We are looking for an experienced Accounting Assistant to join our dynamic team in Mountain View, California. This role is ideal for someone who is detail-oriented, thrives in a fast-paced environment, and enjoys working collaboratively to ensure accurate and efficient financial operations. As a Contract to permanent position, this opportunity offers the potential for long-term growth within our organization.<br><br>Responsibilities:<br>• Perform monthly reconciliations for multiple bank accounts to ensure financial accuracy.<br>• Manage accounts payable and accounts receivable processes with efficiency.<br>• Prepare and distribute owner statements and direct deposits in a timely manner.<br>• Generate financial reports, including those related to taxes, payroll, retirement accounts, and worker's compensation.<br>• Handle payroll processes for office staff and apartment managers.<br>• Maintain and balance property accounts to ensure proper financial tracking.<br>• Prepare quarterly distributions for specific property accounts.<br>• Complete journal entries and ensure accurate recordkeeping for internal and external review.<br>• Communicate effectively with owners and external stakeholders regarding financial matters.<br>• Manage year-end tasks, including the preparation of vendor and owner 1099s and filing of annual reports.
<p>Robert Half Consulting is hiring a Full-Charge Bookkeeper to provide full-cycle accounting, reconciliations, and account management for our clients. We’re seeking a skilled professional with expertise in GAAP, strong communication skills, and a proactive, problem-solving attitude. If you excel at managing detailed bookkeeping and enjoy overcoming complex challenges, we’d love to hear from you!</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</li><li>Manage the general ledger, reconcile accounts, and maintain accurate financial records.</li><li>Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</li><li>Assist with budgeting, forecasting, and other financial planning activities.</li><li>Manage month-end and year-end close processes efficiently and on time.</li><li>Ensure compliance with accounting policies, tax regulations, and internal controls.</li><li>Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</li><li>Implement best practices to streamline and enhance financial processes.</li><li>Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</li></ul>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p>Robert Half Consulting is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive, solution-oriented approach. If you thrive in account management, balance reconciliation, and crafting effective solutions, we want to hear from you!</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>· Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</p><p>· Manage the general ledger, reconcile accounts, and maintain accurate financial records.</p><p>· Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</p><p>· Assist with budgeting, forecasting, and other financial planning activities.</p><p>· Manage month-end and year-end close processes efficiently and on time.</p><p>· Ensure compliance with accounting policies, tax regulations, and internal controls.</p><p>· Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</p><p>· Implement best practices to streamline and enhance financial processes.</p><p>· Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</p>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p>We have partnered up with an organization in the San Jose area who has an immediate need for a Part Time Payroll Accountant. </p><p> </p><p>What We're Expecting:</p><ul><li>Prepare and submit paper payroll checks for employees</li><li>Collect banking information for direct deposit setup and initiate deposits on paydays</li><li>Reconcile the general ledger regarding payroll transactions</li><li>Handle quarterly payroll reporting for multiple clients (we do <em>not</em> process periodic payroll; only quarterly reports and annual W-2s).</li><li>Maintain client books in QuickBooks.</li><li>Assist with closing books, including preparation for tax filings..</li><li>Manage payroll reporting for companies ranging from 20 to 100 employees.</li></ul><p> </p>
<p>We are looking for an Accounts Payable Clerk to join our client in Hayward, California. This role is essential to ensuring the smooth operation of the Accounts Payable department, including managing vendor relationships, processing invoices, and ensuring compliance with company policies. As a contract-to-permanent position, this opportunity offers the potential for long-term growth within the organization.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>· Vendor maintenance</p><p>· Code and process non-inventory and inventory invoices using 3-way match</p><p>· Vendor payment processing</p><p>· Process incoming and outgoing USPS mail</p><p>· Expense Reports</p><p>· Monthly vendor statement reconciliation</p><p>· Respond to vendor inquiries</p><p>· Research and resolve all vendor and A/P related issues in a timely manner</p><p>· Order and maintain and stock office supply cabinet and lunchroom with supplies when needed</p><p>· Establish and maintain professional relationships with internal stakeholders and vendors</p><p><br></p>
<p>We are looking for an experienced Controller to oversee document management processes and ensure the accuracy and efficiency of record-keeping systems. This role requires someone who is detail-oriented, excels in organizing, scanning, and maintaining critical documentation. Join our team in Oakland, California, and contribute to a structured and reliable workflow.</p><p><br></p><p>Responsibilities:</p><p>• Oversee core accounting operations (GL, AR/AP, reconciliations, PO controls).</p><p> • Ensure timely, accurate monthly, quarterly, and annual closes and reporting.</p><p> • Partner with the CFO on budgeting, performance tracking, and financial improvements.</p><p> • Manage and mentor the accounting team; promote a high-performance culture.</p><p> • Coordinate financial reporting for internal teams and external stakeholders.</p><p> • Lead audits and tax filings; serve as primary contact with external auditors and the Audit Committee.</p><p> • Oversee cash flow and bank relationships with the CFO.</p><p> • Administer financial systems and provide user training.</p><p> • Establish and enforce accounting policies, controls, and regulatory compliance.</p><p> • Stay current on accounting standards and regulatory changes.</p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a rapidly scaling investment management firm</strong> to identify a <strong>Tax Manager</strong> to join their team in a <strong>fully remote</strong> capacity.</p><p>This firm operates in a highly academic, collaborative environment and has experienced exceptional growth in assets under management over a short period of time. The team works closely with senior leadership, engineering, and fund operations to support complex tax needs and new fund launches.</p><p><br></p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Tax Manager</li><li><strong>Location:</strong> Fully Remote (U.S.)</li><li><strong>Experience Level:</strong> 5+ years</li><li><strong>Schedule:</strong> Full-time</li></ul><p><br></p><p><strong>Role Overview</strong></p><ul><li>Oversee U.S. tax compliance for assigned funds and related entities, from initial data gathering through final filings</li><li>Review federal and state tax filings and investor reporting for accuracy and completeness</li><li>Serve as a point of contact for investor tax-related questions</li><li>Coordinate with external advisors, banks, legal teams, and internal stakeholders</li><li>Handle time-sensitive tax requests and special projects with precision</li><li>Apply expertise in hedge fund tax considerations, including foreign investor structures and tax exposure analysis</li><li>Partner with fund accounting and operations teams on ongoing processes</li><li>Perform monthly income tax assessments and review pass-through entity tax calculations</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Fully remote role with strong work-life balance</li><li>Collegial, collaborative culture with excellent team tenure</li><li>Leadership team with deep academic and technical backgrounds (PhD-led organization)</li><li>Exposure to senior leadership and decision-makers</li><li>Opportunity to support new fund launches and process automation initiatives</li><li>Extremely fast-growing organization with significant AUM expansion</li><li>Competitive benefits package, including:</li><li>20 days PTO + 9 sick days</li><li>401(k) with company match</li><li>Premium health benefits comparable to top-tier tech firms</li></ul><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>AP SPECIALIST</strong></p><p>The Accounts Payable (AP) Specialist will be responsible for managing the accounts payable function including processing a high volume </p><p>of invoices, reconciling vendor accounts, and working closely with and vendors to ensure timely and accurate payments. </p><p><br></p><p>Responsibilities:</p><p>-Process full cycle AP for over 500 invoices per month</p><p>-Match invoices to purchase orders to verify accuracy before processing payments </p><p>-Track and manage invoice approvals across multiple entities </p><p>-Ensure vendor invoices are coded accurately to the general ledger account</p><p>-Maintain vendor records and ensure all required documentation (e.g., W-9s, insurance </p><p>certificates, service contracts) is current </p><p>-Reconcile vendor statements and resolve any discrepancies or billing issues promptly </p><p>-Process weekly payments via check, ACH, or wire transfer in accordance with payment terms. </p><p>-Review invoice dashboard daily to move invoices through appropriate workflows and follow up </p><p>internally to ensure payments are made on time </p><p>-Process intercompany payments on monthly basis </p><p><br></p><p><br></p>
<p><strong>Thinking About Life After Public Accounting?</strong></p><p>Here’s a path that’s faster-paced, more analytical, and way more exciting than ticking-and-tying.</p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Comp:</strong> $90,000–$120,000 base + Bonus + Full Benefits</p><p>If you’re coming from a Big 4 or national public accounting firm and craving work that feels more strategic and less routine, this role might be the perfect pivot. A growing M& A advisory group in San Francisco is adding a Senior Associate who wants to dig deeper into deals, analyze real business performance, and play a key role in helping investors decide whether to buy a company.</p><p>Think of it as taking your audit superpowers and applying them to fast-moving, deal-driven work.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Dive into the financials of potential acquisition targets—quality of earnings, working capital, cash flow, all the fun stuff</li><li>Build and refine financial models (you’ll get M& A-specific training if you haven’t done this before)</li><li>Create polished, client-ready reports and insights</li><li>Work closely with senior team members and clients throughout the transaction</li><li>Get exposure to the full M& A lifecycle—from first glance to closing</li></ul><p><br></p>
<p><strong>Accounts Receivable Specialist – San Ramon </strong></p><p>Join a dynamic team with a leading firm in the East Bay! The Accounts Receivable Specialist will be responsible for managing invoicing, collections, and payment processing to ensure accurate, timely revenue flow. The ideal candidate is detail-oriented, customer-focused, and comfortable working in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and monitor incoming payments</li><li>Prepare invoices and resolve billing discrepancies</li><li>Handle collections and communicate proactively with clients</li><li>Maintain accurate records for audits</li></ul><p>Apply now or contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p>
<p><strong>Interested?</strong></p><p>If this opportunity feels like a strong fit, apply today and send your resume directly via LinkedIn to <strong>JC del Rosario</strong> — I’d be excited to connect and share more.</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Specialist</strong> to join a highly respected private equity firm. This role is ideal for someone who thrives in a fast‑moving environment, enjoys juggling multiple priorities, and excels at solving problems in real time. You’ll play a key role across investor operations, communications, data management, and technology initiatives—helping streamline processes and enhance the investor experience.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes and coordinate investor communications</li><li>Support onboarding for new funds and investors</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor records across CRM and fund accounting systems</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr)</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Partner with Investor Relations, Finance, and external consultants on strategic and ad hoc initiatives</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third‑party providers</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to enhance reporting templates, workflows, and the investor portal experience</li></ul><p><br></p><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus</li><li>100% employer‑paid medical, dental, and vision coverage</li><li>Generous retirement contributions and additional firm‑wide perks</li><li>Collaborative, hands‑on manager who values clarity, structure, and organization</li><li>Complimentary meals and a supportive, team‑oriented culture</li></ul>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
We are looking for an experienced Full Charge Bookkeeper to join our team on a long-term contract basis in Napa, California. In this role, you will manage a wide range of accounting tasks, ensuring accuracy and efficiency in financial operations. Ideal candidates will bring expertise in property management accounting and familiarity with AppFolio software.<br><br>Responsibilities:<br>• Manage and maintain accurate records of accounts payable (AP) and accounts receivable (AR).<br>• Perform regular bank reconciliations to ensure financial records align with bank statements.<br>• Handle commercial CAM reconciliations with precision and attention to detail.<br>• Prepare and analyze budgets to support financial planning and decision-making.<br>• Record and monitor payments, ensuring timely processing and proper documentation.<br>• Utilize AppFolio software to execute accounting tasks efficiently and effectively.<br>• Generate financial reports and summaries for management review.<br>• Ensure compliance with accounting standards and company policies.<br>• Collaborate with the property management team to align financial operations with business goals.
<p>We are seeking a highly organized and proactive Analyst to support a portfolio of over 50 entities across two companies. This role is part time and works closely with in-house tax accountants to prepare and deliver accurate financial and investor information, with a strong focus on timely K-1 reporting.</p><p><br></p><ul><li>Serve as the primary liaison between company entities and in-house tax accountants</li><li>Gather, prepare, and deliver required information to tax teams, including:</li><li>Annual financial statements</li><li>Ownership and investor changes</li><li>Assignments and transfers</li><li>Sales and purchase activity</li><li>Track and verify changes in investors across entities</li><li>Prepare and upload (“float”) K-1s to the investor portal</li><li>Invite investors to the portal and assist with access as needed</li><li>Ensure all tax-related information is delivered to tax accountants to meet investor filing timelines</li><li>Manage similarities and differences across entities to streamline reporting processes</li><li>Maintain accurate records across multiple entities and reporting cycles</li></ul>
<p>We are looking for an experienced and detail-oriented CFO to join our team in Santa Clara, California. In this role, you will oversee financial transactions, maintain accurate records, and ensure the smooth functioning of office operations. This position requires a high level of integrity, professionalism, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Own the company financials and the operational accounting - this is a hands-on role</p><p> Manage daily office operations and provide direct support to the company President.</p><p>• Calculate and process monthly commissions using the Representative Profit Management System.</p><p>• Handle payroll processing and ensure timely and accurate payments to employees.</p><p>• Maintain and update financial records in QuickBooks, ensuring accuracy and compliance.</p><p>• Prepare and deliver business reviews and presentations using PowerPoint.</p><p>• Administer 401K contributions and ensure compliance with regulatory requirements.</p><p>• Reconcile monthly bank statements and oversee payment of bills.</p><p>• Develop and manage web-based supplier management systems.</p><p>• Update and maintain corporate PowerPoint presentations for business use.</p>
<p>Our client is a San Jose medical device company that is seeking an ON-SITE AR Accountant to manage high-volume client invoicing, AR tasks, and month-end close. Must interface well with executives, colleagues, and external stakeholders.</p><p> </p><p>Must-haves</p><p>BS in Accounting, Economics, Finance, or related field</p><p>3–5 years in client invoicing, AR, and direct client interaction</p><p>AR, bank reconciliations, month-end close</p><p>Excellent written and verbal communication</p><p>High-volume invoicing experience</p><p>Highly organized, detail-oriented, able to multi-task</p><p>Self-starter; works well independently and in a distributed team</p><p>Strong Excel (pivot tables, VLOOKUPs); NetSuite experience required</p><p>Experience submitting invoices to client portals preferred</p><p><br></p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
<p>Robert Half is in search for a Trust Accountant for a law firm in Walnut Creek.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure compliance with state trust accounting guidelines and internal procedures.</li><li>Manage trust account activity, including deposits, settlements, refunds, and fund transfers to operating accounts.</li><li>Record all transactions in Aderant at the matter level and complete timely bank reconciliations.</li><li>Monitor and research outstanding checks and prepare trust balance reports and other analyses as requested.</li><li>Collaborate with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to ensure accuracy and efficiency.</li><li>Support process improvements by recommending and implementing new accounting controls.</li><li>Prepare and file annual 1099 forms and assist with trust-related projects, including aging analysis and other initiatives assigned by leadership.</li></ul><p><br></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>About the Role</strong></p><p>We are seeking a motivated and detail‑oriented professional to join our team. In this role, you will contribute to key operational, strategic, or technical functions and collaborate with cross‑functional partners to support organizational goals. This position is ideal for someone who thrives in a dynamic environment and enjoys taking ownership of their work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and execute core responsibilities related to the role, ensuring accuracy, timeliness, and adherence to internal policies.</li><li>Collaborate with internal and external stakeholders to support ongoing projects and operational workflows.</li><li>Provide clear, professional communication to team members, partners, or clients.</li><li>Analyze information, identify opportunities for improvement, and support decision‑making processes.</li><li>Participate in ad‑hoc tasks or initiatives as needed to support departmental goals</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with role responsibilities and market standards.</li><li>Access to professional development opportunities and learning resources.</li><li>Supportive, team‑oriented environment with opportunities for impact and growth.</li></ul>
<p>We are looking for a meticulous and experienced Accounts Payable Specialist to join our team on a long-term contract basis in San Francisco, California. In this role, you will handle crucial financial processes, including invoice management and payment operations, ensuring accuracy and compliance with company policies. This position requires someone who is detail oriented and has a strong understanding of accounts payable procedures, particularly in D2C eCommerce and consumer packaged goods industries.</p><p><br></p><p>Responsibilities:</p><p>• Process and review both purchase order (PO) and non-PO invoices, ensuring accurate coding and compliance.</p><p>• Coordinate with internal teams to address and resolve discrepancies related to purchase orders and vendor issues.</p><p>• Facilitate the timely approval and processing of payments for invoices.</p><p>• Maintain organized and accurate records of all accounts payable transactions.</p><p>• Support month-end closing activities by preparing reports and performing reconciliations.</p><p>• Ensure adherence to internal controls and company policies throughout all accounts payable operations.</p><p>• Assist with special projects and ad-hoc tasks within the finance department.</p><p>• Collaborate with colleagues to improve efficiency in accounts payable workflows and systems.</p>
<p>Our client is actively seeking an Accounting Analyst to interface with participating employers and process monthly contributions for health, welfare, and pension benefits. You’ll play a key role in ensuring accurate reporting, payment processing, and reconciliation for a large volume of employee records. This is an excellent opportunity for professionals who thrive in detail-oriented environments and enjoy leveraging their advanced Excel skills to manage large datasets and contribute to financial accuracy.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Process and Manage Contributions:</strong></p><ul><li>Handle monthly contributions for participating employers, often working with thousands of employee records in Excel. Use formulas and functions to ensure precision and manage complex data files, including preparing test files for data upload to the company mainframe.</li></ul><p><strong>Payment Posting and Reconciliation:</strong></p><ul><li>Download daily lockbox details to post payments in the system of record. Accurately apply payments to accounts and allocate receipts to the appropriate funds. Reconcile monthly receipts with bank statements and prepare summaries for general ledger updates.</li></ul><p><strong>Invoicing and Collections:</strong></p><ul><li>Prepare invoices for employers and handle electronic data transfer and document filing. Address discrepancies by creating billing documents and letters and coordinate arbitrations/collections with legal counsel and management for unpaid contributions.</li></ul><p><strong>Compliance, Audits, and Analysis:</strong></p><ul><li>Research and prepare billing related to compliance audits, withdrawal liability, and receivable balances, including liquidated damages. Compile and provide supporting documentation for amounts due, maintain accurate records, and document status of account reconciliations.</li></ul><p><strong>Communication and Coordination:</strong></p><ul><li>Regularly interface with employers to resolve contribution discrepancies and communicate billing status. Collaborate with management and legal counsel regarding arbitrations and collections when necessary.</li></ul><p>Ready to make a difference in a fast-paced accounting team? Apply today or contact Dennis Brinkmann for immediate consideration - 925-271-4809 </p><p><br></p><p><br></p>
<p>We are seeking an Accounts Receivable (AR) Clerk with a minimum of 2 years of relevant experience for a temp-to-hire opportunity. This role is ideal for someone who thrives in a collaborative team environment and demonstrates professional and clear communication skills.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts receivable transactions and maintain accurate records.</li><li>Reconcile accounts, research discrepancies, and follow up on outstanding balances.</li><li>Generate and analyze AR reports using MS Excel, including working with large data sets.</li><li>Support cash application and assist with month-end closing activities.</li><li>Collaborate closely with internal teams to resolve payment issues.</li><li>Provide updates and reporting as needed.</li></ul><p><br></p>
<p>We are technology startup looking for a detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. In this role, you will be responsible for managing financial transactions, maintaining accurate account records, and ensuring the timely processing of payments. This position offers an excellent opportunity for individuals skilled in bookkeeping and payment handling to contribute to the financial operations of the company.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage AP inbox, process invoices, and ensure timely payments through Brex.</li><li>Maintain accurate vendor setup and records.</li><li>Prepare and file 1099s in Brex and the ERP system.</li><li>Support month-end close with AP reconciliations and accruals.</li><li>Document workflows, improve processes, and support automation.</li><li>Partner on Brex–ERP integration and implementation.</li><li>Collaborate with finance leadership to support spend controls and compliance.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Due Diligence, M& A Associate | San Francisco | Hybrid | Up to $130k base + Bonus</strong></p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
