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17 results for Financial Systems Administrator in Stockton, CA

Systems Administrator
  • Martinez, CA
  • onsite
  • Temporary to Hire
  • 45 - 60 USD / Hourly
  • <p>Robert Half is looking for a Systems Administrator to support and maintain a complex enterprise technology environment in California. This Systems Administrator opportunity is ideal for a hands-on technical professional with strong experience in Windows Server, VMware, Active Directory, networking, and infrastructure support. The Systems Administrator will be responsible for maintaining critical systems, troubleshooting escalated technical issues, supporting infrastructure projects, and improving the reliability, performance, and security of enterprise technology. This position requires someone who can work independently, collaborate with senior technical staff, and provide exceptional support to end users. This Systems Administrator Role is an onsite position out of Martinez, Ca and has the potential to go fulltime. </p><p><br></p><p>Responsibilities:</p><ul><li>Administer, configure, and maintain enterprise infrastructure, including Windows servers, VMware virtual environments, Active Directory, networks, VPNs, firewalls, and storage systems.</li><li>Support the installation, configuration, testing, maintenance, and troubleshooting of physical and virtual servers, network devices, and enterprise applications.</li><li>Manage Windows Server environments, including Active Directory, Group Policy, DNS, DHCP, file services, and user account administration.</li><li>Support VMware virtualization technologies, including vCenter, vSphere, vMotion, and virtual machine management.</li><li>Troubleshoot complex hardware, software, network connectivity, application access, and system performance issues.</li><li>Perform routine infrastructure maintenance, including system backups, patch management, operating system upgrades, security updates, and performance optimization.</li><li>Monitor infrastructure health, network security, and system availability while identifying and resolving potential issues.</li><li>Administer Microsoft 365, Exchange, and related cloud-based services to support enterprise communications and collaboration.</li><li>Support network infrastructure, including LAN/WAN environments, switches, routers, wireless connectivity, firewalls, and VoIP systems.</li><li>Assist with storage administration, disaster recovery processes, data protection, and system restoration activities.</li><li>Utilize PowerShell and other scripting tools to automate administrative tasks and improve operational efficiency.</li><li>Serve as a second-level escalation resource for technical support issues involving servers, networks, applications, and end-user systems.</li><li>Collaborate with internal teams, technical leadership, and external vendors on infrastructure improvements and technology implementations.</li><li>Develop and maintain technical documentation, system configurations, troubleshooting procedures, and operational guidelines.</li><li>Identify opportunities to improve infrastructure reliability, security, automation, and overall IT service delivery.</li></ul><p><br></p>
  • 2026-10-14T00:00:00Z
Business Systems Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.</p><p>• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.</p><p>• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.</p><p>• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.</p><p>• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.</p><p>• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.</p><p>• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.</p><p>• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.</p><p>• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.</p>
  • 2026-09-30T00:00:00Z
Payroll Administrator
  • Sacramento, CA
  • onsite
  • Temporary to Hire
  • 32 - 33 USD / Hourly
  • We are looking for a Payroll Administrator to join a growing construction company in Sacramento, California. This contract-to-permanent opportunity is ideal for someone who can oversee payroll operations with accuracy while also supporting employee records, onboarding, and light administrative accounting tasks. The role requires a hands-on, detail-oriented individual who is comfortable answering employee questions, coordinating with supervisors, and helping keep payroll processes running smoothly.<br><br>Responsibilities:<br>• Administer recurring payroll for hourly staff and support bonus payment processing while ensuring timely and accurate completion of each cycle.<br>• Maintain employee payroll records by updating earnings, deductions, benefit elections, and other key data, and perform routine audits to confirm accuracy.<br>• Coordinate employee setup and offboarding activities, including entering new employee information and processing separations in payroll systems.<br>• Review and reconcile payroll-related invoices, respond to agency or vendor notices, and help resolve discrepancies efficiently.<br>• Serve as a resource for employees and managers by answering payroll and benefits questions and assisting with system access issues when needed.<br>• Provide occasional reception or front office support to help maintain daily business operations.<br>• Contribute to workplace safety initiatives and complete assigned operational or administrative projects as needed.
  • 2026-10-12T00:00:00Z
Payroll Administrator
  • West Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 62400 - 75000 USD / Yearly
  • <p>Amanda Warren is looking for a Certified Payroll Specialist to support subcontractor payroll compliance for construction projects in West Sacramento, California. This role focuses on reviewing certified payroll obligations, maintaining accurate compliance records, and coordinating with subcontractors and internal teams to keep documentation complete and current. The ideal candidate brings strong payroll knowledge, careful attention to detail, and the ability to manage multiple deadlines in a regulated environment.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate newly executed subcontract agreements to determine prevailing wage, certified payroll, insurance, and related compliance obligations.</p><p>• Track subcontractor adherence to applicable state and federal payroll standards throughout the life of each project.</p><p>• Examine certified payroll submissions from subcontractors and lower-tier partners, confirming completeness, accuracy, and compliance with project requirements.</p><p>• Audit and reconcile payroll and compliance data received from subcontractors, addressing inconsistencies before records are finalized.</p><p>• Communicate with subcontractor contacts to obtain missing forms, signatures, and supporting documents in a timely manner.</p><p>• Maintain organized databases and documentation systems that reflect each project&#39;s compliance status, insurance records, and subcontract requirements.</p><p>• Partner with accounting teams to verify compliance milestones that may affect payment processing and release schedules.</p><p>• Respond to internal and external questions related to payroll compliance, resolving issues efficiently to support project continuity.</p><p>• Contribute to process improvement efforts by refining compliance workflows and maintaining current standard operating procedures.</p><p>• Perform additional administrative or project-related duties as assigned to support departmental objectives.</p>
  • 2026-09-18T00:00:00Z
Finance Director
  • Turlock, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 150000 USD / Yearly
  • <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>
  • 2026-10-02T00:00:00Z
Financial Planning Associate
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • <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&#39;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 &amp; 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&#39;s CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>
  • 2026-10-15T00:00:00Z
Financial Planning Associate
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • <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&#39;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 &amp; 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&#39;s CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul><p><strong>Investment Research &amp; 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>
  • 2026-10-16T00:00:00Z
Fund Accountant Hedge Fund
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 105000 USD / Yearly
  • <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>
  • 2026-10-04T00:00:00Z
Director of Finance
  • Angels Camp, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 200000 USD / Yearly
  • <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>
  • 2026-09-30T00:00:00Z
Finance Operations Associate - Wealth Management
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <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&#39;re early in your career and looking to step into a broader operations leadership role, or if you&#39;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>
  • 2026-10-16T00:00:00Z
Financial Planner
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 150000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-20T00:00:00Z
Regulatory Accounting Manager
  • Dublin, CA
  • onsite
  • Temporary / Contract
  • 76 - 88 USD / Hourly
  • We are looking for an experienced Regulatory Accounting Manager to support a credit union in Dublin, California through a Long-term Contract engagement. This role will guide regulatory and financial reporting activities, strengthen reporting accuracy, and help ensure compliance with accounting standards and regulatory expectations. The ideal candidate brings deep expertise in regulated financial environments, strong leadership capability, and the ability to turn complex financial data into clear, actionable insight for management.<br><br>Responsibilities:<br>• Direct the end-to-end preparation, validation, and submission of call reports and other required regulatory filings, ensuring completeness and accuracy.<br>• Manage monthly, quarterly, and annual reporting cycles, including financial statements, board-level reporting materials, and analysis of key financial fluctuations.<br>• Maintain adherence to U.S. GAAP, regulatory guidelines, and internal control standards across accounting and reporting activities.<br>• Partner with auditors, examiners, and internal stakeholders to support reviews, resolve questions, and provide required financial documentation.<br>• Evaluate complex accounting issues and determine how new products, transactions, or business initiatives affect financial reporting.<br>• Enhance reporting operations by introducing more efficient processes, stronger data standards, and analytical tools that improve reliability and speed.<br>• Oversee the development and maintenance of reporting data sets, dashboards, and management insights used for business decision-making.<br>• Lead and develop accounting team members by setting expectations, monitoring performance, and encouraging ongoing growth.
  • 2026-10-19T00:00:00Z
Director, FP&A
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 203000 USD / Yearly
  • 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&amp;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&amp;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.
  • 2026-10-05T00:00:00Z
Financial Aid Analyst/Specialist
  • Stockton, CA
  • onsite
  • Temporary / Contract
  • 27.7115 - 32.087 USD / Hourly
  • We are looking for a Financial Aid Analyst/Specialist to join our team in Stockton, California on a Contract basis. This role is well suited for an organized individual who can support financial operations, maintain accurate records, and coordinate data-related processes across systems. The ideal candidate brings strong analytical ability, accounting awareness, and hands-on experience managing information with precision in a fast-paced environment.<br><br>Responsibilities:<br>• Manage the transfer and validation of financial and operational data between business systems to support accurate recordkeeping and reporting.<br>• Review existing records for completeness, consistency, and accuracy before processing updates, imports, or reconciliation activities.<br>• Maintain customer, vendor, payment, and billing information while ensuring documentation is organized and current.<br>• Investigate discrepancies in financial or system data and take corrective action to resolve issues in a timely manner.<br>• Perform system testing and quality checks to confirm data integrity, functionality, and dependable workflow performance.<br>• Provide day-to-day support for integration-related issues and collaborate with internal teams to address operational challenges.<br>• Partner with accounting, administrative, and leadership stakeholders to ensure smooth implementation of process and system updates.<br>• Prepare clear user guidance and deliver basic training to staff on updated procedures, tools, and data handling practices.
  • 2026-09-24T00:00:00Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 170000 USD / Yearly
  • 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.
  • 2026-10-13T00:00:00Z
Workday Financials Functional Workstream Lead
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 140 - 175 USD / Hourly
  • <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>
  • 2026-10-19T00:00:00Z
Fund Accountant Reputable Private Equity Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 105000 - 120000 USD / Yearly
  • <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 &amp; 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>
  • 2026-10-04T00:00:00Z