<p>We are hiring for a world-renowned client who is seeking a <strong>Senior Financial Analyst – FP&A</strong> to join their Finance team at their beautiful <strong>Mountain View campus</strong>. </p><p><em>Please be sure to read this job description in its entirety</em></p><p> </p><p><strong>Location:</strong> Mountain View, CA (Hybrid – 1-2 days onsite)</p><p><strong>Role Overview</strong></p><p>Support the Finance Director by managing FP&A operations, improving reporting processes, reducing manual tasks, and delivering accurate financial insights to support business decisions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze expense reports for accuracy and compliance.</li><li>Maintain headcount reporting and support forecasting activities.</li><li>Assist with budgeting and financial planning processes.</li><li>Support month-end close, including journal entries and account reconciliations.</li><li>Identify and record accruals.</li><li>Review and manage open purchase orders (POs) to ensure proper closure.</li><li>Oversee marketing and departmental expenses.</li><li>Validate, analyze, and improve financial data reporting.</li></ul><p><br></p>
<p>Jeff Abrams with Robert Half is in search for a Management Accountant. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul><p><br></p>
<p>A well-established company is seeking an experienced Legal Administrative Assistant to support its Legal Department, assisting with managing daily workflows, communications, document preparation, and department operations. This role works closely with legal professionals and cross-functional teams and requires strong organizational skills, professionalism, and the ability to handle sensitive and confidential information.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Review, organize, prioritize, and route incoming communications through department workflow systems and shared inboxes.</li><li>Assist with tracking legal matters, coordinating follow-up activities, and ensuring timely handling of requests.</li><li>Prepare, review, process, and electronically file routine legal documents, correspondence, and agreements for attorney review.</li><li>Coordinate calendars, meetings, travel arrangements, and other administrative activities for legal team members.</li><li>Manage daily administrative duties including scanning, filing, mailing, document organization, and records maintenance.</li><li>Maintain electronic filing systems, databases, and departmental records.</li><li>Assist with expense reporting, event coordination, office supply management, and other operational support tasks.</li><li>Handle confidential and sensitive information with discretion and professionalism.</li></ul><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Finance & Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you're currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul><p><br></p>
We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support.<br><br>Responsibilities:<br>• Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting.<br>• Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities.<br>• Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review.<br>• Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions.<br>• Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time.<br>• Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration.<br>• Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement.<br>• Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes.<br>• Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
<p>🚨 <strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p>💰 <strong>Compensation:</strong> $250K–$300K Base (Stretch) + Bonus + Carry (DOE)</p><p>📍 <strong>Location:</strong> San Francisco | Hybrid </p><p><br></p><p><br></p><p>This is <strong>not</strong> your typical Controller opportunity.</p><p><br></p><p>If you're looking for another role where you simply close the books every month... this probably isn't it.</p><p><br></p><p>This is an opportunity to become the <strong>financial right hand to the Managing Partner</strong> of a rapidly growing private equity firm—and help shape the future of the business.</p><p><br></p><p>You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across <strong>Business Services, Technology, and Information Services</strong>.</p><p>If you're the type of finance leader who enjoys <strong>building, improving, solving problems, and thinking like an owner</strong>, you'll likely thrive here.</p><p><br></p><p>💡 What You'll Do</p><p>• Own the accounting and finance function across <strong>Funds, GP, and Management Company</strong></p><p>• Partner directly with the Managing Partner on strategic initiatives</p><p>• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A</p><p>• Manage treasury, capital calls, distributions, cash forecasting, and liquidity</p><p>• Oversee outsourced accounting partners while remaining hands-on</p><p>• Drive process improvements, automation, KPIs, and operational efficiency</p><p>• Support audits, tax compliance, investment valuations, and investor reporting</p><p><br></p><p>🚀 Why This Opportunity Stands Out</p><p>✅ Report directly to firm leadership with exceptional visibility</p><p>✅ Play a critical role in scaling a growing private equity platform</p><p>✅ Broad exposure across <strong>Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy</strong></p><p>✅ Small, entrepreneurial team where your ideas actually get implemented</p><p>✅ Significant long-term upside through <strong>bonus and carry participation</strong></p><p>✅ High-autonomy environment with <strong>no micromanagement</strong></p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>💰 <strong>Great Base + ~20% Bonus + Profit Sharing</strong></p><p> 📍 <strong>San Francisco | Hybrid </strong></p><p> 🎯 <strong>Outstanding Benefits:</strong> 100% employer-paid healthcare for employees and dependents, profit sharing, 401(k), HSA funding, professional development, generous PTO, and more.</p><p><br></p><p>This is <strong>far more than a traditional Fund Accounting Manager position.</strong></p><p><br></p><p>You'll join one of the world's leading <strong>private equity fund-of-funds</strong>, managing <strong>over $13 billion in assets</strong> and investing alongside many of Asia's top-performing private equity, venture capital, and growth equity managers.</p><p>This role offers the opportunity to lead complex fund accounting and reporting while mentoring a talented team, partnering directly with Finance leadership, and gaining exposure to sophisticated global investment structures.</p><p><br></p><p>💡 <strong>What You'll Do</strong></p><ul><li>Lead the review of quarterly and annual fund financial statements</li><li>Manage audits, tax processes, and relationships with external service providers</li><li>Oversee capital calls, distributions, and fund cash forecasting</li><li>Review complex fund transactions and ensure GAAP compliance</li><li>Partner with leadership on process improvements and operational efficiencies</li><li>Mentor and develop junior accounting professionals</li><li>Respond to investor requests and support regulatory reporting</li></ul><p>🌟 <strong>Why This Opportunity Stands Out</strong></p><ul><li>Join one of the industry's premier <strong>global private equity fund-of-funds</strong></li><li>Lead a high-performing accounting team with significant visibility</li><li>Work alongside experienced finance leaders in a collaborative environment</li><li>Outstanding long-term career growth with continuous learning opportunities</li><li>Exceptional benefits including <strong>100% employer-paid healthcare for the entire family</strong>, profit sharing, professional education, and a culture that invests in its people</li></ul><p><br></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><br></p><p><strong>Controller | Family Office | San Francisco | Base + Bonus + Great Perks!</strong></p><p> </p><p>Our client is a well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued.</p><p> </p><p>This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Grant Accountant to support financial oversight for grant-funded programs in Emeryville, California. This Long-term Contract position will focus on maintaining accurate grant records, monitoring fund activity, and helping ensure compliance with government funding requirements. The ideal candidate brings strong accounting experience, a solid understanding of fund administration, and the ability to work confidently with financial systems and reporting tools.<br><br>Responsibilities:<br>• Oversee day-to-day accounting activity for grant-funded programs, ensuring transactions are recorded accurately and in alignment with funding guidelines.<br>• Prepare and maintain financial reports related to grants, fund balances, and net asset activity for internal and external review.<br>• Reconcile grant accounts and investigate variances to support accurate month-end and period-end close processes.<br>• Track spending against awarded funding and help confirm that expenses are properly allocated and supported by required documentation.<br>• Coordinate with program teams and finance stakeholders to monitor budgets, reporting deadlines, and compliance obligations tied to government grants.<br>• Support fund administration tasks by maintaining organized records, updating financial data, and assisting with audit readiness.<br>• Use accounting platforms such as Abila MIP and NetSuite to manage financial information, reporting, and account analysis.<br>• Assist with financial process updates or system-related changes impacting grant accounting workflows when needed.
We are looking for a Grant Accountant to join an investment advisory organization in Menlo Park, California on a Contract basis. This role is well suited for an accounting specialist with nonprofit grant experience who can balance detailed documentation, daily accounting support, and time-sensitive deliverables. The position will play an important part in coordinating grant-related financial activity, maintaining accurate records, and assisting with core accounting tasks during high-volume periods.<br><br>Responsibilities:<br>• Create complete grant submission packages by gathering financial materials, verifying supporting records, and ensuring documentation is ready for review.<br>• Contribute to day-to-day accounting operations by assisting with ledger maintenance, reconciliations, and related financial tracking activities.<br>• Provide hands-on support for grant administration workflows, especially during periods of increased volume and tighter turnaround expectations.<br>• Manage a substantial weekly grant workload during the fourth quarter, preparing roughly 40 to 50 packets with a high level of accuracy and organization.<br>• Assist with month-end close processes and other recurring accounting assignments to help keep reporting and financial records current.<br>• Use NetSuite and Concur to process, monitor, and maintain grant and accounting information within established procedures.<br>• Coordinate across stakeholders to resolve documentation gaps, answer grant-related questions, and keep deliverables moving on schedule.
<p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>