<p>We are looking for an experienced Senior SOX Compliance Auditor to join a high-performing team in California. This role is ideal for an audit or accounting specialist who wants to deepen expertise in internal controls and financial compliance within a successful public company. You will work closely with experienced leadership and key stakeholders across the business while contributing to a well-structured compliance environment with strong opportunities for growth.</p><p><br></p><p>Responsibilities:</p><p>• Execute SOX 404 control assessments, including planning, walkthroughs, and testing</p><p>• Evaluate control effectiveness and recommend process and risk improvements</p><p>• Perform financial statement reviews and targeted audit procedures</p><p>• Partner with external auditors and support their audit requirements</p><p>• Contribute to ad‑hoc projects and special initiatives as needed</p><p>• Stay current on accounting, auditing, and financial reporting standards</p>
<p>We are looking for an experienced finance leader to oversee external reporting and technical accounting activities for our organization in San Francisco, California. This role is ideal for someone who combines strong knowledge of U.S. GAAP and SEC requirements with the ability to deliver accurate, timely filings and executive-level financial insights. The successful candidate will partner across finance and business teams to strengthen reporting processes, support complex accounting matters, and maintain a high standard of compliance. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead multi-entity consolidations, intercompany eliminations, and financial reporting (monthly/quarterly/annual)</li><li>Prepare disclosures and support MD& A</li><li>Serve as technical accounting expert; research issues, write memos, and implement new standards</li><li>Strengthen controls over consolidations; improve close process and drive automation</li><li>Lead system and process improvement initiatives; partner with IT/ERP teams</li><li>Support acquisitions by integrating entities into reporting structure</li><li>Work with FP& A on accounting impacts to forecasts and budgets</li></ul>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Real Estate Accountant (Fund & Property) | Reputable Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams.</p><p> </p><p>This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives.</p><p> </p><p>Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>VP, Finance | TOP Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Senior Accountant to support key accounting operations for a long-term contract opportunity based in San Francisco, California. This role is ideal for a highly organized individual who can manage core financial close activities, maintain accurate records, and contribute strong technical accounting knowledge in a dynamic environment. The position requires regular in-office collaboration three days per week, Tuesday through Thursday, and will work closely with stakeholders involved in banking-related and technology-focused accounting matters.<br><br>Responsibilities:<br>• Lead recurring close activities by preparing and reviewing entries, reconciling balances, and ensuring timely completion of monthly accounting deliverables.<br>• Maintain the integrity of the general ledger through detailed analysis, correction of discrepancies, and support of accurate financial reporting.<br>• Prepare journal entries with appropriate support and ensure transactions are recorded in accordance with accounting standards and company policy.<br>• Perform detailed reconciliations across balance sheet accounts, including cash activity and bank accounts, and resolve outstanding items efficiently.<br>• Manage fixed asset accounting by tracking additions, disposals, depreciation, and related documentation.<br>• Support accounting considerations tied to technology and software-related costs, including proper classification and treatment of applicable transactions.<br>• Evaluate assets for potential impairment indicators and assist with related accounting analysis and documentation.<br>• Partner with internal teams to address accounting needs connected to commercial banking operations and other finance-related activities.
<p>Our technology client is seeking an interim Sr. Accountant or Accounting Manager for a 6+ month engagement. This role will provide critical operational accounting leadership during a leave coverage period, with a focus on maintaining accurate financial operations and supporting a fast-moving environment. The position is well suited for a hands-on, detail-oriented individual who can quickly learn existing processes, partner with stakeholders across the business, and ensure timely execution of core accounting activities. This role is 100% remote and is expected to pay $60-$70/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day general ledger activity and help deliver an accurate and timely month-end close process</p><p>• Manage accounts payable operations, including invoice review, coding oversight, approval coordination, and payment batch support</p><p>• Prepare and post journal entries and accruals while maintaining strong supporting documentation</p><p>• Perform account reconciliations and investigate variances to ensure the integrity of financial records</p><p>• Support multi-entity accounting needs by assisting with consolidations across three entities</p><p>• Partner with procurement and internal business teams to review purchase order approvals and maintain alignment with accounting procedures</p><p>• Use NetSuite and Excel to analyze transactions, organize financial data, and support reporting through tools such as pivot tables, lookup formulas, and summary functions</p><p>• Help administer accounting workflows and approval processes within automation tools used by the team</p><p>• Work closely with accounting leadership to follow established operating practices and provide dependable coverage during the contract period</p>
<p>This is the kind of opportunity that rarely hits the market.</p><p>We’re partnering with one of the <strong>most respected technology-focused investment platforms in the world</strong>—managing <strong>tens of billions in capital</strong> and investing in some of the most iconic and transformative businesses globally.</p><p>This hire will support a <strong>highly complex, multi-billion-dollar evergreen fund</strong> and sit on a lean, high-caliber team where your work will have <strong>real visibility and impact</strong>.</p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔️ <strong>Flexible title (Accounting Manager to VP) based on experience</strong></p><p> ✔️ <strong>Outstanding compensation + bonus + profit sharing/equity participation</strong></p><p> ✔️ Exposure across <strong>both fund accounting and tax</strong></p><p> ✔️ Opportunity to work on a <strong>$7B+ evergreen/retail fund</strong> with meaningful complexity</p><p> ✔️ Tight-knit, high-performing team with strong mentorship and long-term growth potential</p><p> ✔️ <strong>100% employer-paid healthcare</strong> + exceptional perks and benefits</p><p> ✔️ Free breakfast & lunch daily, wellness reimbursement, and premium office environment</p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Quarterly closes, reconciliations, and fund reporting for a complex PE fund structure</li><li>Capital calls, distributions, annual financial statements, and audits</li><li>Partner closely with fund administrators and internal leadership to solve technical accounting challenges</li><li>Help drive accuracy, structure, and operational excellence across the fund lifecycle</li></ul><p><br></p>
<p>This is the kind of opportunity that rarely hits the market.</p><p>We’re partnering with one of the <strong>most respected technology-focused investment platforms in the world</strong>—managing <strong>tens of billions in capital</strong> and investing in some of the most iconic and transformative businesses globally.</p><p>This hire will support a <strong>highly complex, multi-billion-dollar evergreen fund</strong> and sit on a lean, high-caliber team where your work will have <strong>real visibility and impact</strong>.</p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔️ <strong>Flexible title (Accounting Manager to VP) based on experience</strong></p><p> ✔️ <strong>Outstanding compensation + bonus + profit sharing/equity participation</strong></p><p> ✔️ Exposure across <strong>both fund accounting and tax</strong></p><p> ✔️ Opportunity to work on a <strong>$7B+ evergreen/retail fund</strong> with meaningful complexity</p><p> ✔️ Tight-knit, high-performing team with strong mentorship and long-term growth potential</p><p> ✔️ <strong>100% employer-paid healthcare</strong> + exceptional perks and benefits</p><p> ✔️ Free breakfast & lunch daily, wellness reimbursement, and premium office environment</p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Quarterly closes, reconciliations, and fund reporting for a complex PE fund structure</li><li>Capital calls, distributions, annual financial statements, and audits</li><li>Partner closely with fund administrators and internal leadership to solve technical accounting challenges</li><li>Help drive accuracy, structure, and operational excellence across the fund lifecycle</li></ul><p><br></p>
<p>This is the kind of opportunity that rarely hits the market.</p><p>We’re partnering with one of the <strong>most respected technology-focused investment platforms in the world</strong>—managing <strong>tens of billions in capital</strong> and investing in some of the most iconic and transformative businesses globally.</p><p>This hire will support a <strong>highly complex, multi-billion-dollar evergreen fund</strong> and sit on a lean, high-caliber team where your work will have <strong>real visibility and impact</strong>.</p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔️ <strong>Flexible title (Accounting Manager to VP) based on experience</strong></p><p> ✔️ <strong>Outstanding compensation + bonus + profit sharing/equity participation</strong></p><p> ✔️ Exposure across <strong>both fund accounting and tax</strong></p><p> ✔️ Opportunity to work on a <strong>$7B+ evergreen/retail fund</strong> with meaningful complexity</p><p> ✔️ Tight-knit, high-performing team with strong mentorship and long-term growth potential</p><p> ✔️ <strong>100% employer-paid healthcare</strong> + exceptional perks and benefits</p><p> ✔️ Free breakfast & lunch daily, wellness reimbursement, and premium office environment</p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Quarterly closes, reconciliations, and fund reporting for a complex PE fund structure</li><li>Capital calls, distributions, annual financial statements, and audits</li><li>Partner closely with fund administrators and internal leadership to solve technical accounting challenges</li><li>Help drive accuracy, structure, and operational excellence across the fund lifecycle</li></ul><p><br></p>
<p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p><strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p>What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p>✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p>✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p>✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p>✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p>✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
<p><strong>Summary: </strong>Our company is seeking a hands-on Staff Accountant to join our dynamic finance team. This position is ideal for someone eager to grow their accounting career with a publicly traded technology firm. The role is heavily involved in day-to-day accounting operations and offers exposure to both technical and operational functions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform daily general ledger activities, including journal entries, account reconciliations, and supporting month-end and quarter-end close processes</li><li>Assist with preparation of financial statements and SEC reporting documentation under US GAAP</li><li>Support accounts payable, accounts receivable, and payroll processing as needed</li><li>Prepare ad hoc reports and analysis to support business decisions and compliance requirements</li><li>Maintain accurate financial records in compliance with internal policies, Sarbanes-Oxley (SOX), and regulatory requirements</li><li>Participate in process improvements and automation initiatives within the accounting function</li><li>Collaborate with cross-functional teams on special projects and audits</li></ul><p><br></p>
<p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p> <strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p> What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p> ✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p> ✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p> ✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p> ✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p> ✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
<p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p><strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p>What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p>✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p>✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p>✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p>✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p>✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Assistant Controller | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth.</p><p> </p><p>Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth.</p><p> </p><p>Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a detail-oriented Senior Accountant to support core accounting operations in Oakland, California. This role will be responsible for maintaining accurate financial records, preparing key journal entries, and ensuring the integrity of the general ledger.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and post monthly journal entries, including accruals, prepaids, and reclassifications</li><li>Own components of the month-end and quarter-end close process, ensuring timely and accurate completion</li><li>Maintain and reconcile balance sheet accounts, including investigating and resolving variances</li><li>Manage fixed assets, including capitalization, depreciation, and rollforward schedules</li><li>Track and amortize prepaid expenses and ensure proper cutoff</li><li>Partner cross-functionally to gather data and support accurate financial reporting</li><li>Assist in preparation of financial statements and supporting schedules</li><li>Support external audits by preparing schedules and responding to auditor requests</li><li>Identify and implement process improvements to enhance efficiency and accuracy</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>Colleen McAuliffe from Robert Half is looking for an experienced Controller to lead core accounting and financial management activities for a nonprofit organization in San Jose, California. This position will guide financial reporting, regulatory compliance, and internal control practices in a federally funded environment while serving as a trusted advisor to executive leadership. The ideal candidate brings strong expertise in government-funded programs, cost-based accounting, and financial planning, along with the ability to strengthen processes and support sound operational decisions.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily finance and accounting activities, including payables, receivables, payroll oversight, general ledger management, reconciliations, cash administration, fixed asset tracking, billing, and purchasing controls.</p><p>• Produce and review monthly, quarterly, and annual financial reports, ensuring accuracy, completeness, and timely delivery of supporting schedules.</p><p>• Maintain compliance with federal funding requirements by overseeing financial practices related to grants, contracts, cooperative agreements, and cost-reimbursable programs.</p><p>• Prepare required financial submissions, tax-related filings, and documentation for multiple entities while preserving accurate records for restricted and unrestricted funds.</p><p>• Act as the primary point of contact for external auditors and government reviewers, coordinating audit support and promoting ongoing audit readiness.</p><p>• Oversee indirect cost methodologies, including fringe, overhead, and administrative allocations, and support the development of billing rates, pricing models, and cost proposals.</p><p>• Partner with program and operational leaders to build budgets, monitor spending, analyze financial variances, and improve forecasting and cash planning.</p><p>• Strengthen financial policies, internal controls, procurement documentation, and subcontractor compliance practices to reduce risk and improve accountability.</p><p>• Lead, coach, and develop accounting staff while presenting financial insights, compliance updates, and performance recommendations to senior leadership.</p><p>• Manage financial systems and related process improvement efforts to enhance reporting quality, efficiency, and decision support.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Vice President, Investment Management, Private Equity | San Francisco | Hybrid; 2 days onsite</strong></p><p> </p><p>Our client is a <strong>well-established investment firm</strong> with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector.</p><p> </p><p>This is a <strong>high-impact leadership opportunity</strong> within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>VP of Fund Accounting | Private Equity | San Francisco | Hybrid; 2 days onsite</strong></p><p> </p><p>Our client is a <strong>well-established investment firm</strong> with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector.</p><p> </p><p>This is a <strong>high-impact leadership opportunity</strong> within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Fund Controller | Private Equity | San Francisco | Hybrid; 2 days onsite | Base + Bonus + Carry + Strong Benefits!</strong></p><p> </p><p>Our client is a <strong>well-established investment firm</strong> with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector.</p><p> </p><p>This is a <strong>high-impact leadership opportunity</strong> within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.</p><p>• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.</p><p>• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.</p><p>• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.</p><p>• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.</p><p>• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.</p><p>• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.</p><p>• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.</p><p>• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.</p>
<p><strong>AP MANAGER </strong></p><p><strong>135K-145K+BONUS+EQUITY</strong></p><p><br></p><p>Payable Manager (hands on individual contributor role) will have the responsibility for full AP function, including developing and implementing efficient and effective processes, ensuring timely and accurate invoice processing, payment execution, compliance with Company policies, regulations and internal controls, and driving continuous improvement within accounts payable function. This individual will ensure timely payments of vendor invoices and maintain accurate financial records and control reports. Provides input to strategic decisions that affect the functional area of responsibility. As a subject matter expert in accounts payable operations, this position will be a strategic thinker with strong leadership skills, a proven track record in managing accounts payable operations with experience in procurement functions, and the ability to collaborate effectively across the organization.</p><p><br></p><p><strong>Responsibilities</strong></p><p>• Full accounts payable cycle, including vendor management, invoice processing, payment disbursements, and related accounting responsibilities, while ensuring proper application of sales and use tax on invoices and managing vendor tax reporting including 1099 and 1042-S reporting.</p><p>•Lead the implementation and optimization of AP strategy and organization, including AP automation tools and technologies.</p><p>•Assist with SOX 404 effort by ensuring all key controls identified in the Procure-to-Pay process are being performed timely and accurately.</p><p>•Process expense reports</p><p>•Support GL, month -end clsose</p><p>•Assist with audit request from internal and external auditors.</p><p><br></p>