<p>Lisa Cole with Robert Half is partnering with a well-established manufacturing organization is seeking an experienced <strong>Accounting Manager</strong> to support financial operations. This individual will play a key role in driving an accurate and timely close process, maintaining a disciplined general ledger, and ensuring strong financial controls across the organization.</p><p>This is a highly visible role partnering closely with leadership and cross-functional teams to support operational and financial decision-making. For more information on this position please call Lisa Cole at 916-649-0832. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and execute the monthly close process, including journal entries, accruals, and reconciliations</li><li>Ensure timely and accurate financial reporting in alignment with corporate deadlines</li><li>Prepare and maintain detailed balance sheet reconciliations with full supporting documentation</li><li>Analyze variances versus budget and prior periods</li><li>Oversee corporate credit card program, including reconciliations and policy compliance</li><li>Track capital projects and ensure proper capitalization in accordance with GAAP</li><li>Maintain fixed asset subledger and depreciation schedules</li><li>Reconcile capital spend to approved budgets and support capital planning initiatives</li><li>Ensure adherence to corporate accounting policies and regulatory requirements</li><li>Prepare and file recurring reports (sales & use tax, property tax, and other filings)</li><li>Maintain strong internal controls and supporting documentation</li><li>Support internal and external audit processes, including testing and documentation</li><li>Support ERP systems (SAP experience highly preferred) to ensure data integrity</li><li>Identify and implement process improvements to enhance efficiency and strengthen controls</li><li>Partner with operations, finance, and accounting teams to ensure accurate financial reporting</li><li>Provide support across AR/AP processes as needed</li><li>Monitor receivables and assist in resolving issues impacting cash flow and collections</li><li>Collaborate on operational or customer-related issues impacting financial results</li></ul><p><br></p>
<p>We are looking for an Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Concord, California. This position will oversee close activities, maintain the integrity of the general ledger, and help ensure compliance with audit and reporting standards. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to improve processes while partnering effectively with internal stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead, coach, and develop an accounting team while promoting accountability and professional growth.</li><li>Oversee month-end close activities, including review of reconciliations, journal entries, and financial reporting schedules.</li><li>Ensure accurate financial records, reporting compliance, and strong internal controls.</li><li>Investigate and resolve complex accounting transactions, ensuring issues are fully analyzed and closed.</li><li>Drive process optimization, automation initiatives, and system enhancement projects to improve efficiency.</li><li>Support technology-driven improvements, including AI and workflow modernization efforts.</li><li>Collaborate with finance, operations, and supply chain teams across multiple business units.</li><li>Assist with specialized accounting areas such as intercompany transactions, joint ventures, employee benefits, and other technical matters.</li><li>Contribute to regulatory reporting and compliance within healthcare, nonprofit, or multi-entity environments.</li><li>Champion continuous improvement and a high-performance team culture.</li></ul>
<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
<p>We are looking for an experienced finance leader to guide the fiscal strategy and day-to-day financial operations of a mission-driven non-profit organization in the Turlock, California area. This role will oversee budgeting, reporting, forecasting, and compliance while helping leadership make informed decisions that support sustainable growth. The ideal candidate brings strong knowledge of governmental accounting and the ability to manage complex financial processes with accuracy, transparency, and accountability.</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>• Direct the organization’s financial planning activities, including development of the annual budget and ongoing monitoring of performance against approved targets.</p><p>• Lead the monthly close cycle by reviewing financial activity, ensuring timely reconciliations, and producing accurate statements for leadership review.</p><p>• Prepare and present financial reports that translate key results, risks, and trends into clear insights for executive stakeholders and board members.</p><p>• Manage cash flow planning by forecasting near-term and long-range funding needs to support operational stability and strategic priorities.</p><p>• Strengthen budget processes by establishing effective controls, improving financial workflows, and promoting consistency across departments.</p><p>• Oversee accounting practices related to municipalities and other government-connected funding sources, ensuring adherence to applicable standards and regulations.</p><p>• Partner with senior leadership to evaluate financial performance, support decision-making, and align fiscal management with organizational objectives.</p><p>• Maintain compliance with nonprofit and governmental accounting requirements through accurate recordkeeping, policy oversight, and audit-ready documentation.</p>
<p>We are looking for an accomplished finance leader to guide financial planning and external reporting activities for a technology organization based in the East Bay, California. This role will shape reporting accuracy, support executive decision-making, and strengthen compliance with public company standards. The ideal candidate brings deep expertise in financial statement modeling, financial planning systems, corporate financial consolidations, along with the ability to lead cross-functional finance initiatives.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, financial planning, and business performance analysis.</li><li>Build financial models and provide insights for strategic decisions, investments, and resource allocation.</li><li>Partner with cross-functional teams to assess performance, identify risks, and support growth initiatives.</li><li>Deliver executive financial reports, KPI analysis, and recommendations to improve profitability and forecast accuracy.</li><li>Monitor financial results, optimize costs, and support capital investment and finance projects.</li><li>Enhance FP&A processes, reporting automation, forecasting tools, and financial systems.</li><li>Collaborate with Accounting, IT, and Treasury to improve reporting accuracy, data integrity, and analytics.</li><li>Promote FP&A best practices, strengthen business partnerships, and lead high-performing teams in a fast-paced environment.</li></ul>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee core accounting activities for a manufacturing organization in Modesto, California. This Long-term Contract, Accounting Manager position is ideal for a hands-on leader who can guide daily financial operations, strengthen team performance, and help refine departmental processes. The Accounting Manager will work closely with leadership and cross-functional partners to improve reporting accuracy, support closing activities, and drive greater operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily accounting activities across payables, receivables, account reconciliations, and cash-related processes to keep operations running smoothly.</p><p>• Provide leadership, coaching, and performance support to accounting staff while fostering accountability and focused growth.</p><p>• Coordinate month-end and year-end close tasks, ensuring deadlines are met and financial data is complete and accurate.</p><p>• Examine financial entries and transactions to confirm proper coding, accuracy, and timely processing.</p><p>• Track outstanding balances, collection efforts, supplier disbursements, and cash flow movements to support sound financial management.</p><p>• Strengthen and maintain accounting controls, documented procedures, and consistent operational standards across the department.</p><p>• Prepare materials for audit and compliance activities and respond to information requests in a timely manner.</p><p>• Recommend and implement improvements to workflows, reporting methods, and department processes, including support for system enhancement initiatives.</p><p>• Develop and maintain financial and operational reporting that helps leadership evaluate performance and make informed decisions.</p><p>• Collaborate with internal teams to resolve issues, streamline processes, and document best practices for ongoing efficiency.</p>
We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight.<br><br>Responsibilities:<br>• Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data.<br>• Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks.<br>• Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements.<br>• Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends.<br>• Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones.<br>• Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units.<br>• Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions.<br>• Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels.<br>• Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
<p>Robert Half is looking for a strategic finance leader to oversee the organization’s fiscal management for a healthcare organization in Angels Camp. This role partners closely with executive leadership and the board to strengthen financial performance, support long-term planning, and maintain compliance with government and funding requirements. The Director of Finance will guide core accounting operations, reporting, budgeting, and audit activities while providing leadership across finance-related departments. For more information about this position, please call Lisa Cole at 916-646-0832</p><p><br></p><p>Responsibilities:</p><p>• Lead the organization’s financial operations, ensuring sound accounting practices and compliance with applicable regulatory and funding standards.</p><p>• Collaborate with executive leadership and the board to support financial strategy, capital planning, and growth initiatives across programs and services.</p><p>• Establish and maintain strong internal controls, fiscal procedures, and quality assurance measures that protect organizational assets and support accurate reporting.</p><p>• Direct payroll oversight and monitor accounts receivable, collections, adjustments, and balancing processes to maintain financial accuracy and cash flow integrity.</p><p>• Oversee the financial administration of grants and contracts, including ongoing monitoring, reporting, and communication with funding agencies.</p><p>• Prepare and review required government and program filings, including cost reports, tax submissions, and compliance documentation related to healthcare funding programs.</p><p>• Supervise finance, billing, and credentialing team functions, providing leadership, accountability, and operational guidance across departments.</p><p>• Develop annual operating budgets, support budget creation for new proposals, and review periodic financial statements for executive and board-level reporting.</p><p>• Coordinate the annual independent audit, maintain fiscal policies and procedures, and support insurance, investment, and employee benefit plan financial matters.</p><p>• Manage special finance projects and contract-related activities, including support for healthcare and grant-funded program agreements as assigned by senior leadership or the board.</p>
We are looking for an accomplished corporate tax leader to guide tax planning, compliance, and risk management for a complex, multi-entity organization in Turlock, California. This role is ideal for a strategic specialist who can combine technical tax expertise with sound business judgment and effective executive communication. The position will partner closely with senior leadership to support enterprise decisions, strengthen tax processes, and help the business navigate federal, state, and indirect tax matters with confidence.<br><br>Responsibilities:<br>• Direct the company’s corporate tax function across multiple entities, ensuring alignment with business objectives and regulatory obligations.<br>• Lead the preparation, review, and oversight of federal and state income tax filings, provisions, and related reporting activities.<br>• Provide strategic guidance on indirect tax matters while identifying opportunities to improve tax efficiency and reduce exposure.<br>• Advise executive stakeholders on the tax implications of business initiatives, organizational changes, and long-term planning decisions.<br>• Support transaction activity such as mergers, acquisitions, asset divestitures, and financing arrangements by assessing tax consequences and recommending practical solutions.<br>• Strengthen tax controls, reporting workflows, and compliance processes to improve accuracy, consistency, and operational effectiveness.<br>• Collaborate with finance and cross-functional teams on tax-related system enhancements, process automation efforts, and implementation activities when applicable.<br>• Monitor legislative and regulatory developments and translate changes into actionable guidance for the organization.
We are looking for an experienced finance leader to guide planning, forecasting, and performance analysis for a growing technology and manufacturing organization in Livermore, California. This onsite role offers strong visibility with senior leadership and requires someone who is detail oriented and can translate financial data into actionable business recommendations. The position combines strategic influence with hands-on execution, making it well suited for someone who can strengthen FP&A operations while supporting long-term business growth.<br><br>Responsibilities:<br>• Direct company-wide budgeting cycles, rolling forecasts, and long-range financial planning to support operational and strategic objectives.<br>• Build and refine financial models that inform investment decisions, scenario analysis, and business performance evaluations.<br>• Deliver clear reporting packages, dashboards, and presentations for executives to support timely and informed decision-making.<br>• Work closely with leaders across departments to measure results, uncover performance drivers, and improve profitability.<br>• Monitor financial trends, highlight potential risks, and recommend opportunities for cost control and operational efficiency.<br>• Oversee periodic financial reporting activities to ensure data accuracy, consistency, and on-time delivery.<br>• Evaluate finance processes, reporting tools, and internal controls, then implement improvements that enhance effectiveness and scalability.<br>• Lead and develop FP&A team members, fostering strong analytical capabilities and preparing the function for future growth.<br>• Coordinate with global finance partners and international operations to align planning efforts and improve organizational visibility.<br>• Apply advanced technologies, including AI-enabled approaches, to enhance analysis, reporting quality, and decision support.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>We have an excellent opportunity for a <strong>Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients</strong> who is interested in transitioning into an <strong>industry role.</strong></p><p> We are partnering with a <strong>growing investment management firm in San Francisco</strong> that is looking to add a <strong>Senior Accountant</strong> to their team. The firm offers a <strong>collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client NAVs on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Utilize Bloomberg Terminal to revalue client holdings</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables</li></ul>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
We are looking for a Corporate Tax Manager to lead tax planning, compliance, and reporting activities for a multi-entity agricultural organization in Turlock, California. This role is suited for a detail-oriented tax specialist who can navigate federal and state income tax matters as well as indirect tax obligations while supporting accurate, timely filings. The position works closely with internal finance teams and external advisors to strengthen tax processes, maintain compliance, and provide practical guidance on entity-level tax matters.<br><br>Responsibilities:<br>• Oversee preparation and review of corporate tax returns, income tax provisions, and related filings across multiple legal entities.<br>• Manage federal, state, and indirect tax compliance activities, ensuring deadlines are met and documentation is complete and accurate.<br>• Partner with outside tax advisors and audit teams to support filings, examinations, and technical tax matters.<br>• Analyze tax positions, research regulatory changes, and recommend actions that align with business operations and reporting requirements.<br>• Support entity formation and structural changes by evaluating tax implications and coordinating required registrations and filings.<br>• Improve tax workflows through effective use of tax software and process automation tools, including CCH applications where applicable.<br>• Maintain organized tax records, reconciliations, and supporting schedules to strengthen reporting accuracy and audit readiness.<br>• Collaborate with accounting and finance teams to gather data, resolve issues, and provide tax guidance relevant to agricultural and related business activities.
<p>Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a <strong>Financial Planning Associate</strong> to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team.</p><p><br></p><p><strong>Responsibilities</strong></p><p><strong>Financial Planning & Advisor Support</strong></p><ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a <strong>Financial Planning Associate</strong> to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Planning & Advisor Support</strong></p><ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul><p><strong>Investment Research & Portfolio Analysis</strong></p><ul><li>Explore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.</li><li>Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.</li><li>Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.</li><li>Translate research and financial data into clear takeaways for Advisors and the broader planning team.</li><li>Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.</li><li>Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.</li></ul><p><br></p>
<p>We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><strong> </strong></p><p><strong>Robert Half is partnering with a Registered Investment Firm in the East Bay. They are looking for an Operations Lead </strong>to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.</p><p> </p><p><strong>This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.</strong></p><p><strong> </strong></p><p>Responsibilities:</p><p>• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.</p><p>• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.</p><p>• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.</p><p>• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.</p><p>• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.</p><p>• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.</p><p>• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.</p><p>• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.</p><p>• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.</p>
<p>Robert Half Management Resources is looking for an experienced Workday Financials Functional Workstream Lead to support a long-term engagement with one of our clients. This position will guide enterprise finance transformation initiatives by aligning Workday Financial Management capabilities with business goals, operating models, and process improvements. The role requires a strong leader who can advise senior stakeholders, coordinate complex delivery efforts, and help organizations move from strategy through deployment and optimization.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead the functional workstream for Workday Financials initiatives, coordinating planning, design, configuration, testing, deployment, and post-launch stabilization activities.</p><p>• Partner with finance and executive stakeholders to shape future-state operating models and translate business priorities into practical Workday solutions.</p><p>• Direct business process redesign across key finance cycles such as record-to-report, procure-to-pay, order-to-cash, cash management, and planning activities.</p><p>• Oversee cross-functional teams and implementation partners to keep delivery milestones, governance, budgets, and risk management on track throughout the program lifecycle.</p><p>• Provide guidance on the functional use of Workday Financial Management modules, including core financials, reporting, expenses, procurement, projects, grants, and planning-related capabilities.</p><p>• Develop recommendations for data conversion, reporting, and system integration approaches connecting Workday with legacy platforms and external applications.</p><p>• Support executive decision-making by presenting status updates, solution considerations, implementation risks, and readiness needs to senior business leaders.</p><p>• Contribute to client-facing planning and solution discussions by helping define scope, estimate workstreams, and shape approaches for finance transformation programs.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half Finance & Accounting is partnering with a <strong>global private equity firm</strong> that is expanding its finance team seeking a Fund Accountant. This is an exciting opportunity for professionals with a <strong>public accounting background</strong> to transition into <strong>investment accounting</strong>, take on immediate responsibility, and build a career with <strong>strong growth potential</strong>.</p><p> </p><p>The firm is known for its <strong>supportive, career-focused culture</strong>, offering mentorship, advancement opportunities, and generous rewards for high-quality work.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Manage <strong>Fund and General Partner ledgers</strong>, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review <strong>quarterly and annual financial statements</strong>.</li><li>Support <strong>annual audits and tax filings</strong>.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process <strong>capital calls and distributions</strong> for funds and investments.</li><li>Partner with <strong>Investor Relations</strong> to respond to limited partner inquiries.</li><li>Prepare and deliver <strong>ad-hoc analyses and reports</strong> to support decision-making.</li></ul><p><br></p>
<p>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. We are looking for an experienced Tax Manager to join a public accounting team in California, with a primary emphasis on individual tax engagements. This position is ideal for someone who combines strong technical tax knowledge with sound judgment, client-facing confidence, and the ability to keep work moving efficiently through demanding deadlines. The role offers the opportunity to guide complex return preparation, advise clients on tax matters, and support quality across the practice.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and final review of complex individual income tax filings, including advanced Form 1040 engagements and related schedules.</p><p>• Advise clients on tax-saving opportunities and filing considerations while maintaining adherence to applicable federal and state tax rules.</p><p>• Manage return pipelines and seasonal priorities to ensure assignments are completed accurately and delivered on schedule.</p><p>• Evaluate work produced by entry-level team members, provide constructive feedback, and help develop their technical capabilities.</p><p>• Serve as a primary point of contact for client questions throughout the tax process, offering clear guidance and responsive support.</p><p>• Assist clients with tax notices, examinations, and other compliance-related matters by coordinating responses and resolving issues efficiently.</p><p>• Monitor multiple client engagements at once, balancing deadlines, quality expectations, and service commitments in a public accounting setting.</p>
<p>We are looking for an Accounting Specialist to support day-to-day financial operations for a healthcare organization. This contract opportunity with potential for a permanent role is ideal for someone who enjoys working with invoices, payments, reconciliations, and billing-related activities in a detail-focused environment. The person in this role will help maintain accurate financial records, coordinate approvals, and ensure transactions are processed efficiently while supporting both payables and receivables functions.</p><p><br></p><p>Responsibilities:</p><p>• Review accounts payable documentation for accuracy and process invoices through designated financial systems before submitting items for final handling.</p><p>• Coordinate with practice managers and other approvers to secure timely authorization for invoice payment and related financial transactions.</p><p>• Gather and organize required information for new vendor setup, then provide complete documentation to the parent organization for onboarding.</p><p>• Verify that approval routing follows the correct authority structure and confirm transactions are directed to the appropriate decision-makers when roles or reporting lines change.</p><p>• Record and reconcile incoming deposits, including occasional cash payments, while maintaining accurate supporting documentation.</p><p>• Assist with accounts receivable and billing activities by tracking payments, resolving discrepancies, and updating financial records.</p><p>• Perform account reconciliations to identify variances, investigate issues, and support accurate month-to-month reporting.</p><p>• Maintain organized accounting files and ensure financial activity is documented in accordance with internal controls and operational procedures.</p>
We are looking for an experienced Payroll Analyst to support payroll issue analysis, testing coordination, and resolution efforts in San Ramon, California. This is a Long-term Contract position within the healthcare sector, suited for a hands-on, detail-oriented individual who can investigate discrepancies, interpret payroll results, and work effectively across multiple systems. The role calls for someone who can manage competing priorities, communicate clearly with stakeholders, and help drive payroll defects through to closure in a fast-paced environment.<br><br>Responsibilities:<br>• Investigate payroll exceptions and system-related issues by reviewing outputs, tracing root causes, and documenting findings clearly for resolution teams.<br>• Support payroll environment setup activities, data conversion validation, and catch-up transaction review to help maintain accuracy across impacted processes.<br>• Compare payroll test and parallel results, reconcile variances, and recommend corrective actions based on identified calculation or data issues.<br>• Manage defect intake by assessing priority, monitoring status, and escalating critical risks or blockers that may affect payroll delivery.<br>• Coordinate testing activities across teams, including planning schedules, validating process flows, and confirming issue remediation through retesting.<br>• Partner with internal stakeholders and external vendors to address integration-related issues affecting payroll data exchange and downstream processing.<br>• Track recurring problems and defect patterns, then provide practical insights to project leaders to support decision-making and risk mitigation.<br>• Prepare reports, summaries, and dashboards that highlight testing progress, defect trends, open issues, and completed corrective actions.<br>• Maintain organized records of test outcomes, resolutions, key decisions, and lessons learned to support future payroll validation efforts.
<p>We are looking for an experienced Payroll Analyst to join a healthcare-focused organization remotely, on a Long-term Contract basis. This position is ideal for a detail-oriented payroll specialist who can assess complex payroll issues, uncover underlying causes, and help move solutions forward across UKG Pro. The role calls for strong analytical judgment, hands-on payroll knowledge, and the ability to work effectively with stakeholders in a fast-moving environment where accuracy and timely resolution are essential.</p><p><br></p><p>Responsibilities:</p><p>• Investigate payroll discrepancies across payroll platforms and connected applications, document findings, and drive issues through to closure.</p><p>• Support future-state tenant activities, including build support, data conversion review, and processing of catch-up payroll transactions.</p><p>• Validate migrated payroll data, reconcile inconsistencies, and partner with impacted teams to address data-related defects.</p><p>• Review parallel payroll outcomes, compare results, identify variances, perform root cause analysis, and recommend corrective measures.</p><p>• Manage defect intake by assessing priority, assigning actions, tracking progress, and escalating critical risks or blockers when necessary.</p><p>• Coordinate testing efforts by organizing plans, timelines, execution activities, and issue follow-up across systems and business workstreams.</p><p>• Work with internal partners and external vendors to resolve integration-related issues affecting inbound and outbound payroll data flows.</p><p>• Maintain thorough documentation of test results, issue analysis, resolutions, and lessons learned to support future quality improvement efforts.</p>