<p>We’re looking for a candidate with intermediate to advanced Excel skills for a contract to hire AR/Billing Analyst position with a well-established company in Contra Costa County. This is an excellent opportunity to join a supportive team with strong growth potential. The company is known for its positive culture and long-term career opportunities. </p><p><br></p><p><strong> Primary Responsibilities: </strong></p><ul><li>Handle billing and invoicing processes with accuracy and timeliness. </li><li>Manipulate large data sets in Microsoft Excel Assist with reporting and reconciliation </li><li>Collect, mine, monitor and review data </li><li>Process financial transactions - tracking time and expenses</li><li> Perform data entry, verification, and back-up; and maintain database</li><li> Other duties as assigned</li></ul>
<p>We are looking for a detail-oriented Financial Analyst to join our clients team in San Ramon, California. This long-term contract position offers the opportunity to work on complex financial models, enhance reporting processes, and support strategic decision-making by delivering accurate financial data and insights. If you have a passion for data analysis, forecasting, and process improvement, we encourage you to apply.</p><p><br></p><p>This is a fully remote position but occasional onsite visits may be needed. Applicants must be local to the Bay Area. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Compile and verify financial datasets from various sources to ensure accuracy and consistency.</p><p>• Investigate and resolve data discrepancies to maintain high-quality reporting standards.</p><p>• Collaborate with governance teams to align financial data with compliance and organizational standards.</p><p>• Identify inefficiencies in data preparation workflows and implement improvements to streamline processes.</p><p>• Prepare enterprise-level financial reports, focusing on global metrics and intercompany considerations.</p><p>• Work with IT and Treasury teams to address data inconsistencies and align reporting systems with key performance indicators.</p><p>• Analyze data trends and variances to provide actionable insights for senior leaders and financial business partners.</p><p>• Assist with enterprise-wide reporting exercises, including compensation plan analysis and budget reconciliation.</p><p>• Build and refine financial forecasting models to support budgeting and resource allocation processes.</p><p>• Partner with finance teams to enhance and automate reporting templates and forecasting tools.</p>
<p>Seeking a nearly 100% remote job? We are looking for an experienced Lead Financial Analyst to join our team at the company headquartered in the East Bay. This role requires a detail-oriented individual who can leverage financial insights to support strategic decision-making and enhance business performance. The ideal candidate will excel in managing complex financial data and collaborating across teams to drive impactful results.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborates with senior leadership to analyze regional financial performance and guide decisions on pricing, resource allocation, and compensation strategies.</li><li>Advises mid-level leaders by interpreting financial data and recommending region-specific strategies to optimize profitability.</li><li>Develops and presents financial reports, forecasts, and scenario analyses to align operational plans with company goals.</li><li>Partners with Financial Analysts and Finance Intelligence to build models that support tactical and strategic decision-making.</li><li>Integrates predictive analytics into revenue planning and monitors key variances to refine forecasts and hit performance targets.</li><li>Supports compensation planning by validating data and suggesting adjustments based on trends and KPIs.</li><li>Guides leadership through changing market conditions, aligning strategies with business objectives and financial goals.</li><li>Facilitates regular financial reviews with regional leaders to enhance efficiency and execution.</li><li>Ensures compliance with financial regulations (GAAP, IFRS, SOX) and corporate governance through audits and documentation.</li><li>Collaborates cross-functionally to identify inefficiencies, drive process improvements, and align regional tools with operational needs.</li><li>Mentors junior team members and promotes best practices in financial analysis and reporting.</li></ul>
<p>Are you an experienced financial analyst with a passion for working in dynamic environments? Robert Half is seeking a skilled <strong>Financial Analyst</strong> for a <strong>temp-to-hire opportunity</strong> with one of our well-regarded clients in <strong>San Ramon, CA</strong>. This is your chance to leverage your analytical expertise in a public company setting and contribute to strategic decision-making in a collaborative and fast-paced environment.</p><p><strong>** For immediate consideration, apply and contact Julian Sanchez on LinkedIn **</strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze and interpret financial data to prepare accurate and timely reports to internal stakeholders.</li><li>Collaborate with cross-functional teams to build financial models, support forecasting, and assist in budgeting processes.</li><li>Conduct variance analyses to identify trends and provide actionable insights.</li><li>Monitor KPIs and provide recommendations for financial performance improvement.</li><li>Assist with compliance, internal audits, and SOX requirements for public company reporting.</li><li>Work closely with senior management on ad hoc financial projects and special initiatives.</li></ul>
<p>We are currently hiring a <strong>full-time Financial Analyst</strong> as a consultant to support a large, publicly traded company based in <strong>San Ramon</strong>. This is a great hybrid opportunity to join a high-performing team in a well-established organization, providing critical financial analysis and support to key business operations. The Senior Analyst is a key member of the organization, responsible for providing data-driven insights and recommendations to support decision-making. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Revenue Analysis and Financial Reporting:</strong></p><ul><li>Analyze revenue trends and variances to identify key business drivers, risks, and opportunities.</li><li>Prepare accurate, timely reports for senior leadership, including revenue forecasting and budget adherence.</li><li>Contribute to the development of robust revenue recognition policies following applicable regulatory and GAAP standards.</li></ul><p><strong>ERP System Expertise:</strong></p><ul><li>Leverage expertise with large ERP platforms (e.g., SAP, Oracle, Workday) to streamline financial processes and provide end-user support.</li><li>Partner with IT or system administrators to optimize ERP system functionalities for accounting and financial reporting purposes.</li></ul><p><strong>Public Experience and Audit Support:</strong></p><ul><li>Apply prior public accounting experience to ensure compliance with audit procedures and maintain high-quality standards.</li><li>Liaise with external auditors to facilitate an efficient audit process, addressing inquiries and providing supporting documentation.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Colleen McAuliffe is seeking a Financial Cost Analyst for an organization to join its finance and accounting team in the <strong>Silicon Valley area. .</strong> This role supports critical functions across financial planning, cost accounting, project analysis, and government contracting. The ideal candidate will bring strong analytical abilities, attention to detail, and effective communication skills to drive financial accuracy and compliance for federally funded initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze monthly financial results and compare actual performance against forecasts and budgets.</li><li>Prepare, review, and submit monthly billing statements in accordance with internal standards and government requirements.</li><li>Perform detailed financial and cost accounting analyses, including funding profiles, cost variances, and rate assessments.</li><li>Collaborate with internal teams and external auditors to support successful government audit outcomes.</li><li>Monitor project expenditures and ensure alignment with financial plans and contract terms.</li><li>Manage and optimize the Unanet Accounting System, continuously improving financial tools, reporting, and processes to enhance operational efficiency.</li></ul><p><br></p>
<p>Our client in San Ramon is seeking an experienced Senior Financial Analyst for a leave coverage. In this role, you will play a critical part in supporting FP& A relationships with senior executive leadership while driving insights and analysis to inform strategic decisions. You will also collaborate with cross-functional teams and contribute to financial planning, reporting, and compliance efforts. This role is 100% remote although priority will be given to Bay Area and Ohio-based consultants. Expected pay is $50-$55/hr. depending on location.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain strong relationships with senior executive leadership to support financial planning and analysis efforts.</p><p>• Develop a comprehensive understanding of the global financial data governance model and its application to assigned portfolios.</p><p>• Collaborate with business units and corporate teams to gain insights into evolving business models and strategies.</p><p>• Contribute to the annual operating plan process by performing detailed analysis, preparing templates, and generating reports.</p><p>• Monitor performance targets, identify trends or gaps, and propose actionable solutions to meet organizational goals.</p><p>• Partner with teams such as recruiting, procurement, and real estate to ensure spending aligns with approved budgets.</p><p>• Conduct cost rate reviews and provide accounting support for corporate relationships.</p><p>• Lead or participate in initiatives focused on business growth, process simplification, and productivity improvements.</p><p>• Prepare financial models, capital budgets, and high-value analyses to support decision-making processes.</p><p>• Assist in the creation of dashboards and management reports to enhance visibility into business performance.</p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p>We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>
<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p>Job Title: Senior Analyst, Portfolio Finance</p><p>Location: Menlo Park/San Francisco (Hybrid)</p><p>Salary: $120-150k base + bonus</p><p> </p><p>We’re excited to partner with a premier Venture Capital firm based in the heart of Silicon Valley, known for its focus on early-stage and growth companies. As they continue to expand, they’re looking for a talented Senior Analyst, Portfolio Finance Associate to join their dynamic team. This is an incredible opportunity to work with cutting-edge startups and play a key role in shaping the future of innovative businesses.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li><strong>Portfolio Monitoring (60%)</strong>: Oversee the ongoing tracking and analysis of portfolio performance, identifying trends and areas of opportunity or concern. Assist in the implementation and integration of Foresight Data software to streamline portfolio monitoring workflows, with the goal of transitioning time toward more value-add activities.</li><li><strong>Fund Analytics & Valuation (20%)</strong>: As the portfolio software becomes fully operational, allocate increased time to in-depth fund analysis and valuation work. This includes assessing fund performance, benchmarking, and supporting internal decision-making processes.</li><li><strong>Operations (20%)</strong>: Support day-to-day operational functions across the investment lifecycle. Collaborate closely with internal teams to ensure efficient processes and seamless execution of operational activities.</li><li><strong>Culture & Team Contribution</strong>: Embrace a low-ego, collaborative environment by approaching tasks with humility and a willingness to learn. Demonstrate a hands-on attitude—no task is too small—and contribute to a culture of ownership, transparency, and continuous improvement.</li></ul><p> </p>
<p>We are offering an exciting opportunity located in Oakland, California. The role of an Audit Director involves managing auditing processes and utilizing various accounting software systems. This position is pivotal in maintaining the financial accuracy and integrity of our operations.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Supports internal audits, advisory services, investigations, external audit coordination, and strategic initiatives</li><li>Develops and implements the annual audit plan</li><li>Leads complex audit, advisory, and investigation projects</li><li>Develops training programs and ensures compliance with professional standards</li><li>Participates in the preparation and execution of audit plans</li><li>Advises on financial, HR, IT, and operational issues</li><li>Assists in developing policies, methodologies, and monitoring services</li><li>Manages staff and co-sourcing partners, fostering professional growth</li><li>Collaborates on strategic direction and internal audit decisions</li><li>Promotes a customer-focused, collaborative environment</li></ul>
<p>We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities.</p><p><br></p><p>Responsibilities:</p><ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>
<p>Jackie Meza with Robert Half has is recruiting for a Finance Manager in the non-profit sector, based in Modesto, California. As part of our team, you will play a pivotal role in overseeing and managing our financial operations, which includes accounts payable, accounts receivable, and payroll functions. Contact Jackie Meza at 209.227.6563</p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Oversee and manage daily operations related to invoice processing, collections, reconciliations, and payroll management. </p><p>• Supervise and mentor teams responsible for accounts payable, accounts receivable, and payroll, fostering detail-oriented growth and maintaining high performance standards.</p><p>• Collaborate with leadership to manage budgets and forecasts for financial operations. </p><p>• Ensure adherence to government policies, regulations, and internal controls while preparing accurate financial reports.</p><p>• Identify opportunities to streamline workflows and implement innovative strategies to enhance efficiency. </p><p>• Serve as a key liaison between the finance department, other departments, and external entities to address financial inquiries and provide data-driven insights. </p><p>• Manage a team of detail-oriented individuals, ensuring efficient and accurate financial processes, compliance with regulations, and optimal resource allocation.</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 looking for an experienced Accounting Manager/Supervisor to join our clients team in the Stanislaus County. In this role, you will lead and oversee all aspects of the accounting function, ensuring accuracy, compliance, and efficiency in financial operations. The ideal candidate will have a strong background in construction accounting and a proven ability to manage teams while driving process improvements. if interested call or text Edgar Gonzalez - 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic direction for daily accounting operations, including accounts payable, accounts receivable, payroll, month-end close, and internal reporting.</p><p>• Lead and mentor the in-office accounting team, fostering accountability and precision in financial tasks.</p><p>• Analyze gross profit margins and job cost data to support informed business decisions.</p><p>• Oversee progress billing processes to ensure contract compliance and optimize billing efficiency.</p><p>• Review and validate commission structures tied to job profitability.</p><p>• Develop, implement, and maintain Standard Operating Procedures (SOPs) for the accounting department.</p><p>• Manage lien processes, including tracking, notices, and waivers, to ensure compliance.</p><p>• Coordinate financial activities across multiple office locations to maintain consistency and accuracy.</p><p>• Monitor overhead and operational expenditures, identifying opportunities for cost savings and efficiency.</p><p>• Collaborate closely with leadership on forecasting, budgeting, and enhancing financial processes.</p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p><strong>NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission!</strong></p><p><br></p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p><strong><u>Position Description:</u></strong></p><p>A prominent venture capital firm is seeking a <strong>Fund Accounting Manager or Sr. Manager</strong> to join its growing team in its Menlo Park office. This role will support the management of the firm’s venture funds and related business operations, reporting to the <strong>Controller</strong> with occasional projects for the <strong>Vice President of Finance.</strong></p><p> </p><p><strong>Highlights:</strong></p><ul><li>The firm has over <strong>1,000 investments</strong> and <strong>140+ exits </strong>throughout it’s history.</li><li>Known as an early investor in <strong>a leading AI research organization</strong></li><li>Strong departmental structure with a focus on long-term value and operational excellence</li><li>Comprehensive exposure to the full lifecycle of a venture capital fund</li><li>Encourages cross-functional learning and career growth</li><li>Works closely with an external Fund Administrator; this role will oversee and review their deliverables</li></ul><p> </p><p><strong><u>Responsibilities (additional detail to be provided shortly):</u></strong></p><ul><li>Maintain Fund and General Partner ledgers, including expense accruals, intercompany transactions, investment activity, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support audit and tax processes by liaising with external firms, researching accounting matters, and managing internal workflows</li><li>Monitor fund cash positions</li><li>Manage and record capital calls and distributions</li><li>Review fund administrator reports (capital activity, financial statements, LP reporting)</li><li>Collaborate with Investor Relations to address limited partner inquiries</li></ul><p><strong> </strong></p><p><strong>Compensation & Benefits:</strong></p><ul><li><strong>Fully paid medical, dental, vision, and life insurance</strong></li><li>401(k) with profit sharing</li><li>Competitive salary and bonus</li><li><strong><u>Free lunches and stocked office kitchen during in-office days</u></strong></li><li><strong><u>Strong team-oriented culture: “It’s a team effort, not just a me effort.”</u></strong></li></ul><p><br></p>
<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>CFO </strong>on behalf of a private, mission-driven family office based in <strong>Marin County</strong>. This is a <strong>full-time, permanent role with a hybrid schedule</strong>, supporting two generations across multiple households. </p><p><br></p><p>The family is known for their philanthropic leadership, civic involvement, and strong commitment to the community. Their office offers a warm, collaborative culture with a healthy work-life balance and a deep appreciation for each team member's contributions.</p><p> </p><p>This is a rare opportunity to join at a key moment. The office is bringing financial and tax operations in-house after years of outsourcing and is seeking a hands-on Controller to help build and lead this next chapter. You’ll play a central role in shaping internal systems, driving financial strategy, and making a long-term impact in a highly trusted environment.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee all internal financial operations, including accounting, bill pay, banking, and tax functions across entities and households.</li><li>Design and implement efficient systems and workflows to support future growth.</li><li>Manage bill payments and cash flow while maintaining strong relationships with vendors and service providers.</li><li>Prepare financial statements, track budgets, and deliver clear reporting to support family decision-making.</li><li>Manage tax planning and compliance—individual, trust, and partnership filings included.</li><li>Maintain insurance coverage, oversee renewals, and keep entity/legal documentation up to date.</li><li>Partner closely with the Family Office President on daily priorities and key initiatives.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting.</p><p><br></p><p><strong>SEC Financial Reporting</strong></p><ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p><strong>Technical Accounting</strong></p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p><strong>Equity & Complex Financial Reporting</strong></p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p><strong>Other Responsibilities</strong></p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p>Technical Accounting</p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p>Equity & Complex Financial Reporting</p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p>Other Responsibilities</p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>
<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p>Job Posting: Finance & Operations Associate – Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $110-150k (DOE) + Bonus</p><p> </p><p>Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.</p><p> </p><p>We are partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p>Jackie Meza with Robert Half is looking for an experienced Finance Manager to lead and oversee financial operations in Modesto, California. This role involves managing a small team and ensuring the accuracy and efficiency of full-cycle accounting processes. The ideal candidate will bring a strong background in accounting and a passion for optimizing financial performance.This role is hybrid. For consideration contact Jackie Meza at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage and supervise a team of three, ensuring seamless execution of daily financial operations.</p><p>• Oversee full-cycle accounting processes, including accounts payable (AP) and accounts receivable (AR).</p><p>• Develop and implement annual budgets, ensuring alignment with organizational goals.</p><p>• Conduct regular audits to maintain accuracy and compliance with financial regulations.</p><p>• Utilize NetSuite and other accounting software to streamline reporting and analysis.</p><p>• Monitor and improve budget processes to enhance financial efficiency.</p><p>• Ensure timely and accurate financial reporting to support business decision-making.</p><p>• Collaborate with internal teams to optimize the use of accounting tools such as Concur.</p><p>• Provide leadership and mentorship to team members, fostering growth and development.</p><p>• Stay updated on industry best practices and regulatory changes to maintain compliance.</p>
<p>We're seeking a hands-on Accounting Manager who thrives in a fast-paced environment and brings strong experience in financial reporting and FP& A.</p><p><br></p><p><strong>What’s in it for you:</strong></p><ul><li>Competitive base salary</li><li>Excellent benefits package</li><li>Opportunity to join a dynamic and innovative tech company</li><li>High visibility role with leadership potential</li></ul><p><br></p><p><strong>What We’re Looking For:</strong></p><ul><li>Proven experience in accounting, financial reporting, and FP& A</li><li>Strong GAAP knowledge and analytical skills</li><li>Ability to work onsite in Fremont, CA</li><li>CPA or public accounting background is a plus</li><li>Software industry experience</li><li>Comfortable working in stand-alone role</li></ul><p><br></p><p>Contact Gary Daum at Robert Half.</p><p><br></p>
<p>Jackie Meza with Robert Half has an exciting opportunity for a Financial Planning & Analysis Manager in Stockton, California. In this role, you will be engaging with various accounting software systems, overseeing budget processes, and conducting financial analysis. You will collaborate with team members to manage capital and plan projects efficiently. Contact Jackie Meza at 209. 227.6563 for details and consideration. </p><p><br></p><p>Responsibilities:</p><p>• Utilize accounting software systems to ensure smooth financial operations</p><p>• Implement and monitor Adaptive Insights for effective financial planning</p><p>• Oversee accounting functions to maintain financial accuracy and transparency</p><p>• Prepare and manage the annual budget to align with the company's financial goals</p><p>• Streamline budget processes to improve fiscal efficiency</p><p>• Administer capital management strategies to optimize resource allocation</p><p>• Conduct comprehensive financial analysis for informed decision-making</p><p>• Oversee budgeting and forecasting activities to predict financial trends accurately</p><p>• Manage cost accounting tasks to track and control expenditures</p><p>• Prepare monthly financial statements for review and analysis</p><p>• Coordinate project planning activities to ensure timely and cost-effective completion.</p>
We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis.<br><br>Responsibilities:<br>• Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives.<br>• Construct and manage financial models to examine revenue, costs, profitability, and trends.<br>• Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies.<br>• Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities.<br>• Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs).<br>• Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making.<br>• Enhance and simplify financial processes and reporting systems to boost efficiency and precision.<br>• Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business.<br>• Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.
