<p>We are seeking a highly analytical <strong>Senior Financial Analyst</strong> to lead financial planning, reporting, and strategic analysis. This contract role is 100% onsite in San Francisco and is ideal for someone with strong modeling skills and experience supporting executive decision-making.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and maintain complex financial models to support forecasting and budgeting</li><li>Analyze financial performance and provide strategic insights to leadership</li><li>Prepare executive-level reports and presentations</li><li>Partner with cross-functional teams to evaluate business initiatives</li><li>Support audit and compliance efforts as needed</li></ul>
<p>Join a mission-driven research organization focused on innovation in <strong>robotics, AI, energy, and materials science</strong>. This role supports a highly educated, collaborative operations team (55+ staff, 60% PhDs) within a culture that values transparency, community, and continuous learning.</p><p><strong>Why This Role?</strong></p><ul><li><strong>Flexible hybrid schedule</strong> </li><li><strong>4-day workweek</strong> </li><li><strong>Meals and snacks provided</strong> during onsite days</li><li>Opportunity to contribute to <strong>cutting-edge R& D initiatives</strong> outside of traditional vehicle manufacturing</li><li>Work closely with a small but high-impact <strong>FP& A team</strong> on meaningful projects</li><li>Strong focus on professional growth and internal collaboration</li></ul><p><strong>Role Scope & Key Responsibilities</strong></p><p>This hybrid <strong>Financial Analyst </strong>role supports <strong>FP& A for R& D operations</strong>, focusing on:</p><ul><li><strong>OpEx and CapEx planning</strong> for various research projects</li><li>Partnering with division leads and project managers to review and refine budgets</li><li>Conducting monthly <strong>budget vs. actual variance analysis</strong></li><li>Supporting forecast accuracy conversations with internal stakeholders</li><li>Preparing monthly financial reports and insights for budget owners</li><li>Managing contractor and headcount-related <strong>accruals</strong></li><li>Contributing to the <strong>month-end close process</strong></li><li>Maintaining and improving <strong>Adaptive Planning (Workday Planning)</strong> models and structures</li><li>Leading testing, feature rollout, and data validation within Adaptive</li><li>Supporting integrations with other Workday modules</li></ul><p><br></p>
<p>We are looking for a highly skilled Senior Revenue Accountant to join our team in Oakland, California or LA. In this role, you will take ownership of critical accounting functions and ensure the accuracy of financial records. This is an excellent opportunity for someone with strong attention to detail to contribute to a dynamic and fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare monthly sales allowance accruals, reconciliations, and related journal entries.</li><li>Collaborate with Sales to estimate retailer-specific monthly allowances (e.g., markdowns).</li><li>Conduct quarterly lag and rate analyses for the general reserve.</li><li>Review new customer contracts.</li><li>Provide monthly sales allowance reports to Sales teams.</li><li>Review monthly allowances and deductions with Sales teams.</li><li>Drive process improvements in daily operations.</li><li>Ensure internal controls for sales allowances comply with U.S. GAAP, SOX, and company policies.</li><li>Assist auditors with required documentation for quarterly and year-end audits.</li><li>Support other month-end close activities as needed.</li><li>Perform additional assigned duties.</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.</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>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></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>We are hiring a <strong>Financial Analyst</strong> to support budgeting, reporting, and data analysis. This role is 100% onsite in San Francisco and is a great opportunity for someone looking to grow their finance career in a hands-on, collaborative environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in preparing budgets, forecasts, and variance analyses</li><li>Compile and analyze financial data to support reporting needs</li><li>Maintain financial models and dashboards</li><li>Collaborate with accounting and operations teams to ensure data accuracy</li><li>Support ad hoc analysis and reporting requests</li></ul>
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p><strong>Senior Fund Operations & Data Analyst</strong></p><p><br></p><p>A leading global investment firm is seeking a <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data—driving the implementation and optimization of financial systems and workflows that support the firm’s continued growth.</p><p><br></p><p><strong>Why This Role Matters</strong></p><ul><li>Shape and scale the firm’s finance and operations tech stack</li><li>Build data pipelines and reporting frameworks that power decision-making</li><li>Lead automation and process improvements across fund operations</li><li>Collaborate with cross-functional teams to deliver scalable solutions</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Evaluate and implement financial and operational platforms (CRM, portfolio management, reporting)</li><li>Translate business needs into technology solutions</li><li>Develop dashboards and reporting tools for firm-wide insights</li><li>Automate workflows and manage data migrations</li><li>Ensure compliance and governance across systems and processes</li></ul><p><strong>Perks & Benefits</strong></p><ul><li>100% employer-paid medical, dental, vision, life, and disability coverage</li><li>401(k) match up to 10%, plus annual profit sharing</li><li>Paid holidays + year-end blackout week</li><li>Annual commuter pass, gym reimbursement, and daily lunch</li><li>Monday breakfasts and a collaborative, growth-oriented culture</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </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> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and 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>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p>We are looking for a highly skilled Sr Data and Business Intelligence Analyst to join our team in San Francisco, California. This role is pivotal in driving data-driven decision-making by benchmarking organizational performance, supporting cross-departmental reporting needs, and implementing advanced business intelligence tools. The ideal candidate will possess a strong analytical mindset and a proven ability to manage and optimize data systems, ensuring the seamless flow of information across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial analyses, including profitability, time and billing, accounts payable, accounts receivable, collections, and general ledger, using advanced reporting and querying tools.</p><p>• Collaborate with firm leadership and technical teams to define and implement a business intelligence strategy that aligns with organizational goals.</p><p>• Design, create, and optimize data models, analytics layers, and dashboards using tools like Power BI, Tableau, and Aderant.</p><p>• Provide technical support and guidance to departments such as Finance, Human Resources, and Legal Recruiting to enhance their use of business intelligence applications.</p><p>• Investigate and resolve discrepancies and issues in business systems, ensuring data consistency and integrity across all platforms.</p><p>• Manage and enhance practice management tools related to budgeting, reporting, and data functionalities, while ensuring smooth implementation of new applications.</p><p>• Partner with departments to develop and maintain internal evaluations and surveys, ensuring alignment with organizational objectives.</p><p>• Oversee data flows between various firm systems, including Aderant, IntApp, and payroll systems, to ensure seamless integration and functionality.</p><p><br></p>
<p><strong>Senior Fund Operations & Data Analyst</strong></p><p><em>Venture Capital Operations | Global Investment Firm</em></p><p>A top-tier global investment firm is hiring a <strong>Senior Fund Operations & Data Analyst</strong> to join its Venture Capital Operations team. This high-impact role sits at the crossroads of finance, operations, and data—driving innovation in systems and workflows that support the firm’s continued growth.</p><p><br></p><p><strong>Why This Role Matters</strong></p><ul><li>Shape and scale the firm’s finance and operations tech stack</li><li>Build data pipelines and reporting frameworks that drive strategic decisions</li><li>Lead automation and process improvements across fund operations</li><li>Partner with cross-functional teams to deliver scalable, tech-enabled solutions</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Evaluate and implement financial and operational platforms (CRM, portfolio management, reporting)</li><li>Translate business needs into effective technology solutions</li><li>Design dashboards and reporting tools for firm-wide insights</li><li>Automate workflows and manage data migrations</li><li>Ensure compliance and governance across systems and processes</li></ul><p><strong>Perks & Benefits</strong></p><ul><li>100% employer-paid medical, dental, vision, life, and disability coverage</li><li>401(k) match up to 10%, plus annual profit sharing</li><li>Paid holidays + year-end blackout week</li><li>Annual commuter pass, gym reimbursement, and daily lunch</li><li>Monday breakfasts and a collaborative, growth-oriented culture</li></ul><p><strong>Interested?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and share more!</p>
<p>We are looking for a dedicated and detail-oriented Senior Administrative Assistant with specialized expertise in grants management to join our team in Alameda, California. This long-term contract position offers an excellent opportunity for professionals with a background in financial reporting, budgeting, and compliance. The role will involve working in a hybrid environment, combining on-site and remote duties.</p><p><br></p><p>Responsibilities:</p><p><strong>• Oversee the financial management of grants, including budgeting, forecasting, and tracking expenditures to ensure proper allocation of funds.</strong></p><p>• Prepare and submit comprehensive financial reports to grantors, ensuring accuracy and adherence to funding guidelines.</p><p>• Monitor obligations and expenditures related to grants, ensuring compliance with program goals and deadlines.</p><p>• Collaborate with internal teams and stakeholders to maintain transparency and accuracy in financial processes.</p><p>• Address and resolve discrepancies in financial records and reporting related to grant activities.</p><p>• Ensure compliance with all relevant regulations and standards for financial reporting and grant management.</p><p>• Organize and maintain documentation related to grants, including contracts, reports, and financial records.</p><p>• Assist in the preparation of audits by providing necessary documentation and financial data.</p><p>• Utilize financial management tools and software to streamline processes and maintain accurate records.</p>
<p>Our Oakland, CA client is seeking a Senior Engineer to support its Finance and HR systems in a hands-on, application-focused role. This position is not development-heavy but centers on improving IT operations, troubleshooting technical issues, coordinating integrations, and driving process efficiencies. The engineer will manage enterprise applications such as Dynamics GP (Great Plains), ADP, and other related platforms, enabling better support for business functions like Finance, HR, and recruiting.</p><p><br></p><p>The ideal candidate is adept at vendor management, systems troubleshooting, and building automation strategies, showcasing a strong grasp of Finance and HR applications.</p><p> </p><p>This is a contract-to-hire role, and is onsite 5 days a week.</p><p> </p><p>Key Responsibilities:</p><ul><li>System Support: Provide day-to-day application troubleshooting and issue resolution for tools like Dynamics GP, ADP, and Jobvite.</li><li>Integration & Automation: Lead system integrations and identify automation opportunities to streamline processes.</li><li>Vendor Coordination: Collaborate with external vendors for system upgrades, implementations, and support.</li><li>Documentation & Knowledge Management: Create robust knowledge-sharing materials for sustained IT efficiency.</li><li>User Adoption: Assist end-users with onboarding and training for new applications and features.</li></ul>
<p>We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.</p><p>• Analyze financial data to identify trends, variances, and opportunities for optimization.</p><p>• Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.</p><p>• Prepare and present financial reports and recommendations to senior leadership and stakeholders.</p><p>• Contribute to the development and implementation of financial strategies to improve operational efficiency.</p><p>• Conduct ad hoc financial analyses to address specific business challenges and opportunities.</p><p>• Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.</p><p>• Support the organization in managing multiple priorities within a fast-paced environment.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely financial information.</p><p>• Assist in data mining and analysis to enhance decision-making and forecasting accuracy.</p>
<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>Senior Accountant / Accounting Manager – Fund & Property Accounting | San Francisco, CA</strong></p><p>A prestigious private real estate investment firm is seeking a <strong>Senior Accountant or Accounting Manager</strong> to join its San Francisco office. This is a high-impact opportunity for a detail-oriented professional with fund and property-level accounting experience to contribute to a growing team managing complex real estate investments.</p><p><br></p><p><strong>About the Role:</strong></p><p>You’ll work directly with the CFO and fund administrator to manage fund and property-level accounting, financial reporting, valuations, and investor communications. The firm operates across diverse real estate asset classes and investment structures, offering exposure to institutional, family office, and UHNW investors.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review monthly operating reports, variance analysis, and property cash flows</li><li>Oversee quarterly investor reporting, waterfall calculations, and fund allocations</li><li>Prepare fund and property performance metrics and financial projections</li><li>Support quarterly valuation processes and SEC compliance filings</li><li>Manage capital calls, distributions, and carry calculations</li><li>Coordinate year-end audits and tax return preparation</li><li>Interface with operating partners and respond to investor and compliance requests</li><li>Assist with credit facility servicing and ad hoc financial analysis</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR PROPRETY ACCOUNTANT</strong></p><p><br></p><p>Well established real estate investment company with over 6Bil AUM is expanding its accounting team. We are looking for a Senior Accountant to join a growing dynamic team. In this role, you will oversee property-related financial operations, ensure the accuracy and compliance of reporting while driving strategic insights through financial analysis. This position requires expertise in managing full-cycle accounting processes and collaborating with cross-functional teams to maintain the integrity of financial data.</p><p><br></p><p>Responsibilities:</p><p>• Manage the month-end close process, ensuring accurate and timely financial reporting.</p><p>• Prepare and record journal entries, verifying documentation and reconciling financial accounts.</p><p>• Conduct bank reconciliations to ensure compliance and accuracy.</p><p>• Oversee general ledger activities, including intercompany allocations, loan schedules, and asset tracking.</p><p>• Assist with liquidity management, including fund transfer requests and investor distribution coordination.</p><p>• Prepare financial reports to meet lender and investor requirements.</p><p>• Support budget preparation and provide recommendations based on financial trends and forecasts.</p><p>• Ensure compliance with tax regulations, business license renewals, and property tax filings.</p><p>• Collaborate with property management and regional teams to align financial operations with business goals.</p><p>• Identify opportunities for process improvements to enhance efficiency and reporting accuracy.</p>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
<p>Are you a detail-oriented accounting professional looking to take your career to the next level? We are seeking a <strong>Senior Accountant</strong> for an exciting opportunity in a growing organization. This position offers hands-on responsibility across the full spectrum of accounting processes, empowering you to drive efficient and accurate reporting. As a key contributor, you’ll work closely with leadership and play an instrumental role in ensuring seamless financial operations.</p><p><br></p><p><strong>About the Role</strong></p><p>As the Senior Accountant, you will oversee a variety of accounting functions, including general ledger management, financial reconciliations, and month-end close processes. Supporting the VP of Finance & Accounting, you will influence key decision-making and occasionally act as a point of contact for the Executive Leadership Team during their absence. You’ll need a keen eye for precision, an aptitude for data analysis, and a strong commitment to process improvement and compliance.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>Your core responsibilities will include:</p><ul><li>Managing general ledger <strong>activities</strong> and ensuring proper reconciliation and accuracy in line with established accounting standards (GAAP).</li><li>Driving the <strong>month-end close process</strong> to deliver timely and accurate reporting.</li><li>Preparing trial balances, performing detailed account <strong>reconciliations</strong>, and reporting any discrepancies or variances.</li><li>Reviewing and processing essential <strong>transaction entries</strong> and journal entries, including EOY adjustments from external auditors.</li><li>Serving as a liaison for <strong>accounts payable/receivable (AP/AR)</strong> to resolve issues, analyze variances, and provide transactional support.</li><li>Supporting financial planning activities such as the <strong>annual budgeting process</strong> and year-end financial reviews.</li><li>Reviewing time card submissions while ensuring internal processes and procedures are followed.</li><li>Assisting with specialized <strong>accounting projects</strong> related to operations, including harvest accounting.</li><li>Developing and documenting <strong>internal processes and policies</strong> while maintaining robust internal controls.</li><li>Performing additional accounting and finance duties as assigned.</li></ul><p><br></p><p><br></p>
JOB SUMMARY:<br>The Senior Accountant is responsible for day-to-day operational activities within the Finance Department, including accounts payable, bank reconciliations, payroll, journal entries, fixed assets and general ledger. In support of the Director of Finance, the Senior Accountant will assist with various financial responsibilities and special projects as assigned.<br><br>ESSENTIAL DUTIES<br>Responsible for overseeing the daily responsibilities of the Accounts Payable Specialist. This includes daily entry of accounts payable, weekly check runs and annual 1099 filings. <br>Reconcile bank statements.<br>Prepare monthly journal entries related to accounting responsibilities, i.e., prepaid expenses, payroll and benefits, fixed assets, month-end accruals, accrued revenue, on-the job training reimbursements, etc. <br>Maintain Lease Accounting Software.<br>Analyze monthly account variances and reconcile differences.<br>Prepare monthly balance sheet reconciliations and quarterly sales tax reports.<br>Prepare monthly financials including supporting schedules for management and Board of Directors.<br>Assist with welfare claim exemption and business property tax statement filings.<br>Support preparation of annual budget, year-end audit and tax schedules.<br>Regular attendance is required to perform the essential functions of the job.<br><br>SECONDARY DUTIES<br>Serve as backup for payroll and select HRIS responsibilities.<br>Support the Director of Finance with accounting projects as requested.<br><br>MINIMUM REQUIREMENTS<br>Education Required: Bachelor of Science Degree, with concentration in accounting. <br>Experience Required: Four years accounting experience working in a similar role. Payroll experience a plus.<br><br>JOB SPECIFICATIONS<br>Knowledge Required: Basic knowledge of accounting and office practices. Effective written and verbal communication and organizational skills.<br>Equipment Used: Desktop PC, copier, 10-key calculator, multi-line telephone system.<br> <br>Software Used: Office 365, Outlook, Word, Excel, PowerPoint, PowerPlan, Paycom, and SAP