<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
We are looking for a detail-oriented Property Administrator to join our team in San Francisco, California. In this long-term contract position, you will play a key role in supporting the effective management and maintenance of real estate properties. This role requires a proactive individual with excellent organizational and communication skills who thrives in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Coordinate with vendors to schedule and oversee property maintenance tasks and service contracts.<br>• Assist Property Managers in reviewing financial documents, including monthly statements and annual disclosures.<br>• Draft clear and precise correspondence to address client inquiries and concerns promptly.<br>• Gain proficiency in property management software to support daily operations.<br>• Compile and prepare payroll and union dues reports accurately.<br>• Provide comprehensive administrative assistance to the property management team.<br>• Ensure timely completion of all assigned tasks while maintaining high standards of quality.<br>• Support property-related projects and initiatives as needed.
<p><strong>San Francisco (Presidio) – Hybrid, 1–2 days in office</strong></p><p><strong>$120–130k Base + Bonus</strong></p><p> </p><p><strong>If interested in this role, please send a message to <em>Jennifer Fukumae on LinkedIn</em> for quickest consideration.</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is partnering with a growing private investment firm. This a small, tight-knit team investing across unique alternative assets</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain Fund and GP general ledgers, including quarterly expenses, accruals, intercompany activity, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support timely audits and tax filings; coordinate with outside service providers and research technical accounting/tax issues</li><li>Monitor fund cash positions</li><li>Calculate and process capital calls and distributions</li><li>Review reporting packages from junior team members (capital activity, financial statements, LP deliverables, etc.)</li><li>Advise on non-routine or complex accounting transactions</li><li>Coach and mentor junior accountants</li><li>Partner with Investor Relations to address LP inquiries</li></ul><p><br></p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>Walnut Creek client is looking for a contract to permanent Sr. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Sr. Administrative Assistant duties Include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today!</p>
We are looking for an experienced Revenue Manager to join our team on a contract basis in San Francisco, California. This role is ideal for professionals with a strong background in revenue accounting and technical expertise in ASC 606 compliance. The position will involve collaborating with cross-functional teams to ensure accurate revenue recognition and reporting.<br><br>Responsibilities:<br>• Develop and implement processes for contract assessments and documentation related to ASC 606 compliance for long-term revenue streams.<br>• Analyze and interpret revenue contracts, working closely with legal and sales teams to clarify complex terms and conditions.<br>• Prepare and manage deferred revenue waterfall schedules to ensure accurate financial reporting.<br>• Investigate discrepancies between existing and newly developed waterfall schedules, providing clear explanations for variances.<br>• Collaborate with relevant departments to ensure seamless integration of revenue accounting practices.<br>• Provide expertise in healthcare revenue cycle management and accounts receivable processes.<br>• Utilize advanced Excel functions, such as pivot tables and lookups, to streamline data analysis and reporting.<br>• Maintain compliance with regulatory standards and ensure adherence to established revenue recognition policies.<br>• Deliver clear and concise communication across departments to support operational efficiency.<br>• Identify challenges within revenue accounting processes and implement effective solutions.
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Specialist</strong> to join a leading private equity firm. This role is ideal for someone who thrives in a dynamic environment, can juggle competing priorities, and adapts quickly to change. You’ll play a key part in supporting investor operations, communications, and data management while collaborating on technology initiatives and process improvements.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li><strong>Investor Reporting:</strong> Prepare and distribute quarterly/annual reports, capital account statements, and fund financials.</li><li><strong>Operations & Communication:</strong> Monitor inboxes, coordinate investor communications, and assist with onboarding new funds and investors.</li><li><strong>Data & Systems:</strong> Maintain investor information in CRM and fund accounting systems; support system implementations (Investorflow, Allvue, Sensr).</li><li><strong>Collaboration:</strong> Work closely with Investor Relations, Finance, and external consultants on ad hoc projects.</li><li><strong>Compliance:</strong> Coordinate AML/KYC documentation and tax forms with external service providers.</li><li><strong>Continuous Improvement:</strong> Identify best practices and recommend enhancements to reporting templates and investor portals.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus.</li><li>100% company-paid medical, dental, and vision coverage.</li><li>Generous retirement contributions and other benefits.</li><li>Collaborative, hands-on manager who values structure and organization.</li><li>Free meals and a supportive, team-oriented culture</li></ul>
<p>We are seeking a skilled Database Analyst to join our team in San Francisco, California. This position is a contract-to-permanent opportunity, requiring a detail-oriented individual with a strong technical background and hands-on experience in database management and data migration. The role involves working on-site three days a week and contributing to the seamless integration and optimization of organizational data systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead the migration of data from legacy systems into Apricot/Bonterra, ensuring accuracy and consistency throughout the process.</p><p>• Utilize Apricot’s tools to design and modify forms, fields, and import mappings for complex datasets.</p><p>• Extract, transform, and clean data from scattered legacy databases using SQL Server and Access.</p><p>• Validate, troubleshoot, and verify data to maintain compliance with reporting standards and privacy regulations.</p><p>• Develop training materials and provide hands-on support to non-technical staff during the transition to a unified data system.</p><p>• Design and implement reporting and visualization solutions using tools like Power BI and Tableau.</p><p>• Collaborate with diverse teams to ensure data integrity and promote consistent practices across all programs.</p><p>• Monitor and improve data quality to support grant and contract reporting needs.</p><p>• Provide technical guidance to staff and foster a collaborative, mission-driven work environment.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a motivated early‑career professional interested in both <strong>trading operations</strong> and progressing toward a <strong>Financial Advisor career path</strong>. This role provides hands‑on trading responsibilities combined with structured exposure to advisor development over the first several years. It’s an excellent opportunity for an individual looking to establish a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal requests.</li><li>Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems.</li><li>Assist Advisors with investment research, meeting preparation, and ongoing professional development tasks.</li><li>Support operational processes related to portfolio oversight and account activities.</li></ul><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>Clear pathway toward an <strong>Advisor development track</strong>, supported by training and mentorship.</li><li>Exposure to a range of responsibilities beyond trading, allowing for growth into advisory functions.</li><li>Competitive benefits package, including:</li><li>Medical, dental, and vision insurance</li><li>401(k) with 3% matching</li><li>PTO program with increased accrual after tenure</li><li>Standard company holidays</li><li>Opportunity to join a stable and steadily growing wealth management environment.</li></ul>
<p>We are looking for a highly organized and detail-oriented Executive Assistant to provide comprehensive support to senior leadership within a dynamic and fast-paced environment. This long-term contract position offers the opportunity to contribute to high-level administrative operations while working closely with executives, clients, and internal teams. The role requires exceptional attention to detail, discretion, and the ability to manage multiple tasks effectively.</p><p><br></p><p>Responsibilities:</p><p>• Manage and coordinate executive calendars, schedule meetings, and ensure all appointments are organized efficiently.</p><p>• Arrange travel plans, including booking flights, accommodations, and transportation, while addressing any logistical needs.</p><p>• Prepare and review documents, presentations, and correspondence with a focus on accuracy and quality.</p><p>• Facilitate internal and external meetings by organizing agendas, taking notes, and ensuring follow-up actions are completed.</p><p>• Handle expense reporting and maintain accurate records for reimbursement and budgeting purposes.</p><p>• Support onboarding processes for new hires and assist with office operations, including vendor management and supplies.</p><p>• Collaborate with HR, Operations, and leadership teams on administrative projects and initiatives.</p><p>• Maintain confidentiality and discretion while managing sensitive information and communications.</p><p>• Ensure deadlines are met by prioritizing tasks and managing competing priorities effectively.</p><p>• Demonstrate a detail-oriented approach when interacting with clients, vendors, and internal stakeholders.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00416-0013349849 **</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Advisor| Wealth Management| San Jose</strong></p><p> </p><p>Our client is a<strong> growing wealth management firm</strong> serving high-net-worth individuals and families with thoughtful, full-service advice. Known for its collaborative culture and client-first mindset, the firm is expanding its tax advisory offering to meet rising demand.</p><p> </p><p>This <strong>Tax Advisor </strong>role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and<strong> have clear paths for advancement, including potential ownership</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver tax planning, advisory, and compliance services for high-net-worth clients</li><li>Manage a book of clients with complex tax needs</li><li>Prepare individual, trust, and estate returns using SurePrep</li><li>Stay current on tax regulations and ensure compliance and confidentiality</li><li>Communicate proactively with clients to provide exceptional service</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Private Equity Firm</strong> to hire a <strong>Fund Accountant</strong> who will support the financial reporting and operations of a growing investment platform. This role offers high visibility and the opportunity to work closely with Finance, Legal, and Investor Relations teams across a diverse portfolio of private equity investments.</p><p><br></p><p><strong>Job Title: Fund Accountant</strong></p><p><strong>Location:</strong> Burlingame, CA (On-site, 5 days/week)</p><p><strong>Compensation:</strong> $95,000–$110,000 base + Bonus </p><p><br></p><p><strong>About the Firm (Confidential)</strong></p><p>This private equity firm invests in founder-led businesses undergoing key inflection points and focuses on growth-oriented companies within technology, business services, and related sectors. With nearly $1B in assets under management and continued fundraising activity, the firm provides a collaborative, high-performance environment with strong exposure to both investment and operational functions.</p><p> </p><p><strong>Summary</strong></p><p>The Fund Accountant will report to senior members of the Finance team and collaborate closely with internal stakeholders and external partners. This position is fully on-site in San Mateo and is ideal for someone who thrives in a dynamic, hands-on environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Investment Funds / Management Company Financials</strong></p><ul><li>Assist with wire processing for capital distributions, redemptions, and expenses</li><li>Support quarterly and annual close processes, including preparing financial statements and valuation-related schedules</li><li>Work closely with the fund administrator to shadow books and records</li><li>Prepare quarterly investor reporting packages and supporting schedules</li><li>Support analytical projects such as complex valuations, public comparable analyses, and liquidation waterfalls</li><li>Help monitor and collect financial data from privately held portfolio companies</li><li>Maintain documentation in accordance with internal finance policies</li><li>Liaise with external auditors and assist with audit and tax schedules</li></ul><p><strong>Limited Partner / Investor Support</strong></p><ul><li>Coordinate with Finance and Investor Relations to prepare capital call and distribution allocations and investor notices</li><li>Track and prepare audit confirmation requests for investors and portfolio companies</li><li>Assist with ongoing automation and process improvements</li></ul><p> </p>
We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p>Join a leading wealth management firm dedicated to delivering holistic financial solutions for high-net-worth clients. This role offers the opportunity to work closely with an experienced tax team and contribute to impactful tax strategies in a collaborative, client-focused environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare individual tax returns (primarily 1040) with accuracy and efficiency</li><li>Liaise directly with clients to collect documentation and ensure a smooth process</li><li>Provide tax analysis, projections, and estimated payment calculations</li><li>Stay current on tax laws and advise clients on compliance and optimization strategies</li><li>Support internal education for wealth advisors and collaborate on planning initiatives</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary + bonus</li><li>Comprehensive benefits (Medical, Dental, Vision, Life, Disability)</li><li><strong>401(k) with 3% match</strong></li><li>Wellness allowance, commuter benefits, and monthly cell phone stipend</li><li>Generous parental leave, PTO (including birthday and volunteer days)</li><li>Learning & development stipend and donation match program</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Private Equity Firm</strong> to hire a <strong>Fund Accountant</strong> who will support the financial reporting and operations of a growing investment platform. This role offers high visibility and the opportunity to work closely with Finance, Legal, and Investor Relations teams across a diverse portfolio of private equity investments.</p><p> </p><p><strong>About the Firm (Confidential)</strong></p><p>This private equity firm invests in founder-led businesses undergoing key inflection points and focuses on growth-oriented companies within technology, business services, and related sectors. With nearly $1B in assets under management and continued fundraising activity, the firm provides a collaborative, high-performance environment with strong exposure to both investment and operational functions.</p><p> </p><p><strong>Summary</strong></p><p>The Fund Accountant will report to senior members of the Finance team and collaborate closely with internal stakeholders and external partners. This position is fully on-site in San Mateo and is ideal for someone who thrives in a dynamic, hands-on environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Investment Funds / Management Company Financials</strong></p><ul><li>Assist with wire processing for capital distributions, redemptions, and expenses</li><li>Support quarterly and annual close processes, including preparing financial statements and valuation-related schedules</li><li>Work closely with the fund administrator to shadow books and records</li><li>Prepare quarterly investor reporting packages and supporting schedules</li><li>Support analytical projects such as complex valuations, public comparable analyses, and liquidation waterfalls</li><li>Help monitor and collect financial data from privately held portfolio companies</li><li>Maintain documentation in accordance with internal finance policies</li><li>Liaise with external auditors and assist with audit and tax schedules</li></ul><p><strong>Limited Partner / Investor Support</strong></p><ul><li>Coordinate with Finance and Investor Relations to prepare capital call and distribution allocations and investor notices</li><li>Track and prepare audit confirmation requests for investors and portfolio companies</li><li>Assist with ongoing automation and process improvements</li></ul><p> </p>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Private Equity Firm</strong> to hire a <strong>Fund Accountant</strong> who will support the financial reporting and operations of a growing investment platform. This role offers high visibility and the opportunity to work closely with Finance, Legal, and Investor Relations teams across a diverse portfolio of private equity investments. This private equity firm invests in founder-led businesses undergoing key inflection points and focuses on growth-oriented companies within technology, business services, and related sectors. With nearly $2b in assets under management and continued fundraising activity, the firm provides a collaborative, high-performance environment with strong exposure to both investment and operational functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Investment Funds / Management Company Financials</strong></p><ul><li>Assist with wire processing for capital distributions, redemptions, and expenses</li><li>Support quarterly and annual close processes, including preparing financial statements and valuation-related schedules</li><li>Work closely with the fund administrator to shadow books and records</li><li>Prepare quarterly investor reporting packages and supporting schedules</li><li>Support analytical projects such as complex valuations, public comparable analyses, and liquidation waterfalls</li><li>Help monitor and collect financial data from privately held portfolio companies</li><li>Maintain documentation in accordance with internal finance policies</li><li>Liaise with external auditors and assist with audit and tax schedules</li></ul><p><strong>Limited Partner / Investor Support</strong></p><ul><li>Coordinate with Finance and Investor Relations to prepare capital call and distribution allocations and investor notices</li><li>Track and prepare audit confirmation requests for investors and portfolio companies</li><li>Assist with ongoing automation and process improvements</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Accountant</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>The <strong>Senior Accountant</strong> will play a key role in operational accounting, general ledger (GL) reconciliations, and financial controls. This position requires strong technical accounting expertise, analytical skills, and the ability to lead process improvements. You’ll partner across teams, support audits, and contribute to automation initiatives while mentoring associate staff.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Apply appropriate technical accounting standards to products and services</li><li>Perform month-end close tasks, including operational entries and variance analysis</li><li>Prepare financial analyses and reports for senior management</li><li>Assist with technical accounting memos and documentation</li><li>Review and approve complex GL account reconciliations</li><li>Partner with internal teams to resolve variances and improve processes</li><li>Support external and internal audits with documentation and explanations</li><li>Contribute to automation efforts using tools like BlackLine</li><li>Identify and implement process improvements and internal control enhancements</li><li>Ensure compliance with applicable laws, regulations, and internal policies</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with bonus opportunities</li><li>Exceptional medical, dental, vision, and life insurance</li><li>401(k) with employer match and safe harbor contribution</li><li>Discounts on loan products</li><li>Tuition reimbursement and professional development programs</li><li>Onsite fitness center and wellness incentives</li><li>Employee Assistance Program (EAP)</li><li>Modern office space and collaborative work environment</li></ul>
We are looking for a dedicated Customer Service Specialist to join our team on a contract basis in Santa Rosa, California. This role involves providing exceptional support to merchants while ensuring compliance, managing risk, and maintaining high standards of service delivery. The ideal candidate will bring strong technical skills, a keen eye for detail, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Investigate and monitor merchant processing activities using advanced risk management tools.<br>• Handle customer inquiries by explaining underwriting policies and decisions with clarity.<br>• Conduct thorough investigations to ensure compliance and mitigate risks.<br>• Document risk assessments and findings in a concise and structured manner.<br>• Maintain merchant accounts, including updating profiles and bank account details.<br>• Collaborate with sales and other internal teams to deliver seamless merchant support.<br>• Stay informed about industry trends relevant to merchant services and risk management.<br>• Assist with credit and risk-related tasks, including reviewing merchant accounts.<br>• Ensure all services meet or exceed established quality and service standards.
<p>Our client is a small but rapidly growing construction firm located in Sunnyvale, CA. The team prides itself on delivering high-quality projects to its clients and is seeking a detail-oriented Bookkeeper to help support their ongoing expansion.</p><p>Position Summary: The Bookkeeper will play a key role in maintaining accurate financial records, processing transactions, and supporting the day-to-day accounting operations. Working closely with the project management and operations teams, this role will ensure efficient, timely, and accurate financial management using Sage 300 (Timberline).</p><p><br></p><ul><li>Manage day-to-day bookkeeping tasks, including accounts payable/receivable, bank reconciliations, and general ledger maintenance</li><li>Enter, code, and process invoices; track payments and deposits aligned with construction project schedules</li><li>Process and reconcile payroll and subcontractor payments</li><li>Maintain accurate records of job costs, project billings, change orders, and retention</li><li>Reconcile bank statements and credit card transactions monthly</li><li>Generate regular financial reports for management, including cash flow, expense tracking, and job profitability</li><li>Coordinate with project managers to ensure expenses and billing align with project milestones and contracts</li><li>Prepare documentation for tax filings and year-end audits as required</li><li>Assist with budgeting, forecasting, and supporting the implementation of better financial controls and procedures</li><li>Ensure compliance with company policies and regulatory requirements for the construction industry</li></ul><p><br></p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
<p>A South San Francisco–based clinical-stage biotechnology company is seeking an experienced Corporate Paralegal to support its Legal Department on a 6-month contract basis. This role supports complex contracting, corporate governance, and compliance operations within a highly regulated, research-driven environment. The ideal candidate brings hands-on experience supporting biotech or pharmaceutical contracting, including agreements tied to clinical development, technical operations, manufacturing, supply chain, laboratory services, and vendor procurement. This hybrid (3 days onsite, 2 days remote) position works closely with in-house counsel and cross-functional teams across Clinical, R& D, Technical Operations, Manufacturing, Supply Chain, Finance, and Commercial.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and edit agreements including NDAs/CDAs, Master Service Agreements (MSAs) and associated Work Orders/SOWs, Material Transfer Agreements (MTAs), Clinical Trial Agreements (CTAs), laboratory services agreements, and vendor/supplier or manufacturing-related agreements.</li><li>Manage the full contract lifecycle, including intake, execution, signature routing, archiving, renewals, and amendments.</li><li>Support negotiation workflows through redlines, revisions, issue spotting, and counterparty communications.</li><li>Monitor contract compliance, obligations, key dates, and deliverables.</li><li>Assist with the development and refinement of standard form agreements, templates, and playbooks.</li><li>Manage multiple agreements simultaneously in a deadline-driven environment.</li><li>Maintain corporate records, including minutes, resolutions, bylaws, charters, and subsidiary documentation.</li><li>Coordinate annual filings, business licenses, Secretary of State submissions, and other regulatory requirements.</li><li>Prepare and organize board and committee materials and maintain governance calendars.</li><li>Support governance-related policies, including signature authority and document retention.</li><li>Assist with due diligence requests, audits, and internal or external inquiries.</li><li>Support implementation and training related to contracting SOPs, templates, and legal department processes.</li><li>Maintain organized, audit-ready documentation across contracts, governance, and compliance.</li><li>Manage Legal’s intranet and SharePoint resources.</li><li>Coordinate DocuSign and other electronic signature workflows.</li><li>Handle confidential information with discretion and professionalism.</li></ul><p><br></p>
<p>A South San Francisco–based clinical-stage biotechnology company is seeking an experienced Corporate Paralegal to support its Legal Department on a 6-month contract basis. This role supports complex contracting, corporate governance, and compliance operations within a highly regulated, research-driven environment. The ideal candidate brings hands-on experience supporting biotech or pharmaceutical contracting, including agreements tied to clinical development, technical operations, manufacturing, supply chain, laboratory services, and vendor procurement. This hybrid (3 days onsite, 2 days remote) position works closely with in-house counsel and cross-functional teams across Clinical, R& D, Technical Operations, Manufacturing, Supply Chain, Finance, and Commercial.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Draft, review, and edit agreements including NDAs/CDAs, Master Service Agreements (MSAs) and associated Work Orders/SOWs, Material Transfer Agreements (MTAs), Clinical Trial Agreements (CTAs), laboratory services agreements, and vendor/supplier or manufacturing-related agreements.</p><p>• Manage the full contract lifecycle, including intake, execution, signature routing, archiving, renewals, and amendments.</p><p>• Support negotiation workflows through redlines, revisions, issue spotting, and counterparty communications.</p><p>• Monitor contract compliance, obligations, key dates, and deliverables.</p><p>• Assist with the development and refinement of standard form agreements, templates, and playbooks.</p><p>• Manage multiple agreements simultaneously in a deadline-driven environment.</p><p>• Maintain corporate records, including minutes, resolutions, bylaws, charters, and subsidiary documentation.</p><p>• Coordinate annual filings, business licenses, Secretary of State submissions, and other regulatory requirements.</p><p>• Prepare and organize board and committee materials and maintain governance calendars.</p><p>• Support governance-related policies, including signature authority and document retention.</p><p>• Assist with due diligence requests, audits, and internal or external inquiries.</p><p>• Support implementation and training related to contracting SOPs, templates, and legal department processes.</p><p>• Maintain organized, audit-ready documentation across contracts, governance, and compliance.</p><p>• Manage Legal’s intranet and SharePoint resources.</p><p>• Coordinate DocuSign and other electronic signature workflows.</p><p>• Handle confidential information with discretion and professionalism.</p>
