<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Financial Planner </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </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>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Financial Planner</strong></p><p><br></p><p><strong>About the Role:</strong></p><p> We are seeking a detail-oriented and analytical Associate Financial Planner to support a senior advisor in delivering comprehensive, data-driven financial planning for high-net-worth clients. This is an excellent opportunity to build a long-term career in wealth management, gain hands-on experience, and progress toward advanced certifications.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial plans covering retirement, estate planning, education funding, stock options, and risk management.</li><li>Utilize financial planning software (e.g., eMoney) to model scenarios and develop client strategies.</li><li>Research tax laws, economic trends, and investment options to inform recommendations.</li><li>Assist in client meeting preparation, including agendas, reports, and coordination with external professionals.</li><li>Monitor client portfolios and financial situations with precision and accuracy.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive salary with bonus and profit-sharing potential.</li><li>401(k) match, medical/dental benefits, and paid vacation.</li><li>Significant growth opportunities and professional development support.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Financial Planner – Boutique Wealth Advisory Firm</strong></p><p><strong>Location:</strong> Hybrid (San Francisco, 2 days/week) or Fully Remote</p><p><br></p><p><strong>About the Opportunity</strong></p><p>This is a rare chance to launch or advance your career in financial planning with a highly specialized wealth advisory team serving high-net-worth and ultra-high-net-worth families. Our approach is deeply analytical and personalized, focusing on strategic planning for senior executives and board members of public companies. You’ll work directly with the Managing Director, who is recognize as a top advisor in the industry, gaining hands-on experience and mentorship in all aspects of wealth management.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an <strong>Associate Financial Planner</strong>, you’ll be immersed in complex, data-driven financial planning from day one. You’ll learn to craft sophisticated solutions for clients, analyze multi-layered scenarios, and apply critical thinking to real-world financial challenges. This role offers a clear progression path, including exposure to investment strategies, advanced planning tools, and the opportunity to pursue professional certifications.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Build and analyze comprehensive financial plans using industry-leading platforms</li><li>Research and model scenarios for retirement, tax strategies, equity compensation, and estate planning</li><li>Prepare client meeting materials, agendas, and financial analyses</li><li>Stay current on economic trends and tax code changes to inform client strategies</li><li>Collaborate with outside professionals and custodians to implement plans</li><li>Progressively take on more responsibility, including investment analysis and client-facing work</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation with bonus and profit sharing</li><li>401(k) match and comprehensive medical/dental benefits</li><li>Significant growth potential with year-over-year raises</li><li>Generous vacation and paid NYSE holidays</li><li>A collaborative, high-performance culture committed to your professional development</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</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 <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client is a<strong> thriving RIA</strong>. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p>Our client is looking for an experienced Estate Planning + Tax Attorney to join their team in San Francisco, California, 94105, United States. In this role, you will focus on developing tailored estate plans, providing tax planning expertise, and advising clients on wealth transfer strategies. You will also assist in trust administration, probate matters, and resolving disputes within the estate planning framework.</p><p><br></p><p>Responsibilities</p><p>• Develop and implement comprehensive estate plans, including drafting revocable trusts and wills.</p><p>• Advise clients on multi-generational planning and succession strategies for family-owned businesses.</p><p>• Structure family wealth transfer mechanisms such as family partnerships and limited liability companies.</p><p>• Create and manage irrevocable trusts, including dynasty trusts, personal residence trusts, and grantor retained annuity trusts.</p><p>• Guide clients through charitable gift planning, including charitable remainder trusts, charitable lead trusts, private foundations, and donor-advised funds.</p><p>• Handle estate and gift tax planning, including preparation and audit representation for related tax returns.</p><p>• Administer trusts and estates, ensuring compliance with fiduciary responsibilities and relevant tax laws.</p><p>• Represent clients in probate and trust dispute resolution, including litigation when necessary.</p><p>• Provide advisory services on sale transactions within estate planning contexts.</p><p>• Collaborate with clients to ensure continuity and long-term relationships in their estate planning process.</p>
<p>We are looking for a motivated Project Controller and Finance Business Partner to join our Finance and Operations team in San Francisco, California. This role combines project financial management with firm-wide forecasting and strategic advisory within a detail-focused services environment. The ideal candidate thrives in a collaborative setting, excels at managing multiple priorities, and is eager to contribute to organizational growth while building strong internal relationships. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a financial advisor to studio leaders and project managers, offering guidance on budgeting, labor utilization, and project profitability.</p><p>• Collaborate with project teams to set up budgets, track costs, and monitor financial health, ensuring compliance with contract terms.</p><p>• Review and manage financial and tax-related aspects of client and supplier agreements for alignment with organizational policies.</p><p>• Prepare monthly and quarterly financial reports, analyzing project-level and consolidated firm performance.</p><p>• Oversee invoicing, billing, and revenue recognition processes while maintaining communication with clients.</p><p>• Reconcile subcontractor expenses and ensure accurate tracking of project expenditures.</p><p>• Identify opportunities to optimize fee structures and improve profitability margins.</p><p>• Support leadership with ad-hoc financial reviews, process improvements, and strategic analysis.</p><p>• Enhance financial systems and workflows in collaboration with IT and other teams.</p><p>• Mentor less experienced finance team members to strengthen organizational capabilities.</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><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Client Service Specialist</strong></p><p>A growing wealth management firm is seeking an experienced <strong>Client Service Specialist</strong> to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You’ll support approximately 200 client relationships and collaborate across departments to ensure exceptional service.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage client requests such as account openings, transfers, ACH processing, and document execution.</li><li>Communicate with clients and custodians to resolve operational inquiries.</li><li>Prepare reports and assist with meeting materials using CRM and portfolio management systems.</li><li>Contribute to quarterly reporting and help improve client service processes.</li><li>Maintain accurate client data and ensure compliance with firm procedures.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary and benefits (medical, dental, vision).</li><li>401(k) with matching after 6 months.</li><li>Generous PTO: 3 weeks vacation plus separate sick days.</li><li>Collaborative team environment with opportunities to improve processes and client experience.</li></ul><p><strong>Interested?</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 Description: Accountant</strong></p><p>The Accountant is responsible for managing and analyzing financial data to ensure the organization's financial health and compliance with applicable regulations. Working as part of the finance and accounting team, this role involves preparing financial reports, reconciling accounts, maintaining accurate records, and advising on financial strategies where necessary. Accountants play a key role in supporting business operations by providing insights into financial performance and assisting in decision-making.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting</strong>: Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow reports, in accordance with accounting standards.</li><li><strong>Account Reconciliation</strong>: Perform regular reconciliations of bank accounts, general ledger accounts, and other financial records to ensure accuracy and resolve discrepancies.</li><li><strong>Budgeting and Forecasting</strong>: Assist in developing and monitoring budgets; provide financial projections to support the organization's goals.</li><li><strong>Tax Compliance</strong>: Prepare, review, and submit tax filings to ensure compliance with local, state, and federal regulations.</li><li><strong>Audit Preparation</strong>: Support external audits by preparing necessary documentation and addressing inquiries from auditors.</li><li><strong>Accounts Management</strong>: Manage accounts payable and accounts receivable, ensuring timely payment of invoices and collection of receivables.</li><li><strong>Cost Analysis</strong>: Analyze financial data to identify cost-saving opportunities and improve overall financial efficiency.</li><li><strong>Process Improvement</strong>: Identify and implement improved accounting procedures and controls to streamline operations and enhance accuracy.</li><li><strong>Compliance and Regulations</strong>: Ensure adherence to financial laws, regulations, and standards to protect the organization from legal risks.</li><li><strong>Collaboration</strong>: Work collaboratively with internal teams, stakeholders, and clients to deliver accurate and actionable financial insights.</li></ol><p><br></p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>We are seeking a Sr. Accountant to join our client's team in Stanislaus County. As a Sr. Accountant, you'll be responsible for a variety of tasks, from maintaining precise financial records and analyzing financial data to reviewing bookkeeping tasks and advising clients on financial obligations. Call Edgar Gonzalez if interested: 209.395.2259</p><p><br></p><p>Responsibilities</p><p>• Manage the precise and efficient processing of customer credit applications</p><p>• Analyze financial data to identify trends, improvement opportunities, and cost-saving measures</p><p>• Conduct periodic reviews to strengthen internal controls and ensure data integrity</p><p>• Collaborate with teams and clients to verify and ensure timely financial data</p><p>• Maintain precise financial records for reporting and prepare financial statements in compliance with GAAP</p><p>• Review bookkeeping tasks for accuracy and adherence to best practices</p><p>• Advise clients on financial obligations, compliance strategies, and risk mitigation</p><p>• Develop and maintain strong client relationships with tailored financial guidance</p><p>• Oversee accounting software implementation and optimization for efficiency and accuracy</p><p>• Mentor entry level accountants and support detail oriented development within the team</p><p>• Participate in strategic planning and process improvements, and support business development efforts.</p>
We are looking for a talented Financial Analyst to join our team on a part-time contract basis. This role requires approximately 20 hours per week and offers the opportunity to work on diverse financial tasks while collaborating with senior team members. Based in Menlo Park, California, this position is ideal for someone with a strong background in financial analysis and a keen eye for detail.<br><br>Responsibilities:<br>• Maintain and update portfolio company data in financial forecasting systems, ensuring accuracy and consistency.<br>• Generate reports and assist in preparing materials for portfolio performance review meetings.<br>• Compile standardized financial documents and organize them for investor use.<br>• Collect, clean, and structure financial and operational data from portfolio companies.<br>• Support the creation of presentations and documents that highlight portfolio metrics and trends.<br>• Assist with ad hoc reporting and document-related tasks as needed.<br>• Collaborate with senior team members to ensure seamless communication and workflow.<br>• Utilize tools like Salesforce to manage and monitor portfolio data efficiently.
<p>We are looking for a Senior Financial Reporting Analyst to join our team in Concord, California. This role is integral to maintaining accurate financial records and ensuring compliance with reporting standards. The ideal candidate will have strong analytical skills and a thorough understanding of accounting principles.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead preparation of recurring US GAAP and non-GAAP financial reports, ensuring accuracy and compliance with all accounting standards.</li><li>Maintain disclosure checklists and ensure adherence to GAAP and reporting requirements.</li><li>Monitor updates to accounting standards and assess potential impacts on financial statements.</li><li>Manage complex accounting for non-routine transactions, including business combinations, debt modifications, equity conversions, consolidations, and other special projects.</li><li>Conduct advanced accounting analyses related to goodwill impairment, reporting units, and non-controlling interests.</li><li>Collaborate with teams across accounting, finance, legal, audit, and IT to resolve technical accounting, revenue recognition, and reporting issues.</li><li>Oversee audit engagements, providing timely updates and supporting efficient completion of audit processes.</li><li>Coordinate with external auditors, supplying documentation and guidance throughout annual testing.</li><li>Assist with internal audit and SOX compliance initiatives.</li><li>Perform key month-end close duties, including journal entries and account reconciliations.</li><li>Support tax compliance by preparing documentation and coordinating with external advisors on federal, state, and local filings.</li></ul><p><br></p>
<p><strong>Job Description: Senior Accountant</strong></p><p>The Senior Accountant plays a crucial role in managing and overseeing financial activities, ensuring the accuracy of accounting records, and providing strategic support during financial decision-making. Responsible for preparing complex financial reports, supervising staff, and implementing efficient accounting processes, this individual is integral to the success of the organization’s overall financial health and compliance. Senior Accountants often serve as trusted advisors to leadership and partner with other departments in achieving business objectives.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Financial Reporting and Analysis</strong>: Prepare, review, and analyze financial statements, reports, and budgets to ensure alignment with organizational goals and compliance with accounting standards </li><li><strong>Account Reconciliation</strong>: Oversee high-level account reconciliations, including general ledger accounts, to ensure accuracy in financial records </li><li><strong>Month-End and Year-End Closing</strong>: Manage and lead closing procedures, ensuring deadlines are met while maintaining accurate documentation.</li><li><strong>Audit Support</strong>: Support annual and ad-hoc audits, working closely with external auditors by providing necessary documentation and reports.</li><li><strong>Tax Compliance</strong>: Assist in preparing tax filings and ensure compliance with local, state, and federal regulations</li><li><strong>Team Leadership</strong>: Supervise and mentor junior accounting staff, providing guidance and reviewing their work to ensure standards are upheld.</li><li><strong>Internal Controls</strong>: Develop and implement robust internal controls to mitigate risk, improve accuracy, and ensure compliance with policies.</li><li><strong>Special Projects</strong>: Participate in financial planning initiatives, process improvements, and analysis of strategic opportunities to ensure financial health</li><li><strong>Cross-Functional Collaboration</strong>: Work collaboratively with other departments, such as finance, operations, and leadership, to streamline accounting processes and provide actionable financial insights.</li></ul>
<p>We are looking for a skilled Year-End Audit Support Consultant to join our client's team on a contract basis in San Jose, California. In this role, you will play a key part in supporting the year-end audit process, preparing detailed audit schedules, and coordinating essential documentation. Your expertise in auditing will help ensure compliance and accuracy in financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and support the year-end audit process, ensuring all deadlines and objectives are met.</p><p>• Develop and prepare comprehensive audit schedules to support efficient review and reporting.</p><p>• Manage and maintain the audit PBC list to ensure all required documentation is available.</p><p>• Collaborate with the accounting team to address audit-related inquiries and provide necessary support.</p><p>• Identify and resolve any issues or discrepancies related to audit findings.</p><p>• Communicate effectively with external auditors to facilitate the audit process.</p>
<p><strong>Job Description: Financial Analyst</strong></p><p>The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing strategic insights to help the organization make informed business decisions. This role involves evaluating financial performance, identifying trends, forecasting future earnings, and contributing to the planning and budgeting process. The Financial Analyst collaborates with cross-functional teams and provides recommendations to improve financial outcomes and support long-term company goals.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting</strong>: Prepare and present accurate financial reports, dashboards, and summaries to management.</li><li><strong>Data Analysis</strong>: Analyze financial data, including revenue, expenses, and profitability, to identify trends and opportunities for improvement.</li><li><strong>Forecasting</strong>: Develop financial models to forecast future performance and help the organization plan strategically.</li><li><strong>Budgeting</strong>: Assist in the preparation and monitoring of annual budgets, ensuring alignment with organizational objectives.</li><li><strong>Variance Analysis</strong>: Perform variance analysis to compare actual results to budgets and forecasts and provide explanations for discrepancies.</li><li><strong>Market Research</strong>: Conduct industry and market research to benchmark financial performance and identify competitive opportunities.</li><li><strong>Business Support</strong>: Collaborate with departments to provide financial insights that inform key business decisions.</li><li><strong>Compliance</strong>: Ensure compliance with financial regulations, standards, and internal policies related to reporting and analysis.</li><li><strong>Risk Assessment</strong>: Evaluate potential financial risks and propose strategies to mitigate them.</li><li><strong>Continuous Improvement</strong>: Identify and implement process improvements to increase efficiency in financial analysis and reporting.</li></ol><p><br></p>
<p><strong>Michelle Espejo </strong>with <strong>Robert Half Financial Services</strong> is recruiting a <strong>Family Office Senior Accountant </strong>for a fast-growing real estate investment and development firm in <strong>San Francisco</strong>. This full-time, permanent role offers a <strong>hybrid </strong>schedule and the chance to make a visible impact in high-demand markets. The firm is known for thoughtful design, sustainable projects, and strong industry relationships.</p><p> </p><p>You’ll work alongside the Controller to oversee accounting, financial reporting, and long-term tax and investment planning for the family’s entities and portfolio. Collaborating with ownership and trusted advisors, you’ll tackle meaningful projects, streamline reporting processes, and contribute to strategic financial decisions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage accounting and financial reporting for investment funds and property portfolios</li><li>Maintain general ledger across residential and commercial assets</li><li>Oversee payments, bank accounts, and capital calls for alternative investments</li><li>Prepare documentation for tax filings and external service providers</li><li>Supervise offshore and outsourced accounting teams</li><li>Support year-end tax preparation and long-term tax planning, including 1031 exchanges and opportunity zones</li><li>Develop clear investment performance reports and strategic insights</li><li>Improve financial reporting methods and tools</li><li>Lead special projects like renovation tracking, process improvements, and reporting automation</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Boutique Wealth Management Firm</strong></p><p><strong>Location:</strong> Hybrid (San Francisco, 2 days/week) or Fully Remote</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a highly specialized wealth management firm that serves an exclusive clientele of senior executives, partners in consulting and law, and other accomplished professionals. Our approach is boutique and deeply personalized, focusing on comprehensive financial planning and long-term wealth strategies. This is an opportunity to work in a dynamic, forward-thinking environment that values precision, client care, and innovation.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As a <strong>Client Service Associate</strong>, you’ll be the backbone of client relationships—providing exceptional service, managing critical administrative processes, and ensuring seamless coordination between clients, advisors, and custodians. Your work will directly impact the client experience and the success of our advisory team.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the first point of contact for client inquiries and requests</li><li>Prepare and process documentation for new and existing accounts</li><li>Coordinate with custodians and vendors to ensure smooth transactions</li><li>Manage calendars, schedule meetings, and support advisor travel logistics</li><li>Prioritize multiple tasks in a fast-paced environment</li><li>(If licensed) Assist with trading and portfolio rebalancing</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive salary with annual profit sharing and 401(k) match</li><li>Comprehensive medical and dental benefits</li><li>Flexible overtime pay options</li><li>Generous vacation and sick time</li><li>Paid NYSE holidays</li><li>A collaborative, tech-savvy culture that values growth and innovation</li></ul>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</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 Controller to lead and manage all financial operations within our organization, based in San Francisco, California. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Deliver timely, accurate, and GAAP-compliant financial reporting across all entities.</li><li>Lead monthly/annual close, including journal entries, reconciliations, and financial statements.</li><li>Conduct variance analysis, financial modeling, and scenario planning to support strategic decisions.</li><li>Manage multi-entity consolidations, intercompany allocations, and reconciliations.</li><li>Oversee the full accounting cycle across multiple business units.</li><li>Ensure compliance with accounting standards and regulatory requirements.</li><li>Manage property and real estate development accounting, including capital projects and depreciation.</li><li>Monitor and reconcile intercompany transactions.</li><li>Lead annual audits and oversee timely tax filings (e.g., IRS Form 990).</li><li>Serve as primary liaison with external auditors and tax advisors.</li><li>Manage grant and fund accounting, ensuring accurate tracking of restricted funds and compliance with requirements.</li><li>Develop and update internal controls, policies, and procedures to safeguard operations.</li><li>Drive automation and process improvements to enhance efficiency.</li><li>Optimize ERP and financial systems (e.g., Sage Intacct, Vena) for reporting and consolidations.</li><li>Lead organizational and program budgets in partnership with department leaders.</li><li>Monitor expenditures for compliance with budgets, funder requirements, and grant terms.</li><li>Provide training and tools to strengthen financial literacy among budget holders.</li><li>Partner with Programs, Operations, People, and Development teams to align financials with strategy.</li><li>Deliver financial analysis and forecasting to guide resource allocation and long-term planning.</li><li>Build and lead a high-performing accounting team focused on accountability and growth.</li><li>Conduct performance reviews and provide coaching and professional development.</li><li>Lead organizational training to enhance financial literacy and compliance.</li><li>Implement project management tools and reporting frameworks to improve accountability.</li></ul>
