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13 results for Senior Auditassurance Services Associate in Santa Rosa, CA

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-08-07T00:00:00Z

Senior Accountant

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for an experienced Senior Accountant to support a respected private equity organization in San Francisco, California. This Long-term Contract opportunity is ideal for someone who thrives in a hybrid environment, with one day onsite and the remainder of the week working remotely, and who brings strong expertise in expense review, journal entry preparation, and core accounting operations. The role is especially well suited to professionals with exposure to alternative investments and a genuine interest in using AI-driven ideas to strengthen accounting workflows and efficiency. Responsibilities: • Review employee and business expense activity in Concur to ensure accuracy, policy compliance, and proper accounting treatment. • Prepare and post journal entries related to daily and monthly accounting activity, maintaining complete and well-supported records. • Support month-end close by coordinating ledger updates, validating balances, and helping deliver timely financial information. • Perform account reconciliations, including bank reconciliations, and investigate discrepancies through to resolution. • Maintain the integrity of the general ledger by monitoring transactions and identifying items requiring correction or follow-up. • Partner with internal stakeholders to improve expense reporting and accounting processes, including participation in workflow automation initiatives where appropriate. • Contribute accounting support within a private equity environment, applying an understanding of fund-related activity and alternative investment structures. • Assist in documenting procedures and recommending practical improvements that enhance accuracy, control, and operational efficiency.
2026-08-24T00:00:00Z

Senior Accountant - Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Accountant | Investment Firm | San Francisco | Base + Bonus + Profit Sharing Join a leading global private investment firm in a highly visible role supporting complex GP and partner investment structures. You'll work closely with senior stakeholders and collaborate across accounting, tax, legal, and investor relations, providing broad exposure beyond traditional fund accounting. This is an excellent opportunity for someone who wants to deepen their private markets experience while gaining exposure to partner reporting, investment structures, and GP operations. The team also values automation, AI, and process improvement, giving you the opportunity to help modernize reporting and workflows. Responsibilities<ul><li>Support administration and reporting for GP and LP investment interests </li><li>Prepare and reconcile capital calls, distributions, transfers, and capital account activity </li><li>Support quarterly and year-end reporting across domestic and international entities </li><li>Track deferred compensation, fee waivers, elections, and private investment allocations </li><li>Coordinate new investment activity and related documentation </li><li>Partner with internal teams and third-party administrators on investment matters </li><li>Maintain reporting tools, controls, and data accuracy </li><li>Drive automation, AI, and process improvements </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z

Auditing Specialist

San Francisco, CA
remote
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for an Auditing Specialist to support audit-related activities for a healthcare-focused organization in San Francisco, California. This position is suited for someone who can review records, interpret regulatory requirements, and prepare clear documentation to support compliance efforts. The ideal candidate brings strong analytical judgment and can work across teams to help maintain accurate audit processes in a highly regulated environment. Responsibilities:<ul><li>Plan and perform fiscal and program audits, including risk reviews, control assessments, transaction testing, and compliance evaluations.</li><li>Document audit results, identify risks and process weaknesses, and recommend improvements.</li><li>Prepare audit reports and communicate findings to management.</li><li>Support corrective action plans, monitor implementation, and assist with external audits, reviews, and special investigations.</li><li>Advise staff on internal controls, fiscal compliance, and audit best practices.</li><li>Maintain accurate audit records, reports, and tracking logs.</li><li>Monitor audit findings and follow-up actions to drive continuous improvement.</li><li>Collaborate with internal teams to ensure timely communication and compliance readiness.</li></ul>
2026-08-12T00:00:00Z

Senior Wealth Analyst

San Francisco, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-08-28T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
100000 - 156000 USD / Yearly
Anisa Henry is partnered with a wealth management firm is seeking an Associate Wealth Advisor to join its team. This role offers the opportunity to work alongside experienced advisors while supporting the delivery of financial planning and investment guidance to clients. The Associate Wealth Advisor will assist with financial plan preparation, support client meetings, and help clients navigate important financial decisions while developing the skills necessary to take on increased client-facing responsibilities over time. This position is ideal for a motivated wealth management professional who enjoys building relationships, learning from experienced advisors, and contributing to a collaborative team environment with strong long-term growth potential. Ideal Qualifications<ul><li>2-5+ years of wealth management or financial planning experience</li><li>Series 65, CFP, CFA, CPA, or similar professional designation preferred</li><li>Strong communication and relationship management skills</li><li>Client-focused approach to financial planning and advice</li><li>Collaborative mindset with a desire to learn and grow</li></ul>Key Responsibilities<ul><li>Support advisors in delivering financial planning and investment guidance</li><li>Assist with financial plan preparation, analysis, and ongoing client service</li><li>Participate in client meetings and help build long-term client relationships</li><li>Collaborate with team members to provide a high-quality client experience</li><li>Develop the knowledge and skills necessary to assume greater client-facing responsibilities over time</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-09-03T00:00:00Z

Sr. Accountant

Berkeley, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an experienced Sr. Accountant to support core accounting operations for a mission-driven non-profit organization in Berkeley, California. This role is responsible for maintaining accurate financial records, overseeing key close activities, and ensuring the integrity of general ledger transactions. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to manage reconciliations and reporting deadlines effectively. Responsibilities:<ul><li>Lead month-end and year-end accounting activities, including journal entries, reconciliations, financial reporting, and variance analysis.</li><li>Maintain accurate general ledger records, support audits, and help uphold accounting policies, controls, and reporting standards.</li><li>Oversee cash management, bank reconciliations, cash flow tracking, and treasury-related activities.</li><li>Manage invoicing and revenue recognition for contracts, grants, and service agreements while maintaining billing schedules and contract records.</li><li>Coordinate with operational teams to ensure accurate billing data, contract compliance, and timely collections.</li><li>Administer government grants and contracts, including revenue tracking, reimbursements, fund accounting, cost allocations, and compliance with funding requirements.</li><li>Review expenses for proper coding and allowability under grant and contract guidelines.</li><li>Monitor accounts receivable, resolve billing discrepancies, and report collection performance metrics.</li><li>Drive process improvements, automation initiatives, and workflow efficiencies within accounting and billing functions.</li></ul>
2026-08-21T00:00:00Z

Sr. Accountant

San Francisco, CA
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR PROPRETY ACCOUNTANT Well established real estate investment company with over 6Bil AUM is expanding its accounting team. We are looking for a Senior Accountant to join a growing dynamic team. In this role, you will oversee property-related financial operations, ensure the accuracy and compliance of reporting while driving strategic insights through financial analysis. This position requires expertise in managing full-cycle accounting processes and collaborating with cross-functional teams to maintain the integrity of financial data. Responsibilities:• Manage the month-end close process, ensuring accurate and timely financial reporting.• Prepare and record journal entries, verifying documentation and reconciling financial accounts.• Conduct bank reconciliations to ensure compliance and accuracy.• Oversee general ledger activities, including intercompany allocations, loan schedules, and asset tracking.• Assist with liquidity management, including fund transfer requests and investor distribution coordination.• Prepare financial reports to meet lender and investor requirements.• Support budget preparation and provide recommendations based on financial trends and forecasts.• Ensure compliance with tax regulations, business license renewals, and property tax filings.• Collaborate with property management and regional teams to align financial operations with business goals.• Identify opportunities for process improvements to enhance efficiency and reporting accuracy.
2026-08-13T00:00:00Z

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a dependable Office Services Associate to support daily workplace operations. This is a Contract position suited for someone who enjoys creating a welcoming office experience, assisting with meeting support, and handling administrative service tasks with care. The ideal candidate brings strong customer service instincts and confidence working with confidential materials in a busy corporate setting. Responsibilities: • Oversee the appearance and readiness of shared office areas, including conference rooms, offices, and common spaces throughout the day. • Monitor inventory levels and restock workplace supplies to help teams and visitors have what they need. • Prepare meeting spaces in advance, provide hospitality-related support during events when needed, and restore rooms afterward. • Assist with mailroom and service center duties during slower periods, including document handling and related operational tasks. • Manage sensitive documents and information with a high level of discretion and attention to security. • Coordinate with onsite leadership and client contacts to communicate updates, priorities, and any timing concerns related to assigned work. • Support front-office and administrative service needs as requested, contributing to a smooth and efficient workplace environment. • Take on additional office services assignments as business needs change. • Perform document scanning and other clerical support activities accurately and efficiently. • Provide courteous day-to-day assistance to employees and guests, ensuring a strong customer service experience.
2026-09-02T00:00:00Z

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
22.04 - 23.2 USD / Hourly
We are looking for a dependable Office Services Associate to provide on-site operational support for a Contract assignment in San Francisco, California. This position will help ensure a well-organized meeting environment by managing document services, package handling, and attendee support throughout the event. The ideal candidate is service-oriented, detail-focused, and comfortable working in a fast-paced setting while maintaining a composed presence. Responsibilities: • Operate on-site document support services, including scanning, printing, and photocopying materials as needed during the event. • Receive, record, and track incoming and outgoing deliveries to maintain accurate package movement throughout the assignment. • Prepare, issue, and update attendee name badges to support a smooth check-in and event experience. • Replenish printer paper and monitor basic supply levels to keep shared equipment ready for use. • Transport packages and materials to designated on-site locations in a timely and efficient manner. • Provide dependable floor support during assigned shift hours while maintaining business attire and a courteous presence. • Assist with general office services tasks that contribute to efficient daily event operations. • Remain available on-site during scheduled work periods and breaks in accordance with event coverage needs.
2026-08-27T00:00:00Z

Office Services Associate

San Francisco, CA
onsite
Temporary / Contract
22 - 23 USD / Hourly
Our client is seeking a professional and customer-focused Office Services Associate to support daily office operations in a corporate environment. This role combines front desk support, hospitality services, mailroom functions, conference room setup, and general office services. The ideal candidate enjoys staying busy, providing excellent customer service, and being a go-to resource for internal employees and visitors. Key Responsibilities<ul><li>Answer and transfer calls using a multi-line phone system.</li><li>Greet visitors and provide professional front desk support.</li><li>Accept deliveries, sort mail, and assist with mailroom operations.</li><li>Set up and break down conference rooms for meetings and events.</li><li>Maintain office, kitchen, and common areas to ensure a professional appearance.</li><li>Monitor and replenish office, pantry, and meeting supplies.</li><li>Support hospitality services, meeting coordination, and office events.</li><li>Assist with copying, scanning, printing, and other office services tasks.</li><li>Handle sensitive and confidential information with professionalism.</li><li>Work closely with onsite management to meet service expectations and deadlines.</li></ul>
2026-08-26T00:00:00Z

Senior Accounts Payable

San Francisco, CA
remote
Temporary / Contract
43.5385 - 50.413 USD / Hourly
We are looking for an experienced Senior Accounts Payable specialist to support a fast-paced finance team. This long-term contract position is ideal for someone who combines leadership experience with strong hands-on execution and can confidently manage daily priorities with minimal oversight. The role will focus on resolving complex invoice and purchase order discrepancies, supporting close activities, and helping maintain accurate payables operations across multiple entities. Responsibilities: • Oversee day-to-day accounts payable activities while remaining directly involved in invoice processing, payment execution, and issue resolution. • Investigate and resolve challenging invoice and purchase order discrepancies by partnering with internal stakeholders and vendors to ensure timely payment. • Review and code invoices accurately, applying the correct accounting treatment and maintaining compliance with company policies. • Manage payment cycles, including check runs and ACH transactions, while confirming completeness, accuracy, and proper approvals. • Contribute to month-end close by preparing accounts payable accruals, reconciling balances, and supporting deadline-driven reporting activities. • Perform account reconciliations in BlackLine and help maintain clear documentation for audit readiness and financial accuracy. • Use NetSuite and legal e-billing platforms such as SimpleLegal or comparable systems to support invoice workflow, tracking, and reporting. • Support accounts payable processes across a multi-entity environment, ensuring consistency, control, and reliable financial records.
2026-09-02T00:00:00Z