<p>Our client in Pleasanton is seeking an interim Sr. Financial Analyst for a 4+ month engagement. As part of this long-term contract position, you will play a critical role in supporting strategic decision-making through detailed financial analysis and reporting. This role involves working closely with business units and senior leadership to drive financial planning, forecasting, and operational insights. The role is slated for onsite work in Pleasanton, California but remote may be an option at some point. Pay is expected to be $60-$65/hr. DOE</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee key aspects of the annual planning process, including target setting and collaboration across multiple business units</p><p>• Perform comprehensive financial analyses, including detailed spend evaluations across various functions</p><p>• Establish fiscal year targets by analyzing historical data, forecasting trends, and aligning with business needs</p><p>• Collaborate with Business Finance leads to ensure alignment and manage the company's profit and loss roll-up</p><p>• Prepare and deliver ad hoc reports on operational spending, headcount trends, and significant cash outflows</p><p>• Develop executive-level presentations and reporting materials for the Senior Leadership Team</p><p>• Provide financial modeling and decision support for strategic initiatives and projects</p><p>• Conduct deep dives into benefits analytics and coordinate with stakeholders to analyze benefit trends effectively</p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p><strong>About the Role</strong></p><p>We are seeking a<strong> Financial Analyst</strong> with <strong>2-3 years of experience</strong> to join our fast-paced team in <strong>Palo Alto, CA</strong>. This role is a fantastic opportunity for a detail-oriented professional to leverage their analytical skills in financial modeling, forecasting, and reporting. As part of our dynamic finance team, you will play a critical role in supporting business decisions through strategic insights and accurate financial data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Financial Modeling and Analysis:</strong></li><li>Develop and maintain comprehensive financial models to support strategic decision-making.</li><li>Analyze current and historical financial data to identify trends and provide actionable recommendations.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Collaborate with department heads to prepare annual budgets and long-term forecasts.</li><li>Monitor variances against forecasts and budgets and suggest corrective actions when necessary.</li><li><strong>Reporting:</strong></li><li>Prepare financial reports, including monthly, quarterly, and annual performance summaries for company leadership.</li><li>Provide in-depth financial analysis to evaluate key business metrics and processes.</li><li><strong>Data Collection and Interpretation:</strong></li><li>Collect and interpret large sets of financial data using various tools and systems.</li><li>Present findings to management teams and stakeholders in an understandable and actionable format.</li><li><strong>Strategic Support:</strong></li><li>Partner with cross-functional teams to provide financial insights and contribute to organizational goals.</li><li>Assist in identifying efficiency opportunities and operational improvements based on financial analysis.</li><li><strong>Compliance:</strong></li><li>Ensure compliance with financial regulations and company policies in reporting and forecasting processes.</li><li>Support audit requirements by preparing accurate and timely documentation.</li></ul><p><br></p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate investment company in San Francisco is seeking an experienced Senior Property Accounting Manager to join their dynamic team. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p>We are looking for an experienced FP& A Manager or Supervisor to join a dynamic team in a fully remote capacity. This long-term contract position offers the opportunity to lead strategic financial planning initiatives for a well-established B2B SaaS company. The ideal candidate will play a critical role in developing multi-year forecasts, managing annual budgets, and providing day-to-day support to the finance team.</p><p><br></p><p>Responsibilities:</p><p>• Create and manage three-year financial forecasts, ensuring alignment with organizational goals.</p><p>• Develop and oversee the fiscal year budget cycle, including detailed analysis and reporting.</p><p>• Conduct in-depth financial modeling to support decision-making processes and strategic initiatives.</p><p>• Provide cash flow forecasting and variance analysis to monitor financial performance.</p><p>• Collaborate directly with senior leadership to deliver actionable insights on financial strategies.</p><p>• Utilize advanced Excel skills to streamline financial processes and improve data accuracy.</p><p>• Offer expertise in the B2B SaaS industry to address unique financial challenges and opportunities.</p><p>• Identify and implement improvements to financial planning systems and tools.</p><p>• Act as a liaison between the finance department and other organizational units to ensure cohesive communication.</p><p>• Support ad hoc financial analysis and reporting requests as needed.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p><strong>Job Posting: Wealth Manager & Senior Wealth Manager</strong></p><p>A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and is seeking both <strong>Wealth Managers</strong> and <strong>Senior Wealth Managers</strong> who are passionate about delivering exceptional client service and embody the firm’s “Wealth of Life” philosophy—centered on well-being, personal fulfillment, and empowerment.</p><p>These roles offer the opportunity to work with high-net-worth clients, contribute to firm-wide initiatives, and grow professionally within a collaborative, mission-driven environment.</p><p><br></p><p><strong>Wealth Manager</strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with 5+ years of experience who are ready to deepen their impact and grow within the firm.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients</li><li>Deliver customized financial planning and investment advisory services</li><li>Develop and implement financial plans across retirement, tax, estate, and risk management</li><li>Support senior advisors in client acquisition and business development</li><li>Participate in firm initiatives to enhance client experience and operational efficiency</li><li>Ensure compliance with regulatory standards and maintain accurate client records</li></ul><p><br></p><p><strong>Senior Wealth Manager</strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>The Senior Wealth Manager is a seasoned professional who leads complex client relationships, mentors junior advisors, and plays a strategic role in firm growth. This role is suited for experienced advisors with 8+ years of experience who are ready to take on leadership responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently source, close, and manage high-value client relationships</li><li>Deliver comprehensive financial planning and investment strategies</li><li>Mentor and train associate advisors, fostering a culture of excellence</li><li>Lead business development efforts and expand client wallet share</li><li>Participate in strategic initiatives and collaborate with leadership on firm-wide goals</li><li>Ensure compliance and maintain detailed client records</li></ul><p><strong>Compensation & Benefits (Both Roles):</strong></p><ul><li>Competitive salary and performance-based incentives</li><li>401(k) plan with company match</li><li>Paid time off and holidays</li><li>Opportunities for leadership and professional growth</li><li>Senior Wealth Managers may be eligible for equity ownership and participation in senior management activities</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to engage deeply in both operational processes and quantitative trading, making it ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a critical role in ensuring the seamless execution of daily trading activities, maintaining robust operational infrastructure, and supporting fund accounting and finance functions. This position offers exposure to a wide range of financial instruments and the chance to collaborate closely with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across various product types.</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax preparations.</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocating instructions to brokers and resolving trade breaks.</li><li><strong>Operational Efficiency:</strong> Drive process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements.</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals.</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents).</li><li>401(k) retirement plan.</li><li>Potential for performance-based carry.</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to contribute across both operational processes and trading execution—ideal for professionals eager to expand their impact throughout the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a key role in ensuring smooth daily trading operations, maintaining robust infrastructure, and supporting fund accounting and finance functions. This position provides exposure to a wide range of financial instruments and close collaboration with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across multiple product types</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax filings</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocate trade instructions to brokers, and resolve trade breaks</li><li><strong>Operational Efficiency:</strong> Identify and implement process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents)</li><li>401(k) retirement plan</li><li>Potential for performance-based carry</li><li>Unlimited PTO and commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Reconciliations Accounting Manager</strong> at a <strong>thriving, financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment.</p><p> </p><p><strong>Enjoy top-tier benefits</strong>, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions.<strong> Work-life balance is a priority</strong>, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Reconciliations Accounting Manager</strong> at a <strong>thriving, financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment.</p><p> </p><p><strong>Enjoy top-tier benefits</strong>, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions.<strong> Work-life balance is a priority</strong>, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an Operations Analyst at a <strong>forward thinking investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm is at the intersection of finance, technology, and machine learning. This role blends analytics and operations with the potential to grow into trading.</p><p> </p><p>Collaborate directly with founders and cross-functional teams while enjoying full medical, dental, and vision coverage, unlimited PTO, commuter support, and potential equity participation.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage trading operations, including OMS, reconciliations, corporate actions, and accuracy.</li><li>Reconcile cash positions, corporate actions, and NAV; support month-end, audits, and tax prep.</li><li>Back up the trading team with broker allocations, trade execution, and issue resolution.</li><li>Streamline workflows, reduce operational risk, and ensure compliance.</li><li>Work with data science, engineering, and compliance teams to keep trading operations smooth.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Our construction client in Benicia is seeking an interim Accounting Manager for a 2+ month clean-up project. Our Accounting Manager will oversee the general ledger, production of financial statements, monthly reporting, budgets, and financial analysis -- some of this work will be in prior months. Evaluation of internal controls and implementation of accounting processes is critical to this position. This role is expected to pay $50-$55/hr. and has the chance of converting to full time.</p><p><br></p><p>Job Duties & Responsibilities</p><p>o Oversee general accounting and month-end close process, including journal entry preparation, general ledger account reconciliation and variance analysis</p><p>o Prepare Consolidated Balance Sheet and P& L fluctuation analysis and ratio analysis</p><p>o Maintain control of the general ledger, and post and close all entities</p><p>o Establish procedures and document critical accounting policies and issues</p><p>o Supervise, train and mentor direct reports</p><p>o Analyze financial data and prepare financial packages</p><p>o Understand the job costing and construction accounting methodology to better align processes to bring better consistency</p><p>o Work in Process & Job Costing analysis</p><p>o Responsibilities includes monthly forecasting and financial strategies to help with the growth of the company’s financial health</p><p>o Job costing/posting to ERP and provide project budgets prior the project starts.</p><p>o Provide quarterly close-out and milestones</p><p><br></p><p><br></p>
<p>Our dynamic company operates across multiple revenue streams, embracing innovation and excellence in all areas of business. Powered by QuickBooks Online and supported by a talented team, we are seeking an experienced <strong>Accounting Manager</strong> to oversee critical accounting functions, contribute to financial accuracy, and support strategic decision-making in collaboration with senior leadership.</p><p><br></p><p><strong>Reporting Relationship:</strong></p><p>The Accounting Manager will report directly to the <strong>Controller</strong> and lead a team of three accounting professionals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>General Ledger Close:</strong></li><li>Lead and manage the month-end, quarter-end, and year-end general ledger close processes with a commitment to timeliness and accuracy.</li><li>Ensure all journal entries, account reconciliations, and supporting schedules are prepared and reviewed in accordance with company policies and GAAP (Generally Accepted Accounting Principles).</li><li><strong>Financial Statement Preparation:</strong></li><li>Prepare and review monthly financial statements, including the balance sheet, income statement, and cash flow statement.</li><li>Develop comprehensive variance analyses for financial results to support internal review and external reporting.</li><li><strong>Cash Flow Management:</strong></li><li>Oversee the preparation of the cash flow statement to ensure accurate representation of operating, investing, and financing activities.</li><li>Provide actionable insights into cash flow trends to help drive financial planning decisions.</li><li><strong>Team Leadership and Development:</strong></li><li>Directly manage, mentor, and oversee the work of three accounting staff members, providing training and development opportunities to build a high-performing team.</li><li>Collaborate with staff to establish goals, address challenges, and maintain accountability for timely completion of responsibilities.</li><li><strong>Process Improvements:</strong></li><li>Identify and implement best practices to enhance the efficiency and effectiveness of accounting operations, particularly within the QuickBooks Online platform.</li><li>Develop and enforce robust internal controls to safeguard company assets and ensure compliance with regulatory requirements.</li><li><strong>Audit Support and Compliance:</strong></li><li>Assist the Controller in managing audits, preparing audit schedules, and providing necessary documentation to external auditors.</li><li>Ensure compliance with all relevant tax laws and regulations.</li><li><strong>Cross-Functional Collaboration:</strong></li><li>Work closely with other departments to understand the nuances of the company’s revenue streams and ensure proper accounting treatment.</li><li>Support the Controller and executive leadership in strategic planning and forecasting activities.</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half Finance and Accounting is partnering with a privately held real estate investment firm headquartered in San Francisco to hire a <strong>Senior Accountant</strong>. If interested, please message <strong>Jennifer Fukumae</strong> on LinkedIn.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2013 by a seasoned real estate investor, the firm manages ~$1B in assets across three active funds. Capital is sourced from institutional investors, family offices, and ultra-high-net-worth individuals. With a broad investment mandate spanning opportunistic, value-add, debt, and long-term real estate assets, the team is known for tackling complex transactions with speed, creativity, and certainty of execution.</p><p><br></p><p><strong>The Role</strong></p><p>As Senior Accountant, you will play a key role supporting fund operations, investor reporting, compliance, and financial analysis. Responsibilities include:</p><ul><li>Reviewing monthly property operating reports, budgets, and cash flows.</li><li>Partnering with the fund administrator on quarterly investor reporting, allocations, and waterfall calculations.</li><li>Preparing and analyzing fund- and property-level performance returns; supporting financial modeling and projections.</li><li>Assisting with quarterly valuations and SEC compliance filings.</li><li>Coordinating year-end audits and tax returns with auditors and tax advisors.</li><li>Overseeing capital calls, distributions, and co-investment activity.</li><li>Interfacing with operating partners, investors, and service providers to meet reporting and diligence requests.</li></ul>
<p>We are looking for a dedicated Financial Coordinator to join our team in Palo Alto, California. In this long-term contract role, you will play a vital part in ensuring seamless financial operations for transplant patients by managing admission authorizations, communicating with insurance providers, and supporting hospital reimbursement processes. This position requires a proactive individual who can collaborate effectively with various teams and maintain accurate financial documentation.</p><p><br></p><p>Responsibilities:</p><ul><li>Obtain and track prior financial authorizations for transplant-related hospitalizations, outpatient procedures, and general surgeries.</li><li>Ensure aftercare insurance coverage is evaluated and documented.</li><li>Initiate and complete patient registrations in SMS and IDX systems.</li><li>File and maintain authorizations and financial documentation in transplant financial charts.</li><li>Meet with patients and families to clarify insurance benefits and assist with insurance applications or alternate coverage.</li><li>Document all communication with patients, families, and insurance providers.</li><li>Participate in weekly financial clearance meetings with the transplant program team.</li><li>Build and sustain relationships with insurance carriers and utilization review managers to expedite authorization processes.</li><li>Monitor and document financial interactions related to physician consultants involved in transplant cases.</li><li>Coordinate financial clearance policies between the transplant program and Patient Financial Services.</li><li>Support departmental process improvement and maintain organized financial chart filing systems.</li><li>Perform other duties as assigned by management.</li></ul>
<p>A privately held real estate investment firm headquartered in a major U.S. financial hub is seeking a <strong>Sr. Fund Accountant or Accounting Manager</strong> to join its growing team. Founded by a seasoned industry professional, the firm specializes in opportunistic, value-add, and transitional real estate investments, as well as high-yield debt and long-duration, lower-risk assets. With capital sourced from institutional investors, family offices, and ultra-high-net-worth individuals, the firm is known for its agility, creativity, and commitment to executing complex transactions with speed and certainty.</p><p><br></p><p><strong>Position Overview:</strong></p><p>This role offers a unique opportunity to work across fund accounting, investor reporting, compliance, and financial analysis. The Associate will collaborate closely with the CFO, fund administrator, investment team, and external partners to ensure accurate reporting, support valuations, and contribute to strategic financial planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate quarterly investor reporting and oversee capital activity, including waterfall calculations, distributions, and compliance filings.</li><li>Support fund and property-level performance analysis, financial modeling, and valuation processes in collaboration with the CFO and investment team.</li><li>Manage audit and tax coordination with fund administrators, external auditors, and tax professionals, ensuring timely and accurate reporting.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits.</li><li>Exposure to a wide range of investment strategies and asset classes.</li><li>A collaborative, high-performance culture.</li><li>Opportunities for professional growth and development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
