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88 results for Hybrid in San Francisco, CA

Wealth Advisor - HYBRID in Marin County <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Wealth Advisor </strong>at a respected RIA in Marin County. This is a full-time, permanent role with a <strong>hybrid </strong>schedule.</p><p><br></p><p>Join an independent firm that delivers holistic wealth management focused on financial well-being, personal fulfillment, and long-term security. Known for its collaborative, client-centered culture, the firm empowers advisors to build lasting relationships and make a meaningful impact.</p><p><br></p><p>In this key advisory role, you’ll manage high-net-worth client relationships, craft personalized financial strategies, and help shape the firm’s long-term success. The team places a strong emphasis on career growth, work-life balance, and professional development.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Serve as a trusted advisor, providing personalized financial planning and investment guidance.</li><li>Manage and grow a book of business through firm referrals and personal networking.</li><li>Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.</li><li>Stay updated on industry trends and ensure compliance with regulatory standards.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Associate Wealth Advisor - SF; Hybrid <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for an <strong>Associate Advisor</strong> at a <strong>Fast Growing RIA</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>fast-growing RIA</strong> dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Financial Advisor - Wealth Advisor - SF; Hybrid <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Financial Advisor</strong> at a thriving RIA. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a leading Registered Investment Advisor with $10 billion in assets under management. They’re seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth.</p><p><br></p><p>Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development—all in a role designed to support a fulfilling and impactful career.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Financial Advisor - Wealth Management Firm - Hybrid <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Financial Advisor</strong> at a thriving RIA. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule. This client is a leading Registered Investment Advisor with $10 billion in assets under management. They’re seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth.</p><p><br></p><p>Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development—all in a role designed to support a fulfilling and impactful career.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Investment Analyst - San Francisco; Hybrid <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for an<strong> Investment Analyst</strong> at a <strong>mission-driven investment firm</strong>. This full-time, permanent role is based in <strong>San Francisco</strong> with a <strong>hybrid</strong> schedule.</p><p> </p><p>Join a firm focused on expanding financial inclusion through partnerships with tech-enabled lending platforms in the U.S. and emerging markets. You’ll work at the intersection of impact investing and fintech to scale responsible solutions for underserved communities.</p><p> </p><p>Be part of a high-performing, global team rethinking how capital can drive change. With occasional travel to meet partners, you’ll see your impact firsthand while advancing your career in a collaborative, purpose-driven environment.</p><p> </p><p>Responsibilities:</p><ul><li>Conduct due diligence on new and existing investments, with a focus on financial and credit analysis</li><li>Build and maintain financial models to evaluate performance under various scenarios</li><li>Monitor portfolio companies and provide actionable insights</li><li>Write clear, compelling investment memos</li><li>Support deal structuring, negotiations, and execution</li><li>Research new markets and fintech trends to help shape investment strategy</li><li>Collaborate with global teams on reporting, audits, and risk assessments</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Finance Associate - Venture Capital Firm - SF; Hybrid <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise.</p><p><br></p><p>As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>Reach out to <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p> Tax Manager at Prominent Private Equity Firm - SF Hybrid <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a<strong> Tax Manager </strong>at a prestigious <strong>private equity firm</strong> in <strong>San Francisco</strong>. This is a full-time, permanent role with a <strong>hybrid </strong>schedule.</p><p><br></p><p>Join a top private equity firm managing ~$10B in assets, specializing in transformative investments across various industries. The firm is driving innovation and economic progress, with a focus on high-growth, scalable sectors.</p><p><br></p><p>This is a unique opportunity to play a key role in a rapidly expanding firm that values integrity, professionalism, and collaboration. Enjoy competitive health benefits, wellness perks, career growth opportunities, and a supportive environment designed for long-term success.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul><p><strong>START DATE: FLEXIBLE - depends on candidate</strong></p><p><br></p><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Corporate Accountant - Venture Capital Firm - HYBRID <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Management Company Accountant</strong> at a High Growth <strong>Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Palo Alto</strong> with a <strong>Hybrid</strong> schedule. This is an exciting opportunity to apply your accounting expertise in a dynamic, growth-oriented environment. You'll work closely with leadership and contribute to core accounting functions that support both daily operations and strategic initiatives. The role offers exposure to fund operations, corporate accounting, and investment activities within a collaborative and innovative team.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Process invoices, payments, and expense reports</li><li>Maintain accounting records and assist with month- and quarter-end close</li><li>Help prepare tax documents and support external tax teams</li><li>Assist with budgeting, forecasting, and expense tracking</li><li>Manage regulatory filings like 1099s and state reports</li><li>Record investment activity and assist with general accounting tasks</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Assistant Fund Controller - Venture Capital Firm - Hybrid <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for an <strong>Assistant Fund Controller </strong>at a <strong>leading Venture Capital firm</strong>. This full-time, permanent role is based in Palo Alto with a <strong>hybrid </strong>schedule.</p><p> </p><p>Join a firm with a legacy of innovation and make an impact in high-growth investing. In this role, you’ll lead financial reporting, cash management, and fund operations, working alongside a collaborative team. Enjoy perks such as fully covered healthcare, 401(k) match, profit-sharing, daily meals, commuter benefits, and more.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Drive financial reporting and accounting processes, including fund financials, investor reports, and regulatory filings</li><li>Oversee cash management and banking operations across multiple funds and entities</li><li>Support fund operations including capital calls, distributions, and allocation of expenses</li><li>Maintain investor capital accounts and prepare investment performance and portfolio reports</li><li>Collaborate with external auditors to ensure smooth and timely audit completion</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> IT Infrastructure Director/Head <p><strong>Position Summary</strong></p><p>Robert half is looking for <strong>Director of Technology</strong> to lead digital transformation, operational excellence, and data-driven innovation across our growing organization. This strategic leadership role oversees IT, Business Intelligence, and Facilities, ensuring scalable, secure, and efficient systems that support our hybrid workforce and evolving needs.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong><u>Information Technology:</u></strong></p><ul><li>Develop and implement a future-focused IT roadmap aligned with business goals.</li><li>Oversee infrastructure, cybersecurity, cloud applications, and IT service delivery.</li><li>Standardize IT processes, manage vendors, and lead disaster recovery planning.</li></ul><p><strong><u>Business Intelligence:</u></strong></p><ul><li>Promote a data-driven culture through insights, tools, and reporting dashboards.</li><li>Design and implement accessible, actionable analytics across teams and leadership.</li></ul><p><strong><u>Project Management & Process Optimization:</u></strong></p><ul><li>Lead cross-functional initiatives to streamline operations and improve efficiency.</li><li>Implement project tracking tools and methodologies; align resources with priorities.</li></ul><p><strong><u>Facilities Management:</u></strong></p><ul><li>Manage safe, modern office spaces and hybrid work infrastructure.</li><li>Oversee access controls, AV systems, and vendor coordination for physical locations.</li></ul> Legal Assistant <p>Litigation Secretary - Hybrid role</p><p><br></p><p>About the Role:</p><p>We are currently seeking a highly proficient and experienced Litigation Secretary to join our team on a hybrid work schedule. The ideal candidate will have a strong background in construction litigation, real estate litigation, or land use. This position will be instrumental in lending comprehensive support to our team of attorneys which involves various duties such as drafting correspondence, preparing legal documents, and maintaining calendars.</p><p><br></p><p>Key Responsibilities:</p><ol><li>Provide comprehensive administrative and secretarial support to the Litigation team.</li><li>Generate, edit, and finalize correspondence and legal documents.</li><li>Maintain attorneys' calendars by scheduling deadlines, conferences, and depositions.</li><li>Assist in conducting extensive legal research.</li><li>Regularly maintain and update case files and litigation databases.</li><li>Draft and proofread legal documents for correct legal terminology and syntax.</li><li>Answer and direct phone calls; manage mail and couriers.</li><li>Maintain confidentiality of sensitive information.</li></ol><p><br></p> Fund Controller at Top Venture Fund <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Controller </strong>at a <strong>venture capital firm</strong> in <strong>Menlo Park.</strong> This is a full-time, permanent position with a <strong>hybrid </strong>schedule.</p><p><br></p><p>Our client, a premier investment firm, is seeking a Fund Controller to lead fund accounting, audits, and financial reporting. With a portfolio of innovative investments, the firm offers a dynamic and collaborative environment where your work will have a direct impact.</p><p><br></p><p>Highlights include a competitive salary, performance-based bonuses, a phantom carry plan, and a comprehensive benefits package. This role offers hybrid flexibility, involvement in financial strategy, and the chance to drive process improvements—making it a strong next step in your career.</p><p><br></p><p> <strong>Responsibilities:</strong></p><ul><li>Oversee fund accounting, quarterly closes, partner allocations, and financial statements</li><li>Manage audits, investor reporting, and capital activity, including cash flow and distributions</li><li>Track and analyze key performance metrics (IRR, DPI, TVPI)</li><li>Improve accounting workflows through new technology and automation</li><li>Collaborate on portfolio valuations and financial insights</li><li>Serve as the primary point of contact for investor financial inquiries</li><li>Lead and mentor a high-performing finance team</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Venture Capital Fund Controller <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Controller </strong>at a <strong>venture capital firm</strong> in <strong>Menlo Park.</strong> This is a full-time, permanent position with a <strong>hybrid </strong>schedule.</p><p><br></p><p>Our client, a premier investment firm, is seeking a Fund Controller to lead fund accounting, audits, and financial reporting. With a portfolio of innovative investments, the firm offers a dynamic and collaborative environment where your work will have a direct impact.</p><p><br></p><p>Highlights include a competitive salary, performance-based bonuses, a phantom carry plan, and a comprehensive benefits package. This role offers hybrid flexibility, involvement in financial strategy, and the chance to drive process improvements—making it a strong next step in your career.</p><p><br></p><p> <strong>Responsibilities:</strong></p><ul><li>Oversee fund accounting, quarterly closes, partner allocations, and financial statements</li><li>Manage audits, investor reporting, and capital activity, including cash flow and distributions</li><li>Track and analyze key performance metrics (IRR, DPI, TVPI)</li><li>Improve accounting workflows through new technology and automation</li><li>Collaborate on portfolio valuations and financial insights</li><li>Serve as the primary point of contact for investor financial inquiries</li><li>Lead and mentor a high-performing finance team</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Fund Accounting Manager - Reputable Venture Firm <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <b>Fund Accounting Manager </b>at a <strong>Top Innovative Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client, is dedicated to empowering startups from inception to IPO and beyond. They are seeking a talented professional to join their dynamic team and collaborate closely with finance, partners, and team leads. This hybrid role offers a unique blend of traditional accounting responsibilities alongside strategic initiatives.<strong> Enjoy a competitive benefits package, comprehensive insurance, a Phantom share plan, and unlimited PTO.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review weekly transactions and manage investment documentation.</li><li>Calculate capital call allocations.</li><li>Track and report cash and stock distributions.</li><li>Analyze partners’ quarterly and year-to-date capital allocations.</li><li>Mentor and develop the accounting staff.</li><li>Conduct and document technical research for complex transactions.</li><li>Update limited partner interest transfers and contact information.</li><li>Prepare and document quarterly valuation analyses for portfolio companies.</li><li>Stay informed on industry best practices and valuation guidance.</li><li>Identify key assumptions in valuation models and communicate findings.</li><li>Assist with the quarterly close and preparation of financial statements.</li><li>Coordinate audit requests and prepare year-end financial statements and notes.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Civil Litigation Attorney <p><strong>Position:</strong> Civil Litigation Attorney</p><p><strong>Location:</strong> San Jose, California</p><p><strong>Work Schedule:</strong> Hybrid (Remote/In-Office)</p><p><br></p><p>Are you an experienced civil litigation attorney looking for an exciting opportunity to join a dynamic and respected law firm? Our client is seeking a talented Civil Litigation Attorney with 2 to 5 years of experience to join their growing team in San Jose, California.</p><p><br></p><p><strong>Position Overview</strong></p><p>The ideal candidate will be skilled in managing all aspects of civil litigation, including case evaluation, research, discovery, depositions, and courtroom advocacy. This role offers a hybrid work schedule, allowing flexibility to work both remotely and in-office at the firm's San Jose location.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft and file pleadings, motions, and other legal documents.</li><li>Conduct discovery, including drafting and responding to interrogatories, document requests, and depositions.</li><li>Represent clients in court hearings, arbitrations, mediations, and trials.</li><li>Provide strategic legal counsel to clients while maintaining strong client relationships.</li><li>Collaborate with colleagues to develop effective strategies for case resolution.</li></ul> Client Service Associate - SF <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco- Hybrid</p><p><strong>Comp</strong>: $90-$125k + Bonus + Great Benefits</p><p> </p><p>We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul><p><br></p> Associate Financial Advisor <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Associate Financial Advisor </p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Francisco; Hybrid (2 days onsite)</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p>A Wealth Management Firm focusing on providing personalized financial guidance to individuals and businesses is looking for an Associate Financial Advisor to join their growing team.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with Senior Advisors to ensure that communication to the client are timely.</li><li>Manage client communications via email and phone.</li><li>Oversee client relationships by preparing meeting materials and offering essential support as needed.</li><li>Track task progress and follow up on pending action items.</li><li>Take proactive steps to address and resolve client issues and concerns.</li><li>Point of contact for client relationships</li></ul><p><br></p> Senior Finance Associate (Fund Accountant) <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Senior Fund Accountant</strong> at a <strong>Private Equity Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>remote or hybrid </strong>schedule.</p><p><br></p><p>Our client is a leader in private equity, known for its strategic investments and high-performing funds. This is a chance to join a top-tier team where your expertise will directly impact fund accounting, financial reporting, and operational excellence.</p><p><br></p><p>The firm offers a standout compensation package, including 100% employer-paid medical, dental, and vision coverage, annual bonuses, generous 401(k) profit-sharing, phantom carry, and pre-tax transit benefits. You'll be part of a collaborative, growth-focused environment with strong mentorship and support for long-term success.</p><p><br></p><p><strong>REMOTE FLEXIBILITY - MUST LIVE IN THE BAY AREA</strong></p><p> </p><p><strong>Some responsibilities:</strong></p><ul><li>Manage accounting functions for private equity funds, ensuring smooth quarterly closings.</li><li>Play a key role in audit coordination, from planning to data review.</li><li>Maintain and enhance accounting and operating procedures to align with best practices.</li><li>Ensure financial reporting adheres to GAAP standards.</li><li>Oversee the preparation of financial statements and key reports.</li><li>Analyze financial statements and review third-party quarterly valuations.</li><li>Conduct accounting research and provide expert guidance.</li><li>Tackle additional projects that drive efficiency and accuracy.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Senior Analyst - Venture Capital Firm <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Senior Analyst</strong> opportunity with a<strong> leading venture capital firm</strong> based in <strong>Menlo Park / San Francisco</strong>. Known for backing bold ideas and industry-shaping founders, this firm has invested in hundreds of companies across technology, life sciences, AI and more. With a thoughtful, collaborative culture and a sharp focus on innovation, this is an incredible environment for someone looking to grow in the world of venture capital.</p><p><br></p><p> This isn’t your typical back-office role. As a Senior Analyst, you'll be at the pulse of the portfolio—diving into board materials from cutting-edge companies, refining fund performance metrics, and helping shape the way the firm monitors and values its investments. If you're energized by data, excited by innovation, and ready to join a team that genuinely values curiosity and teamwork, this is your opportunity. Add in excellent benefits, a hybrid schedule, and a culture that actually walks the walk on work-life balance—and you've got a compelling next step.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Gather and review financials, forecasts, and key metrics from portfolio companies</li><li>Set up new companies in the system and keep data accurate and up to date</li><li>Create easy-to-read internal reports and dashboards</li><li>Run ad hoc analyses to support team needs</li><li>Track and report fund performance, including IRR and investment multiples</li><li>Assist with investor presentations and firm-wide materials</li><li>Help prepare quarterly valuations and build supporting models</li><li>Communicate valuation results to internal teams and auditors</li><li>Look for ways to improve systems and automate manual work</li><li>Support audits and contribute to special projects across the firm</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Senior Accountant at Asset Management Firm <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <b>Senior Accountant </b>at a leading asset management 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>Experience the best of both worlds with a dynamic startup vibe and seasoned expertise. Benefit from direct mentorship by our CEO & CFO, <strong>comprehensive family benefits</strong>, and thrilling team offsites.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and ensure compliance of financial statements and tax returns with laws and regulations.</li><li>Maintain accurate financial records.</li><li>Supervise accounts payable and receivable for timely processing and payment.</li><li>Manage corporate bank accounts.</li><li>Ensure compliance with corporate-side regulations and procedures.</li><li>Develop corporate finance policies for expense control and approval.</li><li>Handle regulatory reporting to SEC and Korean Financial Supervisory Service.</li><li>Support fund-side accounting and auditing tasks.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Wealth Advisor at Thriving RIA <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Lead Wealth Advisor at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a well-established and globally respected asset management firm known for delivering diverse financial solutions to investors worldwide. This is your chance to be part of an exceptional wealth advisory team managing nearly billions in assets.</p><p><br></p><p>You’ll benefit from hands-on mentorship, clear career progression, and succession planning while <strong>working alongside a top-tier team with outstanding tenure</strong>. Enjoy <strong>competitive compensation, a collaborative culture</strong>, and the opportunity to support an influential advisor making a real impact in the industry.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Be the key contact for high-net-worth clients and institutions.</li><li>Deliver outstanding client service with personalized investment insights.</li><li>Leverage extensive knowledge of financial markets to meet client needs.</li><li>Develop strong client relationships using a strategic approach.</li><li>Use company resources to ensure world-class service and credibility.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Fund Accountant - Top VC fund - Menlo Park <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Fund Accountant </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a globally recognized VC firm with billions in assets, where you'll gain hands-on experience in fund operations and collaborate directly with senior leadership. This role offers exposure to complex investment strategies, career growth, and the opportunity to work closely with the CFO and founders.</p><p><br></p><p>The firm values work-life balance, professional development, and long-term retention, offering unlimited PTO, 100% employer-paid benefits, and monthly wellness and office stipends.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Manage fund accounting, tracking investments, capital calls, distributions, and valuations.</li><li>Prepare financial statements and oversee bank reconciliations and payments.</li><li>Maintain LP records, manage inquiries, and coordinate document distribution (K-1s, capital statements).</li><li>Support audits, investment data tracking, and cap table reconciliations.</li><li>Collaborate with legal, operations, and investment teams on fund operations.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Senior Fund Accountant - Remote <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Senior Fund Accountant</strong> at a <strong>Private Equity Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>remote or hybrid </strong>schedule.</p><p><br></p><p>Our client is a leader in private equity, known for its strategic investments and high-performing funds. This is a chance to join a top-tier team where your expertise will directly impact fund accounting, financial reporting, and operational excellence.</p><p><br></p><p>The firm offers a standout compensation package, including 100% employer-paid medical, dental, and vision coverage, annual bonuses, generous 401(k) profit-sharing, phantom carry, and pre-tax transit benefits. You'll be part of a collaborative, growth-focused environment with strong mentorship and support for long-term success.</p><p><br></p><p><strong>REMOTE FLEXIBILITY - MUST LIVE IN THE BAY AREA</strong></p><p> </p><p><strong>Some responsibilities:</strong></p><ul><li>Manage accounting functions for private equity funds, ensuring smooth quarterly closings.</li><li>Play a key role in audit coordination, from planning to data review.</li><li>Maintain and enhance accounting and operating procedures to align with best practices.</li><li>Ensure financial reporting adheres to GAAP standards.</li><li>Oversee the preparation of financial statements and key reports.</li><li>Analyze financial statements and review third-party quarterly valuations.</li><li>Conduct accounting research and provide expert guidance.</li><li>Tackle additional projects that drive efficiency and accuracy.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Family Office - Senior Reporting Manager <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Senior Financial Reporting Manager </strong>at a <strong>Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule. Our client is a mission-driven private investment office with a long-standing presence in the Bay Area. They manage a diverse portfolio that includes trusts, partnerships, and philanthropic initiatives. Known for their collaborative culture and experienced team, they offer a dynamic environment where meaningful financial work intersects with long-term purpose.</p><p><br></p><p>This senior role will have a direct impact on financial strategy and process improvement across multiple entities. You’ll work closely with a supportive team that values independence, innovation, and continuous growth. The firm offers exceptional benefits, including 100% employer-paid health coverage for you and your family, 401(k) contributions, generous PTO, and wellness perks like a gym membership.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Build and improve financial models, dashboards, and reports using Power BI</li><li>Oversee cash flow reporting and implement forecasting tools</li><li>Prepare fair market value reports, financial analyses, and executive summaries</li><li>Work with IT to streamline reporting tools and integrate with Microsoft Business Central</li><li>Lead and mentor a Financial Reporting Manager</li><li>Act as a key internal resource for financial reporting and insights</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Family Office Controller <p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Controller</strong> at a <strong>Family Office/Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a mission-driven firm managing over $1 billion in assets, where you'll lead financial operations and support impact-driven investments. This role offers growth potential to a CFO position, with responsibilities in strategic decision-making and leadership.</p><p><br></p><p>Work in a collaborative, entrepreneurial environment that blends finance with social impact. Perks include unlimited PTO, 401(k) match, and competitive pay.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Lead financial strategy and oversee accounting operations.</li><li>Manage tax compliance, audits, and reporting.</li><li>Support investment teams with valuations and fund metrics.</li><li>Strengthen internal controls and risk management.</li><li>Drive budgeting, forecasting, and financial analysis.</li><li>Collaborate on impact-driven initiatives.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
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