<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>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p>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>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 a skilled Controller to oversee and manage the financial operations of our organization in Walnut Creek, California. This role is critical in ensuring the accuracy of accounting records, maintaining compliance with financial regulations, and providing strategic insights to support business growth. The ideal candidate will possess strong leadership skills and have a deep understanding of accounting practices and financial management.<br><br>Responsibilities:<br>• Supervise daily accounting functions, including general ledger activities, payroll processing, and bank reconciliations.<br>• Ensure compliance with company policies and regulatory standards in maintaining accurate accounting records.<br>• Lead month-end and year-end closing processes, ensuring all financial data is reconciled and accurately recorded.<br>• Design, implement, and monitor internal controls to safeguard assets and enhance the reliability of financial reporting.<br>• Oversee tax compliance and the preparation of regulatory filings to meet legal requirements.<br>• Manage corporate governance and enforce adherence to financial policies and procedures.<br>• Monitor and manage cash flow to ensure operational liquidity and support capital expenditures.<br>• Provide data-driven financial insights and recommendations to assist with strategic planning and business decisions.<br>• Handle additional tasks and responsibilities as directed by the Managing Partners.
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
<p>We are looking for a dedicated Controller to lead financial operations and provide strategic guidance for our clients organization in the Stanislaus County. This role requires expertise in accounting, budgeting, compliance, and leadership to ensure the company’s financial health and efficiency. The ideal candidate will drive financial reporting accuracy, uphold internal controls, and contribute to long-term business strategies. Contact Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities, including general ledger, accounts payable, accounts receivable, and payroll management.</p><p>• Prepare and analyze monthly, quarterly, and yearly financial statements to ensure accuracy and compliance.</p><p>• Lead the annual budgeting process in collaboration with the executive team and monitor budget performance.</p><p>• Develop and maintain robust internal controls to safeguard company assets and ensure compliance with policies and regulations.</p><p>• Mentor and manage the accounting team, fostering growth and accountability.</p><p>• Provide financial insights and analysis to support decision-making across operations, sales, and credit functions.</p><p>• Monitor cash flow, working capital, and oversee customer credit approvals and collections.</p><p>• Maintain strong banking relationships and support financing activities as needed.</p><p>• Partner with senior leadership to align financial strategies with organizational goals.</p><p>• Identify opportunities to enhance profitability and operational efficiency through strategic initiatives.</p>
<p>We are working with a large tech company in Palo Alto, CA that is looking for an interim Topline FP& A Manager consultant that partners closely with senior leadership to support revenue growth and commercial strategy across the business. This team provides critical financial insight across bookings, recurring revenue, billing, and margin performance, helping leaders understand trends, evaluate trade-offs, and make informed decisions. Through strong cross-functional collaboration, the team influences planning processes, operational discipline, and long-term financial outcomes. This is a long-term contract position, offering a unique opportunity to collaborate with cross-functional teams and contribute to high-impact decision-making processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><strong>Revenue & Growth Planning</strong></p><ul><li>Own and enhance detailed financial models supporting revenue, ARR, billings, and gross margin performance</li><li>Develop inputs and analysis for annual budgets, rolling forecasts, and long-range planning cycles</li><li>Analyze monthly performance to assess business momentum and forecast accuracy</li></ul><p><strong>Scenario Analysis & Decision Support</strong></p><ul><li>Build and evaluate scenario models related to pricing changes, product launches, and go-to-market initiatives</li><li>Partner with cross-functional teams to assess revenue risks and opportunities throughout the quarter</li><li>Support quarter-end forecasting efforts by synthesizing inputs from sales operations, deal desk, order management, and product teams</li></ul><p><br></p>
<p>We are looking for an experienced Controller to join our team in San Leandro, California. This role is ideal for someone with strong attention to detail and expertise in construction accounting, job costing, and financial reporting. You will play a vital role in managing financial operations and ensuring compliance with industry standards.</p><p><br></p><p>Responsibilities:</p><ul><li>Design and execute financial strategies aligned with organizational goals.</li><li>Lead all corporate accounting operations, including AP/AR, financial reporting, tax compliance, budgeting, forecasting, and cash flow management.</li><li>Prepare and present clear, accurate financial reports to division leadership and ownership.</li><li>Leverage Sage 100 and integrated systems to optimize financial workflows and data integrity.</li><li>Analyze industry trends and economic conditions to support informed strategic decisions.</li><li>Serve as primary liaison with CPAs, TPAs, insurance brokers, and regulatory agencies to ensure compliance, transparency, and accountability.</li></ul>
<p>We are seeking an experienced Finance expert with strong attention to detail to lead financial reporting efforts for a prominent organization based in San Jose, CA. This role requires the ability to manage complex reporting processes, ensuring compliance and accuracy in all financial documents. </p><p><br></p><p>Responsibilities:</p><p>Oversee the preparation and submission of accurate financial reports</p><p>Lead the development and presentation of annual financial plans to support organizational goals.</p><p>Review and analyze financial data to identify trends and provide actionable insights.</p><p>Ensure timely completion of annual financial reporting processes while adhering to regulatory standards.</p><p>Collaborate with cross-functional teams to streamline reporting workflows and improve efficiency.</p><p>Monitor changes in regulations to ensure all financial documents align with current requirement</p><p>Direct the implementation of best practices in financial reporting to enhance organizational performance</p><p>Provide strategic recommendations to senior leadership based on thorough analysis of financial reporting </p>
<p>We are looking for a detail-oriented Financial Accountant & Cash Manager to join our team in San Francisco, California. This role requires expertise in financial analysis, modeling, and reporting to help drive informed decision-making and optimize financial performance. The ideal candidate will possess advanced analytical skills and a proactive approach to problem-solving. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Oversee cash flow management, including bank reconciliations and the recording and deposit of all revenues.</li><li>Review monthly Capital Asset Support Corporation savings statements and record related interest income.</li><li>Review quarterly Capital Asset Support Corporation investment statements, recording unrealized gains and losses at fair market value and distributions of realized income.</li><li>Regularly forecast operating cash flows and coordinate funding needs from short-term deposits or long-term investments as appropriate.</li><li>Present quarterly reviews of the financial position to the Council.</li><li>Manage purchasing, inventory, and accounts payable processes.</li><li>Oversee customer billing and accounts receivable for all public events.</li><li>Administer and monitor U.S. Bank debit card activity.</li><li>Produce monthly, quarterly, and year-end financial reports.</li><li>Prepare and present financial and operational performance reports.</li><li>Ensure compliance with quarterly sales tax filings, annual 1099 reporting, and year-end parishioner contribution reporting.</li><li>Track restricted contributions and ensure funds are distributed in accordance with donor restrictions.</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>
We are looking for an experienced Financial Controller to lead and oversee the finance operations of our organization in Livermore, California. This position requires a strategic leader who can ensure accurate financial reporting, maintain compliance with regulatory standards, and drive budgeting and forecasting initiatives. You will play a vital role in supporting executive decision-making while managing a team of dedicated finance professionals and collaborating across multiple departments.<br><br>Responsibilities:<br>• Collaborate with operations, sales, and service teams to align financial strategies with organizational objectives.<br>• Provide financial analysis and recommendations to guide capital investments and major purchasing decisions.<br>• Lead, mentor, and develop the accounting team while fostering a culture of communication and transparency.<br>• Prepare and oversee monthly, quarterly, and annual financial statements in compliance with established standards.<br>• Manage cash flow, working capital, and liquidity to support current and future business needs.<br>• Supervise accounts payable, accounts receivable, payroll, and general ledger operations.<br>• Oversee cost accounting, inventory valuation, and revenue recognition processes for various divisions.<br>• Develop and manage annual budgets and rolling forecasts, providing variance analysis to support decisions.<br>• Implement and maintain strong internal controls and accounting policies to safeguard financial integrity.<br>• Drive process improvements and automation initiatives to enhance financial systems and operational efficiency.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>Successful Construction firm is looking for an experienced Division Controller to oversee the financial operations of our construction division in Palo Alto, California. This leadership role requires an experienced and detail-oriented individual who can manage financial reporting, optimize accounting processes, and provide strategic insights to drive operational success. The ideal candidate will bring a deep understanding of construction industry accounting and revenue recognition standards.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage all accounting and financial functions for the division, ensuring operational efficiency and accuracy.</p><p>• Oversee the month-end close process, delivering timely and accurate financial results along with detailed variance analyses.</p><p>• Prepare and submit financial reports to the parent company, ensuring compliance with corporate standards and deadlines.</p><p>• Supervise cash flow management, including forecasting, collections, payments, and banking activities.</p><p>• Validate revenue recognition based on work-in-progress data, aligning with forecasts and documentation.</p><p>• Implement process improvements to enhance efficiency and reduce manual tasks across accounting workflows.</p><p>• Stay updated on technical accounting standards, particularly those relevant to construction revenue recognition, change orders, and claims.</p><p>• Provide executive leadership with actionable financial analyses and recommendations to support strategic decision-making.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>CONTROLLER - FAMILY OFFICE</strong></p><p><strong>200K-250K+BONUS</strong></p><p><br></p><p>Private single-family office serving multi-generational legacy family is seeking a hands-on Controller to join their expanding team. We are seeking an accounting professional with a natural operational acumen, strong familiarity with multi-entity trusts structures and a high degree of professionalism.</p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the full cycle accounting operations across multiple trusts, entities, including general ledger maintenance, A/P and A/R, reconciliations, and journal entries.</p><p>-Oversee financial reporting for family entities, trusts, partnerships, and investment vehicles, ensuring accuracy, timeliness, and compliance with GAAP and/or Federal income tax basis of accounting.</p><p>-Oversee the preparation of monthly, quarterly, and annual financial statements, cash flow projection reports, and performance summaries for internal stakeholders.</p><p>-Maintain and monitor multi‑entity trust structures, including tracking distributions, contributions, inter‑entity transactions, inter-company and external debt transactions tracking, and capital accounts.</p><p>-Oversee and support year-end close and audit processes, including coordination with external auditors.</p><p>-Develop and monitor budgets and variance reports to support capital planning, spending oversight, and informed decision-making.</p><p>-Maintain strong internal controls and implement process improvements to enhance accuracy and efficiency.</p><p>-Liaise with external advisors (tax, legal, investment managers, bankers) to ensure smooth coordination and timely delivery of information.</p><p>-Manage the annual tax calendar and ensure accurate, timely filing of all returns (individual, trust, partnership, etc.) and payments.</p><p>-Serve as lead in accounting software (Microsoft Dynamics 365 Business Central) maintenance, testing and training.</p><p>-Manage, train, and develop staff, prepares employee reviews and approves time off requests for division.</p><p>-Build and manage the family office’s internal financial operations.</p><p>-Design and implement scalable systems, workflows, and controls to support growth and drive operational excellence.</p><p><br></p><p><br></p>
<p>We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance.</p><p><br></p><p>Responsibilities:</p><p>• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments.</p><p> • Model waterfall distributions and calculate owner tax distributions.</p><p> • Oversee gross receipts and unclaimed property filings.</p><p> • Serve as primary tax advisor for operational initiatives and bank audits.</p><p> • Manage tax department budget, costs, vendors, and external advisors.</p><p> • Establish compliant, well-documented tax processes and audit readiness.</p><p> • Mentor tax managers and support team development.</p><p> • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.</p>
<p>If you'd like to be considered, please apply here and feel free to reach out via LinkedIn as well to Jeffrey Abrams.</p><p><br></p><p><em>Join a lean team transforming the corporate finance and accounting function at a top performing VC firm. This role will direct the evolution of a QuickBooks and Google Sheets-led accounting and FP& A function into the future. Ideal candidates have led (or played a big role in) major accounting software implementation projects and significant "work smarter not harder" outsourcing initiatives. Familiarity with Fund finance and the interplay with Management Company is a plus.</em></p><p><br></p><p><strong>The Role: </strong></p><ul><li>Assist in managing day-to-day financial operations of the firm's Management Company including the General Ledger, Accounts Payable, Financial Statement preparation, and FP& A (budgeting, forecasting, general P& L management). </li><li>Assist with the preparation of the global consolidated management company budget, along with quarterly updates for forecasted numbers and associated variance analysis. </li><li>Assist in allocating expenses to the various entities and the automation of allocation processes.</li><li><strong>Lead the selection & implementation of new Accounting and FP& A software</strong> for the Management Company. Improve efficiency on AP/AR side (Bill.com) through outsourced or other solutions.</li><li>Cross functional communicator with commercial mindset. Can manage to a budget but also understand business needs and adeptly navigate competing priorities.</li></ul><p><strong>Keys & Pluses:</strong></p><ul><li>Ideal to have experience in accounting systems, outsourcing administrative work (i.e., work smarter not harder), invoice management, process documentation and system implementation / due diligence on system selection.</li><li>Management reporting and operational analytics. Extensive experience establishing and running budgets.</li><li>Experience working with and for key stakeholders across the organization with superior communication skills and ability to 'manage up' when needed.</li></ul><p><strong>Benefits and Highlights:</strong></p><ul><li>Excellent team culture with tenure and camaraderie. </li><li>Opportunity to have a voice and a seat at the table, making a meaningful impact on the operating company's performance.</li><li>Fully paid MDV premiums</li><li>Above market generous 401k plan(s)</li><li>Phantom Carry program</li><li>Meals and commute covered by firm</li><li>And more... it's a platinum level package. </li></ul><p><br></p><p><br></p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
<p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. 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>
We are looking for an experienced and detail-oriented Accounting Manager to lead our accounting operations and ensure the accuracy and integrity of financial processes. Based in San Jose, California, this role involves overseeing month-end close activities, managing general ledger functions, and supporting financial audits and account reconciliations. The ideal candidate will bring a strong background in accounting principles, leadership experience, and a proactive approach to process improvement.<br><br>Responsibilities:<br>• Supervise and mentor accounting staff, providing guidance on complex accounting issues and fostering growth and development.<br>• Manage monthly, quarterly, and annual close processes to ensure timely and accurate financial reporting.<br>• Oversee the preparation and review of general ledger entries, ensuring compliance with accounting standards.<br>• Conduct and review account reconciliations to maintain the accuracy of financial records.<br>• Coordinate and support financial audits, ensuring all necessary documentation and processes are in place.<br>• Monitor and improve internal controls to enhance operational efficiency and compliance.<br>• Collaborate with cross-functional teams on inventory accounting, including costing and variance analysis.<br>• Drive process improvements and implement best practices for accounting and financial reporting.<br>• Utilize advanced Excel and accounting systems to optimize reporting and data management.<br>• Provide technical accounting expertise and guidance to address complex financial matters.
