<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Manager – Reconciliations Accounting</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Reconciliations Accounting Manager</strong> to lead and optimize the <strong>general ledger account reconciliation process</strong> for a growing financial organization. This role includes managing a team, implementing technology solutions, and driving process improvements to ensure <strong>accuracy, compliance, and efficiency</strong> across all reconciliation activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and govern the <strong>GL account reconciliation process</strong>, ensuring timely and accurate completion.</li><li>Develop and manage an <strong>operating model</strong> leveraging both onsite and outsourced resources.</li><li>Lead <strong>automation initiatives</strong> and implement technology solutions (e.g., BlackLine).</li><li>Monitor aging of reconciling items and manage <strong>reserves and write-offs</strong>.</li><li>Create and maintain <strong>reconciliation standards, process flow charts, and performance metrics</strong>.</li><li>Collaborate with internal teams and external auditors to ensure <strong>compliance and transparency</strong>.</li><li>Communicate effectively with senior management and stakeholders through <strong>reports and presentations</strong>.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive <strong>salary + bonus opportunities</strong>.</li><li>Comprehensive health coverage (<strong>medical, dental, vision, life insurance</strong>).</li><li><strong>401(k) with employer match and profit-sharing</strong>.</li><li>Tuition reimbursement and <strong>professional development programs</strong>.</li><li>Paid holidays, PTO, and <strong>flexible work arrangements</strong>.</li></ul>
<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>Manager – Reconciliations Accounting</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Reconciliations Accounting Manager</strong> to lead and optimize the general ledger account reconciliation process for a growing financial organization. This role involves managing a team, implementing technology solutions, and driving process improvements to ensure accuracy, compliance, and efficiency across all reconciliation activities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and govern the GL account reconciliation process, ensuring timely and accurate completion.</li><li>Develop and manage an operating model leveraging both onsite and outsourced resources.</li><li>Lead automation initiatives and implement technology solutions (e.g., BlackLine).</li><li>Monitor aging of reconciling items and manage reserves and write-offs.</li><li>Create and maintain reconciliation standards, process flow charts, and performance metrics.</li><li>Collaborate with internal teams and external auditors to ensure compliance and transparency.</li><li>Communicate effectively with senior management and stakeholders through reports and presentations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + bonus opportunities.</li><li>Comprehensive health coverage (medical, dental, vision, life insurance).</li><li>401(k) with employer match and profit-sharing.</li><li>Tuition reimbursement and professional development programs.</li><li>Paid holidays, PTO, and flexible work arrangements.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>leading financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>This person will be build and <strong>optimize reconciliation processes</strong> across the organization. This role is ideal for someone who enjoys <strong>implementing technology solutions</strong> (like BlackLine), driving efficiencies, and strengthening internal controls. You’d report directly to the VP of Finance and have the opportunity to make a real impact on how the accounting function operates.</p><p> </p><p>They offer excellent benefits and a <strong>supportive culture that values growth and wellbeing</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager| Private Equity | Menlo Park| Hybrid | $base + Bonus + Equity</strong></p><p> </p><p>Join a fast-moving, mission-driven private equity team shaping the future. This is your chance to make a real impact, work on diverse funds, and grow your career in a collaborative, high-performing environment.</p><p> </p><p>This role offers bonus potential, possible equity participation, and the opportunity to work closely with a talented finance team on both operational and strategic initiatives. The firm values professional growth, teamwork, and integrity, giving you the space to take ownership of meaningful work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administrators for accounting and investor reporting</li><li>Lead fund reporting, audits, and regulatory filings</li><li>Review complex equity accounting and analyses</li><li>Support financial planning and analysis across multiple funds</li><li>Manage capital calls, distributions, income allocation, fee/expense calculations, and cash forecasting</li><li>Partner with Treasury on funding, collections, fair value, and payment allocations</li><li>Maintain processes for investment cost measurement, royalty income recognition, and cost relief</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager| Private Equity | Menlo Park| Hybrid | $150-180k base + Bonus + Equity</strong></p><p> </p><p>Join a fast-moving, mission-driven private equity team shaping the future. This is your chance to make a real impact, work on diverse funds, and grow your career in a collaborative, high-performing environment.</p><p> </p><p>This role offers bonus potential, possible equity participation, and the opportunity to work closely with a talented finance team on both operational and strategic initiatives. The firm values professional growth, teamwork, and integrity, giving you the space to take ownership of meaningful work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administrators for accounting and investor reporting</li><li>Lead fund reporting, audits, and regulatory filings</li><li>Review complex equity accounting and analyses</li><li>Support financial planning and analysis across multiple funds</li><li>Manage capital calls, distributions, income allocation, fee/expense calculations, and cash forecasting</li><li>Partner with Treasury on funding, collections, fair value, and payment allocations</li><li>Maintain processes for investment cost measurement, royalty income recognition, and cost relief</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half's Finance and Accounting</strong> is partnering with a well-established <strong>venture capital</strong> organization with a long history of investing in innovative, high-growth companies is seeking a <strong>Finance Manager or Senior Finance Manager </strong>to join its Palo Alto team. The firm partners with entrepreneurs across technology, healthcare, and emerging sectors, offering deep domain expertise and a collaborative, hands-on approach. The culture is built on excellence, innovation, and close teamwork across its investment and operations groups.</p><p> </p><p><strong>About the Role</strong></p><p>This position sits within the firm’s finance organization and supports a family of venture capital funds, as well as upper-tier entities and management companies. The ideal candidate brings strong finance and capital planning experience within a fund environment and thrives in a fast-paced, entrepreneurial setting.</p><p> </p><p>The Finance Manager will also support systems improvements, process optimization, and upgrades across platforms such as Investran.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and financial reporting for multiple entities and funds</li><li>Manage valuation analysis and support portfolio metrics preparation</li><li>Coordinate with fund administrators, auditors, and tax service providers</li><li>Support operational processes, controls, and capital activity</li><li>Contribute to system enhancements, data management initiatives, and special projects</li></ul><p><br></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Investment Accounting Controller</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced Investment Accounting Controller to join a sophisticated family office managing a diverse portfolio of public equities, private investments, real estate, and alternative assets. This role is perfect for a detail-oriented professional who can uphold accounting best practices, deliver accurate reporting, and strengthen internal controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and review investment accounting team deliverables for accuracy and compliance</li><li>Manage accounting for audited and non-audited entities; support annual audit process</li><li>Prepare and review K-1s and ensure accurate reconciliations and reporting</li><li>Partner with investment teams on valuations, capital activity, and performance reporting</li><li>Maintain accounting systems (NetSuite) and implement process improvements</li><li>Collaborate with leadership on reporting enhancements and special projects</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + annual bonus</li><li>401(k) match up to $12,500/year</li><li>Wellness stipend and commute allowance</li><li>Comprehensive medical, dental, and vision coverage</li></ul>
<p>Our client is a San Jose medical device company that is seeking an ON-SITE AR Accountant to manage high-volume client invoicing, AR tasks, and month-end close. Must interface well with executives, colleagues, and external stakeholders.</p><p> </p><p>Must-haves</p><p>BS in Accounting, Economics, Finance, or related field</p><p>3–5 years in client invoicing, AR, and direct client interaction</p><p>AR, bank reconciliations, month-end close</p><p>Excellent written and verbal communication</p><p>High-volume invoicing experience</p><p>Highly organized, detail-oriented, able to multi-task</p><p>Self-starter; works well independently and in a distributed team</p><p>Strong Excel (pivot tables, VLOOKUPs); NetSuite experience required</p><p>Experience submitting invoices to client portals preferred</p><p><br></p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
<p>Robert Half Management Resources is in search of an interim Manager of FP& A to join our client's team in the Biotech industry, situated in Brisbane, California. This role involves working closely with various departments, offering critical business analysis, leading budgeting and forecasting processes, and continuously striving for process improvements. This role is 3 days/week onsite in Brisbane, CA and 2 days/week remote. </p><p><br></p><p>Responsibilities</p><p>• Collaborate strategically with SG& A departments, offering valuable analysis for key business decisions</p><p>• Monitor and facilitate efficient processing of purchasing requisitions, purchase orders, and timely recognition of expenses</p><p>• Constantly evaluate and implement best practices to instigate change and improve processes</p><p>• Leverage your proficiency in Excel, NetSuite ERP and Adaptive Planning to support finance operations</p><p>• Apply your understanding of the accounting close process and accrual accounting to maintain financial accuracy</p><p>• Use your experience and knowledge in corporate finance operations, particularly IT / software.</p>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm to hire an Assistant Controller.</strong> This is an excellent opportunity to join a growing, sophisticated organization that works closely with high-net-worth clients—including senior executives, entrepreneurs, and multi-generational families.</p><p>The firm operates with a high level of professionalism, precision, and client service. The Assistant Controller will work directly with the Controller and leadership team, gaining exposure to complex accounting, reporting, and operational finance within a boutique wealth management environment. This role offers both hands-on responsibilities and room to grow into broader ownership over the finance function.</p><p> </p><p><strong>Position Overview</strong></p><p><strong>The Assistant Controller will support all aspects of corporate accounting, financial reporting, and internal controls. This individual will also partner cross-functionally with operations and client service teams to ensure accurate, timely, and scalable financial processes. The role is ideal for someone who is analytical, detail-oriented, and eager to expand their expertise in a dynamic, small-team setting.</strong></p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the month-end and quarter-end close process, including journal entries, reconciliations, and financial statement preparation</li><li>Maintain general ledger accuracy and ensure compliance with accounting standards</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Prepare reporting packages for internal leadership and external partners</li><li>Support regulatory filings, audits, and tax-related information requests</li><li>Strengthen internal controls and refine accounting processes as the firm scales</li><li>Partner with operations to ensure accurate fee billing, revenue recognition, and cash management</li><li>Assist with special projects such as system enhancements, workflow automation, and policy development</li></ul><p> </p>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<p>We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. This role is 100% remote, and focuses on ensuring accurate and timely financial reporting for our organization. Ideal candidates will bring strong expertise in financial management and reporting systems, as well as a proactive approach to delivering high-quality results. You must have experience with preparing form 990, proficiency in Workday Financial software, and Workiva. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage comprehensive financial reports, ensuring compliance with regulatory standards and organizational policies.</p><p>• Utilize Workday Financial Management and Workday ERP systems to optimize reporting workflows.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely delivery of financial data.</p><p>• Leverage tools such as Workiva and Power BI to enhance reporting efficiency and data visualization.</p><p>• Review and analyze financial statements to identify trends and provide actionable insights.</p><p>• Ensure adherence to all financial reporting requirements and assist with audits as needed.</p><p>• Drive improvements in reporting processes to achieve greater accuracy and efficiency.</p><p>• Maintain up-to-date knowledge of financial regulations and reporting standards.</p><p>• Provide leadership and guidance to team members involved in reporting activities.</p>
<p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
<p>We are looking for an experienced Finance Manager to join our team in Walnut Creek, California. In this role, you will play a key part in shaping the company’s financial strategies through in-depth analysis and forecasting. The ideal candidate is detail-oriented, highly analytical, and skilled at delivering actionable insights to support business decisions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare annual budgets, monthly/quarterly forecasts, and long-term growth plans.</li><li>Build and maintain financial models for channel mix, promotions, and margin optimization.</li><li>Support operations by monitoring margin contributions and cost factors.</li><li>Deliver accurate monthly reports: P& L, Balance Sheet, Cash Flow, channel performance, and KPIs.</li><li>Perform variance analysis and highlight trends.</li><li>Recommend ways to optimize marketing spend and supply chain efficiency.</li><li>Conduct ad hoc analyses.</li><li>Collaborate with Sales and Marketing on forecasts, promotions, and ROI.</li><li>Partner with Operations on inventory, cost of goods, and logistics planning.</li><li>Translate financial results into actionable insights for leadership.</li><li>Improve FP& A processes, tools, and systems for scalability.</li><li>Ensure data accuracy across ERP, Power BI, and planning platforms.</li><li>Recommend best practices for margin analysis and forecasting.</li><li>Promote financial transparency and cross-functional alignment.</li></ul>
<p><strong>Investment Accounting Controller</strong></p><p><strong>Confidential Family Office (Partnering with Robert Half Finance & Accounting)</strong></p><p>📍 <em>Menlo Park, CA – Onsite 5 days/week (next to Caltrain Station)</em></p><p>💰 <em>$200,000 – $250,000 + Bonus + Excellent Benefits</em></p><p> </p><p><strong>About the Family Office</strong></p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>well-established, multi-generational family office</strong> based in Menlo Park, California. This organization manages a diverse investment portfolio across public equities, private investments, real estate, and alternative assets. The team works closely with top-tier advisors, auditors, and investment managers to ensure strong governance, long-term wealth preservation, and best-in-class financial stewardship.</p><p> </p><p><strong>Position Overview</strong></p><p>Our client is seeking an <strong>Investment Accounting Controller (or Assistant Controller)</strong> to join its growing investment accounting team. This role is ideal for a technically strong, detail-oriented accounting professional who values precision, collaboration, and continuous improvement.</p><p>You’ll oversee and enhance accounting operations across both audited and non-audited entities, maintain robust internal controls, and collaborate closely with investment and finance leadership to ensure accurate, timely financial reporting.</p><p> </p><p><strong>Team Structure</strong></p><p>You’ll join a <strong>collaborative five-person Investment Accounting Team</strong> and report directly to the <strong>Director of Investment Accounting</strong>.</p><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>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p>Our client in Concord is seeking an interim FP& A Manager for a contract-to-hire opportunity. In this role, you will play a pivotal part in driving financial planning, forecasting, and analysis to support the company’s growth and strategic objectives. As a key member of the Finance team, you will collaborate with various departments, offering insights that guide decision-making and operational efficiency. This role requires 4 days onsite in Concord and is expected to pay $55-$60/hr. on a contract basis.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage annual budgets, quarterly forecasts, and long-term financial models to support organizational growth</p><p>• Create and maintain detailed financial models, focusing on channel performance, promotional strategies, and margin optimization</p><p>• Monitor and analyze key business drivers, including revenue streams, product launches, marketing campaigns, and supply chain costs</p><p>• Generate comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow analyses, to provide actionable insights for leadership</p><p>• Conduct variance analysis to identify trends and recommend strategies to enhance financial performance</p><p>• Collaborate with Sales and Marketing teams to refine revenue projections and evaluate promotional campaigns</p><p>• Partner with Operations and Supply Chain teams to optimize inventory, cost of goods, and logistics planning</p><p>• Ensure data accuracy across financial systems and recommend improvements to enhance forecasting and reporting processes</p><p>• Act as a trusted advisor to leadership, translating financial data into meaningful business strategies</p><p>• Promote cross-functional collaboration to align financial objectives with organizational goals and values</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><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 Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Senior Wealth Manager</strong> to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role combines client advisory, leadership, and business development responsibilities in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies.</li><li>Oversee development and execution of sophisticated plans covering retirement, tax, estate, and risk management.</li><li>Mentor and train associate advisors; foster a culture of excellence.</li><li>Source, close, and manage new client relationships aligned with firm objectives.</li><li>Participate in strategic initiatives to improve processes and client experience.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Percentage of revenue managed + performance-based bonus.</li><li>Potential for equity ownership.</li><li>401(k) with company match.</li><li>Paid time off and holidays.</li><li>Leadership opportunities and access to advanced training and industry events.</li></ul>
<p><strong>Controller</strong></p><p><strong>Confidential Family Office (Partnering with Robert Half Finance & Accounting)</strong></p><p>📍 <em>Menlo Park, CA – Onsite 5 days/week </em></p><p>💰 <em>$200,000 – $250,000 + Bonus + Excellent Benefits</em></p><p> </p><p><strong>About the Family Office</strong></p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>well-established, multi-generational family office</strong> based in Menlo Park, California. This organization manages a diverse investment portfolio across public equities, private investments, real estate, and alternative assets. The team works closely with top-tier advisors, auditors, and investment managers to ensure strong governance, long-term wealth preservation, and best-in-class financial stewardship.</p><p> </p><p><strong>Position Overview</strong></p><p>Our client is seeking an <strong>Investment Accounting Controller (or Assistant Controller)</strong> to join its growing investment accounting team. This role is ideal for a technically strong, detail-oriented accounting professional who values precision, collaboration, and continuous improvement.</p><p>You’ll oversee and enhance accounting operations across both audited and non-audited entities, maintain robust internal controls, and collaborate closely with investment and finance leadership to ensure accurate, timely financial reporting.</p><p> </p><p><strong>Team Structure</strong></p><p>You’ll join a <strong>collaborative five-person Investment Accounting Team</strong> and report directly to the <strong>Director of Investment Accounting</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and review investment accounting work to ensure accuracy, consistency, and compliance with GAAP where applicable.</li><li>Manage accounting for both audited (GAAP) and non-audited entities — approximately 20% of the portfolio is audited.</li><li>Lead and support the annual audit process as liaison between internal teams and external auditors.</li><li>Prepare and review K-1s and partnership accounting reports.</li><li>Maintain high-quality accounting standards, implementing process and control improvements as needed.</li><li>Partner with the investment team on valuations, capital activity, and performance reporting.</li><li>Oversee accounting entries and reconciliations within <strong>NetSuite</strong>.</li><li>Collaborate with senior finance leadership on reporting enhancements, special projects, and system initiatives.</li></ul><p><br></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>Investment Accounting Controller</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Investment Accounting Controller</strong> to join a sophisticated family office with a diverse portfolio spanning public equities, private investments, real estate, and alternative assets. This role is ideal for a detail-oriented professional who can uphold accounting best practices, ensure accurate reporting, and strengthen internal controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and review investment accounting team deliverables for accuracy and compliance.</li><li>Manage accounting for audited and non-audited entities; support annual audit process.</li><li>Prepare and review K-1s and ensure accurate reconciliations and reporting.</li><li>Partner with investment teams on valuations, capital activity, and performance reporting.</li><li>Maintain accounting systems (NetSuite) and implement process improvements.</li><li>Collaborate with leadership on reporting enhancements and special projects.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + annual bonus.</li><li>401(k) match up to $12,500/year.</li><li>Wellness stipend and commute allowance.</li><li>Comprehensive medical, dental, and vision coverage.</li></ul>
<p>We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.</p><p>• Establish and communicate financial metrics and key performance indicators to senior leadership.</p><p>• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.</p><p>• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.</p><p>• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.</p><p>• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.</p><p>• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.</p><p>• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.</p><p>• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.</p><p>• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.</p>
