<p>We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.</p><p>• Analyze financial data to identify trends, variances, and opportunities for optimization.</p><p>• Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.</p><p>• Prepare and present financial reports and recommendations to senior leadership and stakeholders.</p><p>• Contribute to the development and implementation of financial strategies to improve operational efficiency.</p><p>• Conduct ad hoc financial analyses to address specific business challenges and opportunities.</p><p>• Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.</p><p>• Support the organization in managing multiple priorities within a fast-paced environment.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely financial information.</p><p>• Assist in data mining and analysis to enhance decision-making and forecasting accuracy.</p>
<p>We are looking for an experienced Budget Analyst to join our team on a contract basis in Concord, California. In this role, you will play a critical part in managing and analyzing budget to actual data to support effective budget planning and execution. This position requires strong analytical skills, attention to detail, and the ability to collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Oversee annual budgets, ensuring alignment with organizational goals.</p><p>• Analyze financial reports and reconcile accounts to identify discrepancies and maintain accuracy.</p><p>• Utilize advanced Excel functions, such as pivot tables and formulas, to manage and interpret large datasets.</p><p>• Prepare detailed documentation and audit trails to support budget evaluations and reporting.</p><p>• Monitor and track budget activity, flagging potential issues and providing actionable recommendations.</p><p>• Collaborate with finance staff and other departments to communicate budget updates and requirements.</p><p>• Assist in the preparation of materials for meetings and presentations related to budget planning.</p><p>• Ensure compliance with approved budgets and organizational financial policies.</p><p>• Review budget transfers and reports to prevent errors and ensure data integr</p>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
<p><strong>Michelle Espejo with Robert Half Finance & Accounting</strong> is recruiting for a<strong> Financial Due Diligence, M& A Associate</strong> at an advisory firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
We are looking for a skilled Wholesale Pricing Analyst to join our team on a contract basis in Oakville, California. In this role, you will play a pivotal part in managing wholesale pricing operations and distributor billing processes, ensuring optimal reporting and compliance. This position offers an exciting opportunity to work within the wine industry while contributing to the success of distributor relationships and pricing strategies.<br><br>Responsibilities:<br>• Develop and implement tracking systems for distributor marketing funds to ensure accurate monitoring and reporting.<br>• Evaluate pricing models and promotional structures to identify profitability opportunities and refine strategies.<br>• Prepare detailed reports and actionable insights on pricing, marketing fund allocations, and distributor performance.<br>• Collaborate with the sales team to optimize pricing processes and enhance distributor relationships.<br>• Utilize tools such as Power BI and Tradeparency to streamline reporting and improve operational efficiency.<br>• Support compliance efforts by maintaining accurate records and ensuring adherence to established pricing guidelines.<br>• Analyze financial data and trends to inform decision-making and drive improvements in pricing strategies.<br>• Partner with cross-functional teams to address gaps in processes and improve overall workflow.<br>• Monitor distributor billing processes to ensure accuracy and resolve any discrepancies.<br>• Provide expertise in data analysis to deliver meaningful insights that contribute to business success.
<p>Are you a Data Architect looking to shape the future of business intelligence? Join a prestigious Napa Valley wine company and leverage your expertise in Azure, Power BI, and SQL to design, optimize, and secure a high-performing data ecosystem. Located in one of the most beautiful regions in California, this role offers a unique opportunity to combine cutting-edge technology with the heritage of a world-class wine organization.</p><p><br></p><p>This role is Contract or Contract-to-Hire, and is Hybrid (3 days/week in-office initially, transitioning to 2 days/week for long-term collaboration).</p><p><br></p><p>As the Data Architect, you will guide the design and implementation of a cloud-based data warehouse while collaborating directly with leadership and cross-functional teams. Your primary focus will be on creating scalable, accurate, and secure data solutions to enable critical reporting and analytics, supporting areas such as financial systems, direct-to-consumer platforms (e.g., Shopify), and wine inventory management.</p><p><br></p><p>This role serves as a technical leader within the organization, reporting to the CFO, and plays a key part in shaping the future of business intelligence and reporting for a highly reputable Napa-based wine business.</p><p><br></p><p>Core Skills:</p><p><br></p><p>Data Architecture & Design:</p><ul><li>Build and refine the architecture of a cloud-based data warehouse on Azure to consolidate disparate systems into a centralized solution.</li><li>Develop robust data models optimized for scalability, performance, and usability.</li></ul><p>Data Ingestion & Transformation:</p><ul><li>Design and implement Extract, Load, and Transform (ELT) pipelines to securely bring data in from various sources.</li><li>Ensure that data is transformed into formats ready for actionable insights and analytics.</li></ul><p>Business Intelligence & Reporting:</p><ul><li>Lead the design and programming of dashboards and reports using Power BI, providing stakeholders with real-time analytics and metrics.</li><li>Work with the finance team to ensure all reporting needs are met, including dashboards displaying consolidated financial data, inventory metrics, and DTC sales insights.</li></ul><p>Data Governance & Security:</p><ul><li>Implement best practices for data security and compliance, including industry standards such as GDPR and CCPA compliance.</li><li>Use robust measures like encryption, access controls, and audits to safeguard sensitive data.</li></ul><p>Optimization & Training:</p><ul><li>Fine-tune the data warehouse and BI environment for optimal performance and scalability.</li><li>Train staff across finance, operations, and other teams to effectively use Power BI tools and troubleshoot minor issues.</li></ul>
<p>We are looking for a skilled Accounting Manager/Assistant Controller to oversee and enhance financial operations within our construction company. This role requires someone who excels in managing month-end closings, general ledger accuracy, and ensuring compliance during financial audits. If you thrive in a dynamic environment and have a strong background in accounting principles, this may be the ideal opportunity for you.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Manage and lead the month-end close process to ensure timely and accurate financial reporting.</p><p>• Oversee the maintenance and reconciliation of the general ledger, ensuring precision and compliance.</p><p>• Coordinate and support financial statement audits, providing necessary documentation and resolving inquiries.</p><p>• Prepare and review journal entries, ensuring they align with accounting standards and organizational policies.</p><p>• Conduct account reconciliations to verify data accuracy and resolve discrepancies.</p><p>• Develop and implement best practices for accounting procedures to improve efficiency and reliability.</p><p>• Collaborate with cross-functional teams to ensure seamless financial operations.</p><p>• Analyze financial data and provide insights to support informed decision-making.</p><p>• Ensure compliance with all regulatory requirements and organizational policies.</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>
<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>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p>Robert Half is partnering with a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p><br></p><p><br></p><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>
We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business.<br><br>Responsibilities:<br><br>• Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations.<br><br>• Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies.<br><br>• Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders.<br><br>• Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy.<br><br>• Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters.<br><br>• Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts.<br><br>• Developing, documenting, and maintaining control systems within the Hotels to ensure compliance.<br><br>• Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support.<br><br>• Working within the Talent Management System to ensure the departmental performance of staff is productive.<br><br>• Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.
<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>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>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Controller </strong>at an Innovative Investment Firm. This role has tons of<strong> remote </strong>flexibility.</p><p> </p><p>This role offers remote flexibility and the chance to lead finance as the firm scales. You will build and run the finance function, go beyond traditional accounting, and have a direct impact on strategic growth. With mentorship from seasoned investors and a clear path to CFO, this is a high-visibility role in a collaborative, low-ego, family-friendly environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage treasury, capital calls, distributions, cash flow, and investments</li><li>Lead budgeting, forecasting, and cash flow projections</li><li>Oversee outsourced accounting and the monthly close</li><li>Ensure accurate financial statements and quarterly fund reporting</li><li>Partner with administrators, auditors, and tax teams</li><li>Track investment performance and fund metrics</li><li>Streamline processes to scale finance operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
<p>We are seeking a motivated and detail-oriented <strong>Entry-Level Accounts Receivable (AR) Analyst</strong> to join our team on a temp-to-hire basis. This is an excellent opportunity to gain valuable experience in financial operations and contribute to the success of our organization. In this role, you will assist in managing accounts receivable processes, and large data sets in Microsoft Excel ensuring accuracy and efficiency while maintaining strong communication with clients and team members.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and post customer payments in a timely and accurate manner.</li><li>Reconcile invoices, resolve discrepancies, and maintain up-to-date AR records.</li><li>Assist with generating and reviewing AR aging reports.</li><li>Communicate effectively with internal and external stakeholders to address payment queries.</li><li>Support in identifying and resolving overdue accounts.</li><li>Handle data entry tasks and maintain organization of financial records.</li><li>Collaborate with the finance team to improve AR processes.</li></ul><p><br></p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero) | <strong>Hybrid:</strong> 4–5 days/week in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Firm</strong></p><p>Join a recognized investment firm known for its collaborative culture and commitment to excellence. This is a unique opportunity to work directly with senior leadership in a dynamic, entrepreneurial environment where your contributions will have a direct impact on the firm’s success.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Be part of a close-knit, high-performing team that values precision, innovation, and ownership</li><li>Gain hands-on experience with complex real estate investments and fund structures</li><li>Work in a beautiful Embarcadero office that fosters collaboration and professional growth</li><li>Enjoy a competitive compensation package and the opportunity to make a meaningful impact</li></ul><p><strong>Your Role</strong></p><p>As a <strong>Senior Accountant / Accounting Manager</strong>, you’ll lead fund and property-level accounting, financial reporting, and compliance efforts. You’ll collaborate closely with the CFO and external partners to ensure financial accuracy and operational efficiency across the firm’s investment portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly accounting for real estate assets, including variance analysis and cash flow reviews</li><li>Partner with fund administrators to produce quarterly investor reports, ensuring alignment with LPAs and waterfall models</li><li>Analyze fund and property performance metrics to support strategic decisions</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses</li><li>Coordinate annual audits and tax filings with external auditors and tax advisors</li><li>Oversee capital calls, distributions, and carry calculations for funds and co-investments</li><li>Support SEC compliance reporting and respond to ad hoc investor requests</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data</li></ul><p><strong>Interested?</strong></p><p>If this sounds like the right fit, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p><strong>Senior Accountant / Accounting Manager – Fund & Property</strong></p><p><strong>Location:</strong> San Francisco (Embarcadero Area) | Hybrid: 4–5 days in office</p><p><strong>Compensation:</strong> $125,000 – $150,000 + 15% Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a dynamic, emerging investment firm with a collaborative culture and a passion for excellence. This is an exciting opportunity to work closely with senior leadership in a fast-paced, entrepreneurial environment where your contributions will have a direct impact on the firm’s success. If you thrive in a role that blends strategic thinking with hands-on execution, this position is for you.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a tight-knit, high-performing team that values innovation and precision.</li><li>Gain exposure to complex real estate investments and fund accounting at scale.</li><li>Work in a beautiful Embarcadero office with a culture that encourages collaboration, ownership, and professional growth.</li><li>Enjoy a competitive compensation package and the chance to make a meaningful impact in a growing organization.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Senior Accountant / Accounting Manager, you will play a key role in managing fund and property-level accounting, financial reporting, and compliance. You’ll work closely with the CFO and external partners to ensure accuracy, transparency, and efficiency across all financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee monthly accounting for real estate investments, including variance analysis and cash flow review.</li><li>Partner with fund administrators to deliver quarterly investor reports, ensuring compliance with LPAs and waterfall calculations.</li><li>Prepare and analyze fund and property-level performance metrics, supporting strategic decision-making.</li><li>Assist with quarterly valuations, financial modeling, and sensitivity analyses.</li><li>Coordinate year-end audits and tax filings, liaising with auditors and tax advisors.</li><li>Manage capital calls, distributions, and carry calculations for funds and co-investments.</li><li>Support SEC compliance reporting and ad hoc investor requests.</li><li>Collaborate with operating partners and internal teams to maintain accurate financial data.</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>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
<p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p><br></p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><p><br></p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations</li></ul><p><br></p>
<p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half Finance & Accounting is partnering with a quantitative, market-neutral hedge fund that leverages cutting-edge machine learning and crowdsourced predictions from experts worldwide. The team is small, collaborative, and deeply technical, offering the opportunity to work at the intersection of quantitative trading, operations, and emerging technologies like AI and crypto.</p><p><br></p><p><strong>The Role:</strong></p><p>The firm is seeking a detail-oriented and analytical <strong>Operations Analyst & Trader</strong> to join the team. This hybrid role is ideal for someone who wants to dive deep into both operational processes and the quantitative trading domain. The successful candidate will support and optimize daily trading operations while also contributing to accounting and finance functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Oversee OMS relationships, run tri-party reconciliations, and process corporate actions across multiple product types to ensure seamless daily trading execution.</li><li><strong>Accounting:</strong> Manage daily cash, position, and corporate action reconciliations with administrators and prime brokers; support NAV sign-off, annual audits, and fund tax preparations.</li><li><strong>Trading:</strong> Act as trading team backup by allocating instructions to executing brokers/prime brokers and analyzing trade breaks.</li><li><strong>Operational Efficiency:</strong> Improve processes, optimize trading workflows, reduce risk, ensure compliance, and manage margin requirements with prime brokers.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with data science, engineering, compliance, and other teams to align on operational and trading needs.</li></ul><p><br></p>
