<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo </strong>with <strong>Robert Half Financial Services</strong> is seeking a <strong>Controller </strong>for a high-growth, founder-led <strong>venture capital firm</strong>.</p><p><br></p><p>This is your chance to step into a <strong>pivotal role with a clear path to CFO</strong> as the firm raises its <strong>5th fund</strong> and enters an exciting growth phase.</p><p> </p><p>Enjoy <strong>competitive pay, annual bonus, unlimited PTO, and a flexible remote schedule</strong> while working alongside some of the sharpest minds in technology and investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund administrators and oversee full-cycle fund and management company accounting.</li><li>Coordinate audits, tax filings, capital calls, distributions, and LP reporting.</li><li>Monitor cash flow, improve controls, and streamline reporting.</li><li>Create dashboards and reports for stakeholders and investors.</li><li>Support valuations, fund modeling, and fundraising efforts.</li><li>Partner directly with the Founding Partner on strategic finance initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration.</strong></p>
<p>A rapidly scaling early-stage venture capital firm is seeking a <strong>Controller</strong> to lead its financial operations during a transformative phase of growth. With over $500 million in assets under management and plans to raise its fifth fund, targeting $2 billion, the firm backs technical founders building groundbreaking companies in enterprise AI, digital health, and industrial automation.</p><p><br></p><p>This is a high-impact, hands-on leadership role reporting directly to the Founding Partner. The Controller will serve as the sole internal finance lead, managing external vendors and advisors, and playing a strategic role in shaping the firm’s financial infrastructure. This position is ideal for a finance professional with the ambition to grow into a CFO role in the near future.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund and management company accounting, including capital calls, distributions, and cash flow coordination.</li><li>Manage relationships with fund administrators (currently Carta and Gryphon; transition planned to Standish).</li><li>Lead audit and tax processes with external providers.</li><li>Maintain and enhance reporting to Limited Partners.</li><li>Build and streamline internal financial controls and operational processes.</li><li>Prepare financial reports and dashboards for internal and external stakeholders.</li><li>Support fund modeling, valuations, and fundraising efforts.</li><li>Act as a strategic financial partner to the firm’s leadership.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive compensation with 20% annual bonuses and carry plan eligibility after one year.</li><li>Comprehensive benefits including health, life, and long-term disability insurance.</li><li>Attractive 401(k) offering.</li><li>Unlimited PTO and flexible hybrid/remote work model.</li><li>Direct path to CFO based on performance.</li><li>Opportunity to shape the financial infrastructure of a high-impact investment fir</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>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>A privately held investment firm with a national footprint is seeking an experienced and detail-oriented <strong>Assistant Controller </strong>to join its finance and accounting team. The firm specializes in real estate investment, with a strong emphasis on affordable and workforce housing. With over $1 billion in assets under management and a diverse portfolio spanning multiple states, the organization is committed to delivering both financial performance and social impact.</p><p><br></p><p><strong>Position Overview:</strong></p><p><strong>The Assistant Controller </strong>will play a critical role in supporting the Corporate Controller and Chief Financial Officer, contributing to the firm’s financial reporting, compliance, and operational efficiency. This individual will collaborate closely with internal teams and external partners to ensure accurate reporting, effective cash management, and continuous improvement of financial systems and processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee quarterly reviews of fund and property-level financials, including waterfalls and asset management fees.</li><li>Ensure compliance with fund agreements and investor reporting requirements.</li><li>Support quarterly reporting to limited partners, joint venture partners, and internal stakeholders.</li><li>Assist with cash flow forecasting and liquidity planning across funds and the management company.</li><li>Collaborate with fund administrators and property managers to ensure accurate financial data and post-closing prorations.</li><li>Lead or support financial system implementations and process improvements.</li><li>Manage treasury functions, including bank account setup and cash management.</li><li>Document and enhance financial policies and procedures.</li><li>Participate in onboarding of new property managers and other operational partners.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits.</li><li>Opportunities for professional development and career growth.</li><li>A collaborative and mission-driven work culture.</li><li>In-office work environment located in a major financial district, with a hybrid schedule (4 days in office).</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>Job Posting: Assistant Controller</strong></p><p>A privately held investment firm with a national footprint is seeking an experienced and detail-oriented <strong>Assistant Controller</strong> to join its finance and accounting team. Specializing in real estate investment—with a focus on affordable and workforce housing—the firm manages over $1 billion in assets across multiple states. It is committed to delivering strong financial performance alongside meaningful social impact.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Assistant Controller will support the Corporate Controller and Chief Financial Officer in driving financial reporting accuracy, regulatory compliance, and operational efficiency. This role involves close collaboration with internal teams and external partners to ensure timely reporting, effective cash management, and continuous improvement of financial systems and processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review quarterly fund and property-level financials, including waterfalls and asset management fees</li><li>Ensure compliance with fund agreements and investor reporting requirements</li><li>Support quarterly reporting for limited partners, joint venture partners, and internal stakeholders</li><li>Assist with cash flow forecasting and liquidity planning across funds and the management company</li><li>Collaborate with fund administrators and property managers to ensure accurate financial data and post-closing prorations</li><li>Lead or support financial system implementations and process improvement initiatives</li><li>Manage treasury functions, including bank account setup and cash management</li><li>Document and enhance financial policies and procedures</li><li>Participate in onboarding of new property managers and operational partners</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits</li><li>Opportunities for professional development and career advancement</li><li>A collaborative, mission-driven work culture</li><li>In-office environment located in a major financial district, with a hybrid schedule (4 days in office)</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>Accounts Payable (AP) Supervisor</strong></p><p><strong>Location:</strong> Palo Alto, CA (Hybrid – 2 days in office)</p><p><strong>Compensation:</strong> Up to $110k base + Bonus + Fully Paid Benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a long-standing venture capital firm in Silicon Valley. They are seeking an <strong>Accounts Payable Supervisor</strong> to join their finance team. This individual will oversee the accounts payable function across both the venture capital firm.</p><p> </p><p>This is an excellent opportunity for someone who thrives in a dynamic environment, enjoys collaborating across teams, and brings a high level of professionalism and attention to detail to their work.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise the accounts payable process for both the firm and family office.</li><li>Manage ACH, wire transfers, and check payments, ensuring accuracy and timeliness.</li><li>Record transactions in the ledger and maintain proper documentation.</li><li>Oversee 1099 reporting and related compliance.</li><li>Review and process physical checks as needed.</li><li>Collaborate with internal teams and external vendors to resolve AP inquiries.</li><li>Support ongoing improvements to AP systems and processes, including system implementation projects.</li></ul>
<p>A privately held real estate investment firm headquartered in a major U.S. financial hub is seeking a <strong>Sr. Fund Accountant or Accounting Manager</strong> to join its growing team. Founded by a seasoned industry professional, the firm specializes in opportunistic, value-add, and transitional real estate investments, as well as high-yield debt and long-duration, lower-risk assets. With capital sourced from institutional investors, family offices, and ultra-high-net-worth individuals, the firm is known for its agility, creativity, and commitment to executing complex transactions with speed and certainty.</p><p><br></p><p><strong>Position Overview:</strong></p><p>This role offers a unique opportunity to work across fund accounting, investor reporting, compliance, and financial analysis. The Associate will collaborate closely with the CFO, fund administrator, investment team, and external partners to ensure accurate reporting, support valuations, and contribute to strategic financial planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate quarterly investor reporting and oversee capital activity, including waterfall calculations, distributions, and compliance filings.</li><li>Support fund and property-level performance analysis, financial modeling, and valuation processes in collaboration with the CFO and investment team.</li><li>Manage audit and tax coordination with fund administrators, external auditors, and tax professionals, ensuring timely and accurate reporting.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits.</li><li>Exposure to a wide range of investment strategies and asset classes.</li><li>A collaborative, high-performance culture.</li><li>Opportunities for professional growth and development.</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>Fund Accountant – Valuations & Fund Operations</strong></p><p>📍 Menlo Park, CA | Hybrid (3 days in-office)</p><p>💼 $125,000 – $150,000 + Bonus + Phantom Equity + Unlimited PTO</p><p><br></p><p> Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p><br></p><p>Ready to take your valuation and fund accounting chops to the next level? This is your chance to join a <strong>well-known VC in Menlo Park</strong> with a long history of backing some of the most transformative companies out there. You’ll be hands-on with <strong>quarterly valuations, fund operations, and investor reporting</strong>, all while working side-by-side with a sharp finance team and senior leadership. It’s a great opportunity to grow your career, learn the venture world from the inside, and be part of a collaborative, fast-moving team that loves what they do.</p>
<p><strong>Job Summary:</strong></p><p>The Financial Analyst will play a critical role in analyzing financial data, creating forecasting models, and identifying trends to support the company’s strategic goals. This role requires a thorough understanding of financial concepts and the ability to communicate complex data in a straightforward, actionable way. If you want to elevate your career and refine your financial expertise, we encourage you to apply.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct in-depth financial analysis and prepare comprehensive reports for senior leadership.</li><li>Develop, maintain, and review financial models to support strategic planning and forecasting.</li><li>Monitor KPIs for performance evaluation and identify areas for improvement.</li><li>Analyze trends in revenue, expenses, and other financial metrics to provide actionable insights.</li><li>Assist in preparation of budgets and variance analysis, ensuring objectives align with organizational goals.</li><li>Support month-end, quarter-end, and year-end closing processes by preparing accurate financial reconciliations and summaries.</li><li>Collaborate with departments across the organization to gather and interpret data.</li><li>Stay updated on market trends, economic developments, and regulatory guidelines that impact financial operations.</li></ul><p><strong>Why You’ll Love This Opportunity:</strong></p><ul><li>Gain the chance to transition into a permanent role with a renowned organization after showcasing your professional expertise and success during the initial contract period.</li><li>Join a supportive and innovative team that thrives in a fast-paced, results-oriented environment.</li><li>Work directly with organizational leaders while taking on diverse responsibilities that strengthen your skills and broaden your professional portfolio.</li></ul><p><strong>Work Schedule & Onsite Location:</strong></p><ul><li><strong>Monday to Friday schedule</strong>, with standard office hours, making it ideal for individuals seeking stability and structure.</li><li>100% onsite in San Leandro, CA ensuring hands-on collaboration with your colleagues and leadership team.</li></ul><p><strong>Ready to Bring Your Expertise to Our Team? Apply Today!</strong></p><p><br></p><p><br></p>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Job Title: Finance & Operations Manager– Asset Management Firm</p><p>Employment Type: Full-Time</p><p>Location: San Mateo; 5 days in office</p><p>Salary: $130-150k (DOE) + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a well-established asset management firm seeking a <strong>Finance & Operations Associate</strong> to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with <strong>accounts payable</strong> processes, ensuring timely and accurate payments.</li><li>Serve as a <strong>vendor liaison</strong>, coordinating with external partners and financial institutions.</li><li>Support <strong>payroll processing</strong>, benefits administration, and HSA plan management.</li><li>Assist with <strong>internship program onboarding and offboarding</strong>, including background checks.</li><li>Manage <strong>financial transactions</strong>, including wires and ACH transfers.</li><li>Assist with <strong>compensation and benefits administration</strong>, including annual statements and insurance renewals.</li><li>Provide <strong>accounting and tax support</strong>, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to <strong>budgeting and forecasting</strong> efforts, as well as financial statement reviews.</li></ul><p><br></p>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to contribute across both operational processes and trading execution—ideal for professionals eager to expand their impact throughout the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a key role in ensuring smooth daily trading operations, maintaining robust infrastructure, and supporting fund accounting and finance functions. This position provides exposure to a wide range of financial instruments and close collaboration with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across multiple product types</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax filings</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocate trade instructions to brokers, and resolve trade breaks</li><li><strong>Operational Efficiency:</strong> Identify and implement process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents)</li><li>401(k) retirement plan</li><li>Potential for performance-based carry</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to engage deeply in both operational processes and quantitative trading, making it ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a critical role in ensuring the seamless execution of daily trading activities, maintaining robust operational infrastructure, and supporting fund accounting and finance functions. This position offers exposure to a wide range of financial instruments and the chance to collaborate closely with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across various product types.</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax preparations.</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocating instructions to brokers and resolving trade breaks.</li><li><strong>Operational Efficiency:</strong> Drive process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements.</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals.</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents).</li><li>401(k) retirement plan.</li><li>Potential for performance-based carry.</li><li>Unlimited PTO and commuter benefits</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>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p><strong>Job Posting: Wealth Manager & Senior Wealth Manager</strong></p><p>A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and is seeking both <strong>Wealth Managers</strong> and <strong>Senior Wealth Managers</strong> who are passionate about delivering exceptional client service and embody the firm’s “Wealth of Life” philosophy—centered on well-being, personal fulfillment, and empowerment.</p><p>These roles offer the opportunity to work with high-net-worth clients, contribute to firm-wide initiatives, and grow professionally within a collaborative, mission-driven environment.</p><p><br></p><p><strong>Wealth Manager</strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with 5+ years of experience who are ready to deepen their impact and grow within the firm.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients</li><li>Deliver customized financial planning and investment advisory services</li><li>Develop and implement financial plans across retirement, tax, estate, and risk management</li><li>Support senior advisors in client acquisition and business development</li><li>Participate in firm initiatives to enhance client experience and operational efficiency</li><li>Ensure compliance with regulatory standards and maintain accurate client records</li></ul><p><br></p><p><strong>Senior Wealth Manager</strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>The Senior Wealth Manager is a seasoned professional who leads complex client relationships, mentors junior advisors, and plays a strategic role in firm growth. This role is suited for experienced advisors with 8+ years of experience who are ready to take on leadership responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently source, close, and manage high-value client relationships</li><li>Deliver comprehensive financial planning and investment strategies</li><li>Mentor and train associate advisors, fostering a culture of excellence</li><li>Lead business development efforts and expand client wallet share</li><li>Participate in strategic initiatives and collaborate with leadership on firm-wide goals</li><li>Ensure compliance and maintain detailed client records</li></ul><p><strong>Compensation & Benefits (Both Roles):</strong></p><ul><li>Competitive salary and performance-based incentives</li><li>401(k) plan with company match</li><li>Paid time off and holidays</li><li>Opportunities for leadership and professional growth</li><li>Senior Wealth Managers may be eligible for equity ownership and participation in senior management activities</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>Job Title:</strong> Financial Analyst</p><p><br></p><p><strong>Position Summary</strong></p><p>We are seeking a detail-oriented and analytical <strong>Financial Analyst</strong> to join our finance team. In this role, you will be responsible for analyzing financial data, developing forecasts, creating reports, and supporting strategic decision-making across departments. The ideal candidate will have strong Excel skills, a solid understanding of financial principles, and the ability to communicate complex information clearly.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial performance and create reports on trends, forecasts, and variances.</li><li>Build and maintain financial models for budgeting, forecasting, and scenario planning.</li><li>Monitor key metrics, KPIs, and financial results to support business performance.</li><li>Partner with department leaders to provide financial insight and support budget management.</li><li>Prepare monthly, quarterly, and annual financial reports and dashboards.</li><li>Support month-end close activities, including accruals and variance analysis.</li><li>Assist in identifying opportunities for cost savings and process improvements.</li><li>Ensure data accuracy and integrity across financial systems and reporting tools.</li><li>Support ad hoc analysis and special projects as assigned by leadership.</li></ul><p><br></p><p><br></p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Tax Manager </strong>at a Fund Services Provider. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for<strong> alternative investments like hedge funds, private equity, and venture capital, </strong>this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p><strong>*Please contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></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><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Reconciliations Accounting Manager</strong> at a <strong>thriving, financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment.</p><p> </p><p><strong>Enjoy top-tier benefits</strong>, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions.<strong> Work-life balance is a priority</strong>, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>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>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
