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96 results for Director Of Sec Financial Reporting in San Ramon, CA

Sr. Wealth Manager - Reputable RIA Firm
  • Mill Valley, CA
  • onsite
  • Permanent
  • 160000.00 - 200000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Senior Wealth Manager</strong> to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role combines client advisory, leadership, and business development responsibilities in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies.</li><li>Oversee development and execution of sophisticated plans covering retirement, tax, estate, and risk management.</li><li>Mentor and train associate advisors; foster a culture of excellence.</li><li>Source, close, and manage new client relationships aligned with firm objectives.</li><li>Participate in strategic initiatives to improve processes and client experience.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Percentage of revenue managed + performance-based bonus.</li><li>Potential for equity ownership.</li><li>401(k) with company match.</li><li>Paid time off and holidays.</li><li>Leadership opportunities and access to advanced training and industry events.</li></ul>
  • 2025-11-25T19:38:58Z
CFO at Thriving VC Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 300000.00 - 650000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-11-25T17:18:49Z
Head of Finance and Operations- Hybrid in SF
  • San Francisco, CA
  • remote
  • Permanent
  • 225000.00 - 300000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half’s Finance & Accounting Division</strong> is partnering with a rapidly growing venture capital firm focused on investing in technology-driven companies that are transforming traditional industries. The firm manages over $1.5 billion in AUM across multiple funds and continues to scale with new fund launches, a strong LP base, and top-decile performance.</p><p><strong>About the Firm</strong></p><p>This is an exciting time to join a firm that is redefining how software and automation enhance real-world industries. Since its founding in 2017, the team has built a reputation for excellence, assembling a world-class group of investors and operators who bring both rigor and creativity to the investment process. With strong early performance across funds and continued momentum, the firm is poised for its next phase of growth — building a diversified, enduring investing platform focused on technology and innovation.</p><p><strong>The Opportunity</strong></p><p>To support its continued growth and institutionalization, the firm is seeking a <strong>Head of Finance & Operations</strong> who will take full ownership of all finance, accounting, operations, and back-office functions. Reporting directly to the COO, this is a <strong>hands-on leadership role</strong> with visibility across the organization and a clear path to <strong>CFO-level responsibilities</strong> as the platform scales.</p><p>The ideal candidate will be both strategic and execution-oriented — someone who can implement best-in-class processes, bring structure to a fast-moving environment, and collaborate closely with senior leadership, investors, and the investment team.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all aspects of fund and management company finance, accounting, and reporting.</li><li>Partner with Investor Relations and Capital Formation on fund structures, investor reporting, and LP communications.</li><li>Collaborate with the investment team on deal execution, legal coordination, and operational due diligence.</li><li>Maintain and enhance firmwide operations, compliance, and internal controls.</li><li>Partner with Technology and Data teams to leverage automation and improve workflow efficiency.</li><li>Lead and develop a growing finance and operations team.</li></ul><p><br></p>
  • 2025-11-24T19:05:08Z
Controller
  • Patterson, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>We are in search of a Controller to join our team based in Patterson, California. This role is instrumental in the fiscal management of our operations, driving financial objectives, and ensuring efficient and accurate financial processes. This role involves significant interaction with the management team, along with responsibility for maintaining and enhancing our financial procedures and policies.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Facilitate the achievement of financial objectives by preparing an annual budget, analyzing variances, and initiating corrective actions.</p><p>• Ensure the accuracy and timeliness of financial reports through independent preparation of journal entries and bank statements reconciliation.</p><p>• Contribute to management decision-making by reviewing and analyzing special reports, summarizing information, and identifying trends.</p><p>• Establish and enforce financial policies and procedures, guiding financial decisions and ensuring compliance.</p><p>• Enhance office efficiency by designing and implementing office policies, measuring results against standards, and making necessary adjustments.</p><p>• Maintain historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.</p><p>• Facilitate staff performance by coaching, counseling, and disciplining employees, planning, and monitoring job results.</p><p>• Ensure the availability of funds by preparing budgets, collecting, analyzing, and consolidating financial data, and recommending plans.</p><p>• Utilize various skills including 3M, Accounting Software Systems, ADP - Financial Services, CRM, Crystal Reports, Accounting Functions, Accounts Payable (AP), Accounts Receivable (AR), Auditing, and Budget Processes.</p>
  • 2025-12-05T15:28:41Z
Manager FP&A
  • Brisbane, CA
  • onsite
  • Temporary
  • 65.00 - 80.00 USD / Hourly
  • <p>Robert Half Management Resources is in search of an interim Manager of FP& A to join our client's team in the Biotech industry, situated in Brisbane, California. This role involves working closely with various departments, offering critical business analysis, leading budgeting and forecasting processes, and continuously striving for process improvements. This role is 3 days/week onsite in Brisbane, CA and 2 days/week remote. </p><p><br></p><p>Responsibilities</p><p>• Collaborate strategically with SG& A departments, offering valuable analysis for key business decisions</p><p>• Monitor and facilitate efficient processing of purchasing requisitions, purchase orders, and timely recognition of expenses</p><p>• Constantly evaluate and implement best practices to instigate change and improve processes</p><p>• Leverage your proficiency in Excel, NetSuite ERP and Adaptive Planning to support finance operations</p><p>• Apply your understanding of the accounting close process and accrual accounting to maintain financial accuracy</p><p>• Use your experience and knowledge in corporate finance operations, particularly IT / software.</p>
  • 2025-11-13T19:34:31Z
Investment Accounting Controller - Reputable Family Office
  • Menlo Park, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Investment Accounting Controller</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Investment Accounting Controller</strong> to join a sophisticated family office with a diverse portfolio spanning public equities, private investments, real estate, and alternative assets. This role is ideal for a detail-oriented professional who can uphold accounting best practices, ensure accurate reporting, and strengthen internal controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and review investment accounting team deliverables for accuracy and compliance.</li><li>Manage accounting for audited and non-audited entities; support annual audit process.</li><li>Prepare and review K-1s and ensure accurate reconciliations and reporting.</li><li>Partner with investment teams on valuations, capital activity, and performance reporting.</li><li>Maintain accounting systems (NetSuite) and implement process improvements.</li><li>Collaborate with leadership on reporting enhancements and special projects.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + annual bonus.</li><li>401(k) match up to $12,500/year.</li><li>Wellness stipend and commute allowance.</li><li>Comprehensive medical, dental, and vision coverage.</li></ul>
  • 2025-11-25T20:53:38Z
Controller - Investment Accountant - Emerging Family Office
  • Menlo Park, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Investment Accounting Controller</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced Investment Accounting Controller to join a sophisticated family office managing a diverse portfolio of public equities, private investments, real estate, and alternative assets. This role is perfect for a detail-oriented professional who can uphold accounting best practices, deliver accurate reporting, and strengthen internal controls.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee and review investment accounting team deliverables for accuracy and compliance</li><li>Manage accounting for audited and non-audited entities; support annual audit process</li><li>Prepare and review K-1s and ensure accurate reconciliations and reporting</li><li>Partner with investment teams on valuations, capital activity, and performance reporting</li><li>Maintain accounting systems (NetSuite) and implement process improvements</li><li>Collaborate with leadership on reporting enhancements and special projects</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + annual bonus</li><li>401(k) match up to $12,500/year</li><li>Wellness stipend and commute allowance</li><li>Comprehensive medical, dental, and vision coverage</li></ul>
  • 2025-12-02T02:03:52Z
tax manager
  • Menlo Park, CA
  • remote
  • Permanent
  • 120000.00 - 165000.00 USD / Yearly
  • <p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
  • 2025-11-25T18:13:50Z
Controller at Family Office
  • San Mateo, CA
  • remote
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investment Accounting Controller| Family Office| Menlo Park | $Base + Bonus + Fantastic Benefits</strong></p><p> </p><p>Step into high-net-worth investment management with a respected family office managing a diversified portfolio across public equities, private investments, real estate, and alternative assets. Join a collaborative, growing investment accounting team where your expertise drives operational excellence and best practices.</p><p> </p><p>This role offers generous compensation, strong bonus potential, 401(k) matching, wellness benefits, and top-tier healthcare. You’ll work in a professional, high-caliber environment with opportunities to influence processes, collaborate on valuations and performance metrics, and contribute to meaningful improvements across the investment accounting function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee investment accounting team output for accuracy, consistency, and GAAP compliance</li><li>Manage accounting processes for audited and non-audited entities</li><li>Act as liaison with auditors during the annual audit</li><li>Prepare and review K-1s, reconciliations, and reports</li><li>Maintain accounting standards and improve processes and internal controls</li><li>Collaborate with investment team on valuations, capital activity, and performance</li><li>Ensure proper entries and reconciliations within NetSuite or similar ERP</li><li>Partner on special projects, reporting enhancements, and system initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-12-09T01:53:36Z
Controller - Family Office
  • San Mateo, CA
  • remote
  • Permanent
  • 150000.00 - 300000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investment Accounting Controller| Family Office| Menlo Park | $Base + Bonus + Fantastic Benefits</strong></p><p> </p><p>Step into high-net-worth investment management with a respected family office managing a diversified portfolio across public equities, private investments, real estate, and alternative assets. Join a collaborative, growing investment accounting team where your expertise drives operational excellence and best practices.</p><p> </p><p>This role offers generous compensation, strong bonus potential, 401(k) matching, wellness benefits, and top-tier healthcare. You’ll work in a professional, high-caliber environment with opportunities to influence processes, collaborate on valuations and performance metrics, and contribute to meaningful improvements across the investment accounting function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee investment accounting team output for accuracy, consistency, and GAAP compliance</li><li>Manage accounting processes for audited and non-audited entities</li><li>Act as liaison with auditors during the annual audit</li><li>Prepare and review K-1s, reconciliations, and reports</li><li>Maintain accounting standards and improve processes and internal controls</li><li>Collaborate with investment team on valuations, capital activity, and performance</li><li>Ensure proper entries and reconciliations within NetSuite or similar ERP</li><li>Partner on special projects, reporting enhancements, and system initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-11-25T17:18:49Z
Controller at Family Office
  • San Mateo, CA
  • remote
  • Permanent
  • 180000.00 - 250000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investment Accounting Controller| Family Office| Menlo Park | $180-250k base + Bonus + Fantastic Benefits</strong></p><p> </p><p>Step into high-net-worth investment management with a respected family office managing a diversified portfolio across public equities, private investments, real estate, and alternative assets. Join a collaborative, growing investment accounting team where your expertise drives operational excellence and best practices.</p><p> </p><p>This role offers generous compensation, strong bonus potential, 401(k) matching, wellness benefits, and top-tier healthcare. You’ll work in a professional, high-caliber environment with opportunities to influence processes, collaborate on valuations and performance metrics, and contribute to meaningful improvements across the investment accounting function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee investment accounting team output for accuracy, consistency, and GAAP compliance</li><li>Manage accounting processes for audited and non-audited entities</li><li>Act as liaison with auditors during the annual audit</li><li>Prepare and review K-1s, reconciliations, and reports</li><li>Maintain accounting standards and improve processes and internal controls</li><li>Collaborate with investment team on valuations, capital activity, and performance</li><li>Ensure proper entries and reconciliations within NetSuite or similar ERP</li><li>Partner on special projects, reporting enhancements, and system initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-11-21T23:14:06Z
Controller
  • San Francisco, CA
  • onsite
  • Permanent
  • 190000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
  • 2025-11-14T16:03:42Z
Accounts Receivable Supervisor/Manager
  • Danville, CA
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • ACCOUNTS RECEIVABLE SUPERVISOR<br><br>Established East Bay company working in contractor trade industries is seeking an Accounts Receivable Supervisor. The primary responsibilities for this position are trade receivable collections, securing collateral for large transactions, customer receipts postings, determination of customer credit worthiness and credit limits, and working with office staff on tasks related to company requirements. A successful candidate will have effective organizing skills, time management skills, and extreme attention to detail and accuracy. Position reports directly to the Controller.<br><br>Responsibilities:<br>• Multi-company trade receivable collections and management of customer remittances<br>• Establish, maintain and update customer credit limits and manage customer accounts<br>• Secure collateral for large trade transactions, including pre-lien and lien positions<br>• Manage multi-branch communication/phone systems<br>• Manage company fleet registration, insurance and reporting requirements<br>• Manage company Certificate of Insurance requirements<br>• Reconciliation of company railcar movements (monthly) and filing of annual reports<br>• Filing of miscellaneous annual reports as needed<br>• Company projects as needed<br><br>Requirements:<br>• 5+ Years of Accounting experience<br>• Experience in Accounts Receivable within the construction industry (or similar)<br>• Experience with MS Office, especially Excel<br>• Working knowledge of pre-lien transactions<br>• Working knowledge of ERP accounting system preferred (MAS200)<br>• Solid communication skills, both written and verbal<br>• Strong attention to detail<br>• Strong organizing skills<br>• Experience with intercompany transactions preferred
  • 2025-12-08T21:59:05Z
Controller
  • Modesto, CA
  • onsite
  • Permanent
  • 120000.00 - 160000.00 USD / Yearly
  • <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>
  • 2025-12-05T15:23:38Z
Accounting Manager
  • San Francisco, CA
  • onsite
  • Temporary
  • 55.00 - 60.00 USD / Hourly
  • We are looking for an experienced Accounting Manager to join our team in San Francisco, California. In this role, you will oversee critical financial processes, ensuring accuracy and efficiency in reconciliations and variance analysis. This is a long-term contract position, offering a great opportunity to work in the dynamic Real Estate and Property industry.<br><br>Responsibilities:<br>• Perform daily reconciliations between financial systems to identify and address discrepancies in data accuracy, expense classifications, and budget tracking.<br>• Investigate and resolve variances by analyzing root causes, such as timing differences, coding errors, and system integration issues.<br>• Submit support requests to financial platforms to correct identified variances promptly.<br>• Develop and maintain detailed documentation for financial reconciliation procedures and variance resolution processes.<br>• Identify and implement process improvements to enhance reconciliation accuracy and efficiency.<br>• Collaborate with teams to ensure seamless data integration and alignment between budgeting systems.<br>• Generate and deliver regular reports highlighting the status of reconciliations and unresolved variances.<br>• Work closely with cross-functional teams to ensure financial commitments align with budgeted figures and company goals.
  • 2025-12-08T18:48:42Z
Head of Finance & Operations
  • San Francisco, CA
  • remote
  • Permanent
  • 250000.00 - 400000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance & Operations | Fast-Growing Venture Capital Firm | San Francisco | Hybrid | Comp: Base + Bonus + Carry</strong></p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2025-11-25T17:18:49Z
Accounts Receivable Supervisor/Manager
  • San Jose, CA
  • onsite
  • Permanent
  • 80000.00 - 130000.00 USD / Yearly
  • <p>Our client is a San Jose medical device company that is seeking an ON-SITE AR Accountant to manage high-volume client invoicing, AR tasks, and month-end close. Must interface well with executives, colleagues, and external stakeholders.</p><p> </p><p>Must-haves</p><p>BS in Accounting, Economics, Finance, or related field</p><p>3–5 years in client invoicing, AR, and direct client interaction</p><p>AR, bank reconciliations, month-end close</p><p>Excellent written and verbal communication</p><p>High-volume invoicing experience</p><p>Highly organized, detail-oriented, able to multi-task</p><p>Self-starter; works well independently and in a distributed team</p><p>Strong Excel (pivot tables, VLOOKUPs); NetSuite experience required</p><p>Experience submitting invoices to client portals preferred</p><p><br></p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
  • 2025-12-04T00:48:36Z
Controller
  • Belmont, CA
  • onsite
  • Permanent
  • 175000.00 - 180000.00 USD / Yearly
  • <p>We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.</p><p>• Establish and communicate financial metrics and key performance indicators to senior leadership.</p><p>• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.</p><p>• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.</p><p>• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.</p><p>• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.</p><p>• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.</p><p>• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.</p><p>• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.</p><p>• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.</p>
  • 2025-12-11T19:38:38Z
Tax Manager - Public
  • Modesto, CA
  • onsite
  • Permanent
  • 97000.00 - 140000.00 USD / Yearly
  • Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
  • 2025-11-25T15:33:58Z
Controller
  • Lodi, CA
  • onsite
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
  • 2025-11-14T15:28:56Z
VC - VP of Finance and Operations
  • San Francisco, CA
  • onsite
  • Permanent
  • 250000.00 - 400000.00 USD / Yearly
  • <p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
  • 2025-11-14T15:28:56Z
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