<p>We are looking for an experienced Controller to lead financial operations. This role encompasses managing accounting processes, treasury activities, and financial forecasting while ensuring compliance with organizational standards. The ideal candidate will provide strategic financial insights, oversee internal controls. Contact Jackie Meza at 209.227.6563 today! </p><p><br></p><p>Responsibilities:</p><p>• Oversee full-cycle accounting processes, ensuring timely and accurate financial reporting.</p><p>• Manage cash flow forecasting and treasury activities to optimize financial resources.</p><p>• Prepare and review financial statements, maintaining the accuracy of the general ledger.</p><p>• Supervise accounts payable and accounts receivable functions to ensure seamless operations.</p><p>• Implement and monitor internal controls to uphold compliance with company policies.</p><p>• Establish and maintain banking relationships to support organizational needs.</p><p>• Develop and manage annual budgets, providing analysis for strategic decision-making.</p><p>• Reconcile accounts regularly to ensure financial accuracy and integrity.</p><p>• Collaborate with leadership to provide financial insights and recommendations</p>
<p>Our company is seeking an Accounts Receivable Analyst for a temp-to-hire opportunity. The ideal candidate will have strong experience managing large data sets in MS Excel and possess a solid educational foundation in accounting, finance, business, or a related field. This position offers recent graduates who have completed relevant internships the chance to transition into a full-time role. Please note we are not considering candidates with master’s degrees for this opportunity.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Reconcile AR accounts and manage high-volume billing and collections processes.</li><li>Track outstanding accounts, resolve discrepancies, and conduct account research.</li><li>Analyze large and complex data sets using advanced Excel functions (pivot tables, VLOOKUP, formulas).</li><li>Generate periodic reports to support finance leadership.</li><li>Collaborate with internal teams and external clients on AR-related issues.</li><li>Support process improvements for AR efficiency and accuracy.</li></ul><p><br></p>
<p>The Revenue Operations Analyst is responsible for supporting organizational forecasting, pipeline analytics, and margin analysis to drive strategic business decisions. This role works collaboratively with cross-functional teams and utilizes CRM and ERP systems such as NetSuite, SAP, and Salesforce to collect, analyze, and report on revenue-related data. The ideal candidate brings strong analytical skills, technical proficiency across enterprise platforms, and a proactive approach to process improvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze forecasts to support strategic planning and business growth initiatives.</li><li>Conduct pipeline analytics to identify sales trends, opportunities, and risks.</li><li>Perform margin analysis and present actionable insights to management.</li><li>Gather, interpret, and report data using CRM and ERP tools (NetSuite, SAP, Salesforce).</li><li>Partner with sales, finance, and operations teams to ensure data accuracy and reporting consistency.</li><li>Develop and maintain dashboards and reporting tools to enhance transparency and decision-making.</li><li>Participate in process improvement initiatives aimed at increasing operational efficiency.</li><li>Support month-end, quarter-end, and year-end revenue close processes.</li></ul><p><br></p>
<p>We are seeking an Accounts Receivable (AR) Clerk with at least 2 years of relevant experience for a temp-to-permanent opportunity. The ideal candidate works well in a collaborative, team-oriented environment, communicates professionally and clearly, and has hands-on experience with large data sets using Microsoft Excel.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts receivable transactions and maintain accurate records</li><li>Reconcile accounts, investigate discrepancies, and follow up on outstanding balances</li><li>Create and analyze AR reports in Microsoft Excel, including large data sets</li><li>Support cash application and assist with month-end closing activities</li><li>Work closely with internal teams to resolve payment issues</li><li>Provide timely updates and reporting as needed</li></ul><p><br></p>
<p>We are seeking an Accounts Receivable (AR) Clerk with a minimum of 2 years of relevant experience for a temp-to-hire opportunity. This role is ideal for someone who thrives in a collaborative team environment and demonstrates professional and clear communication skills.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts receivable transactions and maintain accurate records.</li><li>Reconcile accounts, research discrepancies, and follow up on outstanding balances.</li><li>Generate and analyze AR reports using MS Excel, including working with large data sets.</li><li>Support cash application and assist with month-end closing activities.</li><li>Collaborate closely with internal teams to resolve payment issues.</li><li>Provide updates and reporting as needed.</li></ul><p><br></p>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>Robert Half’s Full-Time Engagement Professionals (FTEP) team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive, solution-oriented approach. In this full-time role, you’ll have the opportunity to manage accounts, reconcile balances, and deliver effective solutions across diverse client projects. If you’re ready to make an impact as part of our FTEP team, apply today.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>· Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</p><p>· Manage the general ledger, reconcile accounts, and maintain accurate financial records.</p><p>· Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</p><p>· Assist with budgeting, forecasting, and other financial planning activities.</p><p>· Manage month-end and year-end close processes efficiently and on time.</p><p>· Ensure compliance with accounting policies, tax regulations, and internal controls.</p><p>· Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</p><p>· Implement best practices to streamline and enhance financial processes.</p><p>· Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</p>
We are looking for an experienced Controller to oversee global accounting operations, financial reporting, and compliance for a semiconductor company based in San Jose, California. This Contract position requires a strategic leader who can ensure accurate and timely financial reporting while maintaining strong internal controls. The ideal candidate will possess deep expertise in U.S. GAAP, SEC compliance, and complex accounting areas, including revenue recognition and equity compensation.<br><br>Responsibilities:<br>• Direct the preparation and review of financial statements, ensuring compliance with U.S. GAAP and SEC regulations.<br>• Manage all SEC reporting activities, including filing Forms 10-K, 10-Q, and other disclosures.<br>• Lead and develop the accounting team, overseeing general ledger, accounts receivable, accounts payable, payroll, and technical accounting.<br>• Implement and maintain effective internal controls to comply with Sarbanes-Oxley requirements.<br>• Oversee revenue recognition processes, ensuring compliance with ASC 606 for complex contracts and customer arrangements.<br>• Collaborate with sales, legal, and operations teams to assess accounting implications of customer agreements.<br>• Supervise inventory accounting and cost of goods sold, partnering with operations to improve cost analysis and visibility.<br>• Manage stock-based compensation accounting and reporting, including valuation, disclosures, and reconciliation.<br>• Research and apply technical accounting guidance for new and complex transactions, ensuring compliance with applicable standards.<br>• Partner with FP& A and executive leadership to provide financial insights and support strategic decision-making.
<p><strong>Accounts Receivable Specialist – San Ramon </strong></p><p>Join a dynamic team with a leading firm in the East Bay! The Accounts Receivable Specialist will be responsible for managing invoicing, collections, and payment processing to ensure accurate, timely revenue flow. The ideal candidate is detail-oriented, customer-focused, and comfortable working in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and monitor incoming payments</li><li>Prepare invoices and resolve billing discrepancies</li><li>Handle collections and communicate proactively with clients</li><li>Maintain accurate records for audits</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Larkspur, California. This role will focus on supporting Commercial Finance functions, including Sales and Marketing, by delivering insights that drive profitable growth. If you are passionate about financial analysis, eager to learn, and thrive in a collaborative environment, this is a great opportunity to advance your career while contributing to a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Sales, Marketing, and other teams to provide actionable insights that support profitable business growth.</p><p>• Prepare monthly variance analyses for key metrics such as Sales, Trade Spend, and Gross Margin, identifying trends and opportunities.</p><p>• Evaluate performance drivers and recommend corrective actions to ensure financial targets are met.</p><p>• Lead or assist in Trade Effectiveness Reviews to enhance promotional spending efficiency and adherence to processes.</p><p>• Manage Net Sales planning and forecasting models, contributing to annual plans and ongoing forecast updates.</p><p>• Oversee the Marketing Budget process, tracking expenditures and assessing investment effectiveness.</p><p>• Participate in efforts to improve tools, processes, and reporting systems to streamline data flows and modernize operations.</p><p>• Provide ad hoc financial analysis and support strategic planning initiatives alongside the Director of Commercial Finance.</p><p>• Contribute to cross-functional projects aimed at refining business strategies and achieving organizational goals.</p>
<p>Part-time AP Clerk</p><p>$40-$41/hour</p><p>18 - 20 hours per week</p><p>● Set up new vendors in the financial system and ensure the W9 information is accurately entered into the system to process 1099 forms at year-end properly. </p><p>● Match all purchase orders to invoices. </p><p>● Review all invoices/expense reports for proper documentation, GL account coding, and approval before payment processing. </p><p>● Prepare all checks and ACH bank drafts, match invoices to checks, obtain all check signatures, and distribute checks. </p><p>● Prepare analysis of vendor accounts, as required. </p><p>● Reconcile vendor statements and research and correct discrepancies. </p><p>● Maintain good relationships with vendors, answer all vendor inquiries, and ensure our accounts are in good standing. </p><p>● Maintain all accounts payable reports and respective vendor payable files. </p><p>● Review the AP aging report monthly and follow up on all outstanding payables over 30 days. </p><p>● Match the AP aging report to the accounts payable general ledger balance monthly. </p><p>● Prepare and report 1099s to IRS and vendors at year-end. </p><p>● Manage and reconcile school credit card balances and payments. </p><p>● Work with facilities on maintaining school vehicle registrations, gas & maintenance receipts. </p><p>● Review and follow up with outstanding checks and report unclaimed property. </p><p>● Maintain office supply inventory and order as needed. </p><p>● Manage postage & coffee/water machines and staff coffee/tea supplies. </p><p>● Obtain ABC License (Alcoholic Beverage Control) for fundraising events. </p><p>● Ensure all reporting deadlines are met. </p><p>● Assist in the annual audit, prepare all required AP schedules, and pull files for the auditors.</p>
<p>We are looking for an experienced CPA Tax Manager to join an expanding organization that offers an amazing career growth tracks! This firm is recognized for delivering high-quality tax and accounting services to an exclusive clientele, emphasizing personalized solutions and attention to detail. The role offers a collaborative environment, opportunities for career growth, and a focus on maintaining work-life balance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts.</p><p>• Offer strategic tax planning advice tailored to high-net-worth individuals and diverse businesses.</p><p>• Analyze and present financial data to clients and stakeholders with accuracy and clarity.</p><p>• Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace.</p><p>• Monitor changes in tax regulations and identify opportunities to enhance compliance and client benefits.</p><p>• Collaborate with colleagues to design innovative tax solutions that avoid unnecessary bureaucracy.</p><p>• Ensure effective use of tax software tools, optimizing workflows and data management.</p><p>• Assist with entity formation tasks and provide support for multi-state tax filings.</p><p>• Manage complex and consolidated tax returns while maintaining high standards of accuracy.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also)</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits</strong></p><p> </p><p>Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations</li><li>Support portfolio analysis, reporting, and valuation work</li><li>Manage quarterly financials, cap tables, insurance details, and other key data</li><li>Assist with recurring valuations and portfolio tracking</li><li>Prepare materials for strategy discussions, performance reviews, and board meetings</li><li>Support fundraising initiatives, including RFP responses and dataroom management</li><li>Maintain and analyze portfolio company data for reporting and marketing</li><li>Draft content for newsletters, website, and events</li><li>Track investment pipeline and help coordinate deal closings</li><li>Identify opportunities to streamline processes and improve efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Accounts Receivable Specialist to join our client in Hayward, California. This contract-to-permanent position offers an opportunity to contribute to financial operations while working in a dynamic and collaborative environment. The ideal candidate will play a key role in managing receivables, ensuring accuracy in documentation, and supporting cash application processes.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Analyze and clean up aged receivables to maintain accurate financial records.</p><p>• Review shipping and receiving documents to verify and reconcile accounts.</p><p>• Match invoice numbers against purchase order numbers to ensure proper application of cash receipts.</p><p>• Utilize Dynamics and Excel to manage and organize financial data effectively.</p><p>• Collaborate with a third-party company conducting inventory and accounts receivable audits.</p><p>• Assist with billing functions and commercial collections to streamline accounts receivable processes.</p><p>• Support cash application activities by reviewing large Excel files and applying data appropriately.</p><p>• Provide assistance with accounts payable tasks as needed to maintain overall financial accuracy.</p><p>• Ensure compliance with internal and external auditing requirements for line of credit purposes.</p><p>• Communicate effectively with team members to resolve discrepancies and improve workflows.</p><p><br></p><p>Please reach out to John Miller for immediate consideration at 925-271-4819. </p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller| Venture Capital | SF | Hybrid </strong></p><p><br></p><p> Our client is a venture capital firm investing in enterprise software, fintech, and emerging tech. With a lean, collaborative culture, the team focuses on strategic thinking, adaptability, and long-term value creation.</p><p> </p><p>Join a fast-growing team where your work has visible impact. Competitive pay, bonus, and equity, plus close collaboration with senior leadership, make this a high-ownership role in shaping the finance function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administration: closes, audits, tax, and valuations</li><li>Manage financial operations: budgeting, forecasting, reporting, and treasury</li><li>Maintain systems for deal tracking, portfolio monitoring, and fund analytics</li><li>Prepare LP communications, management reports, and audit/tax materials</li><li>Coordinate with external partners and internal teams to ensure accuracy and compliance</li><li>Support fundraising and due diligence activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>Portfolio Operations Analyst – Growth Equity Team</strong></p><p><strong>Menlo Park, CA | Hybrid (On-site Monday–Wednesday)</strong></p><p><strong>$120,000 Base + Bonus + Profit Share + Equity Unit Program + 22 Days PTO</strong></p><p><strong>Jennifer Fukumae</strong> is partnering with a leading global private markets investment firm to identify a Portfolio Operations Analyst for its Growth Equity team. This is a highly visible role supporting investment operations, portfolio analytics, fundraising, and internal processes for a well-established firm with a long track record of innovation and strong employee ownership culture.</p><p><strong>About the Opportunity</strong></p><p>The Analyst will serve as an essential member of the Growth team, managing a broad range of operational, analytical, and strategic responsibilities. This role is central to maintaining high-quality portfolio reporting, supporting marketing and fundraising initiatives, and coordinating investment activity. The position also provides extensive interaction with multiple internal groups, including Accounting, Investor Relations, Marketing, and Private Equity Operations.</p><p>This opportunity is well-suited for an individual who excels in fast-paced environments, is highly detail-oriented, and enjoys combining financial analysis with communication and project execution.</p><p> </p><p><strong>Core Responsibilities</strong></p><p><strong>Portfolio Analysis, Reporting & Valuation Support</strong></p><ul><li>Collect quarterly financial information from portfolio companies, including cap tables and insurance documentation</li><li>Partner with Accounting to support recurring valuation activities</li><li>Maintain portfolio dashboards, tracking systems, and reporting tools</li><li>Participate in weekly team meetings to stay current on portfolio developments</li><li>Prepare quarterly internal updates and written summaries</li><li>Develop materials for strategy discussions, performance reviews, firmwide updates, and board presentations</li></ul><p><strong>Marketing, Fundraising & Communications Support</strong></p><ul><li>Collaborate with Investor Relations and Marketing to produce materials for prospective and existing limited partners</li><li>Support RFP responses and oversee data room content throughout fundraising periods</li><li>Manage and update the database of portfolio company information; conduct analyses to support marketing and investor inquiries</li><li>Develop quarterly newsletters and additional marketing collateral to enhance brand presence and sourcing efforts</li><li>Contribute content for the firm’s website and assist in organizing CEO and venture capital events</li><li>Identify opportunities to improve templates, processes, and workflows across marketing and communications</li><li>Assist in creating value-added materials and resources for portfolio companies</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a leading global private markets investment firm to identify a Portfolio Operations Analyst for its Growth Equity team. This is a highly visible role supporting investment operations, portfolio analytics, fundraising, and internal processes for a well-established firm with a long track record of innovation and strong employee ownership culture.</p><p><strong>About the Opportunity</strong></p><p>The Analyst will serve as an essential member of the Growth team, managing a broad range of operational, analytical, and strategic responsibilities. This role is central to maintaining high-quality portfolio reporting, supporting marketing and fundraising initiatives, and coordinating investment activity. The position also provides extensive interaction with multiple internal groups, including Accounting, Investor Relations, Marketing, and Private Equity Operations.</p><p>This opportunity is well-suited for an individual who excels in fast-paced environments, is highly detail-oriented, and enjoys combining financial analysis with communication and project execution.</p><p> </p><p><strong>Core Responsibilities</strong></p><p><strong>1. Portfolio Analysis, Reporting & Valuation Support</strong></p><ul><li>Collect quarterly financial information from portfolio companies, including cap tables and insurance documentation</li><li>Partner with Accounting to support recurring valuation activities</li><li>Maintain portfolio dashboards, tracking systems, and reporting tools</li><li>Participate in weekly team meetings to stay current on portfolio developments</li><li>Prepare quarterly internal updates and written summaries</li><li>Develop materials for strategy discussions, performance reviews, firmwide updates, and board presentations</li></ul><p><strong>2. Marketing, Fundraising & Communications Support</strong></p><ul><li>Collaborate with Investor Relations and Marketing to produce materials for prospective and existing limited partners</li><li>Support RFP responses and oversee data room content throughout fundraising periods</li><li>Manage and update the database of portfolio company information; conduct analyses to support marketing and investor inquiries</li><li>Develop quarterly newsletters and additional marketing collateral to enhance brand presence and sourcing efforts</li><li>Contribute content for the firm’s website and assist in organizing CEO and venture capital events</li><li>Identify opportunities to improve templates, processes, and workflows across marketing and communications</li><li>Assist in creating value-added materials and resources for portfolio companies</li></ul><p><br></p>
<p>CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p>Responsibilities</p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul>
<p>We are technology startup looking for a detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. In this role, you will be responsible for managing financial transactions, maintaining accurate account records, and ensuring the timely processing of payments. This position offers an excellent opportunity for individuals skilled in bookkeeping and payment handling to contribute to the financial operations of the company.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage AP inbox, process invoices, and ensure timely payments through Brex.</li><li>Maintain accurate vendor setup and records.</li><li>Prepare and file 1099s in Brex and the ERP system.</li><li>Support month-end close with AP reconciliations and accruals.</li><li>Document workflows, improve processes, and support automation.</li><li>Partner on Brex–ERP integration and implementation.</li><li>Collaborate with finance leadership to support spend controls and compliance.</li></ul>
<p>Our company is seeking an Accounts Payable Specialist who will leverage automation tools to streamline AP processes, enhance accuracy, and improve efficiency. The ideal candidate will have hands-on experience with accounts payable workflows and the use of automation technologies or AP automation platforms.</p><p>Key Responsibilities:</p><ul><li>Process vendor invoices and employee expenses using AP automation software and ERP systems.</li><li>Review, verify, and reconcile invoices and resolve discrepancies in a timely manner.</li><li>Monitor automated payment runs (ACH, wires, checks) and follow up on exceptions.</li><li>Collaborate with vendors and internal stakeholders to resolve payment or invoice issues efficiently.</li><li>Maintain accurate AP records and ensure data quality within automated tools and systems.</li><li>Assist in month-end closing by preparing reconciliations and reviewing automated reports.</li><li>Support the implementation and optimization of new automation features and tools.</li><li>Ensure compliance with company policies, internal controls, and regulatory standards.</li><li>Participate in AP process improvement initiatives, leveraging automation to drive results.</li></ul><p><br></p>
<p>The Senior Financial Analyst with automation expertise is responsible for advanced financial analysis, forecasting, and reporting while leveraging automation tools to streamline and enhance processes. This role will identify opportunities for efficiencies, lead automation initiatives, and support strategic decision-making with accurate, timely financial insights. The ideal candidate combines strong analytical abilities with hands-on experience implementing automation solutions within finance operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial reports, forecasts, and budgets to support business objectives.</li><li>Drive automation of financial reporting, data collection, and analytical processes using relevant platforms and technologies.</li><li>Develop and maintain dashboards and automated models for monitoring key performance indicators.</li><li>Identify and implement process improvements to enhance efficiency, accuracy, and productivity within the finance organization.</li><li>Collaborate cross-functionally to gather and synthesize data, supporting both routine and ad hoc reporting needs.</li><li>Participate in or lead automation-focused projects within finance, working closely with IT and business stakeholders.</li><li>Ensure compliance with internal policies and external regulations in reporting and analysis activities.</li><li>Present complex financial findings to executive leadership in a clear, actionable manner.</li></ul><p><br></p>
<p>We are looking for a meticulous and experienced Accounts Payable Specialist to join our team on a long-term contract basis in San Francisco, California. In this role, you will handle crucial financial processes, including invoice management and payment operations, ensuring accuracy and compliance with company policies. This position requires someone who is detail oriented and has a strong understanding of accounts payable procedures, particularly in D2C eCommerce and consumer packaged goods industries.</p><p><br></p><p>Responsibilities:</p><p>• Process and review both purchase order (PO) and non-PO invoices, ensuring accurate coding and compliance.</p><p>• Coordinate with internal teams to address and resolve discrepancies related to purchase orders and vendor issues.</p><p>• Facilitate the timely approval and processing of payments for invoices.</p><p>• Maintain organized and accurate records of all accounts payable transactions.</p><p>• Support month-end closing activities by preparing reports and performing reconciliations.</p><p>• Ensure adherence to internal controls and company policies throughout all accounts payable operations.</p><p>• Assist with special projects and ad-hoc tasks within the finance department.</p><p>• Collaborate with colleagues to improve efficiency in accounts payable workflows and systems.</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>If you’re a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, this opportunity is for you. <strong><em>Jennifer Fukumae with Robert Half’s Financial Services Division</em></strong> is partnering with a high-growth, relationship-centered firm to identify a Sr. Relationship Manager to join their team.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
