<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p>Robert Half client is looking for a dedicated Account Manager to join their team. This position is fully remote but must be flexible to work PST hours for a total of 37.5 hours per week. This position focuses on providing exceptional administrative support to Account Executives who manage personal insurance lines for high-net-worth clients. As a vital part of operations, you will ensure seamless coordination, accurate documentation, and efficient service delivery. This is a long-term contract opportunity ideal for candidates passionate about operational excellence in a fast-paced environment.</p><p><br></p><p>Account Manager Responsibilities:</p><p>• Prepare and organize policy documents, renewal summaries, and related correspondence to support Account Executives.</p><p>• Compile and analyze insurance reports to assist with account reviews and compliance requirements.</p><p>• Maintain and update client records in the agency management system, ensuring accuracy and attention to detail.</p><p>• Coordinate with insurance carriers and internal teams to secure quotes, endorsements, and necessary documents.</p><p>• Monitor and manage deadlines for renewals, endorsements, claims, and other critical account milestones.</p><p>• Prioritize and efficiently process multiple requests while adhering to strict deadlines.</p><p>• Ensure all workflows and documentation comply with confidentiality and regulatory standards.</p><p>• Assist Account Executives in preparing presentation materials and reports for client meetings.</p><p><br></p><p>If you are interested in this Account Manager position, please submit your resume today!</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </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 improve 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>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a highly skilled Sr Data and Business Intelligence Analyst to join a mid size law firm. 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>This is a remote role for candidates in CA, TX and CO.</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>Are you a Fund Accountant ready to take the next step into a Senior Fund Accountant role with a firm managing over $5B in AUM?</p><p><br></p><p>Jennifer Fukumae with Robert Half’s Finance and Accounting practice is partnering with a well-established Investment Management firm based in Burlingame, CA. The firm specializes in financing affordable housing across the United States and has supported the preservation or creation of over 47,000 affordable housing units since inception. With more than $5.0 billion in assets under management, the firm works alongside sophisticated, long-term institutional investors and offers a highly collaborative environment with experienced principals and investors.</p><p>This is an exciting opportunity for a Senior Fund Accountant to join a growing finance team, contribute immediately, and play a meaningful role in a mission-driven investment platform.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial reporting, including capital calls, distributions, capital account management, management fees, and waterfall calculations</li><li>Assist with the quarterly close process, including oversight and review of third-party fund administrators and back-office service providers</li><li>Support annual audit, tax, and 1099 processes</li><li>Prepare quarterly NAV calculations, annual financial statements, and partners’ capital statements</li><li>Produce performance reporting and assist with investor, client, and audit-related requests</li><li>Manage accounts payable and accounts receivable workflows, including cash reconciliations</li><li>Coordinate with the investment team to ensure sufficient funding for investments, expenses, and distributions</li><li>Perform daily cash coding and weekly position reconciliations</li><li>Proactively identify process improvements, cost efficiencies, and system enhancements to improve operational effectiveness</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Financial Services</strong> is partnering with a <strong>mission-driven investment management firm</strong> based in <strong>Burlingame, CA</strong> on a search for a <strong>Senior Fund Accountant</strong> to join its growing finance team.</p><p><strong>Location:</strong> Burlingame, CA (2–3 days/week in office, depending on the week)</p><p><strong>Compensation:</strong> $110K–$130K base + bonus</p><p> </p><p><strong>About the Firm</strong></p><p>This investment management firm focuses on impact-oriented investments within the U.S. housing market and has built a strong reputation working with sophisticated, long-term institutional investors. The platform manages <strong>$5B+ in assets</strong> and offers a collaborative, hands-on environment where finance professionals play a meaningful role in the firm’s operations and growth.</p><p> </p><p><strong>Job Description</strong></p><p>The Senior Fund Accountant will support fund accounting, reporting, and operational workflows across multiple investment vehicles. This role works closely with third-party administrators, auditors, and the internal investment team, contributing to quarterly closes, NAV reporting, and ongoing process improvements.</p><p> </p><ul><li>Prepare and support periodic financial reporting, including investor funding activity, distributions, capital tracking, fees, and allocation calculations</li><li>Support the quarterly close by reviewing deliverables from third-party service providers and administrators</li><li>Assist with year-end audit and tax-related processes, including information gathering and coordination</li><li>Prepare quarterly valuation support, annual financial statements, and investor capital summaries</li><li>Produce recurring performance and analytical reports</li><li>Support responses to investor, client, and audit-related information requests</li><li>Oversee payables, receivables, and cash reconciliation processes</li><li>Partner with the investment team to ensure timely funding for investments, operating expenses, and distributions</li></ul><p><br></p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</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, AP | Real Estate Investment Firm| Remote</strong></p><p> </p><p>Join a fast-growing, vertically integrated real estate platform focused on multifamily and mixed-use assets in major metro markets. The firm is scaling quickly and investing heavily in systems, process, and people, making this a great time to step in and have real influence.</p><p> </p><p>This fully remote role leads a high-performing, distributed AP team supporting a large, institutional-quality portfolio. You’ll own day-to-day execution while driving improvements as the platform continues to grow. The company offers flexibility, strong benefits, and a culture that values ownership and initiative.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop a remote, domestic and international AP team</li><li>Oversee high-volume AP operations, processing ~600 invoices per day</li><li>Ensure timely, accurate invoice review, coding, and payment</li><li>Own AP-related month-end close activities</li><li>Drive process improvements and system enhancements</li><li>Partner with internal teams and manage vendor relationships</li><li>Use Yardi and Excel to analyze data and improve workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a Senior Finance Manager to join our team in Oakland, California. In this role, you will lead financial planning and analysis efforts, providing insights that drive strategic decision-making. You will work closely with cross-functional teams to deliver accurate forecasting and budgeting while ensuring the organization’s financial goals are achieved.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead short- and long-term financial modeling, forecasting, budgeting, and planning</li><li>Analyze and report financial results; improve close processes and forecast accuracy</li><li>Partner with leaders to deliver insights, manage KPIs, and support strategic decisions</li><li>Drive process improvements, cost savings, and capital planning</li><li>Manage capital approvals and evaluate investments, M& A, and divestitures</li><li>Prioritize investments, monitor performance, and assess financing options</li><li>Deliver strategic analysis, executive/Board support, and develop FP& A talent</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> 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>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a well-established Credit Union in Dublin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><br></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>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Associate Planner</strong></p><p><strong>Client‑Focused | Growth‑Oriented | Impact‑Driven</strong></p><p>Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors in the day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan development, scenario modeling, and case design</li><li>Prepare client meeting materials and contribute by capturing detailed notes and action items</li><li>Maintain accurate and organized client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑oriented professionals who genuinely care about client outcomes</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are proactive, adaptable, and excited to learn</li><li>Those who want to make a meaningful impact in clients’ financial lives</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Associate Planner</strong></p><p><em>Client‑Focused | Growth‑Oriented | Impact‑Driven</em></p><p><br></p><p>Are you passionate about helping others achieve clarity and confidence in their financial lives? Join a values‑driven wealth advisory firm dedicated to simplifying the complex, building trusted relationships, and delivering exceptional client experiences.</p><p><br></p><p>We are seeking an <strong>Associate Planner </strong>to support advisors in delivering holistic wealth management and financial planning. This is an excellent opportunity for someone early in their financial‑services career who wants hands‑on experience, mentorship, and a path for long‑term growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors with day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan creation, scenario modeling, and case design</li><li>Prepare client meeting materials and participate in meetings to capture detailed notes and action items</li><li>Maintain accurate client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑driven professionals who genuinely care about clients</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are adaptable, proactive, and eager to grow</li><li>Those who want to make a meaningful impact in clients’ lives</li></ul>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing Registered Investment Advisory firm is seeking a <strong>Client Service Associate</strong> to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment.</p><p><br></p><p>The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high‑touch service to sophisticated clients </li><li>Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner </li><li>Assist with client meetings by preparing performance, attribution, and investment reports </li><li>Maintain and organize confidential client documentation, legal and financial records, and correspondence </li><li>Handle ongoing compliance tasks in accordance with firm policies </li><li>Reconcile client portfolio accounts against custodial records to ensure accuracy </li><li>Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items </li><li>Support back‑office reconciliation, portfolio monitoring, and operational processes</li><li>Assist with performance reporting, including contribution and attribution analysis</li><li>Support web‑based client meetings and operational workflows</li><li>Provide assistance with international banking logistics and asset movement</li></ul><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Clear career path with potential advancement into leadership roles</li><li>Low‑turnover environment with strong mentorship and internal development</li><li>Access to industry‑leading technology and ongoing training</li><li>Excellent work‑life balance within a stable and growing firm</li><li>Highly client‑focused culture with strong referral‑based growth</li><li>Firm supports professional designations (e.g., Series 65, CFP)</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well‑respected, boutique Registered Investment Advisor (RIA) with approximately half a billion dollars under management is seeking a <strong>Relationship Manager / Client Service Associate</strong> to join their close‑knit team. The firm is known for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p><br></p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This role requires a unique combination of detail orientation and relationship‑building skills. You will play a key part in onboarding new clients, preparing account documentation, maintaining client accounts, and supporting advisors in all facets of client service.</p><p><br></p><p>You will serve as a primary liaison between the firm and its custodial partners, ensuring smooth operations while delivering exceptional client experiences. This is a great opportunity for someone who wants mentorship from experienced advisors and room to grow—while still having the ability to build a long‑term career in this role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors in onboarding new clients and facilitating smooth transitions</li><li>Coordinate the opening of new accounts and transfer of assets</li><li>Process distributions, including RMDs; maintain annual RMD tracking</li><li>Work directly with custodians to process account service requests</li><li>Document all client interactions and follow‑up in the firm’s CRM</li></ul><p><strong>Why You’ll Love This Opportunity</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer-covered parking or transit pass</li><li>Discretionary bonuses</li><li><strong>4 weeks of PTO</strong> from the start date</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long-tenured staff</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 Manager| Asset Management| Remote | Flexible Start Date</strong></p><p> </p><p>Our client is a technology-driven asset manager applying AI and machine learning to financial markets. They’re a multibillion-dollar platform known for innovation and collaboration.</p><p> </p><p>Join a fast-growing team supporting fund tax compliance and infrastructure. Work closely with senior leadership, contribute to automation initiatives, and help shape scalable processes—all in a fully remote environment with competitive pay and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax compliance for funds and entities, including returns, K-1s, and withholding for foreign investors</li><li>Lead hedge fund-specific tax matters (blockers, UBTI, ECI, PFIC/QEF)</li><li>Partner with accounting and operations teams on recurring processes</li><li>Perform monthly ASC 740 assessments and PTET withholding reviews</li><li>Respond to investor inquiries and coordinate with advisors</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>Controller| Family Office| Menlo Park | $Base + Bonus + Fantastic Benefits</strong></p><p> </p><p>Step into a respected family office managing a diversified portfolio across public equities, private investments, real estate, and alternative assets. Join a collaborative, growing accounting team where your expertise drives operational excellence and best practices.</p><p> </p><p>This role offers generous compensation, strong bonus potential, 401(k) matching, wellness benefits, and top-tier healthcare. You’ll work in a professional, high-caliber environment with opportunities to influence processes, collaborate on valuations and performance metrics, and contribute to meaningful improvements across the investment accounting function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee investment accounting team output for accuracy, consistency, and GAAP compliance</li><li>Manage accounting processes for audited and non-audited entities</li><li>Act as liaison with auditors during the annual audit</li><li>Prepare and review K-1s, reconciliations, and reports</li><li>Maintain accounting standards and improve processes and internal controls</li><li>Collaborate with investment team on valuations, capital activity, and performance</li><li>Ensure proper entries and reconciliations within NetSuite or similar ERP</li><li>Partner on special projects, reporting enhancements, and system initiatives</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| Venture Capital Firm| Palo Alto| Hybrid | Base + Bonus + Excellent Benefits</strong></p><p> </p><p>Join a <strong>leading venture capital firm</strong> with billions under management and a long track record of backing category-defining startups in fintech, enterprise, and digital assets. This is a chance to be part of a hands-on investing platform known for partnering closely with founders and building what’s next.</p><p> </p><p>This role sits at the center of the firm’s finance function and offers real ownership over management company accounting. You’ll work with a collaborative, high-caliber team, influence systems and processes, and help scale operations in a hybrid environment with strong compensation and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own quarterly and annual financial statements, reconciliations, and allocations</li><li>Manage cash, general ledger, monthly close, and distributions</li><li>Oversee AP, expense reimbursements, credit cards, and intercompany activity</li><li>Lead payroll and 401(k) administration</li><li>Partner on tax filings with internal leadership and external CPAs</li><li>Support budgeting, forecasting, and internal controls</li><li>Improve accounting systems, tools, and workflows</li><li>Provide oversight and support to fund accounting</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>Trade Compliance Associate | Investment Firm | Palo Alto| Hybrid | $base + Bonus + Excellent Benefits</strong></p><p> </p><p>Join a top-tier investment firm backing breakthrough biopharma companies worldwide. With billions raised and dozens of IPO and M& A exits, this team sits at the intersection of finance and science, helping bring life-changing therapies to market.</p><p> </p><p>This role is ideal for someone early in their <strong>compliance career</strong> who wants real exposure, smart teammates, and meaningful work. You’ll partner closely with <strong>Trading, Legal, and Finance</strong> to support trade oversight, regulatory filings, and surveillance across public market investments. The firm offers competitive pay, strong benefits, a solid 401k, hybrid flexibility, and a culture that invests in growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review trade authorizations and monitor daily trading activity</li><li>Support pre-trade checks, restricted lists, and trade approvals</li><li>Prepare and coordinate SEC filings (Forms 4, 5, 13D/G)</li><li>Perform trade surveillance, compliance testing, and exam support</li><li>Improve trade monitoring systems and workflows</li><li>Partner with internal teams on accurate trade data and controls</li><li>Assist with training on trading rules, MNPI, and policies</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking an experienced Finance expert with strong attention to detail to lead financial reporting efforts for a prominent organization based in San Jose, CA. This role requires the ability to manage complex reporting processes, ensuring compliance and accuracy in all financial documents. </p><p><br></p><p>Responsibilities:</p><p>Oversee the preparation and submission of accurate financial reports</p><p>Lead the development and presentation of annual financial plans to support organizational goals.</p><p>Review and analyze financial data to identify trends and provide actionable insights.</p><p>Ensure timely completion of annual financial reporting processes while adhering to regulatory standards.</p><p>Collaborate with cross-functional teams to streamline reporting workflows and improve efficiency.</p><p>Monitor changes in regulations to ensure all financial documents align with current requirement</p><p>Direct the implementation of best practices in financial reporting to enhance organizational performance</p><p>Provide strategic recommendations to senior leadership based on thorough analysis of financial reporting </p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</strong></p><p><br></p><p><strong>CONTROLLER</strong></p><p><strong>150K-165K+EQUITY+BONUS+EXCELLENT BENEFITS</strong></p><p><br></p><p>We are looking for an experienced Controller to lead financial operations for a well-established manufacturing company that supports the AI industry. This role is integral to managing accounting, budgeting, compliance, and financial reporting while providing strategic insights to support operational efficiency and profitability. The ideal candidate will thrive in a hands-on environment and work closely with leadership and production teams to ensure financial accuracy and compliance. Company offers excellent benefits, including equity, quarterly bonus, 401k match and health benefits.</p><p><br></p><p>Responsibilities:</p><p>• Oversee all accounting operations, including general ledger management, accounts payable and receivable, payroll coordination, and financial reporting.</p><p>• Prepare and analyze monthly financial statements, budgets, cash flow forecasts, and management reports to inform business decisions.</p><p>• Develop and maintain accurate costing systems, including job costing, standard costing, and variance analysis specific to manufacturing processes.</p><p>• Ensure compliance with federal and state regulations, including tax filings, payroll taxes, sales and use taxes, and audit readiness.</p><p>• Implement and monitor internal controls, financial policies, and procedures to safeguard company assets and enhance operational efficiency.</p><p>• Collaborate with production and operations teams to analyze labor costs, materials usage, overhead, and machine utilization for improved profitability.</p><p>• Lead month-end and year-end closing processes to ensure timely and accurate reporting.</p><p>• Drive improvements in financial systems and processes to enhance reporting accuracy and operational effectiveness.</p><p>• Provide actionable financial insights to ownership and senior leadership to support strategic planning.</p><p>• Manage and develop staff</p>
