<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to engage deeply in both operational processes and quantitative trading, making it ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a critical role in ensuring the seamless execution of daily trading activities, maintaining robust operational infrastructure, and supporting fund accounting and finance functions. This position offers exposure to a wide range of financial instruments and the chance to collaborate closely with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across various product types.</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax preparations.</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocating instructions to brokers and resolving trade breaks.</li><li><strong>Operational Efficiency:</strong> Drive process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements.</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals.</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents).</li><li>401(k) retirement plan.</li><li>Potential for performance-based carry.</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Title:</strong> Financial Analyst</p><p><br></p><p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to join our finance team. In this role, you will be responsible for analyzing financial data, developing forecasts, creating reports, and supporting strategic decision-making across departments. The ideal candidate will have strong Excel skills, a solid understanding of financial principles, and the ability to communicate complex information clearly.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial performance and create reports on trends, forecasts, and variances.</li><li>Build and maintain financial models for budgeting, forecasting, and scenario planning.</li><li>Monitor key metrics, KPIs, and financial results to support business performance.</li><li>Partner with department leaders to provide financial insight and support budget management.</li><li>Prepare monthly, quarterly, and annual financial reports and dashboards.</li><li>Support month-end close activities, including accruals and variance analysis.</li><li>Assist in identifying opportunities for cost savings and process improvements.</li><li>Ensure data accuracy and integrity across financial systems and reporting tools.</li><li>Support ad hoc analysis and special projects as assigned by leadership.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</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>
We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced and detail-oriented Assistant Controller to join our team in Carmel, California. In this role, you will oversee essential accounting functions, provide accurate financial reporting, and support compliance with regulatory standards. This position requires strong leadership skills and expertise in accounting software, particularly QuickBooks.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the Accounts Payable, Accounts Receivable, Payroll, and Medi-Cal Billing teams to ensure efficient operations and accurate reporting.</p><p>• Prepare financial statements on a monthly, quarterly, and annual basis, ensuring compliance with accounting standards.</p><p>• Oversee the budgeting process and develop financial forecasts while analyzing variances to provide actionable insights.</p><p>• Implement and monitor internal controls to safeguard assets and maintain compliance with accounting regulations.</p><p>• Identify opportunities for process improvements and implement changes to enhance efficiency and accuracy in accounting workflows.</p><p>• Collaborate with the Executive Team and Program Managers to provide financial data and support strategic decision-making.</p><p>• Assist with internal and external audits, ensuring accurate and timely documentation.</p><p>• Maintain accurate and up-to-date financial records and ensure proper documentation of all transactions.</p><p>• Utilize QuickBooks extensively for both personal tasks and team oversight to ensure proper accounting practices.</p><p><br></p><p>Posted by Recruiting Director Scott Moore </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>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p>A leading global institutional asset management firm is seeking a highly experienced and motivated <strong>Sr. Manager / Controller (DOE)</strong> to join its hedge fund accounting team. This role is based in San Francisco and offers a unique opportunity to contribute to the financial operations of a firm managing approximately $40 billion in assets across multi-strategy and specialized hedge funds</p><p><br></p><p><strong>Position Overview</strong></p><p>The<strong> Sr. Manager / Controller</strong> will play a critical leadership role in overseeing fund accounting processes, managing a high-performing team, and ensuring the accuracy and integrity of financial reporting. Reporting directly to the Global Controller, this individual will collaborate across departments including Tax, Legal, Operations, and Investor Relations, and will serve as a key liaison to senior leadership.</p><p>This role is ideal for a detail-oriented professional with deep expertise in hedge fund structures (both share class and partnership), strong proficiency in Advent Geneva, and a passion for continuous improvement through digital transformation initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review monthly NAV closing packages and unaudited financial statements; oversee year-end audits and disclosures.</li><li>Manage investor profit and loss allocations and performance reporting in line with fund agreements.</li><li>Support Investor Relations and Performance Analytics teams with specialized reporting and inquiries.</li><li>Oversee third-party administrator deliverables, ensuring timely and accurate investor statements and transparency reports.</li><li>Prepare and review regulatory filings (e.g., BEA, CIMA) in coordination with Compliance.</li><li>Coordinate global annual audit processes with external auditors and internal stakeholders.</li><li>Review valuation models for private equity and debt investments in hedge fund portfolios.</li><li>Drive modernization and optimization of accounting processes and systems.</li></ul><p><strong>Compensation & Benefits</strong></p><p>Compensation is competitive and commensurate with experience. The role includes eligibility for a discretionary bonus and a comprehensive benefits package, including medical, dental, and vision insurance, as well as retirement savings and pension plans.</p><p><br></p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for an experienced Accounts Receivable Clerk to join our team on a contract basis in Benicia, California. This role focuses on managing a large-scale onboarding project involving over 2,500 new customer and supplier accounts. If you thrive in a collaborative environment and enjoy contributing to efficient processes, this opportunity offers hybrid flexibility with remote work options after initial training.<br><br>Responsibilities:<br>• Facilitate the onboarding of over 2,500 new customer and supplier accounts, ensuring accuracy and completeness of applications.<br>• Verify and process account setup documents, including both DocuSign and paper-based submissions.<br>• Update and maintain detailed account information using the Apprise system.<br>• Collaborate with Sales and Transportation teams to coordinate account setup and delivery routing.<br>• Perform end-to-end account setup processes, including data cleanup, resolving missing information, and conducting follow-ups.<br>• Monitor new account activity and assist with the integration of Fintech payment applications.<br>• Support team efficiency by cross-training in cash application processes as needed.
<p><strong>Controller – Venture Capital</strong></p><p>📍 Palo Alto, CA | Hybrid (3 days in-office, some remote flexibility)</p><p>💼 $150,000 – $200,000 base + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a<strong>n </strong>early-stage venture capital firm investing in Pre-Seed, Seed, and Series A companies in the US. They are seeking a Controller as the firm scales into its next phase of growth. This is a unique opportunity to join a lean, startup-style finance team alongside some of the sharpest minds in venture, with a clear path to grow into a future CFO role.</p><p> </p><p><strong>About the Role</strong></p><p>This isn’t a back-office role — it’s a chance to sit at the table with partners and founders while building the financial backbone of a top-tier VC. The Controller will take ownership of fund and management company accounting, streamline processes, and partner directly with leadership on fundraising, valuations, and strategic initiatives. If you’re looking for impact, visibility, and long-term growth, this role delivers.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee <strong>fund and management company accounting</strong> across entities.</li><li>Lead <strong>audits and tax filings</strong>, working with top-tier external providers.</li><li>Manage <strong>LP reporting</strong>, including capital calls, distributions, and investor dashboards.</li><li>Monitor <strong>cash flow</strong> and support capital planning.</li><li>Build and refine <strong>financial controls, processes, and systems</strong> to scale with the firm.</li><li>Assist with <strong>fund modeling, valuations, and fundraising prep</strong>.</li><li>Partner closely with the <strong>Founder and senior leadership</strong> on strategic finance projects.</li></ul><p> </p>
<p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
<p>We are looking for a detail-oriented Accounts Receivable Analyst to join our clients team in Hayward, California. This Contract-to-Permanent position offers an opportunity to contribute to critical financial operations, including cash applications, collections, and billing functions. The ideal candidate will thrive in a fast-paced environment, handling high transaction volumes while maintaining accuracy and attention to detail.</p><p><br></p><p>Please contact John Miller for immediate consideration. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Accurately process and post daily cash, wire transfers, and credit card transactions, managing approximately 300-350 payment transactions per day.</p><p>• Investigate and resolve discrepancies such as short payments, disputed charges, and invalid deductions in a timely manner.</p><p>• Conduct collection calls for assigned accounts, maintaining a courteous and detail-focused approach with up to 50 calls per day.</p><p>• Assist the sales team and order entry administrators by providing guidance on billing issues and reconciling orders.</p><p>• Maintain detailed and accurate customer portfolios, ensuring all information is current and up-to-date.</p><p>• Audit orders for accuracy and compliance, placing orders on credit hold as necessary with managerial approval, averaging up to 20-25 orders per day.</p><p>• Send statements to customers with outstanding balances as part of the collection process.</p><p>• Organize and maintain financial records, including invoices, debit and credit memos, and other supporting documents.</p><p><br></p>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p><strong>Michelle Espejo </strong>with <strong>Robert Half Financial Services</strong> is seeking a <strong>Controller </strong>for a high-growth, founder-led <strong>venture capital firm</strong>.</p><p><br></p><p>This is your chance to step into a <strong>pivotal role with a clear path to CFO</strong> as the firm raises its <strong>5th fund</strong> and enters an exciting growth phase.</p><p> </p><p>Enjoy <strong>competitive pay, annual bonus, unlimited PTO, and a flexible remote schedule</strong> while working alongside some of the sharpest minds in technology and investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund administrators and oversee full-cycle fund and management company accounting.</li><li>Coordinate audits, tax filings, capital calls, distributions, and LP reporting.</li><li>Monitor cash flow, improve controls, and streamline reporting.</li><li>Create dashboards and reports for stakeholders and investors.</li><li>Support valuations, fund modeling, and fundraising efforts.</li><li>Partner directly with the Founding Partner on strategic finance initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration.</strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>A rapidly scaling early-stage venture capital firm is seeking a <strong>Controller</strong> to lead its financial operations during a transformative phase of growth. With over $500 million in assets under management and plans to raise its fifth fund, targeting $2 billion, the firm backs technical founders building groundbreaking companies in enterprise AI, digital health, and industrial automation.</p><p><br></p><p>This is a high-impact, hands-on leadership role reporting directly to the Founding Partner. The Controller will serve as the sole internal finance lead, managing external vendors and advisors, and playing a strategic role in shaping the firm’s financial infrastructure. This position is ideal for a finance professional with the ambition to grow into a CFO role in the near future.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund and management company accounting, including capital calls, distributions, and cash flow coordination.</li><li>Manage relationships with fund administrators (currently Carta and Gryphon; transition planned to Standish).</li><li>Lead audit and tax processes with external providers.</li><li>Maintain and enhance reporting to Limited Partners.</li><li>Build and streamline internal financial controls and operational processes.</li><li>Prepare financial reports and dashboards for internal and external stakeholders.</li><li>Support fund modeling, valuations, and fundraising efforts.</li><li>Act as a strategic financial partner to the firm’s leadership.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive compensation with 20% annual bonuses and carry plan eligibility after one year.</li><li>Comprehensive benefits including health, life, and long-term disability insurance.</li><li>Attractive 401(k) offering.</li><li>Unlimited PTO and flexible hybrid/remote work model.</li><li>Direct path to CFO based on performance.</li><li>Opportunity to shape the financial infrastructure of a high-impact investment fir</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Edgar Gonzalez with Robert Half is on the hunt for a VP/Director of Finance. In this role, you will have the opportunity to steer the financial health and operational efficiency of our organization. Your main tasks will encompass executing financial strategies, managing cash flow, ensuring regulatory compliance, and leading the finance team.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee all audit and internal control operations, ensuring the organization's financial integrity and compliance</p><p>• Manage job costing and project financial management, guaranteeing precise cost tracking and financial controls</p><p>• Handle cash flow and working capital, optimizing billing cycles and vendor payment terms</p><p>• Supervise financial planning, forecasting, and risk analysis, providing valuable insights for strategic decision-making</p><p>• Update and enhance the company's ERP accounting system, developing modules to improve efficiency across departments</p><p>• Implement process improvements through the adoption of new accounting and project management technologies</p><p>• Supervise the finance team, including those in Accounts Payable (AP), Accounts Receivable (AR), and Project Coordinators (PC), ensuring accurate project billing and expense tracking</p><p>• Develop and implement corporate growth strategies, nurturing strong relationships with key partners</p><p>• Conduct financial analysis and forecasting, delivering detailed reports on financial performance on a weekly, monthly, quarterly, and annual basis to executive leadership</p><p>• Collaborate with the Corporate CPA to ensure accurate general ledger allocations and compliance with tax requirements</p><p>• Ensure compliance with prevailing wage laws, certified payroll reporting</p><p>• Adhere strictly to financial laws, regulations, and best practices to maintain corporate compliance and governance</p><p><br></p><p>If you're interested in this role, please reach out to Edgar Gonzalez via LinkedIn or at 209.395.2259</p>
<p>Colleen McAuliffe at Robert Half is looking for a detail-oriented Bookkeeper to manage daily financial transactions and ensure accuracy in accounting records for our valued long-term client. In this role, you will collaborate with store managers and vendors to maintain seamless financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Record invoices and daily bookkeeping entries using accounting software </p><p>• Maintain clear communication with store managers to address financial inquiries and updates.</p><p>• Follow up with vendors regarding invoices, pricing, and promotional details to ensure accurate records.</p><p>• Reconcile accounts regularly to identify and resolve discrepancies.</p><p>• Prepare financial reports to assist in decision-making and budgeting processes.</p><p>• Monitor and manage accounts payable and accounts receivable.</p><p>• Ensure compliance with company policies and regulatory standards in all financial practices.</p><p>• Support audits by organizing and providing accurate financial documentation.</p><p>• Identify opportunities to improve bookkeeping processes for greater efficiency.</p><p>• Assist in managing payroll and employee expense tracking.</p>
<p>Jackie Meza with Robert Half is looking for an experienced Accounting Manager to lead the financial operations of a well-established construction company in Stockton. This role involves overseeing the accounting department to ensure accuracy, compliance, and efficiency in all financial activities. The ideal candidate will have a strong background in construction accounting and the ability to manage complex financial reporting and processes. Contact Jackie Meza today for details at 209.227.6563 </p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise the accounting team to ensure smooth and accurate financial operations.</p><p>• Prepare and analyze balance sheets, financial statements, and monthly reports.</p><p>• Manage Work-In-Progress (WIP) schedules and ensure timely updates.</p><p>• Oversee accounts payable and accounts receivable processes to maintain efficiency.</p><p>• Implement and monitor budgets, ensuring compliance with industry standards.</p><p>• Conduct audits and reviews to ensure regulatory compliance and accuracy.</p><p>• Utilize construction-specific accounting software, such as Foundation Software, to streamline processes.</p><p>• Drive improvements in accounting procedures and workflows.</p><p>• Collaborate with other departments to provide financial insights and support.</p><p>• Ensure timely completion of month-end and year-end close procedures.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Tax Manager </strong>at a Fund Services Provider. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for<strong> alternative investments like hedge funds, private equity, and venture capital, </strong>this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p><strong>*Please contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a meticulous Accounts Receivable Clerk to join our team on a long-term contract basis in Walnut Creek, California. In this role, you will play a vital part in managing tenant payments, ensuring billing accuracy, and maintaining detailed financial records for our real estate sales and leasing operations. This position calls for someone who is highly organized, tech-savvy, and adept at handling complex financial processes.<br><br>Responsibilities:<br>• Process and apply payments accurately, including lockbox transactions.<br>• Verify tenant information, property details, and payment amounts to ensure alignment.<br>• Prepare and manage monthly lease and rent billings with precision.<br>• Reconcile accounts receivable records to maintain financial accuracy.<br>• Handle cash applications and collections efficiently.<br>• Collaborate with team members using advanced technology tools and communication platforms.<br>• Address discrepancies and resolve billing issues promptly.<br>• Generate detailed financial reports for internal and external stakeholders.<br>• Ensure compliance with company policies and accounting standards.
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p>We are looking for a skilled Accounting & Administrative Manager to oversee financial operations and human resource functions for our organization in Salinas, California. This position will play a critical role in ensuring financial sustainability, operational efficiency, and compliance with regulations. The ideal candidate will have expertise in nonprofit accounting, payroll management, financial planning, and QuickBooks Online.</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic financial analysis to support decision-making for the Executive Director and Board of Directors.</p><p>• Monitor cash flow and financial trends, recommending strategies to strengthen financial reserves.</p><p>• Maintain and enforce robust internal controls and financial policies to ensure compliance.</p><p>• Coordinate and oversee external audits, ensuring accurate and timely financial reporting.</p><p>• Manage full-cycle payroll processing, ensuring compliance with applicable laws and regulations.</p><p>• Prepare and present monthly, quarterly, and annual financial reports, including dashboards and budget-to-actual analyses.</p><p>• Lead the development of the annual organizational budget and provide rolling forecasts.</p><p>• Track and report on grant budgets, ensuring proper allocation of funds and compliance with funder requirements.</p><p>• Oversee human resource functions, including payroll and employee relations, while ensuring confidentiality and adherence to regulations.</p><p>• Collaborate with leadership to align HR and financial policies with organizational goals.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
