUNTANT We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success. Responsibilities:• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.• Ensure compliance with regulatory standards, internal policies, and industry best practices.• Partner with property managers to assist with financial close activities and address inquiries.• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.
2026-08-11T00:00:00Z

Property Accountant

Foster City, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION ACCOUNTANT - PROPERTY ACCOUNTANT Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.Responsibilities:-General ledger, month-end close of multiple entities/portfolios-Prepare and review complex account reconciliation and journal entries-Perform analytical review in support of the monthly close process.-Prepare monthly analysis of account variances -Prepare annual audit schedules
2026-08-11T00:00:00Z

Property Accountant

Berkeley, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
Our company is seeking a skilled Property Accountant on a contract basis to support our property management accounting operations. This role is ideal for professionals with experience managing the accounting and financial reporting for commercial or residential real estate portfolios. You will play a key role in ensuring accurate financial records, supporting budgeting processes, and helping to maintain compliance with internal and external requirements. Key Responsibilities:<ul><li>Prepare and maintain general ledger entries related to property operations.</li><li>Perform monthly, quarterly, and annual financial closings for assigned properties.</li><li>Prepare property income statements, balance sheets, and other financial reports.</li><li>Process accounts payable/receivable and review property-level cash flow.</li><li>Assist with budgets, forecasts, and variance analysis for each property.</li><li>Maintain lease administration, including rent schedules, escalations, and reconciliations.</li><li>Coordinate with property managers, asset managers, and external auditors as needed.</li><li>Ensure compliance with company policies and industry regulations.</li><li>Respond to inquiries related to financial information for managed properties.</li></ul>
2026-08-05T00:00:00Z

Property Accountant

Mountain View, CA
onsite
Temporary / Contract
32 - 42 USD / Hourly
Property AccountantThe Property Accountant is responsible for managing the financial reporting and accounting activities for assigned real estate properties or portfolios. This role typically supports monthly close, reconciliations, budgeting, tenant-related accounting, and financial statement preparation while working closely with property management, operations, and corporate accounting teams. Based on general knowledge.Key Responsibilities<ul><li>Prepare monthly financial statements and supporting schedules for assigned properties. Based on general knowledge.</li><li>Record journal entries, accruals, and other general ledger activity. Based on general knowledge.</li><li>Reconcile bank accounts, balance sheet accounts, and tenant ledgers. Based on general knowledge.</li><li>Review and track accounts payable, accounts receivable, and operating expenses for properties. Based on general knowledge.</li><li>Assist with CAM reconciliations, rent rolls, lease administration support, and tenant billing. Based on general knowledge.</li><li>Support budgeting, forecasting, and variance analysis for property performance. Based on general knowledge.</li><li>Coordinate with property managers to review financial results and resolve discrepancies. Based on general knowledge.</li><li>Assist with audit requests, year-end workpapers, and compliance reporting. Based on general knowledge.</li></ul>
2026-08-03T00:00:00Z

Property Accountant

Oakland, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
Our company is seeking a skilled Property Accountant on a contract basis to support our property management accounting operations. This role is ideal for professionals with experience managing the accounting and financial reporting for commercial or residential real estate portfolios. You will play a key role in ensuring accurate financial records, supporting budgeting processes, and helping to maintain compliance with internal and external requirements.
2026-08-06T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-07T00:00:00Z

Senior Fund Accountant | Venture Capital Firm

Palo Alto, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Senior Fund Accountant| Leading Venture Capital Firm | Palo Alto; Hybrid | Amazing Compensation Package Robert Half is partnering with a highly respected early-stage venture capital firm to identify an exceptional accounting professional to join its finance team. Based in the Peninsula, this established investment firm has spent decades partnering with visionary entrepreneurs and helping build innovative technology companies across a variety of sectors. This is an excellent opportunity for someone looking to build a career within venture capital while gaining exposure to fund operations, investment activity, and the full lifecycle of private investment funds in a stable, team-oriented organization. Key Responsibilities<ul><li>Manage the day-to-day accounting activities for private investment funds, including maintaining investment activity and investor capital allocations.</li><li>Support the quarterly and year-end close process, including preparing fund and management company financial statements.</li><li>Coordinate the annual audit process by preparing schedules and serving as a liaison with external auditors.</li><li>Partner closely with the investment professionals to support portfolio company valuation analyses and related accounting.</li><li>Prepare accounting for investment transactions and assist with tax-related reporting for fund investments.</li><li>Monitor fund liquidity, analyze cash requirements, and support ongoing cash management activities.</li><li>Process and reconcile capital calls, as well as cash, equity, and other investor distributions.</li><li>Respond to investor requests by providing financial information and supporting documentation.</li><li>Prepare, review, and reconcile journal entries and other accounting records to ensure accuracy.</li><li>Participate in process improvement initiatives and provide analytical support on special projects for the finance leadership team.</li></ul>
2026-07-31T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
175000 - 225000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Join a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-29T00:00:00Z

Management Accountant

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is in search for a Management Accountant. Responsibilities<ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul>
2026-07-31T00:00:00Z

Financial Analyst

Emeryville, CA
onsite
Temporary / Contract
45 - 50 USD / Hourly
We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights. Key Responsibilities:<ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul>
2026-08-04T00:00:00Z

Financial Analyst

Palo Alto, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
LOCAL BAY AREA CANDIDATES ONLY FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting. Responsibilities:Partner with business leaders to provide financial analysis and support decision-making.Build financial models for forecasting, pricing, profitability, and investments.Analyze monthly results, identify variances, and recommend improvements.Support budgeting, forecasting, and long-range planning.Standardize and improve financial processes, reporting, and analytics.Automate reporting and enhance data quality through continuous improvement.Prepare KPI dashboards, management reports, and executive presentations.Collaborate with operations, engineering, supply chain, and accounting teams.Support audits, compliance, and internal controls.Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.Develop a strong understanding of manufacturing operations and financial drivers.
2026-08-05T00:00:00Z

Financial Analyst

Mountain View, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
Financial AnalystThe Financial Analyst is responsible for supporting budgeting, forecasting, financial reporting, and data analysis to help leadership make informed business decisions. In a mid-sized company, this role often works closely with finance and operations teams to evaluate performance, identify trends, and provide insights that support planning and profitability. Based on general knowledge.Key Responsibilities<ul><li>Prepare financial models, forecasts, budgets, and variance analyses. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities. Based on general knowledge.</li><li>Support monthly, quarterly, and annual financial reporting. Based on general knowledge.</li><li>Assist with budgeting, planning, and business performance reviews. Based on general knowledge.</li><li>Develop and maintain reports, dashboards, and ad hoc analyses for management. Based on general knowledge.</li><li>Partner with cross-functional teams to improve financial visibility and decision-making. Based on general knowledge.</li><li>Help ensure data accuracy and support process improvement initiatives. Based on general knowledge.</li></ul>
2026-08-03T00:00:00Z

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