<p>We are looking for an experienced Senior Fraud Analyst focused on transaction monitoring to join a startup financial service company located in San Francisco, California. This 3-month contract role has a possibility of becoming permanent. The main focuses include <strong>real‑time authorization decisions, fraud rule strategy, and performance optimization</strong> across fraud losses and false positives. The ideal candidate brings deep experience from an <strong>issuing bank, BIN sponsor, or program manager environment.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Perform <strong>real‑time authorization decisioning and queue review</strong>, approving or declining flagged transactions</li><li><strong>Build, tune, and maintain fraud rules</strong>, including velocity rules, spend pattern logic, and merchant category (MCC) restrictions</li><li>Analyze transaction data to <strong>identify emerging fraud trends</strong> and design new detection strategies</li><li>Balance <strong>fraud loss prevention with false‑positive management</strong> to meet approval‑rate and loss targets</li><li>Partner cross‑functionally with Product, Risk, and Operations to improve authorization performance</li><li>Leverage issuer fraud platforms and rule engines such as <strong>Falcon, Forter, Sardine, Sift, or similar tools</strong></li><li>Apply a strong understanding of <strong>interchange, authorization flows, and network decline codes</strong> to decisioning and rule design</li></ul>
<p>We are looking for an experienced Systems Business Analyst to lead a 6 month project. This role is 100% remote. In this role, you will play a key part in implementing and optimizing Workiva. You will create reporting solutions while collaborating with multiple teams to ensure seamless integration and functionality. This is a 6-month (possibly 7-8 months), W-2 hourly position. If you have led multiple Workiva (WDesk) implementations or optimizations, then you will be a perfect fit for this. Our client needs someone that is hands-on (done tagging and created reports). You will also train staff members on how to use the tool. If you are looking for an opportunity to work on impactful projects within the non-profit sector, this is it! Please apply today...</p><p><br></p><p>Responsibilities:</p><p>• Lead the implementation and setup of Workiva reporting software, ensuring all necessary configurations and functionalities are in place.</p><p>• Develop and build detailed reports using Workiva, providing guidance and training to team members on effective usage.</p><p>• Collaborate closely with IT, accounting, and systems teams to align reporting solutions with organizational needs.</p><p>• Integrate Workday Financials with Workiva to enable automated reporting and advanced analytics.</p><p>• Manage timelines and deliverables for reporting projects, ensuring tasks are completed efficiently and accurately.</p><p>• Utilize Power BI and other Power Platform tools to enhance reporting capabilities and streamline processes.</p><p>• Support cross-functional teams in understanding and utilizing reporting tools for improved decision-making.</p><p>• Ensure compliance with GAAP accounting standards and SOX requirements in all reporting activities.</p><p>• Identify opportunities for process improvements and implement solutions that optimize reporting workflows.</p>
<p>We are looking for a highly skilled Sr Data and Business Intelligence Analyst to join a mid size law firm. This role is pivotal in driving data-driven decision-making by benchmarking organizational performance, supporting cross-departmental reporting needs, and implementing advanced business intelligence tools. The ideal candidate will possess a strong analytical mindset and a proven ability to manage and optimize data systems, ensuring the seamless flow of information across the organization.</p><p>This is a remote role for candidates in CA, TX and CO.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial analyses, including profitability, time and billing, accounts payable, accounts receivable, collections, and general ledger, using advanced reporting and querying tools.</p><p>• Collaborate with firm leadership and technical teams to define and implement a business intelligence strategy that aligns with organizational goals.</p><p>• Design, create, and optimize data models, analytics layers, and dashboards using tools like Power BI, Tableau, and Aderant.</p><p>• Provide technical support and guidance to departments such as Finance, Human Resources, and Legal Recruiting to enhance their use of business intelligence applications.</p><p>• Investigate and resolve discrepancies and issues in business systems, ensuring data consistency and integrity across all platforms.</p><p>• Manage and enhance practice management tools related to budgeting, reporting, and data functionalities, while ensuring smooth implementation of new applications.</p><p>• Partner with departments to develop and maintain internal evaluations and surveys, ensuring alignment with organizational objectives.</p><p>• Oversee data flows between various firm systems, including Aderant, IntApp, and payroll systems, to ensure seamless integration and functionality.</p>
<p>We are working with a large tech company in Palo Alto, CA that is looking for an interim Topline FP& A Manager consultant that partners closely with senior leadership to support revenue growth and commercial strategy across the business. This team provides critical financial insight across bookings, recurring revenue, billing, and margin performance, helping leaders understand trends, evaluate trade-offs, and make informed decisions. Through strong cross-functional collaboration, the team influences planning processes, operational discipline, and long-term financial outcomes. This is a long-term contract position, offering a unique opportunity to collaborate with cross-functional teams and contribute to high-impact decision-making processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><strong>Revenue & Growth Planning</strong></p><ul><li>Own and enhance detailed financial models supporting revenue, ARR, billings, and gross margin performance</li><li>Develop inputs and analysis for annual budgets, rolling forecasts, and long-range planning cycles</li><li>Analyze monthly performance to assess business momentum and forecast accuracy</li></ul><p><strong>Scenario Analysis & Decision Support</strong></p><ul><li>Build and evaluate scenario models related to pricing changes, product launches, and go-to-market initiatives</li><li>Partner with cross-functional teams to assess revenue risks and opportunities throughout the quarter</li><li>Support quarter-end forecasting efforts by synthesizing inputs from sales operations, deal desk, order management, and product teams</li></ul><p><br></p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
<p>The Revenue Operations Analyst is responsible for supporting organizational forecasting, pipeline analytics, and margin analysis to drive strategic business decisions. This role works collaboratively with cross-functional teams and utilizes CRM and ERP systems such as NetSuite, SAP, and Salesforce to collect, analyze, and report on revenue-related data. The ideal candidate brings strong analytical skills, technical proficiency across enterprise platforms, and a proactive approach to process improvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze forecasts to support strategic planning and business growth initiatives.</li><li>Conduct pipeline analytics to identify sales trends, opportunities, and risks.</li><li>Perform margin analysis and present actionable insights to management.</li><li>Gather, interpret, and report data using CRM and ERP tools (NetSuite, SAP, Salesforce).</li><li>Partner with sales, finance, and operations teams to ensure data accuracy and reporting consistency.</li><li>Develop and maintain dashboards and reporting tools to enhance transparency and decision-making.</li><li>Participate in process improvement initiatives aimed at increasing operational efficiency.</li><li>Support month-end, quarter-end, and year-end revenue close processes.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Accounts Receivable Accounting Analyst to join our team in Concord, California. In this contract position, you will play a critical role in managing financial transactions, billing and maintaining large data sets in MS Excel. This is an excellent opportunity to utilize your expertise in accounting and Microsoft Excel to support key business operations.</p><p><br></p><p>Responsibilities:</p><p>• Process monthly reports using advanced Excel techniques, including formulas and large data sets, to ensure accuracy and efficiency.</p><p>• Apply payments to accounts by downloading daily lockbox details</p><p>• Generate invoices for outstanding balances, prepare billing documents</p><p>• Balance monthly receipts against bank statements and compile totals for general ledger updates.</p><p>• Conduct electronic file transfers, receipt processing, and dependent premium collections.</p><p>• Research receivable balances and provide supporting documents to identify amounts owed.</p><p>• Ensure all financial records are accurate, organized, and compliant with organizational standards.</p>
<p>The Compliance and Controls Analyst is responsible for supporting the organization’s internal control framework, conducting SOX compliance activities, assessing risk, and ensuring audit readiness. This role performs risk assessments, monitors adherence to company policies and regulatory requirements, and partners with cross-functional teams to design, implement, and test internal controls. The ideal candidate brings strong analytical skills, attention to detail, and experience in a SOX or audit/compliance environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and execute SOX compliance activities, including documentation, testing, and remediation of internal controls.</li><li>Support risk assessment processes and identify areas of potential control gaps or deficiencies.</li><li>Assist in audit readiness projects, working with internal and external auditors to facilitate smooth audit processes.</li><li>Evaluate the effectiveness of operational and financial controls and recommend improvements.</li><li>Maintain up-to-date documentation and ensure policies and procedures align with regulatory requirements.</li><li>Develop and deliver training or guidance on internal control best practices.</li><li>Partner with finance, IT, and business operations teams to drive process improvements and maintain compliance standards.</li></ul>
<p>The Sr. Financial Analyst with automation expertise is responsible for advanced financial analysis, forecasting, and reporting while leveraging automation tools to streamline and enhance processes. This role will identify opportunities for efficiencies, lead automation initiatives, and support strategic decision-making with accurate, timely financial insights. The ideal candidate combines strong analytical abilities with hands-on experience implementing automation solutions within finance operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial reports, forecasts, and budgets to support business objectives.</li><li>Drive automation of financial reporting, data collection, and analytical processes using relevant platforms and technologies.</li><li>Develop and maintain dashboards and automated models for monitoring key performance indicators.</li><li>Identify and implement process improvements to enhance efficiency, accuracy, and productivity within the finance organization.</li><li>Collaborate cross-functionally to gather and synthesize data, supporting both routine and ad hoc reporting needs.</li><li>Participate in or lead automation-focused projects within finance, working closely with IT and business stakeholders.</li><li>Ensure compliance with internal policies and external regulations in reporting and analysis activities.</li><li>Present complex financial findings to executive leadership in a clear, actionable manner.</li></ul>
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes.<br><br>Responsibilities:<br>• Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement.<br>• Develop and maintain financial models to support business planning and forecasting.<br>• Perform ad hoc financial analysis to address specific business needs or challenges.<br>• Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts.<br>• Utilize data mining techniques to extract, analyze, and interpret large datasets.<br>• Collaborate with cross-functional teams to deliver actionable financial insights.<br>• Support strategic planning by providing in-depth analysis and recommendations.<br>• Present findings and reports to stakeholders in a clear and concise manner.<br>• Ensure accuracy and integrity in all financial data and analyses.<br>• Stay updated on industry trends and best practices to enhance analytical methods.
<p>Kevin Eckhardt with Robert Half is looking for a skilled Senior Financial Analyst to join his client's team. This role is pivotal in providing strategic financial insights and supporting decision-making processes to drive revenue growth and optimize gross profit. The ideal candidate will excel in analyzing complex data, delivering accurate reports, and collaborating across teams to ensure financial consistency.</p><p><br></p><p>Responsibilities:</p><p>• Develop, streamline, and automate both recurring and ad-hoc reports and forecasts related to revenue and gross profit.</p><p>• Produce analytical reports that highlight key business metrics such as traffic, conversion rates, average ticket size, and comparative growth.</p><p>• Provide actionable recommendations based on data analysis to support revenue growth and gross profit optimization.</p><p>• Gather and evaluate forecast inputs from business stakeholders, assess risks and opportunities to financial plans, and communicate findings to finance leadership.</p><p>• Prepare accurate month-end close reports along with detailed business commentary.</p><p>• Collaborate with finance and accounting teams to share best practices and ensure uniformity across departments.</p><p>• Manage and enhance budgeting and planning processes for retail stores and e-commerce operations.</p>
<p>We are looking for a skilled Sourcing Analyst to join our team in San Francisco, California. As a key contributor, you will collaborate across departments to optimize vendor relationships, negotiate contracts, and enhance procurement strategies. This is a Long-term Contract position offering the opportunity to shape the future of procurement within a dynamic and evolving industry.</p><p><br></p><p>Responsibilities:</p><p>• Develop and refine strategic sourcing practices to maximize efficiency and value.</p><p>• Negotiate contracts with suppliers, ensuring favorable terms and compliance with organizational policies.</p><p>• Manage contract review processes, coordinating with legal and other stakeholders to ensure timely execution.</p><p>• Lead supplier rationalization initiatives to improve vendor performance and reduce costs.</p><p>• Establish and oversee vendor life-cycle strategies, including onboarding, performance management, and offboarding.</p><p>• Conduct financial analysis and create dashboards to support data-driven decision-making in procurement.</p><p>• Identify and mitigate risks associated with key vendors while monitoring supplier compliance.</p><p>• Provide training to stakeholders to promote procurement best practices and policy adherence.</p><p>• Resolve supplier performance issues promptly to maintain quality and consistency.</p><p>• Support various ad hoc projects to enhance procurement processes and systems.</p>
<p>We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PAYROLL SPECIALIST - HYBRID 2 DAYS ONSITE</strong></p><p><strong>90K-100K</strong></p><p><br></p><p>We are looking for an experienced Payroll Specialist to join our expanding team. This role is vital to ensuring accurate and compliant payroll processing while supporting employees and managers with payroll-related inquiries. As a senior member of the payroll team, you will manage key aspects of payroll administration, reporting, and system maintenance.</p><p><br></p><p>Responsibilities:</p><p>• Process payroll accurately and on time, ensuring compliance with relevant regulations and company policies.</p><p>• Handle payroll transactions such as manual checks, pay adjustments, bonuses, reimbursements, leave processing, and garnishments.</p><p>• Ensure timely and correct payment of payroll taxes and other deductions.</p><p>• Conduct audits and reconcile payroll data, including reconciling balance sheets and preparing tax compliance schedules.</p><p>• Assist in the preparation and validation of W-2 forms and maintain alignment with the general ledger.</p><p>• Provide guidance to employees and managers on complex payroll issues, offering solutions and support.</p><p>• Respond to inquiries from federal, state, and local agencies regarding payroll matters.</p><p>• Maintain payroll systems by updating cost centers, codes, and ensuring system functionality.</p><p>• Generate payroll reports and perform detailed data analysis for business insights.</p><p>• Develop and document payroll policies, procedures, and internal controls to improve efficiency and compliance.</p>
We are looking for a skilled and detail-oriented Senior Property Accountant to manage financial operations for a high net worth individual and their family in Sonoma, California. This role is ideal for an experienced accounting expert who thrives in a dynamic and challenging environment, handling diverse financial tasks and administrative duties. The position offers excellent benefits and the possibility of a flexible work-from-home day each week.<br><br>Responsibilities:<br>• Oversee day-to-day accounting activities, including accounts payable and receivable, general ledger management, and financial reporting.<br>• Prepare and analyze property budgets and ensure accurate financial forecasting.<br>• Coordinate tax-related documentation and collaborate with external tax specialists.<br>• Manage property management accounting tasks, ensuring compliance with relevant regulations and standards.<br>• Utilize accounting software such as QuickBooks and Yardi to maintain accurate financial records and streamline processes.<br>• Represent the family in interactions with vendors, employees, and business associates.<br>• Conduct detailed financial analysis to support real estate acquisitions and investments.<br>• Provide insights and reports on commercial real estate performance and investment opportunities.<br>• Handle administrative projects and ensure confidentiality in all financial dealings.<br>• Maintain strong relationships with stakeholders and address financial inquiries promptly.
<p>Are you a business intelligence professional passionate about transforming data into actionable insights? Our client is seeking a self-motivated Database Applications Administrator to fill a key role focused on enterprise analytics and reporting. You will work closely with platforms including SAGE Intacct, Salesforce, and Snowflake, leading initiatives to extract, model, and visualize data that empowers stakeholders at all organizational levels.</p><p><br></p><p>This role is 100% remote, and is a contract-to-hire role.</p><p> </p><p>Principal Responsibilities:</p><ul><li>Design, build, and maintain business intelligence solutions (reports, dashboards, visualizations) using Power BI, Salesforce, and other tools.</li><li>Collaborate with stakeholders to collect requirements and deliver solutions tailored to business needs.</li><li>Extract, transform, and analyze data from Snowflake Data Warehouse and additional sources.</li><li>Guarantee data accuracy and consistency through thorough validation and quality control.</li><li>Provide training and end-user support for BI tools and reporting (as needed, in partnership with team).</li><li>Troubleshoot BI tool, report, and data pipeline issues to ensure reliability.</li><li>Document processes, best practices, and technical solutions for knowledge sharing.</li><li>Effectively manage concurrent projects and deliverables against strict timelines.</li><li>Remain agile and adaptable as priorities shift.</li><li>Support team on special projects and additional responsibilities as assigned.</li></ul>
<p>We are looking for an experienced Controller to join our team in San Leandro, California. This role is ideal for someone with strong attention to detail and expertise in construction accounting, job costing, and financial reporting. You will play a vital role in managing financial operations and ensuring compliance with industry standards.</p><p><br></p><p>Responsibilities:</p><ul><li>Design and execute financial strategies aligned with organizational goals.</li><li>Lead all corporate accounting operations, including AP/AR, financial reporting, tax compliance, budgeting, forecasting, and cash flow management.</li><li>Prepare and present clear, accurate financial reports to division leadership and ownership.</li><li>Leverage Sage 100 and integrated systems to optimize financial workflows and data integrity.</li><li>Analyze industry trends and economic conditions to support informed strategic decisions.</li><li>Serve as primary liaison with CPAs, TPAs, insurance brokers, and regulatory agencies to ensure compliance, transparency, and accountability.</li></ul>
<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>
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.
<p>Are you an Associate Financial Advisor or Financial Planning Associate looking for the next step in your career? I have a unique opportunity to join a high-performing team with a structured path to building and leading your own book of business.</p><p> </p><p><strong>Jennifer Fukumae with Robert Half Financial Services Group </strong>is partnering with a well-established, fast-growing Registered Investment Advisory (RIA) firm in the East Bay seeking a motivated and detail-oriented <strong>Financial Advisor</strong> to support a recognized Principal. <strong>This role is ideal for an early-career advisor who has a strong foundation in financial planning, thrives in a fast-paced environment, and values delivering a high-touch, fiduciary client experience.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p> </p><p><strong>Financial Planning & Advisory Support</strong></p><ul><li>Support senior advisors in delivering comprehensive, fiduciary-based wealth management services</li><li>Develop customized financial plans, including retirement forecasting, cash flow modeling, and long-term planning</li><li>Conduct portfolio analysis and support asset allocation and rebalancing strategies</li><li>Participate in client meetings, take detailed notes, and ensure timely follow-up on action items</li><li>Document planning recommendations and coordinate implementation</li><li>Assist with onboarding new clients and strengthening ongoing relationships</li></ul><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a primary contact for client inquiries and provide high-level service support</li><li>Manage proactive and responsive client communication</li><li>Help coordinate account openings, asset transfers, and custodian paperwork</li><li>Prepare meeting agendas and presentation materials</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR PROPRETY ACCOUNTANT</strong></p><p><br></p><p>Well established real estate investment company with over 6Bil AUM is expanding its accounting team. We are looking for a Senior Accountant to join a growing dynamic team. In this role, you will oversee property-related financial operations, ensure the accuracy and compliance of reporting while driving strategic insights through financial analysis. This position requires expertise in managing full-cycle accounting processes and collaborating with cross-functional teams to maintain the integrity of financial data.</p><p><br></p><p>Responsibilities:</p><p>• Manage the month-end close process, ensuring accurate and timely financial reporting.</p><p>• Prepare and record journal entries, verifying documentation and reconciling financial accounts.</p><p>• Conduct bank reconciliations to ensure compliance and accuracy.</p><p>• Oversee general ledger activities, including intercompany allocations, loan schedules, and asset tracking.</p><p>• Assist with liquidity management, including fund transfer requests and investor distribution coordination.</p><p>• Prepare financial reports to meet lender and investor requirements.</p><p>• Support budget preparation and provide recommendations based on financial trends and forecasts.</p><p>• Ensure compliance with tax regulations, business license renewals, and property tax filings.</p><p>• Collaborate with property management and regional teams to align financial operations with business goals.</p><p>• Identify opportunities for process improvements to enhance efficiency and reporting accuracy.</p>
<p><strong>Senior HR Business Partner – Enterprise Technology (CIO Org)</strong></p><p><strong>Senior Individual Contributor | Enterprise Technology</strong></p><p>Contract Role - 6 - 7 Months</p><p><br></p><p>We are looking for a Senior HR Business Partner to support our client in the technology industry. You will play a pivotal role in shaping talent strategies and organizational success within a dynamic product development environment. The ideal candidate thrives on driving innovation, applying organizational effectiveness principles, and collaborating with senior leaders to enhance business outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement strategic talent initiatives to elevate organizational capabilities and foster collaboration within product management teams.</p><p>• Collaborate closely with senior executives to design proactive talent strategies aligned with business goals.</p><p>• Identify opportunities for improvement through consultative, data-driven analysis and discovery processes.</p><p>• Create and deploy impactful talent programs that support the development of world-class communication software products.</p><p>• Partner with HR Centers of Excellence to maximize the value of enterprise-wide HR programs and initiatives.</p><p>• Assist with handling Employee Relations cases end to end, including coaching managers.</p><p>• Work with managers to implement, roll out, and share best practices on performance management processes and initiatives.</p><p>• Utilize AI tools to streamline processes, enhance efficiency, and focus on strategic priorities.</p><p>• Provide expert guidance on organizational design, workforce planning, and team dynamics.</p><p>• Build strong relationships across teams to ensure alignment and support for HR strategies.</p><p>• Lead efforts to enhance talent branding and foster a culture of continuous learning and development.</p>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</strong></p><p><br></p><p><strong>CONTROLLER</strong></p><p><strong>150K-165K+EQUITY+BONUS+EXCELLENT BENEFITS</strong></p><p><br></p><p>We are looking for an experienced Controller to lead financial operations for a well-established manufacturing company that supports the AI industry. This role is integral to managing accounting, budgeting, compliance, and financial reporting while providing strategic insights to support operational efficiency and profitability. The ideal candidate will thrive in a hands-on environment and work closely with leadership and production teams to ensure financial accuracy and compliance. Company offers excellent benefits, including equity, quarterly bonus, 401k match and health benefits.</p><p><br></p><p>Responsibilities:</p><p>• Oversee all accounting operations, including general ledger management, accounts payable and receivable, payroll coordination, and financial reporting.</p><p>• Prepare and analyze monthly financial statements, budgets, cash flow forecasts, and management reports to inform business decisions.</p><p>• Develop and maintain accurate costing systems, including job costing, standard costing, and variance analysis specific to manufacturing processes.</p><p>• Ensure compliance with federal and state regulations, including tax filings, payroll taxes, sales and use taxes, and audit readiness.</p><p>• Implement and monitor internal controls, financial policies, and procedures to safeguard company assets and enhance operational efficiency.</p><p>• Collaborate with production and operations teams to analyze labor costs, materials usage, overhead, and machine utilization for improved profitability.</p><p>• Lead month-end and year-end closing processes to ensure timely and accurate reporting.</p><p>• Drive improvements in financial systems and processes to enhance reporting accuracy and operational effectiveness.</p><p>• Provide actionable financial insights to ownership and senior leadership to support strategic planning.</p><p>• Manage and develop staff</p>
