<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
<p><strong>Interested? Apply now and share your resume via LinkedIn with JC del Rosario — I’d be excited to connect!</strong></p><p><br></p><p><strong>Head of Finance & Operations</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a dynamic <strong>Head of Finance & Operations</strong> to lead and scale the financial, accounting, and operational backbone of a rapidly growing investment platform. This high-impact leadership position offers a clear path to CFO and will be instrumental in building world-class systems, processes, and controls to support fund accounting, investor reporting, compliance, and deal execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Direct all financial operations across funds, GP entities, and the management company.</li><li>Manage relationships with fund administrators and accounting partners; review capital calls, distributions, and audits.</li><li>Lead budgeting, forecasting, and cash flow management at the management company level.</li><li>Collaborate with Investor Relations on fund structures, co-investment programs, and LP due diligence.</li><li>Support deal execution and oversee legal documentation and closing processes.</li><li>Establish compliance frameworks, valuation policies, and governance standards.</li><li>Drive technology and data initiatives to centralize financial and portfolio reporting.</li><li>Mentor and develop team members, fostering a culture of operational excellence.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Play a pivotal role in shaping and institutionalizing operations for a leading investment platform.</li><li>Join a collaborative, entrepreneurial team with significant long-term growth potential.</li><li>Enjoy a competitive compensation package, performance bonus, and comprehensive benefits.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Head of Finance & Operations</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Head of Finance & Operations</strong> to lead and scale the finance, accounting, and operational functions for a growing investment platform. This is a highly visible leadership role with a clear path to CFO, responsible for building best-in-class processes, systems, and controls to support fund accounting, investor reporting, compliance, and deal execution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all financial operations across funds, GP entities, and management company.</li><li>Manage relationships with fund administrators and accounting firms; review capital calls, distributions, and audits.</li><li>Lead budgeting, forecasting, and cash management at the management company level.</li><li>Partner with Investor Relations on fund structures, co-investment programs, and LP due diligence.</li><li>Support deal execution and coordinate legal documentation and closings.</li><li>Implement compliance frameworks, valuation policies, and governance standards.</li><li>Drive technology and data initiatives to centralize financial and portfolio information.</li><li>Mentor team members, fostering a culture of operational excellence.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to shape and institutionalize operations for a top-tier investment platform.</li><li>Collaborative, entrepreneurial culture with long-term growth potential.</li><li>Competitive compensation, bonus, and benefits package.</li></ul>
We are looking for an experienced Controller to join our team in Concord, California. This role is ideal for a financial leader who excels in managing accounting operations, driving fiscal compliance, and supporting strategic business decisions. The successful candidate will oversee a team of professionals, ensuring financial integrity and operational efficiency at every level.<br><br>Responsibilities:<br>• Lead and manage a team of 20 accounting professionals, fostering a collaborative and growth-oriented environment.<br>• Prepare and deliver accurate financial statements on a monthly, quarterly, and annual basis for management review.<br>• Develop and analyze annual financial forecasts and projections to support strategic planning.<br>• Identify and implement improved financial systems and processes to enhance departmental productivity.<br>• Establish and maintain internal controls to safeguard company assets and ensure compliance with financial regulations.<br>• Supervise all accounting functions, including billing, accounts receivable/payable, and general ledger processes.<br>• Ensure timely reconciliation of financial accounts and adherence to local, state, and federal reporting requirements.<br>• Act as the primary point of contact for external audits, including financial, 401(k), and other organizational audits.<br>• Manage relationships with banking partners, overseeing loans and other financial priorities.<br>• Administer company credit card programs and expense reimbursement processes, ensuring compliance and accurate reconciliation.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>CORPORATE CONTROLLER</p><p><br></p><p>The Controller will oversee all of the activity of accounting operations and be responsible for creating internal controls and accounting processes that produce accurate and meaningful financial information for internal and external decision-making. Maintain relationships with banks and financing agencies. Perform strategic planning, budgeting, treasury functions, and coordinates related staff activities. Oversee the Accounting Staff to ensure that financial information produced by the Accounting Department is accurate, timely, meaningful, and supports multiple, diverse entities. Establish property audit guidelines and ensure Property financial review identifies major exceptions and monitors corrective actions. Assess Internal and External financial information needs and develop reporting and training necessary to ensure meaningful financial reporting. Ensure that Accounting is in compliance with regulatory and partnership requirements. Monitor treasury function to efficiently manage cash flow distributions and collections and working capital needs. Develop long-range forecasts and maintain long-range financial plans.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the Accounting Department to ensure accurate, timely, and meaningful financial information.</p><p>• Establish property audit guidelines and monitor property financial review to identify and correct major exceptions.</p><p>• Assess internal and external financial information needs and develop reporting and training to ensure meaningful financial reporting.</p><p>• Ensure compliance with regulatory and partnership requirements within the Accounting Department.</p><p>• Lead the Accounting team: Recruit, hire, train, and develop staff.</p><p>• Establish systems, processes & procedures to improve accuracy and ensure accountability for all direct reports.</p><p>• Ensure proper financial controls are implemented to prevent misappropriation of funds or assets.</p><p>• Monitor cost accounting system that tracks cash flow, expenses, and budget variances from pre-development to construction completion.</p><p>• Oversee the implementation of new accounting systems.</p><p>• Establish guidelines and ensure Corporate financial statements, audits, tax returns, cash flow forecasts and budgeting meet organization objectives.</p><p>• Delegate responsibilities effectively and discuss performance issues with staff regularly.</p><p>• Coordinate with department heads to prepare annual operating budgets.</p><p>• Develop long-range forecasts and maintain long-range financial plans. </p><p><br></p><p><br></p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a <strong>health care investment firm</strong> to hire a <strong>Fund Accounting Manager </strong> to support their expanding credit and private equity fund strategies. This is a high-impact role within a growing Finance team supporting a newly launched <strong>royalty income and structured credit fund</strong> in addition to select PE vehicles. This Manager will play a key role in <strong>financial reporting, fund accounting, operations, and compliance</strong> for credit-focused and private equity investment vehicles. You will serve as the main point of contact for the third-party fund administrator while collaborating closely with internal Finance leadership, Portfolio Operations, and Treasury.</p><p>This role offers significant ownership across accounting, reporting, investment activity, and operational processes.</p><p> </p><p><strong>Compensation: $165–200K</strong> Base + Bonus + Equity</p><p><strong>Location: Menlo Park – Sand Hill Road | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>About the Firm </strong></p><p>A well-capitalized healthcare-focused investment platform with a mission to partner with innovative, growth-oriented companies that improve patient outcomes and strengthen communities. The firm leverages deep sector expertise and strong industry relationships to support portfolio companies across healthcare services, technology, and life sciences.</p><p>The environment is collaborative, detail-oriented, and ideal for accounting leaders who enjoy hands-on fund operations, cross-functional exposure, and sophisticated investment structures.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and manage the <strong>fund administrator</strong>, ensuring accuracy of accounting records and investor reporting</li><li>Lead quarterly and annual <strong>financial reporting</strong>, including review of financial statements, audit coordination, and regulatory filing review</li><li>Review complex <strong>equity and capital account allocations</strong>, including waterfalls, fee calculations, and carry structures</li><li>Support the Fund Controller with financial planning and analysis for investment vehicles</li><li>Review and approve <strong>capital calls, distributions, income/expense allocations, and cash forecasting</strong></li><li>Partner with Treasury to support funding of investments, tracking collections, expense processing, and valuation updates</li><li>Review and maintain support for <strong>investment cost measurement, royalty income recognition, and cost relief calculations</strong></li><li>Ensure internal controls, compliance processes, and operational workflows are executed effectively</li></ul><p><br></p><p> </p>
<p>We are looking for an experienced Finance Manager to join our team in Walnut Creek, California. In this role, you will play a key part in shaping the company’s financial strategies through in-depth analysis and forecasting. The ideal candidate is detail-oriented, highly analytical, and skilled at delivering actionable insights to support business decisions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare annual budgets, monthly/quarterly forecasts, and long-term growth plans.</li><li>Build and maintain financial models for channel mix, promotions, and margin optimization.</li><li>Support operations by monitoring margin contributions and cost factors.</li><li>Deliver accurate monthly reports: P& L, Balance Sheet, Cash Flow, channel performance, and KPIs.</li><li>Perform variance analysis and highlight trends.</li><li>Recommend ways to optimize marketing spend and supply chain efficiency.</li><li>Conduct ad hoc analyses.</li><li>Collaborate with Sales and Marketing on forecasts, promotions, and ROI.</li><li>Partner with Operations on inventory, cost of goods, and logistics planning.</li><li>Translate financial results into actionable insights for leadership.</li><li>Improve FP& A processes, tools, and systems for scalability.</li><li>Ensure data accuracy across ERP, Power BI, and planning platforms.</li><li>Recommend best practices for margin analysis and forecasting.</li><li>Promote financial transparency and cross-functional alignment.</li></ul>
<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>
We are looking for an experienced and detail-focused Controller to join our team in Fremont, California. This role is ideal for a finance expert with a strong background in accounting principles, financial regulations, and leadership skills, particularly within the construction industry. The Controller will play a key role in managing financial operations, ensuring compliance, and contributing to strategic decision-making.<br><br>Responsibilities:<br>• Oversee the preparation and accuracy of financial statements and reports in accordance with regulatory standards.<br>• Manage accounting processes such as percentage-of-completion revenue recognition and standard costing procedures.<br>• Lead the implementation and maintenance of accounting systems, including Trimble Viewpoint Spectrum, Vista, and FileMaker Pro.<br>• Develop and mentor team members, fostering growth and building a collaborative work environment.<br>• Ensure compliance with financial regulations and reporting requirements, including US GAAP standards.<br>• Collaborate with various stakeholders including clients, employees, and management to support organizational goals.<br>• Analyze financial data to identify errors, implement solutions, and optimize processes.<br>• Provide strategic recommendations to senior leadership based on financial analyses.<br>• Monitor and manage organizational budgets, ensuring alignment with business objectives.<br>• Drive organizational planning and decision-making through strategic financial insights.
<p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance & Accounting Division</strong> is partnering with a rapidly growing venture capital firm focused on investing in technology-driven companies that are transforming traditional industries. The firm manages over $1.5 billion in AUM across multiple funds and continues to scale with new fund launches, a strong LP base, and top-decile performance.</p><p><strong>About the Firm</strong></p><p>This is an exciting time to join a firm that is redefining how software and automation enhance real-world industries. Since its founding in 2017, the team has built a reputation for excellence, assembling a world-class group of investors and operators who bring both rigor and creativity to the investment process. With strong early performance across funds and continued momentum, the firm is poised for its next phase of growth — building a diversified, enduring investing platform focused on technology and innovation.</p><p><strong>The Opportunity</strong></p><p>To support its continued growth and institutionalization, the firm is seeking a <strong>Head of Finance & Operations</strong> who will take full ownership of all finance, accounting, operations, and back-office functions. Reporting directly to the COO, this is a <strong>hands-on leadership role</strong> with visibility across the organization and a clear path to <strong>CFO-level responsibilities</strong> as the platform scales.</p><p>The ideal candidate will be both strategic and execution-oriented — someone who can implement best-in-class processes, bring structure to a fast-moving environment, and collaborate closely with senior leadership, investors, and the investment team.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all aspects of fund and management company finance, accounting, and reporting.</li><li>Partner with Investor Relations and Capital Formation on fund structures, investor reporting, and LP communications.</li><li>Collaborate with the investment team on deal execution, legal coordination, and operational due diligence.</li><li>Maintain and enhance firmwide operations, compliance, and internal controls.</li><li>Partner with Technology and Data teams to leverage automation and improve workflow efficiency.</li><li>Lead and develop a growing finance and operations team.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a well-established Credit Union in Dublin to hire an <strong>Accounting Manager – Reconciliations</strong>. This is a fantastic opportunity to join a collaborative, mission-driven financial services team.</p><p><strong>Compensation:</strong> $110,000 – $145,000 base salary + discretionary bonus</p><p><strong>Location: Dublin, CA | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and oversee the <strong>general ledger account reconciliations process</strong>, including management, leadership, and governance.</li><li>Design and implement the organization’s reconciliation operating model, including oversight of both onsite and outsourced resources.</li><li>Drive <strong>automation initiatives</strong> using BlackLine and other technology solutions.</li><li>Ensure reconciliations are performed <strong>timely, accurately, and consistently</strong>, with proper identification and tracking of reconciling items.</li><li>Oversee completion of the monthly <strong>Reconciliations Checklist</strong> with documentation and appropriate approvals.</li><li>Manage aging reports of reconciling items, including reserves and write-offs in line with policy.</li><li>Develop and maintain reconciliation performance metrics and reporting.</li><li>Perform and review reconciliations as needed, ensuring compliance with established standards.</li><li>Maintain process flow documentation and <strong>Balance Sheet Reconciliation Standards</strong>.</li><li>Partner cross-functionally with Accounting, Operations, Core, and Enterprise Data teams to resolve reconciliation issues and strengthen processes.</li><li>Communicate effectively with senior management, auditors, committees, and regulators.</li><li>Champion a culture of <strong>continuous improvement</strong> in reconciliation practices.</li></ul><p><br></p>
<p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><p><br></p>
<p><strong>Investment Accounting Controller</strong></p><p><strong>Confidential Family Office (Partnering with Robert Half Finance & Accounting)</strong></p><p>📍 <em>Menlo Park, CA – Onsite 5 days/week (next to Caltrain Station)</em></p><p>💰 <em>$200,000 – $250,000 + Bonus + Excellent Benefits</em></p><p> </p><p><strong>About the Family Office</strong></p><p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>well-established, multi-generational family office</strong> based in Menlo Park, California. This organization manages a diverse investment portfolio across public equities, private investments, real estate, and alternative assets. The team works closely with top-tier advisors, auditors, and investment managers to ensure strong governance, long-term wealth preservation, and best-in-class financial stewardship.</p><p> </p><p><strong>Position Overview</strong></p><p>Our client is seeking an <strong>Investment Accounting Controller (or Assistant Controller)</strong> to join its growing investment accounting team. This role is ideal for a technically strong, detail-oriented accounting professional who values precision, collaboration, and continuous improvement.</p><p>You’ll oversee and enhance accounting operations across both audited and non-audited entities, maintain robust internal controls, and collaborate closely with investment and finance leadership to ensure accurate, timely financial reporting.</p><p> </p><p><strong>Team Structure</strong></p><p>You’ll join a <strong>collaborative five-person Investment Accounting Team</strong> and report directly to the <strong>Director of Investment Accounting</strong>.</p><p> </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
<p><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking an<strong> Assistant Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p> </p><p><strong>Assistant Controller (Venture Capital Firm – Palo Alto)</strong></p><p><strong>Hybrid | 3 Days in Office | $170–250K + Bonus + Profit Share + Excellent Benefits</strong></p><p> </p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half’s Finance & Accounting practice is partnering with a leading Venture Capital firm in Palo Alto seeking an<strong> Assistant Controller</strong> to join their lean and collaborative team. This role will play a key part in transforming the corporate finance and accounting function, driving process improvements, and implementing scalable systems.</p><p> </p><p><strong>Assistant Controller (Venture Capital Firm – Palo Alto)</strong></p><p><strong>Hybrid | 3 Days in Office | $170–250K + Bonus + Profit Share + Excellent Benefits</strong></p><p> </p><p>You’ll support the firm’s <strong>Management Company</strong> and collaborate closely across teams.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee day-to-day financial operations including general ledger, accounts payable, financial reporting, and FP& A (budgeting, forecasting, P& L management).</li><li>Assist with global consolidated budgeting, forecasting updates, and variance analysis.</li><li>Manage expense allocations across entities and help automate allocation processes.</li><li>Lead the selection and implementation of new Accounting and FP& A systems; enhance efficiency on AP/AR processes (e.g., Bill.com).</li><li>Partner cross-functionally with a commercial mindset—balancing budgets, priorities, and business needs.</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance & Operations | Fast-Growing Venture Capital Firm | San Francisco | Hybrid | Comp: Base + Bonus + Carry</strong></p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
