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32 results for Managing Directorpartner in Stockton, CA

Financial Planner | RIA Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 70000.00 - 90000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a highly analytical and intellectually driven <strong>Associate Financial Planner</strong>. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director of a boutique family office. Recognized twice as a “Top Financial Advisor Mom” by Working Mother Magazine, she brings deep expertise in comprehensive planning for high-net-worth families—particularly executives at public companies.</p><p>The firm takes a highly customized, strategic approach to wealth management, going far beyond traditional investment management. The Associate Financial Planner will begin in an apprentice-style role, learning the full depth of financial planning and applying that knowledge directly to client families. Over time, this position offers the potential for a long-term career path within the team.</p><p> </p><p><strong>Position Overview</strong></p><p>The Associate Financial Planner will support the advisor in creating sophisticated, bespoke financial plans and working through complex financial challenges unique to high-net-worth clients. This role is ideal for someone who is intellectually curious, analytical, and passionate about delivering excellence in financial planning.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and performance/risk analysis.</li><li>Evaluate client-specific financial situations and build tailored recommendations.</li><li>Stay informed on market conditions, tax law changes, and economic trends to help clients make well-informed financial decisions.</li><li>Support pre-meeting preparation including agendas, tax research, portfolio reviews, and scenario modeling.</li><li>Continuously monitor client financial profiles with accuracy, attention to detail, and strategic insight.</li><li>Build financial projections and assist in crafting best-in-class comprehensive financial plans.</li></ul><p><br></p>
  • 2025-12-23T23:53:51Z
Client Service Associate – Elite Wealth Management
  • San Jose, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with ongoing training and professional development</li></ul>
  • 2025-12-23T17:39:07Z
Accounting Manager | Real Estate
  • Oakland, CA
  • remote
  • Permanent
  • 135000.00 - 165000.00 USD / Yearly
  • <p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee job cost tracking and reporting to ensure accuracy by project and cost category; enforce budget adherence and review forecasts using Yardi Voyager or similar job cost systems</li><li>Lead monthly and quarterly job cost meetings with development, accounting, and executive leadership to review project status, cash requirements, and revenue recognition</li><li>Collaborate with project managers to develop and reforecast cash flow projections, ensuring adequate funding for ongoing commitments</li><li>Manage accrual processes, review construction contracts for compliance and completeness, and approve vendor setups/changes</li><li>Ensure proper documentation and accounting for acquisitions, dispositions, and project cost releases under percentage-of-completion methodology</li><li>Coordinate budget development, quarterly reforecasts, and year-end audit materials</li><li>Supervise contract and job close-outs, ensuring all documentation is complete and accurate</li><li>Continuously evaluate and enhance accounting processes and controls related to development projects</li></ul><p><br></p>
  • 2025-12-24T00:29:00Z
Client Service Associate – Top‑Tier Wealth Management
  • San Jose, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
  • 2025-12-30T18:43:41Z
Partner/Of Counsel
  • Sacramento, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Our client, a respected mid-sized law firm with a strong footprint in California, is seeking an experienced <strong>Of Counsel or Partner</strong> to join its <strong>Labor & Employment Litigation Practice Group</strong> in Sacramento. This is a key strategic hire for the firm, offering leadership opportunities and a platform to continue building a sophisticated employment litigation practice.</p><p><strong>About the Role:</strong></p><p> The ideal candidate will bring deep expertise in employment litigation, including class actions, PAGA claims, wage and hour matters, discrimination/harassment claims, and wrongful termination defense. This role is suited for a seasoned litigator who values autonomy, collaborative culture, and the ability to shape the direction of a growing practice group.</p><p><strong>Responsibilities:</strong></p><ul><li>Lead and manage a docket of complex labor & employment litigation matters.</li><li>Serve as first chair on cases in state and federal courts, as well as administrative proceedings.</li><li>Supervise junior attorneys and staff, providing mentorship and oversight.</li><li>Build and maintain strong client relationships; contribute to client development initiatives.</li><li>Collaborate with firm leadership on strategic growth of the practice.</li></ul><p><br></p>
  • 2025-12-24T20:18:40Z
Controller
  • San Jose, CA
  • onsite
  • Temporary
  • 114.00 - 132.00 USD / Hourly
  • <p>We are looking for a highly skilled Director of Finance to join our team in San Jose, California. As a key financial leader, you will oversee the company's accounting operations, financial reporting, and compliance efforts. This long-term contract position offers an exciting opportunity to contribute to the growth of a semiconductor business with complex financial structures and equity programs.</p><p><br></p><p><em>The ideal candidate combines strong technical accounting expertise with hands-on operational experience in a semiconductor or manufacturing environment and thrives in a fast-paced, global organization.</em></p><p><strong> </strong></p><p><em><u>JOB DESCRIPTION:</u></em></p><p><strong> </strong></p><p><strong>Cost of Goods Sold (COGS), Inventory Accounting & Gross Margins</strong></p><ul><li>Oversee worldwide cost accounting activities, including wafer fabrication, assembly and test, foundry costs, logistics, royalties, and manufacturing overhead.</li><li>Ensure accurate standard costing, variance analysis, and margin reporting.</li><li>Review and support inventory valuation, excess and obsolete (E& O) reserves, and lower-of-cost-or-net-realizable-value (LCNRV) assessments.</li><li>Partner with Operations and Supply Chain to understand cost drivers and improve forecast accuracy.</li></ul><p><strong> </strong></p><p><strong>Global Close & Reporting Support</strong></p><ul><li>Lead revenue and cost components of the monthly, quarterly, and annual close.</li><li>Prepare and review journal entries, account reconciliations, and flux analyses for company wide spending across all departments</li><li>Directly support Singapore cost team during close for month, quarter, year</li><li>Provide revenue and cost data and analysis to FP& A for forecasting and budgeting.</li><li>Support external audits and internal SOX controls related to revenue and inventory.</li></ul><p><strong> </strong></p><p><strong>System Management</strong></p><ul><li>Lead worldwide Oracle instance and other related business information systems</li><li>Ensure completion of various IT projects to ensure accurate data capture and recording of information supporting operations and areas of cost information responsibility</li></ul><p><strong> </strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage and mentor team of revenue and cost accounting professionals based out of US and Singapore</li><li>Establish clear goals, training, and development plans to support a high-performing team. </li></ul><p><br></p>
  • 2025-12-22T01:48:38Z
Associate Planner | Growing RIA Firm
  • Mountain View, CA
  • remote
  • Permanent
  • 120000.00 - 130000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
  • 2025-12-26T23:23:49Z
Human Resource (HR) Manager
  • Sacramento, CA
  • onsite
  • Permanent
  • 140000.00 - 160000.00 USD / Yearly
  • <p>Robert Half is seeking a proactive and strategic <strong>HR Manager</strong> to lead human resources operations across a dynamic and growing organization. This role is responsible for delivering consultative HR support, implementing policies and programs, and driving initiatives that align with business goals. The HR Manager will lead a team of HR professionals and collaborate closely with site leadership to foster a high-performance, compliant, and inclusive workplace. For more details on this position, please call Lisa Cole at 916-649-0832. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a strategic HR advisor to site leadership, aligning people strategies with business objectives.</li><li>Lead and develop a team of HR professionals supporting multiple locations.</li><li>Oversee employee relations, performance management, and workforce development initiatives.</li><li>Partner with union representatives and management to ensure consistent application of labor relations policies and compliance with wage/hour laws.</li><li>Drive continuous improvement in HR processes and policies through data analysis and benchmarking.</li><li>Facilitate organizational planning, talent management, and succession planning efforts.</li><li>Provide coaching and guidance to employees and leaders on career development, change management, and employee engagement.</li><li>Collaborate with cross-functional teams to implement HR programs that support business transformation and growth.</li><li>Ensure compliance with federal, state, and local employment laws and regulations.</li><li>Support strategic workforce planning and skills development across sites.</li></ul><p><br></p><p><br></p>
  • 2025-12-12T15:34:00Z
Fund Accountant | Global Private Equity Firm | SF HYBRID
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>global private equity firm</strong> that is expanding its finance team. 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>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><br></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>
  • 2025-12-26T23:13:52Z
Sr. Finance Manger - Reputable Venture Capital Firm
  • Palo Alto, CA
  • onsite
  • Permanent
  • 160000.00 - 180000.00 USD / Yearly
  • <p><strong>Interested in learning more?</strong> Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d be happy to connect and explore the opportunity with you!</p><p><br></p><p><strong>Senior Finance Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Senior Finance Manager</strong> to join a dynamic finance team supporting multiple investment funds and related entities. This role is pivotal in overseeing entity-level accounting, valuation analysis, and financial reporting. You will collaborate with fund administrators, auditors, and tax professionals to ensure accurate reporting, timely valuations, and clear investor communications. Additionally, you’ll lead special projects focused on system enhancements, process improvements, and financial platform upgrades.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Accounting, Reporting & Coordination</strong></p><ul><li>Review and oversee fund administrators’ work on financial statements, capital accounts, and investor allocations.</li><li>Manage components of the entity close process, including journal entries, NAV packages, and financial statement deliverables.</li><li>Coordinate and review capital calls, distributions, and investor notices for accuracy and compliance.</li><li>Prepare quarterly and annual financial reports for investors and internal stakeholders.</li><li>Partner with auditors and tax advisors to ensure timely audits and filings.</li><li>Drive consistency in reporting across funds, upper-tier entities, and management companies.</li></ul><p><strong>Valuation Analysis & Portfolio Metrics</strong></p><ul><li>Support valuation processes for portfolio companies, including fair value adjustments.</li><li>Collaborate with the investment team to analyze portfolio performance metrics.</li><li>Prepare valuation summaries and reports for quarterly reviews and investor communications.</li><li>Ensure valuation methodologies align with firm policies and accounting standards.</li></ul><p><strong>Operational Support</strong></p><ul><li>Serve as the primary point of contact for fund administrators on accounting and reporting matters.</li><li>Maintain accurate accounting records, investor data, and compliance documentation.</li><li>Coordinate reconciliations between funds, upper-tier partnerships, and management companies.</li></ul><p><strong>Special Projects & Systems Enhancements</strong></p><ul><li>Lead initiatives to improve process efficiency, system functionality, and reporting automation.</li><li>Drive onboarding and workflow improvements for fund administrators.</li><li>Assist with system upgrades, data integration, and enhancements to financial platforms.</li><li>Contribute to data accuracy initiatives and new reporting capabilities.</li></ul>
  • 2025-12-12T16:23:37Z
Staff Accountant
  • Castro Valley, CA
  • onsite
  • Permanent
  • 30.50 - 36.50 USD / Hourly
  • <p>Join our team as a Staff Accountant in Robert Half’s Full-Time Engagement Professionals (FTEP) program and experience the advantages of a stable, full-time position combined with a variety of engaging assignments. As part of our team, you’ll partner with clients across industries, take on key accounting projects, provide critical interim support, and drive meaningful results for the organizations you serve.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Key Responsibilities: </strong></p><ul><li>Perform general ledger accounting, journal entries, and account reconciliations.</li><li>Support month-end and year-end close processes, including financial statement preparation.</li><li>Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</li><li>Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</li><li>Prepare reports for management and provide recommendations for process improvements.</li></ul>
  • 2025-12-29T16:48:54Z
Bookkeeper
  • Sunnyvale, CA
  • onsite
  • Temporary
  • 36.00 - 43.00 USD / Hourly
  • <p>Our client is a small but rapidly growing construction firm located in Sunnyvale, CA. The team prides itself on delivering high-quality projects to its clients and is seeking a detail-oriented Bookkeeper to help support their ongoing expansion.</p><p>Position Summary: The Bookkeeper will play a key role in maintaining accurate financial records, processing transactions, and supporting the day-to-day accounting operations. Working closely with the project management and operations teams, this role will ensure efficient, timely, and accurate financial management using Sage 300 (Timberline).</p><p><br></p><ul><li>Manage day-to-day bookkeeping tasks, including accounts payable/receivable, bank reconciliations, and general ledger maintenance</li><li>Enter, code, and process invoices; track payments and deposits aligned with construction project schedules</li><li>Process and reconcile payroll and subcontractor payments</li><li>Maintain accurate records of job costs, project billings, change orders, and retention</li><li>Reconcile bank statements and credit card transactions monthly</li><li>Generate regular financial reports for management, including cash flow, expense tracking, and job profitability</li><li>Coordinate with project managers to ensure expenses and billing align with project milestones and contracts</li><li>Prepare documentation for tax filings and year-end audits as required</li><li>Assist with budgeting, forecasting, and supporting the implementation of better financial controls and procedures</li><li>Ensure compliance with company policies and regulatory requirements for the construction industry</li></ul><p><br></p>
  • 2025-12-17T21:34:11Z
Accounting Manager | RE Development
  • Oakland, CA
  • remote
  • Permanent
  • 135000.00 - 165000.00 USD / Yearly
  • <p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p><p> </p>
  • 2025-12-20T00:19:07Z
Senior Accountant – Leading Banking Institution
  • Dublin, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>Interested?</strong></p><p>Apply today and share your resume with me here on LinkedIn — I’d love to connect and explore whether this opportunity is the right fit for you.</p><p><br></p><p><strong>Senior Accountant</strong></p><p>Join a highly regarded financial institution committed to strengthening the financial well‑being of its members. With <strong>$9B in assets</strong> and a strong footprint across Northern California, this is an opportunity to make a meaningful impact while growing your career in a collaborative, people‑focused environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Perform complex operational accounting tasks and prepare detailed general ledger reconciliations.</li><li>Lead month-end close activities, including variance analysis and process improvements.</li><li>Prepare financial reports, technical accounting memos, and audit-ready documentation.</li><li>Partner with cross-functional teams to deliver accounting insights and strategic support.</li><li>Drive automation and efficiency enhancements using tools such as <strong>BlackLine</strong>.</li><li>Ensure compliance with <strong>GAAP</strong>, regulatory requirements, and internal control standards.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive compensation with performance-based bonus.</li><li>401(k) with <strong>3% Safe Harbor + 5% employer match</strong>.</li><li>Exceptional medical, dental, and vision benefits.</li><li>Tuition reimbursement and clear, achievable career growth paths.</li><li>Onsite fitness center and wellness incentives.</li><li>Discounts on loan products and additional employee perks.</li></ul>
  • 2025-12-16T17:04:46Z
Human Resource (HR) Business Partner
  • Sacramento, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p>Robert Half is currently seeking a strategic and collaborative <strong>HR Business Partner</strong> to join a dynamic team. This role will serve as a trusted advisor to business leaders, driving HR initiatives that support organizational goals and enhance employee engagement. The ideal candidate will bring a blend of strategic thinking, operational excellence, and a passion for people. For more details on this position, please call Lisa Cole at 916-649-0832. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner with leadership to align HR strategies with business objectives.</li><li>Provide guidance on organizational design, workforce planning, and talent management.</li><li>Lead employee relations efforts, ensuring fair and consistent practices.</li><li>Support performance management, coaching, and development initiatives.</li><li>Analyze HR metrics to inform decision-making and improve processes.</li><li>Champion diversity, equity, and inclusion efforts across the organization.</li><li>Collaborate with HR Centers of Excellence (COEs) to deliver seamless HR services.</li><li>Drive change management and communication strategies during organizational transitions.</li></ul><p><br></p><p><br></p>
  • 2025-12-12T15:34:00Z
Fund Accountant | SF FiDi
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a <strong>global private equity firm</strong> that is expanding its finance team. This is a fantastic opportunity for professionals in <strong>public accounting</strong> to transition into investment accounting, taking on <strong>immediate responsibility</strong> with strong career growth potential.</p><p>The firm offers a <strong>supportive, career-focused culture</strong> with mentorship, advancement opportunities, and generous rewards for quality work.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash position for assigned funds.</li><li>Calculate, record, and process fund and investment capital calls and distributions.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports.</li></ul><p><br></p>
  • 2025-12-26T23:28:51Z
Tax Manager - Prestigious Investment Firm
  • Berkley, CA
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a motivated and detail‑oriented professional to join our team. In this role, you will contribute to key operational, strategic, or technical functions and collaborate with cross‑functional partners to support organizational goals. This position is ideal for someone who thrives in a dynamic environment and enjoys taking ownership of their work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and execute core responsibilities related to the role, ensuring accuracy, timeliness, and adherence to internal policies.</li><li>Collaborate with internal and external stakeholders to support ongoing projects and operational workflows.</li><li>Provide clear, professional communication to team members, partners, or clients.</li><li>Analyze information, identify opportunities for improvement, and support decision‑making processes.</li><li>Participate in ad‑hoc tasks or initiatives as needed to support departmental goals</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with role responsibilities and market standards.</li><li>Access to professional development opportunities and learning resources.</li><li>Supportive, team‑oriented environment with opportunities for impact and growth.</li></ul>
  • 2025-12-19T21:08:58Z
Controller
  • Sacramento, CA
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p>We are working with a company that is growing and in need of a Controller for their Sacramento location. The ideal candidate will have a strong background in construction accounting, managing the day to day accounting of a small company or division of a company. If you are interested in this opportunity, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>As Controller, you’ll be responsible for the full scope of accounting and financial functions for the division, including:</p><ul><li>Financial Leadership: Partner with the division’s senior leadership to develop and execute medium- and long-term strategic financial plans.</li><li>Project Accounting: Ensure project revenues and costs are properly allocated, reported in accordance with GAAP, and aligned with company objectives.</li><li>Reporting & Analysis: Prepare accurate monthly financial statements and detailed analysis to support performance reviews and guide decision-making.</li><li>Budgeting & Forecasting: Lead the preparation of divisional budgets and forecasts; monitor results and identify opportunities for improvement.</li><li>Compliance & Controls: Ensure accurate and timely sales/use tax filings, balance sheet reconciliations, and internal controls are maintained and continuously improved.</li><li>Inventory & Job Costing: Maintain accurate inventory records, job status reporting, and work-in-process tracking; ensure timely billing and equipment usage capture.</li><li>Cross-Functional Collaboration: Serve as a financial advisor to operations, helping teams understand results and identify cost-saving or profit-enhancing opportunities.</li><li>Leadership & Development: Lead, mentor, and develop a team of 4 accounting professionals, ensuring accurate and efficient daily operations.</li><li>Audit & Tax Support: Assist with corporate-level audits, tax filings, and other regulatory reporting requirements.</li><li>Process Improvement: Continuously identify and lead initiatives to improve processes, automation, and reporting efficiency.</li></ul><p><br></p>
  • 2025-12-12T15:34:00Z
Administrative Assistant
  • West Sacramento, CA
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • <p><strong>Job Summary</strong></p><p>We are seeking a highly organized, proactive, and detail-oriented Administrative Assistant to support the daily operations of a construction and transportation company. The ideal candidate will be the backbone of our office, managing administrative tasks, coordinating communication, and ensuring smooth workflows between field teams, project managers, clients, and vendors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Greet visitors, answer and direct phone calls, and manage general email inquiries</li><li>Schedule and coordinate meetings, appointments, and travel arrangements for management and field staff</li><li>Prepare, edit, and distribute correspondence, reports, invoices, and bids</li><li>Maintain and update project files, permits, certifications, safety records, and compliance documents (both digital and physical)</li><li>Assist with payroll processing, time-sheet collection from field crews, and basic bookkeeping support using QuickBooks or similar software</li><li>Track and order office supplies, safety gear, and uniforms</li><li>Coordinate vehicle and equipment maintenance scheduling with fleet manager</li><li>Manage incoming/outgoing mail, shipments, and courier services</li><li>Assist in preparing bid packages, subcontract agreements, change orders, and close-out documents</li><li>Perform data entry and maintain accurate records in company CRM/ERP systems (e.g., Procore, Viewpoint, HCSS, or similar)</li><li>Provide general support to project managers and executives as needed </li></ul><p><br></p>
  • 2025-12-11T23:48:39Z
Tax Manager – Premier Investment Firm
  • Berkley, CA
  • onsite
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about this opportunity!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a motivated, detail‑oriented professional to join our team in a role that supports key operational and strategic functions. You’ll collaborate closely with cross‑functional partners, contribute to important initiatives, and take ownership of meaningful work. This position is well‑suited for someone who thrives in a dynamic environment and enjoys driving results with precision and professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and execute core responsibilities with accuracy, timeliness, and adherence to internal processes</li><li>Collaborate with internal and external partners to support ongoing projects and operational workflows</li><li>Communicate clearly and professionally with team members, stakeholders, and clients</li><li>Analyze information, identify areas for improvement, and contribute to informed decision‑making</li><li>Support departmental goals through ad hoc tasks, special projects, and evolving priorities</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with responsibilities and market benchmarks</li><li>Access to professional development resources and growth opportunities</li><li>A supportive, team‑oriented environment with room to make a meaningful impact</li></ul>
  • 2025-12-26T23:59:06Z
Senior Finance Accountant – Leading Bank Institution
  • Dublin, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><strong>Senior Accountant</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a talented <strong>Senior Accountant</strong> to support core operational accounting, general ledger reconciliations, and financial control activities. In this role, you’ll apply strong technical accounting knowledge, a sharp analytical approach, and effective problem‑solving to enhance the accuracy and efficiency of our financial operations. You’ll partner cross‑functionally, contribute to audits, help drive automation initiatives, and provide mentorship to associate‑level team members.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Apply relevant technical accounting standards to new and existing products</li><li>Lead month‑end close activities, including journal entries and variance analysis</li><li>Prepare financial analyses and deliver reporting for senior leadership</li><li>Draft and support technical accounting memos and related documentation</li><li>Review and approve complex general ledger reconciliations</li><li>Collaborate with internal teams to resolve discrepancies and improve processes</li><li>Support internal and external audits with clear, well‑organized documentation</li><li>Contribute to automation initiatives using tools like <strong>BlackLine</strong></li><li>Identify opportunities for process improvements and strengthened controls</li><li>Ensure compliance with applicable regulations, policies, and internal standards</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with bonus opportunities</li><li>Comprehensive medical, dental, vision, and life insurance</li><li>401(k) with employer match and safe harbor contributions</li><li>Employee discounts on loan products</li><li>Tuition reimbursement and professional development support</li><li>Onsite fitness center and wellness incentives</li><li>Employee Assistance Program (EAP)</li><li>Modern office environment with a collaborative, team‑oriented culture</li></ul>
  • 2025-12-22T17:54:01Z
Associate Planner | RIA Firm
  • Mountain View, CA
  • remote
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
  • 2025-12-20T00:19:07Z
Entry Level Accountant
  • Martinez, CA
  • onsite
  • Permanent
  • 24.50 - 30.50 USD / Hourly
  • <p>Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant and gain hands-on experience across diverse client projects, develop valuable skills, and grow your professional network—all with the stability and benefits of full-time employment. Apply now to start building your accounting career with our team.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><p>·      Assist with general ledger entries and account reconciliations</p><p>·      Support month-end and year-end close processes</p><p>·      Help prepare financial statements and reports</p><p>·      Perform data entry and maintain accurate financial records</p><p>·      Contribute to special projects across multiple industries</p><p><strong>Why Join Us?</strong></p><p>·      Be part of an innovative and respected organization</p><p>·      Build a strong foundation for your accounting career</p><p>·      Gain exposure to different systems, teams, and industries</p>
  • 2025-12-29T14:39:07Z
EL Accountant
  • Martinez, CA
  • onsite
  • Permanent
  • 23.50 - 30.50 USD / Hourly
  • <p>Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant and gain hands-on experience across diverse client projects, develop valuable skills, and grow your professional network—all with the stability and benefits of full-time employment. Apply now to start building your accounting career with our team.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
  • 2025-12-29T14:39:07Z
Entry Level Accountant
  • Hayward, CA
  • onsite
  • Permanent
  • 23.50 - 30.50 USD / Hourly
  • <p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant. This full-time role offers hands-on experience with a variety of clients, helping you build key accounting skills, contribute to significant projects, grow your professional network, and enjoy the stability and growth opportunities of permanent employment.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located on LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Support Accounts Payable and Receivable</li><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
  • 2025-12-29T19:14:01Z
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