<p>A boutique, family-owned winery is seeking a Controller to oversee all aspects of financial operations and provide strategic financial leadership. This role is responsible for ensuring strong internal controls, accurate financial reporting, and effective inventory costing in partnership with production. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced environment where confidentiality and accuracy are key.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Lead the preparation of timely, accurate monthly financial statements.</li><li>Review and finalize monthly, quarterly, and annual reporting packages in full compliance with GAAP.</li><li>Develop and maintain cash flow forecasts to guide business decisions.</li><li>Consolidate financial results across multiple entities.</li><li>Oversee account reconciliations and ensure accuracy across all ledgers.</li><li>Manage select California and TTB compliance reporting, and coordinate with outside consultants as needed.</li><li>Supervise, mentor, and inspire a small accounting team.</li><li>Manage banking relationships, reporting, and compliance requirements.</li><li>Implement and refine processes to strengthen internal controls.</li><li>Interpret and analyze complex financial data to provide insights and recommendations for improved profitability.</li><li>Direct annual financial statement reviews and coordinate tax preparation.</li><li>Take ownership of special projects that support the winery’s growth and efficiency.</li></ul><p><br></p><p><br></p>
<p>Are you a seasoned accounting leader with a passion for wine and production environments? We’re seeking a <strong>Controller</strong> to oversee the financial health of a multi-entity winery operation. This is a hands-on leadership role responsible for the full spectrum of accounting activities—from general ledger oversight to internal reporting and team management. For more information, please call Robyn: 707.387.0299</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Lead all financial reporting and month-end close processes</li><li>Prepare and analyze internal financial statements and performance reports</li><li>Maintain and improve internal controls, policies, and procedures</li><li>Manage budgeting and forecasting by department and entity</li><li>Collaborate cross-functionally with operations to ensure inventory accuracy</li><li>Supervise and mentor a high-performing accounting team</li><li>Coordinate external audits and tax filings in partnership with CPAs</li><li>Departmental budget development and variance analysis</li><li>Balance sheet reconciliations and general ledger mapping</li><li>Bank reconciliations and cash flow monitoring</li><li>Oversight of inventory accounting and operational costs</li><li>Team leadership, coaching, and performance management</li><li>Support strategic decisions through special projects and ad hoc analysis</li></ul><p><br></p>
<p><strong>Senior Controller / Associate to Mid-Level CFO</strong></p><p>Are you a hands-on financial leader with a passion for building systems, driving operational excellence, and serving with integrity? This is a rare opportunity to join a private family office at a formative stage—taking a central role in shaping its internal infrastructure and long-term success.</p><p><br></p><p><strong>About the Role</strong></p><p>This newly created position supports a multi-generational family known for its philanthropic leadership and civic engagement. The office is transitioning core financial and tax functions in-house, and seeks a proactive, detail-oriented professional to lead this evolution. You’ll report directly to the Family Office President and serve as a trusted partner in managing financial operations across multiple entities and households.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Strategic Operations & Management</strong></p><ul><li>Build and oversee internal financial operations including accounting, bill pay, banking, and tax.</li><li>Design scalable systems, workflows, and controls to support growth.</li><li>Manage the transition from outsourced providers to in-house operations.</li><li>Act as the first point of contact for financial and operational issues.</li></ul><p><strong>Banking, Cash Management & Bill Pay</strong></p><ul><li>Establish secure, efficient bill pay processes and cash management systems.</li><li>Maintain controls for account access, approvals, and reconciliations.</li><li>Manage vendor relationships and ensure timely payments.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Maintain general ledgers and chart of accounts across trusts, LLCs, corporations, and households.</li><li>Prepare financial reports and user-friendly materials for family members.</li><li>Develop and monitor budgets for capital planning and spending oversight.</li><li>Oversee payroll and employee reimbursements.</li></ul><p><strong>Tax Planning & Compliance</strong></p><ul><li>Manage the annual tax calendar and ensure timely filings and payments.</li><li>Maintain organized tax records and support strategic tax planning.</li></ul><p><strong>Insurance</strong></p><ul><li>Secure and manage insurance coverage across personal and business assets.</li><li>Oversee renewals, claims, and cost evaluations.</li></ul><p><strong>Entity Administration & Legal Coordination</strong></p><ul><li>Maintain governance documentation and compliance for all family entities.</li><li>Track filings, renewals, and deadlines to ensure good standing.</li><li>Develop reference materials to support continuity and execution.</li></ul><p><strong>What’s Offered</strong></p><ul><li>A collegial, purpose-driven workplace with a respectful culture.</li><li>Flexibility around hybrid/on-site arrangements.</li><li>Competitive compensation and excellent benefits.</li><li>The opportunity to shape the future of a growing, multi-generational family office</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a <strong>CFO </strong>for a private, mission-driven <strong>family office</strong>. This full-time, permanent role is based in <strong>Marin County </strong>with a hybrid schedule.</p><p> </p><p>The family is known for their philanthropic leadership, civic involvement, and strong commitment to the community. Their office offers a warm, collaborative culture with a healthy work-life balance and a deep appreciation for each team member's contributions.</p><p> </p><p>This is a rare opportunity to join at a key moment. The office is bringing financial and tax operations in-house after years of outsourcing and is seeking a hands-on Controller to help build and lead this next chapter. You’ll play a central role in shaping internal systems, driving financial strategy, and making a long-term impact in a highly trusted environment.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee all internal financial operations, including accounting, bill pay, banking, and tax functions across entities and households.</li><li>Design and implement efficient systems and workflows to support future growth.</li><li>Manage bill payments and cash flow while maintaining strong relationships with vendors and service providers.</li><li>Prepare financial statements, track budgets, and deliver clear reporting to support family decision-making.</li><li>Manage tax planning and compliance—individual, trust, and partnership filings included.</li><li>Maintain insurance coverage, oversee renewals, and keep entity/legal documentation up to date.</li><li>Partner closely with the Family Office President on daily priorities and key initiatives.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
<p>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. This role requires an accomplished financial leader to manage diverse accounting functions, ensure compliance, and optimize processes. The ideal candidate will bring a strong mix of technical expertise, leadership capabilities, and industry experience.</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic and operational leadership across all accounting functions, ensuring efficiency and accuracy.</p><p>• Manage and mentor a team of 10 accounting professionals, guiding their development and aligning their growth with organizational goals.</p><p>• Oversee monthly, quarterly, and annual financial close processes, ensuring timely and accurate reporting.</p><p>• Lead due diligence and integration efforts for mergers and acquisitions, ensuring seamless transitions for both new and existing associates.</p><p>• Supervise client billing processes tied to assets under management and oversee variable compensation systems for advisors.</p><p>• Direct payroll and benefits administration, ensuring compliance and effective management.</p><p>• Implement and maintain robust financial systems, processes, and internal controls to protect company assets and ensure data accuracy.</p>
We are looking for an accomplished Controller to oversee financial operations and ensure accuracy in accounting practices for a group of companies. This role involves managing an expanding accounting team while maintaining robust internal controls and preparing comprehensive financial reports. The ideal candidate will have extensive experience in accounting leadership and the ability to enhance systems and processes effectively.<br><br>Responsibilities:<br>• Lead and supervise all accounting operations, including general ledger management, payroll, accounts payable/receivable, and fixed asset tracking.<br>• Oversee the month-end close process to ensure timely and accurate completion.<br>• Develop and implement policies and procedures to address current and anticipated business needs.<br>• Prepare detailed financial statements on a monthly, quarterly, and annual basis.<br>• Establish and maintain strong internal controls to ensure compliance with company policies.<br>• Manage and optimize accounting systems to improve efficiency and data accuracy.<br>• Provide mentorship and leadership to the accounting team, fostering growth and development.<br>• Collaborate with auditors to ensure successful completion of annual external audits.<br>• Conduct financial analyses to support strategic decision-making.<br>• Monitor intercompany reconciliations and ensure proper documentation.
<p>We are actively searching for a Controller with a focus on Real Estate & Property. Based in San Ramon, California, this role involves overseeing accounting functions, leading a team, and demonstrating strong business acumen. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage and lead staff within the Accounting and Finance Department.</li><li>Supervise all accounting functions, including monthly and yearly financial close processes.</li><li>Review financial reports and reconciliations for semi-annual reporting.</li><li>Lead the annual budget planning and reforecasting, ensuring timely communication and coordination.</li><li>Analyze and review monthly cash flow models.</li><li>Continuously assess and improve accounting procedures for greater efficiency.</li><li>Ensure compliance with technical accounting standards through research and documentation.</li><li>Act as the main contact for external auditors and manage audit procedures.</li><li>Maintain and update payroll budgeting, forecasting, and allocations.</li><li>Oversee banking operations, such as wire transfers, account setups, credit cards, and compliance.</li><li>Evaluate operational aspects of lender and cash management agreements.</li><li>Collaborate effectively with cross-functional teams and departments.</li><li>Define, implement, and refine departmental policies and performance expectations.</li></ul>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
<p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><p><br></p>
<p>We are looking for a motivated Project Controller and Finance Business Partner to join our Finance and Operations team in San Francisco, California. This role combines project financial management with firm-wide forecasting and strategic advisory within a detail-focused services environment. The ideal candidate thrives in a collaborative setting, excels at managing multiple priorities, and is eager to contribute to organizational growth while building strong internal relationships. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Serve as a financial advisor to studio leaders and project managers, offering guidance on budgeting, labor utilization, and project profitability.</p><p>• Collaborate with project teams to set up budgets, track costs, and monitor financial health, ensuring compliance with contract terms.</p><p>• Review and manage financial and tax-related aspects of client and supplier agreements for alignment with organizational policies.</p><p>• Prepare monthly and quarterly financial reports, analyzing project-level and consolidated firm performance.</p><p>• Oversee invoicing, billing, and revenue recognition processes while maintaining communication with clients.</p><p>• Reconcile subcontractor expenses and ensure accurate tracking of project expenditures.</p><p>• Identify opportunities to optimize fee structures and improve profitability margins.</p><p>• Support leadership with ad-hoc financial reviews, process improvements, and strategic analysis.</p><p>• Enhance financial systems and workflows in collaboration with IT and other teams.</p><p>• Mentor less experienced finance team members to strengthen organizational capabilities.</p>
<p>We are looking for a dedicated Patient Financial Services Supervisor to oversee medical billing operations in a healthcare environment. This long-term contract position is based in French Camp, California, and offers an excellent opportunity to lead a team responsible for ensuring accurate claims processing and maximizing reimbursements. The ideal candidate will have a strong background in medical billing and coding, along with proven leadership skills.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the daily operations of the medical billing and collections team to ensure efficiency and accuracy.</p><p>• Identify and resolve complex billing issues, including denials, appeals, and system errors.</p><p>• Collaborate with insurance companies, internal departments, and external stakeholders to streamline processes and improve reimbursement outcomes.</p><p>• Train and mentor staff on billing policies, compliance standards, and industry updates.</p><p>• Audit and review claims such as UB-04 and CMS-1500 to ensure accuracy and adherence to guidelines.</p><p>• Monitor account workflows and implement strategies to enhance productivity and cash flow.</p><p>• Prepare detailed reports and analyses on billing performance and account status.</p><p>• Ensure compliance with Medicare, Medicaid, and commercial payer requirements.</p><p>• Leverage billing systems and tools to optimize operations and reduce errors.</p><p><br></p><p>For immediate consideration please call Cortney at 209-225-2014 </p>
<p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
