<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
<p><strong>Job Description:</strong></p><p>The Senior Accountant with automation and AI expertise is responsible for overseeing complex accounting functions and leveraging advanced technologies to improve efficiency in financial operations. This role focuses on automating routine accounting tasks, implementing AI-driven solutions for data analysis, and ensuring accurate, timely financial reporting. Key duties include managing the general ledger, supporting month-end and year-end close, driving process improvements, and collaborating with IT and finance teams to integrate technology into accounting workflows.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead automation initiatives to streamline accounting processes and reduce manual workload.</li><li>Design and maintain AI-driven financial models and analytics tools for enhanced decision-making.</li><li>Oversee month-end and year-end close activities, including journal entry review and account reconciliation.</li><li>Ensure accuracy and compliance of all financial data and reports.</li><li>Collaborate cross-functionally with technology, operations, and finance on system enhancements and technology adoption.</li><li>Identify and implement process improvements using automation and AI technologies.</li><li>Support audit processes and compliance requirements.</li><li>Provide mentorship to staff on the use of automation and AI tools in accounting.</li></ul><p><br></p>
<p><strong>Summary:</strong></p><p>Our organization is seeking a hands-on Controller to lead our accounting and financial operations. As a specialized services provider, we offer a collaborative environment where attention to detail and a proactive approach are critical. The Controller will directly supervise one staff member, oversee accounting through QuickBooks Online, and manage payroll and provider commission calculations with ADP Workforce Now (WFN). The ideal candidate will bring expertise in small-company finance, thrive in a fast-paced setting, and demonstrate a thorough understanding of cash-basis accounting. Experience with commission-based compensation or payroll structures in a service setting is highly valued.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all accounting operations using QuickBooks Online, including general ledger, accounts payable/receivable, bank reconciliations, and financial statement preparation</li><li>Oversee and accurately process payroll and commission calculations for medical providers/doctors in ADP WFN, ensuring alignment with production and revenue targets</li><li>Administer monthly close, cash basis reporting, and support year-end tax preparation</li><li>Continuously improve workflows and internal controls to support efficient, compliant processes</li><li>Provide financial analysis, forecasting, and ad hoc reporting to support business decisions</li><li>Interpret provider contracts to ensure accurate compensation calculations and address discrepancies</li><li>Coordinate with external CPA firms for tax and audit activities; public accounting background is a strong plus</li><li>Supervise and develop one accounting staff member</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>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Touch Service</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience.</p><p>This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and support follow‑up execution</li><li>Maintain accurate and organized client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and timely completion</li><li>Assist with compliance procedures and documentation management</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and support CRM updates and task tracking</li><li>Collaborate with advisory and investment teams on planning and portfolio initiatives</li><li>Work with compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient, high‑quality daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and consistency</li><li>Individuals who enjoy being trusted partners to both clients and advisors</li><li>Those who perform well in a boutique, collaborative, and highly professional setting</li><li>Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount</li></ul>
We are looking for a skilled HR Generalist to join our team in Mountain View, California. In this role, you will play a key part in managing and enhancing HR operations, ensuring compliance with policies, and driving efficiency through automation and process improvement. This is a long-term contract position that requires a proactive, detail-oriented individual who thrives in a fast-paced, collaborative environment.<br><br>Responsibilities:<br>• Develop and implement HR policies and processes by collaborating with cross-functional teams, including Legal, Finance, and Operations.<br>• Oversee the entire employee lifecycle, ensuring accurate documentation for hiring, promotions, status changes, and exits.<br>• Manage compensation operations, including payroll execution and administration of bonus plans, merit adjustments, and promotions.<br>• Administer time-off policies and ensure compliance with leave programs, handling payroll adjustments and legal requirements.<br>• Audit and redesign HR workflows for scalability, leveraging automation to streamline routine processes.<br>• Act as the subject matter expert for immigration-related matters, managing work authorization processes and ensuring compliance with deadlines.<br>• Ensure adherence to labor laws and company policies by conducting audits and maintaining regulatory documentation.<br>• Coordinate workplace operations by managing vendor relationships and maintaining a high-performance office environment.
<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>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</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>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</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>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</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>We are looking for an experienced Accounting Manager to join our team in Walnut Creek, California. This role is ideal for someone with a keen attention to detail and a strong background in financial operations and leadership. You will oversee key accounting functions, ensure compliance with financial regulations, and contribute to the accuracy and integrity of financial reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead daily accounting operations across A/R, A/P, GL, and payroll; manage and mentor two accountants.</li><li>Oversee month-end and year-end close, ensuring timely, accurate, GAAP-compliant reporting.</li><li>Prepare and review journal entries, reconciliations, and financial analyses.</li><li>Support budgeting, forecasting, and cash flow management with leadership.</li><li>Maintain strong internal controls and coordinate audits and tax filings with external partners.</li><li>Collaborate with outsourced accounting firms to ensure accuracy and seamless communication.</li><li>Improve systems, workflows, and reporting through automation and scalable, efficient processes.</li></ul>
<p><br></p><p>Our client is seeking an experienced Property Accountant to oversee the financial operations and accounting for multiple commercial properties. Reporting to the Controller, the Property Accountant will play a key role in maintaining accurate property-level records, supporting monthly close processes, and partnering with cross-functional teams to ensure efficient operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage all accounts payable and accounts receivable transactions with a focus on accuracy and timeliness (AvidXchange experience preferred).</li><li>Perform property-level accounting tasks in Yardi, including general ledger entries, cash management, and AP functions.</li><li>Prepare and post journal entries for accruals, allocations, depreciation, and other accounting adjustments.</li><li>Maintain tenant ledgers, process billing adjustments, and handle non-standard cash receipts.</li><li>Reconcile bank and balance sheet accounts, ensuring compliance with company financial procedures.</li><li>Record new property acquisitions and set up appropriate accounting frameworks.</li><li>Monitor AR aging, assist with collections, and provide variance analysis.</li><li>Collaborate with property management and construction teams to resolve invoice coding and align processes.</li><li>Support monthly financial close, respond to audit requests, and generate ad hoc financial reports.</li><li>Identify and implement process improvements to optimize the accounting function.</li></ul><p>For more information regarding this position, please reach out to Preema Ghimire at Robert Half. </p><p><br></p><p><br></p>
We are looking for an experienced Accounting Manager to join our team on a long-term contract basis. Based in San Francisco, California, this role focuses on overseeing financial operations for multifamily property portfolios within the real estate investment sector. The ideal candidate has a strong accounting background and a proven ability to manage complex financial reporting processes.<br><br>Responsibilities:<br>• Manage the financial operations for multiple multifamily property units, ensuring accurate reporting and compliance.<br>• Perform month-end close processes, including reconciliations and journal entries.<br>• Prepare and review general ledger accounts to maintain financial accuracy.<br>• Oversee financial statement audits and ensure timely completion.<br>• Handle expense management using Concur and ensure proper documentation.<br>• Conduct bond reporting related to real estate investments.<br>• Utilize accounting software such as Yardi and RealPage for property management tasks.<br>• Collaborate with internal and external stakeholders to ensure financial objectives are met.<br>• Generate detailed financial reports for management review.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a tech-forward investment firm seeking a sharp, motivated Fund Accountant</strong> to join their expanding team. This firm has spent nearly two decades building a multi-billion-dollar platform powered by advanced machine learning and quantitative research—making it a destination for those who enjoy solving complex problems in a modern investment environment.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This role sits at the core of the firm’s investment operations. You’ll be responsible for the day-to-day accounting and reporting across multiple strategies while working shoulder-to-shoulder with leaders in finance, operations, and technology. It’s a strong fit for someone who thrives in a detail-driven role and enjoys collaborating in an intellectually curious, research-oriented setting.</p><p> </p><p><strong>What Makes This Role Unique</strong></p><ul><li>A collaborative, supportive culture where employees tend to stay long-term</li><li>Close access to industry veterans, technical experts, and PhD-level professionals</li><li>Exposure to sophisticated, tech-driven investment processes</li><li>A rapidly growing organization, which means evolving responsibilities and room to advance</li><li>Competitive benefits package, including:</li><li>20 days PTO</li><li>9 sick days</li><li>401(k) with company match</li><li>Comprehensive health plans on par with leading tech companies</li></ul><p><br></p>
<p><strong><em>Role: Senior Accountant (Full-Time, Hybrid)</em></strong></p><p><strong>Robert Half – Loan Staff Practice</strong></p><p><strong>Employment Type:</strong> Full-Time, Salaried (Permanent Robert Half Employee)</p><p> <strong>Work Model:</strong> Hybrid (on-site and remote, based on client needs)</p><p><br></p><p>Robert Half is seeking an experienced <strong>Senior Accountant</strong> to join our <strong>Loan Staff Practice</strong>, where professionals are permanent employees of Robert Half and support long-term client engagements. This role is ideal for accounting professionals who enjoy the <strong>consulting lifestyle</strong>, value variety in their work, and want the stability of full-time employment while applying their expertise across diverse industries and accounting environments.</p><p>As a Senior Accountant, you will serve as a trusted partner to client accounting teams, leading key accounting functions, supporting complex close activities, and providing guidance on best practices and process improvements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead month-end and year-end close processes, including complex journal entries, accruals, and account reconciliations</li><li>Review financial statements and ensure accuracy, completeness, and compliance with GAAP</li><li>Analyze and resolve variances, trends, and complex accounting issues</li><li>Support and coordinate internal and external audits, including preparation of audit schedules</li><li>Assist with technical accounting research and documentation</li><li>Partner cross-functionally with finance, operations, and leadership teams</li><li>Mentor junior accounting staff as needed</li><li>Identify and implement process improvements to enhance efficiency and controls</li><li>Adapt quickly to new client systems, processes, and environments</li></ul><p><br></p>
We are looking for an Accounts Receivable Accountant to join our team in Concord, California. This is a Contract position offering a unique opportunity to contribute to the financial success of a community-focused organization. In this role, you will leverage your accounting expertise to manage accounts receivable activities, support financial audits, and assist with monthly grant billing processes. If you are passionate about accuracy and efficiency, and thrive in a collaborative environment, this position may be the perfect fit for you.<br><br>Responsibilities:<br>• Generate monthly invoices and demands, ensuring compliance with grant billing requirements and proper documentation.<br>• Follow up on outstanding account balances daily to maintain a current accounts receivable aging report.<br>• Assist in compiling and organizing financial documentation for budgeting and Board of Director/Finance Committee meetings.<br>• Support annual financial audits and respond to contract monitoring requests as needed.<br>• Contribute to month-end close processes to ensure timely and accurate reporting.<br>• Collaborate with internal teams and external agencies to streamline communication and financial operations.<br>• Utilize accounting software, including Sage Intacct, to manage data and support financial activities.<br>• Perform additional duties as assigned to meet organizational needs.
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
We are looking for an experienced Accounting Manager/Supervisor to oversee financial operations and drive process improvements within our organization. This role offers the opportunity to lead a skilled accounting team and ensure compliance with financial regulations while supporting the company's growth. Based in Livermore, California, you will play a key role in enhancing financial reporting, managing budgets, and optimizing accounting practices.<br><br>Responsibilities:<br>• Oversee the preparation and timely completion of monthly financial statements.<br>• Ensure compliance with Generally Accepted Accounting Principles (GAAP) and relevant financial regulations.<br>• Develop and present monthly budget comparisons, financial reports, and performance analyses.<br>• Lead and mentor the accounting team, fostering attention to detail and efficiency.<br>• Identify opportunities for process improvements and implement strategies to optimize accounting operations.<br>• Track and refine key business metrics, ensuring accurate documentation and reporting.<br>• Perform cost analyses to identify areas for cost reduction and implement control measures.<br>• Oversee the accurate filing of tax returns and required statutory filings.<br>• Manage cash flow, risk assessment, and overall financial health of the organization.<br>• Calculate commissions, bonuses, and profit-sharing amounts, ensuring proper payroll postings in the general ledger.
<p>We are looking for a meticulous Full Charge Bookkeeper/Accountant to join our team in San Ramon, California. In this role, you will be responsible for managing comprehensive accounting processes across multiple entities, ensuring accuracy in financial records and compliance with industry standards. This is a Contract to permanent position, offering an excellent opportunity for career growth within the textile manufacturing industry.</p><p><br></p><p>Responsibilities:</p><p>• Perform full-charge bookkeeping duties, including managing general ledger for accounts payable (AP) and accounts & receivable (AR) processes.</p><p>• Reconcile all bank accounts, general ledger entries, and balance sheet accounts to maintain accurate financial records.</p><p>• Prepare and analyze financial statements, including profit and loss reports and balance sheets.</p><p>• Ensure timely completion of month-end and year-end closings.</p><p>• Manage accounting tasks for multiple companies within the construction sector.</p><p>• Payroll and Sales tax filings</p><p>• Utilize cloud ERP systems to streamline financial operations.</p><p>• Monitor and maintain compliance with industry-specific financial regulations.</p><p>• Collaborate with internal teams to address financial discrepancies and provide actionable insights.</p><p>• Support audits and ensure readiness with all required documentation.</p><p>• Implement best practices to optimize accounting workflows.</p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to join our client's in Morgan Hill, California. In this role, you will play a pivotal part in shaping financial strategies and delivering actionable insights that drive organizational success. You will collaborate across departments to optimize planning, reporting, and analysis processes while ensuring data accuracy and integrity.</p><p><br></p><p>Responsibilities:</p><p>• Develop sophisticated analytical models to assess business performance, forecast trends, and support strategic decision-making.</p><p>• Coordinate and execute short-term and long-term financial planning cycles, including annual budgets and periodic updates, with cross-functional teams.</p><p>• Analyze financial outcomes, explain variances, and prepare customized reports to support leadership decisions.</p><p>• Gather, validate, and synthesize financial and operational data from multiple sources to ensure accuracy and reliability.</p><p>• Serve as a finance partner for budget owners, offering guidance on spending and comparing actual results to planned expectations.</p><p>• Conduct profitability analyses for products and portfolios to inform strategic priorities.</p><p>• Lead enterprise-level financial planning outputs, working closely with accounting teams to ensure data integrity and accurate accruals.</p><p>• Collaborate with technology teams to enhance reporting systems, automate processes, and improve business intelligence tools.</p><p>• Contribute to company-wide planning deliverables, including operating plans, rolling forecasts, and performance updates.</p><p>• Participate in cross-departmental initiatives, providing financial expertise and ensuring disciplined project execution.</p>
<p>Robert Half is seeking a detail-oriented Full-Time Engagement Professional - Senior Accountant to join our team. As part of the Full-Time Engagement Professionals program, you'll enjoy full-time employment with Robert Half while working on diverse client assignments. Your accounting expertise will play a key role in managing client projects, providing interim support, and enhancing processes across various industries.</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>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul>
<p>The Bookkeeper is responsible for accurately recording and maintaining the financial transactions of the organization. This role includes managing accounts, balancing ledgers, tracking expenses, and producing financial reports to ensure the organization's financial stability and compliance with accounting standards. The Bookkeeper plays a key role in supporting day-to-day financial operations and helping the organization make informed decisions based on accurate data.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li>Maintain accurate records of day-to-day financial transactions, including invoices, payments, and receipts.</li><li>Reconcile bank statements and ledger accounts regularly to ensure accuracy and resolve discrepancies.</li><li>Handle accounts payable and accounts receivable, including processing invoices, issuing payments, and tracking receivables.</li><li>Process payroll for employees, including tracking hours, calculating wages, and managing payroll taxes (if applicable).</li><li>Prepare financial statements such as profit and loss statements, cash flow reports, and balance sheets to provide insights to management.</li><li>Ensure compliance with financial regulations and reporting requirements, including handling tax obligations.</li><li>Assist with budgeting by tracking expenses and reporting any variances or financial trends.</li><li>Maintain organized and easily accessible financial documentation for auditing purposes or management review.</li></ol>
<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>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p>Start your accounting career with Robert Half’s FTEP (Full Time Engagement Professionals) program as an Entry-Level Accountant, gaining hands-on experience with diverse clients, developing in-demand skills, and expanding your professional network—all in a stable, full-time role</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p>Job Duties:</p><ul><li>Process and verify invoices for accuracy and proper authorization</li><li>Match purchase orders, receipts, and invoices</li><li>Ensure timely and accurate payment of vendor bills</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain organized and up-to-date financial records</li><li>Assist with month-end closing and reporting</li><li>Communicate with vendors regarding payment status or issues</li><li>Prepare and process electronic transfers and payments</li><li>Support audits by providing necessary documentation</li><li>Follow internal controls and company policies for AP procedures</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>Accountant/AP</strong></p><p><strong>90K-120K+bonus+Excellent Benefits</strong></p><p> </p><p>We are looking for a dedicated Accountant (AP focus) to join a dynamic, well-established company with a strong reputation and exceptional benefits, including fully paid health coverage and a generous 401k match. The ideal candidate will have a comprehensive understanding of accounts payable and general ledger accounting, contributing to the company’s financial operations and reporting.</p><p> </p><p>Responsibilities:</p><p>• Manage the full cycle of accounts payable processes, including bill payments and expense report handling.</p><p>• Reconcile vendor payments, identify discrepancies, and resolve payment issues efficiently.</p><p>• Prepare journal entries and maintain the general ledger to ensure accurate financial records.</p><p>• Oversee month-end and year-end close procedures, ensuring timely and accurate completion.</p><p>• Perform bank reconciliations and review monthly financial statements, including profit and loss, balance sheets, and general ledger.</p><p>• Assist in the implementation of accounting systems to streamline processes and improve functionality.</p><p>• Process and review employee expense reports using Ramp, ensuring compliance with company policies.</p><p>• Support annual audits by preparing schedules, analyses, and necessary documentation.</p><p>-Participate in annual audit including preparation of audit schedules, analyses, and support.</p><p>-Review general ledger and perform monthly budget to variance analysis</p><p>• Contribute to annual budget and forecast planning, as well as the preparation of financial reports.</p><p> </p><p><br></p>
