<p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </p><p><br></p><p><strong>Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Head of Finance & Operations</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Head of Finance & Operations</strong> to lead and scale the finance, accounting, and operational functions for a growing investment platform. This is a high-impact leadership role with a clear path to CFO, responsible for building best-in-class processes, systems, and controls to support fund accounting, investor reporting, compliance, and deal execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee financial operations across funds, GP entities, and the management company</li><li>Manage relationships with fund administrators and accounting firms; review capital calls, distributions, and audits</li><li>Lead budgeting, forecasting, and cash management at the management company level</li><li>Partner with Investor Relations on fund structures, co-investment programs, and LP due diligence</li><li>Support deal execution and coordinate legal documentation and closings</li><li>Implement compliance frameworks, valuation policies, and governance standards</li><li>Drive technology and data initiatives to centralize financial and portfolio information</li><li>Mentor team members and foster a culture of operational excellence</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to shape and institutionalize operations for a top-tier investment platform</li><li>Collaborative, entrepreneurial culture with long-term growth potential</li><li>Competitive compensation, bonus, and benefits package</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>leading financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>This person will be build and <strong>optimize reconciliation processes</strong> across the organization. This role is ideal for someone who enjoys <strong>implementing technology solutions</strong> (like BlackLine), driving efficiencies, and strengthening internal controls. You’d report directly to the VP of Finance and have the opportunity to make a real impact on how the accounting function operates.</p><p> </p><p>They offer excellent benefits and a <strong>supportive culture that values growth and wellbeing</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </p><p><br></p><p><strong>Finance & Operations Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Generous Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a <strong>health care investment firm</strong> to hire a <strong>Fund Accounting Manager </strong> to support their expanding credit and private equity fund strategies. This is a high-impact role within a growing Finance team supporting a newly launched <strong>royalty income and structured credit fund</strong> in addition to select PE vehicles.</p><p> </p><p><strong>Compensation: $165–200K</strong> Base + Bonus + Equity</p><p><strong>Location: Menlo Park | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>About the Firm (Confidential)</strong></p><p>A well-capitalized healthcare-focused investment platform with a mission to partner with innovative, growth-oriented companies that improve patient outcomes and strengthen communities. The firm leverages deep sector expertise and strong industry relationships to support portfolio companies across healthcare services, technology, and life sciences.</p><p>The environment is collaborative, detail-oriented, and ideal for accounting leaders who enjoy hands-on fund operations, cross-functional exposure, and sophisticated investment structures.</p><p> </p><p><strong>Role Overview</strong></p><p>This Manager/Senior Manager will play a key role in <strong>financial reporting, fund accounting, operations, and compliance</strong> for credit-focused and private equity investment vehicles. You will serve as the main point of contact for the third-party fund administrator while collaborating closely with internal Finance leadership, Portfolio Operations, and Treasury.</p><p>This role offers significant ownership across accounting, reporting, investment activity, and operational processes.</p>
<p>We are looking for a detail-oriented Accounting Manager or Controller to lead financial operations and ensure accuracy in reporting. Based in San Juan Bautista, California, this role requires a strong understanding of reconciliation, general ledger management, and financial systems. The ideal candidate will excel in overseeing month-end processes and driving efficiency in accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage account reconciliations, ensuring all discrepancies are resolved promptly.</p><p>• Conduct detailed balance sheet reconciliations to maintain financial accuracy.</p><p>• Supervise bank reconciliation processes and ensure timely updates to financial records.</p><p>• Manage and maintain the general ledger, guaranteeing all entries are accurate and complete.</p><p>• Prepare and review journal entries to support month-end close procedures.</p><p>• Lead month-end close activities, ensuring deadlines are met and financial statements are accurate.</p><p>• Utilize financial systems such as NetSuite, Oracle, and SAP to streamline accounting operations.</p><p>• Analyze financial data to identify trends and provide actionable recommendations.</p><p>• Collaborate with cross-functional teams to improve accounting workflows and processes.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)</p>
<p>lin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half's Finance and Accounting</strong> is partnering with a well-established <strong>venture capital</strong> organization with a long history of investing in innovative, high-growth companies is seeking a <strong>Finance Manager or Senior Finance Manager </strong>to join its Palo Alto team. The firm partners with entrepreneurs across technology, healthcare, and emerging sectors, offering deep domain expertise and a collaborative, hands-on approach. The culture is built on excellence, innovation, and close teamwork across its investment and operations groups.</p><p> </p><p><strong>About the Role</strong></p><p>This position sits within the firm’s finance organization and supports a family of venture capital funds, as well as upper-tier entities and management companies. The ideal candidate brings strong finance and capital planning experience within a fund environment and thrives in a fast-paced, entrepreneurial setting.</p><p> </p><p>The Finance Manager will also support systems improvements, process optimization, and upgrades across platforms such as Investran.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and financial reporting for multiple entities and funds</li><li>Manage valuation analysis and support portfolio metrics preparation</li><li>Coordinate with fund administrators, auditors, and tax service providers</li><li>Support operational processes, controls, and capital activity</li><li>Contribute to system enhancements, data management initiatives, and special projects</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager| Private Equity | Menlo Park| Hybrid | $base + Bonus + Equity</strong></p><p> </p><p>Join a fast-moving, mission-driven private equity team shaping the future. This is your chance to make a real impact, work on diverse funds, and grow your career in a collaborative, high-performing environment.</p><p> </p><p>This role offers bonus potential, possible equity participation, and the opportunity to work closely with a talented finance team on both operational and strategic initiatives. The firm values professional growth, teamwork, and integrity, giving you the space to take ownership of meaningful work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administrators for accounting and investor reporting</li><li>Lead fund reporting, audits, and regulatory filings</li><li>Review complex equity accounting and analyses</li><li>Support financial planning and analysis across multiple funds</li><li>Manage capital calls, distributions, income allocation, fee/expense calculations, and cash forecasting</li><li>Partner with Treasury on funding, collections, fair value, and payment allocations</li><li>Maintain processes for investment cost measurement, royalty income recognition, and cost relief</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Controller — Venture Capital Firm (Confidential Client)</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>Our client is a <strong>venture capital firm investing in high‑growth companies</strong> across enterprise software, fintech, and emerging innovation sectors. The environment is <strong>lean, entrepreneurial, and highly collaborative</strong>, with a long‑term mindset and a commitment to building scalable, durable value. Team members are strategic thinkers who thrive in a fast‑moving, operationally dynamic setting.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to partner directly with the CFO on all finance, accounting, and operational functions. This is a <strong>high‑visibility, high‑impact role</strong> with broad ownership across financial reporting, fund operations, compliance, and strategic initiatives.</p><p>You will play a central role in strengthening the firm’s financial infrastructure, refining processes, and driving operational excellence as the firm continues to scale. This is an exceptional opportunity for a finance leader with venture capital experience who wants to help shape a best‑in‑class finance function.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee <strong>fund administration</strong>, including quarterly closes, audits, tax compliance, and ASC 820 valuation processes</li><li>Lead management company and fund‑level financial operations: budgeting, cash‑flow forecasting, internal reporting</li><li>Maintain systems for <strong>deal tracking, legal documentation, portfolio monitoring</strong>, and fund performance analytics</li><li>Prepare financial materials for <strong>LP communications</strong>, internal dashboards, advisory board meetings, and executive reviews</li><li>Coordinate with outsourced accounting teams and administrators to ensure accuracy, timeliness, and strong internal controls</li><li>Manage treasury functions, cash positions, capital calls, distributions, and carried interest</li><li>Support preparation of quarterly/annual financial statements, audit deliverables, and tax filings</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Manage compliance processes alongside the CFO, CCO, and external compliance partners, including regulatory filings and annual reviews</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due diligence requests</li><li>Collaborate with investment and investor relations teams to ensure timely, accurate communication with LPs</li><li>Maintain and enhance reporting packages for limited partners, including capital account statements, performance metrics, and fund summaries</li></ul>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p><strong>Senior Tax Accountant – Real Estate</strong></p><p>We are a well-established, privately held real estate company based on the <strong>mid-Peninsula (San Francisco Bay Area)</strong>, specializing in the <strong>development, operation, and leasing of commercial and residential properties</strong>. We are seeking an experienced Tax Accountant to join our team, reporting directly to the <strong>Vice President of Tax</strong>.</p><p>This role offers broad exposure to <strong>real estate, partnership, and high-net-worth individual taxation</strong>, with opportunities to work directly with company owners and principals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review <strong>federal and state income tax returns</strong> for:</li><li>Partnerships</li><li>LLCs</li><li>S corporations</li><li>Individuals</li><li>Prepare <strong>tax workpapers</strong> and maintain organized <strong>electronic tax files</strong></li><li>Reconcile <strong>partner capital accounts</strong> and maintain <strong>preferred return schedules</strong></li><li>Perform <strong>complex account reconciliations</strong>, <strong>tax-related journal entries</strong>, and <strong>analyses</strong></li><li>Interpret and apply <strong>partnership and operating agreements</strong></li><li>Research <strong>tax issues</strong> and provide practical solutions</li><li>Ensure compliance with:</li><li>Sales and use tax</li><li>Form 1099 reporting</li><li>Other state and local filings</li><li>Communicate with <strong>third-party service providers</strong> and <strong>tax authorities</strong></li><li>Manage <strong>federal and state tax notices</strong> and correspondence</li><li>Collaborate with <strong>accounting</strong> and <strong>property management teams</strong> on special projects</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step?</strong></p><p>If this opportunity aligns with where you want your career to go, apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong>—let’s connect and explore how this role can help you level up.</p><p><br></p><p><strong>Accounting Manager – Real Estate Development</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Accounting Manager</strong> to lead financial oversight across multiple real estate development projects. In this role, you’ll manage job cost accounting, budgeting, forecasting, and financial reporting while ensuring strong compliance and internal controls. You’ll work closely with project managers and senior leadership in a fast‑paced, evolving environment where each project brings new challenges and opportunities to grow.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Oversee job cost processes and maintain budget controls using the <strong>Yardi Voyager Job Cost</strong> module</li><li>Lead monthly and quarterly job cost meetings; provide reporting for sales transactions and cash flow forecasting</li><li>Review construction contracts for accuracy and compliance</li><li>Manage accruals, vendor setup, and contract closeouts</li><li>Support annual budgeting, quarterly reforecasts, and audit preparation</li><li>Research and document accounting treatments for complex or unusual transactions</li><li>Identify opportunities to enhance processes and strengthen internal controls</li></ul><p><br></p><p><strong>Why Join Us</strong></p><ul><li>Work on diverse, high‑impact projects shaping the future of real estate development</li><li>Collaborate with a forward‑thinking, entrepreneurial leadership team that values innovation</li><li>Benefit from clear growth opportunities in a rapidly expanding organization</li><li>Enjoy competitive compensation and a comprehensive benefits package</li></ul>
<p>We are high-growth startup in the SaaS/AI space looking for an experienced Accounting Manager to oversee financial operations and ensure accuracy in all accounting processes. This role is based in San Francisco, California, and offers an opportunity to lead key functions such as general ledger management and month-end closings. The ideal candidate will bring a strong attention to detail and a commitment to maintaining compliance with financial regulations.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional deliverables.</li><li>Review journal entries and account reconciliations prepared by internal teams and external partners.</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI reconciliations.</li><li>Ensure the accuracy and completeness of the general ledger across revenue, equity, expenses, and assets.</li><li>Oversee accounting for foreign entities, ensuring compliance with local GAAP and alignment with U.S. GAAP.</li><li>Review intercompany reconciliations and consolidation entries.</li><li>Collaborate with the Controller to prepare consolidated financial statements.</li><li>Support foreign currency remeasurement, translation adjustments, transfer pricing, and intercompany analyses.</li><li>Support technical accounting assessments related to revenue, equity, capitalization, and leases.</li><li>Draft technical accounting memos and compile supporting documentation.</li><li>Ensure accounting policies are effectively implemented within systems and operational workflows.</li><li>Support revenue processes and consistent application of ASC 606.</li><li>Review schedules and analyses prepared by senior accountants or external consultants.</li></ul>
<p><strong>Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career move.</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Accounting/Tax Manager</strong> to support a sophisticated family office environment. This role oversees comprehensive accounting, reporting, investment, compliance, and tax activities across multiple entities. The ideal candidate brings strong technical expertise, leadership capability, and a commitment to delivering high‑touch service to complex client relationships. You will play a key role in operational excellence, working closely with internal and external professionals while supporting multi‑entity financial stewardship.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Coordinate across tax, estate, trust, insurance, and investment disciplines to deliver integrated solutions.</li><li>Prepare clear, accurate reporting packages tailored to client needs.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative staff.</li><li>Manage outsourced providers and maintain a strong client‑service focus.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close cycles.</li><li>Prepare and review financial statements, including cash flow and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, and supporting documentation.</li><li>Strengthen financial systems, controls, and reporting processes.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across entities.</li><li>Analyze financial and cash‑flow results and provide actionable insights.</li><li>Develop liquidity strategies aligned with broader objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and federal/state/local requirements.</li><li>Oversee tax filings, payments, 1099 reporting, and coordination with third‑party preparers.</li><li>Maintain tax basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative functions for pooled investment vehicles.</li><li>Coordinate with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Participate in special projects that enhance departmental operations.</li><li>Maintain strict confidentiality while handling sensitive financial information.</li></ul>
<p><strong>Interested? Apply today and share your resume with JC del Rosario on LinkedIn—I’d love to connect!</strong></p><p><br></p><p><strong>Property Accounting Manager – Help Shape the Future of a Landmark Property!</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a hands-on, detail-oriented accounting professional to join our team as <strong>Property Accounting Manager</strong>. In this role, you’ll take full ownership of day-to-day property accounting for a two-building commercial property in San Francisco’s Market Center—currently undergoing major renovations and amenity upgrades. This is an exciting opportunity to work in a dynamic environment where your contributions directly influence the success of a high-profile asset.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage all aspects of property accounting, including journal entries, accruals, reconciliations, and reporting.</li><li>Set up new and renewal leases in MRI/PMX.</li><li>Prepare construction draws and track project costs.</li><li>Handle accounting for leasing commissions, tenant improvements, and capital projects.</li><li>Collaborate with property management on ad-hoc projects and renovations.</li><li>Develop checklists and Smartsheets to streamline workflows.</li><li>Support lender reporting and financial planning.</li><li>Expand responsibilities as additional properties are acquired.</li></ul><p><strong>Why You’ll Love It Here</strong></p><ul><li>Work closely with the GM and a supportive, fun property management team (yes—dogs welcome!).</li><li>Gain exposure to construction, leasing, and renovation accounting.</li><li>Enjoy growth potential as the portfolio expands in San Francisco.</li><li>Competitive compensation and benefits in a professional yet relaxed environment.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager | Real Estate Development Firm | Berkeley | Hybrid </strong></p><p> </p><p>Step into a high-impact role at a company known for transforming complex sites into vibrant, mixed-use communities. Each project brings variety, visibility, and the chance to make a real difference. You’ll own the numbers on major developments, collaborate with smart, driven teams, and play a key role in streamlining processes. If you’re looking for stability and a place where your ideas are valued, this is the opportunity for you.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and enhance reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p>
<p>We are looking for an experienced Controller to oversee financial processes and ensure accurate documentation management within our organization. This role involves maintaining high standards for document control and organization, while also supporting financial operations. The ideal candidate will bring expertise in document scanning and compiling, along with a strong understanding of financial controls.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain accurate accounting records in full compliance with GAAP.</li><li>Prepare, review, and interpret monthly financial statements and management reports.</li><li>Lead, mentor, and support accounting team members.</li><li>Develop and implement internal controls to safeguard assets and ensure reliable financial reporting.</li><li>Partner with Finance, Operations, and cross-functional teams to improve workflows and enhance efficiency.</li><li>Coordinate year-end audit activities and prepare required documentation.</li><li>Manage regulatory compliance by working closely with tax accountants on filings, returns, and required reports.</li><li>Perform other related duties as assigned.</li></ul>
<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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax & Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
