73 results for Chief Financial Officer in Walnut Creek, CA

CFO Chief Financial Officer (CFO)Location: San Jose, California - On SiteIndustry: Technology ManufacturingPosition Overview:The Chief Financial Officer (CFO) reports directly to the Chief Executive Officer (CEO) and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.This role requires extensive experience in the manufacturing sector. Key Responsibilities<ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul>Required Qualifications<ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of 10+ years of progressive experience in finance and accounting, with at least 10 years in leadership roles.</li><li>Direct experience in the manufacturing industry is required.</li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul>Preferred Qualifications<ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li>IATR Certification is a plus</li></ul>

CFO We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management. Property Operations Responsibilities:<ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul>Estate Planning Responsibilities:<ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul>Partnership Accounting Responsibilities:<ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul>

CFO for Family Office Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: CFO for Family Office Location: Marin; 3 days in officeSalary: $215-300k(DOE) + bonus + benefits About the Role:A newly established family office is seeking a hands-on and driven CFO — their first dedicated finance hire. This is a unique opportunity to build the finance function from the ground up, offering strong growth potential for the right candidate. We are open to individuals at the Controller to junior CFO level who are excited to grow alongside the organization. Key Responsibilities:<ul><li>Set up and manage bill pay systems and processes.</li><li>Build and maintain a comprehensive chart of accounts.</li><li>Develop and monitor budgets to support capital planning, spending oversight, and strategic decision-making.</li><li>Oversee payroll administration, employee reimbursements, and related financial operations.</li><li>Ensure accuracy, consistency, and completeness of all financial records and reporting.</li><li>Implement systems, processes, and controls to support the evolving needs of the office.</li><li>Act as a trusted financial advisor to the principals, offering insights to support informed financial and operational decisions.</li></ul>

CFO for Family Office Michelle Espejo with Robert Half Finance & Accounting is recruiting for a CFO on behalf of a private, mission-driven family office based in Marin County. This is a full-time, permanent role with a hybrid schedule, supporting two generations across multiple households. 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. 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. Responsibilities:<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>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Controller We are looking for an experienced Controller to lead the financial operations of our organization in Novato, California. This role demands a strategic thinker with a strong grasp of financial reporting, compliance, and budget management. The ideal candidate will play a critical part in ensuring accurate financial oversight while fostering collaboration across teams. Responsibilities: • Manage the preparation of monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with accounting standards. • Coordinate the development and monitoring of operating, capital, and program budgets, providing detailed reporting and analysis. • Oversee daily accounting operations, including cash flow management, internal controls, and financial recording to support organizational goals. • Implement best practices for fiscal management, cross-team communication, and streamlined workflows. • Ensure compliance with local, state, and federal financial regulations by staying updated on applicable legislation and taking appropriate action. • Supervise and train accounting staff, providing hands-on guidance and oversight of daily processes. • Collaborate with external tax preparers to ensure timely and accurate tax filings while maintaining compliance with regulatory deadlines. • Evaluate and enhance financial systems, including accounting software, initiating upgrades or new implementations as needed. • Present financial data using dashboards and visual formats to improve accessibility and understanding. • Support senior leadership with budget proposals, project finance insights, and compliance reporting.

Accounting Supervisor We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities. Responsibilities:<ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul>

P-RHF-FINANCIAL-Controller CORPORATE CONTROLLER The Controller will oversee all of the activity of accounting operations and be responsible for creating internal controls and accounting processes that produce accurate and meaningful financial information for internal and external decision-making. Maintain relationships with banks and financing agencies. Perform strategic planning, budgeting, treasury functions, and coordinates related staff activities. Oversee the Accounting Staff to ensure that financial information produced by the Accounting Department is accurate, timely, meaningful, and supports multiple, diverse entities. Establish property audit guidelines and ensure Property financial review identifies major exceptions and monitors corrective actions. Assess Internal and External financial information needs and develop reporting and training necessary to ensure meaningful financial reporting. Ensure that Accounting is in compliance with regulatory and partnership requirements. Monitor treasury function to efficiently manage cash flow distributions and collections and working capital needs. Develop long-range forecasts and maintain long-range financial plans. Responsibilities:• Oversee the Accounting Department to ensure accurate, timely, and meaningful financial information.• Establish property audit guidelines and monitor property financial review to identify and correct major exceptions.• Assess internal and external financial information needs and develop reporting and training to ensure meaningful financial reporting.• Ensure compliance with regulatory and partnership requirements within the Accounting Department.• Lead the Accounting team: Recruit, hire, train, and develop staff.• Establish systems, processes & procedures to improve accuracy and ensure accountability for all direct reports.• Ensure proper financial controls are implemented to prevent misappropriation of funds or assets.• Monitor cost accounting system that tracks cash flow, expenses, and budget variances from pre-development to construction completion.• Oversee the implementation of new accounting systems.• Establish guidelines and ensure Corporate financial statements, audits, tax returns, cash flow forecasts and budgeting meet organization objectives.• Delegate responsibilities effectively and discuss performance issues with staff regularly.• Coordinate with department heads to prepare annual operating budgets.• Develop long-range forecasts and maintain long-range financial plans.

Finance Manager Key Responsibilities Budgeting and Long-Range Planning: • Prepare timely, accurate and commercially focused budget and 3 Year Plan • Challenge commercial team on business issues and revenue/cost assumptions • Develop granular, zero-base cost budgets to ensure proper resourcing • Anticipate likely review questions and answer them in advance with supporting analysis • Provide accurate and timely revenue and expense journals to shared services team • Prepare variance commentary for key movements vs the latest forecast – revenue, expense, HC • Update monthly rolling forecast with guidance from Finance Director Other Responsibilities: • Scenario planning • Model pricing strategies – discounts, rate tiers, revenue optimization • Prepare financial plans in support of product launches and capital expenditures • Provide decision support around staffing changes, sales resource planning/commissioning, etc. • Ensure accurate weekly sales reports prepared and distributed on time • Other ad-hoc reporting and analysis as required Requirements: • Firm grasp of financial processes and systems including Enterprise-level ERP systems (Oracle, SAP), Planning & Forecasting platforms (TM1), CRM systems (Salesforce), and excellent Excel, PowerPoint and financial modelling skills • Strong analytical skills; evaluates problems from both tactical and strategic perspectives • Excellent communication; influences business stakeholders at numerous levels and senior leaders around their performance • Attention to detail; able to apply technical accounting and finance expertise pragmatically, while maintaining high levels of accuracy and complying with corporate policies • 5+ years of experience of commercial finance business partnering

Assistant Controller PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ASSISTANT CONTROLLER/CONTROLLER155K-175K+BONUS Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department. Responsibilities:-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.-Prepare and analyze financial statements (income statements and balance sheets)-Review/manage work-in-progress quarterly, working closely with project managers.-Manage cash flow with line of credit-Oversee accounts payable and accounts receivable processes.-Ensure timely and accurate processing of invoices, payments, and collections.-Manage payroll functions and compliance with payroll tax requirements.-Ensure compliance with local, state, and federal regulatory requirements.-Coordinate audits and financial reviews, providing necessary documentation and explanations.-Communicate financial information effectively to non-financial stakeholders.

Controller We are seeking a Controller to oversee financial operations, ensure compliance, and drive financial strategy for a stunning and growing resort. This is an exciting opportunity for a strong leader to optimize financial operations, manage reporting, cash flow, banking relationships, audits, and lead a talented accounting team.For more information, call Robyn directly at 707-387-0299. Key Responsibilities:Financial Operations & Reporting<ul><li>Maintain and update the chart of accounts for accurate financial classification.</li><li>Prepare and analyze financial statements (monthly, quarterly, annual).</li><li>Generate financial reports by department to support decision-making.</li><li>Oversee general ledger accuracy, journal entries, and account reconciliations.</li></ul>Accounting & Internal Controls<ul><li>Conduct internal audits to monitor workflows, costing, and pricing.</li><li>Implement cash management best practices and financial policies.</li><li>Ensure compliance with tax regulations, budgeting standards, and forecasting.</li></ul>Banking & Compliance<ul><li>Manage banking relationships and optimize financial services.</li><li>Lead worker’s compensation audits, insurance renewals, and risk management.</li><li>Maintain compliance with business registrations and tax liabilities.</li></ul>Leadership & Team Management<ul><li>Supervise and provide leadership to:</li><li>AP representatives, staff accountants, accounting clerks</li><li>Receiving agents, hotel & retail purchasing employees</li><li>Foster a collaborative, solution-oriented work environment.</li></ul>

Finance Manager We are looking for a highly skilled Finance Manager to join our team on a contract basis in San Francisco, California. In this role, you will leverage your expertise in financial planning, reporting, and multi-entity consolidations to drive strategic insights and optimize workflows. This position offers the opportunity to collaborate with cross-functional teams and contribute to the financial success of our organization. Responsibilities: • Oversee the financial consolidation and reporting processes using Datarails, ensuring accuracy and timeliness across multiple entities. • Manage budgeting, forecasting, and variance analysis to support strategic decision-making. • Analyze complex financial data to provide actionable insights for senior leadership. • Collaborate with various departments to implement cost-saving strategies and enhance financial efficiency. • Automate financial processes by leveraging tools like Datarails and Excel, while addressing and resolving reporting challenges. • Ensure accurate intercompany transactions and eliminate redundancies in multi-entity consolidations. • Support system upgrades and integrations to streamline financial workflows and improve efficiency. • Stay informed about industry trends and regulatory updates to maintain compliance with financial policies and procedures.

Director of Internal Audit We are offering an exciting opportunity located in Oakland, California. The role of an Audit Director involves managing auditing processes and utilizing various accounting software systems. This position is pivotal in maintaining the financial accuracy and integrity of our operations. Responsibilities:<ul><li>Supports internal audits, advisory services, investigations, external audit coordination, and strategic initiatives</li><li>Develops and implements the annual audit plan</li><li>Leads complex audit, advisory, and investigation projects</li><li>Develops training programs and ensures compliance with professional standards</li><li>Participates in the preparation and execution of audit plans</li><li>Advises on financial, HR, IT, and operational issues</li><li>Assists in developing policies, methodologies, and monitoring services</li><li>Manages staff and co-sourcing partners, fostering professional growth</li><li>Collaborates on strategic direction and internal audit decisions</li><li>Promotes a customer-focused, collaborative environment</li></ul>

Director of Finance We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business. Responsibilities: • Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations. • Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies. • Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders. • Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy. • Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters. • Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts. • Developing, documenting, and maintaining control systems within the Hotels to ensure compliance. • Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support. • Working within the Talent Management System to ensure the departmental performance of staff is productive. • Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.

Controller PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS CONTROLLER - REAL ESTATE We are looking for an experienced Controller to oversee accounting and financial operations for a portfolio of commercial properties. This is an excellent opportunity to join a stable well established company offering stability good work/life balance. Responsibilities:• Perform comprehensive accounting functions, including monthly journal entries, financial statement preparation, and bank reconciliations.• Prepare and distribute monthly financial reports, including variance analysis and cash flow projections.• Manage accounts receivable processes, ensuring timely cash receipts, tenant billing adjustments, and ledger reconciliations.• Oversee accounts payable operations by reviewing invoice coding and approvals and maintaining proper audit trails.• Develop and analyze annual income and expense budgets, inputting budget data into Yardi software.• Interpret lease agreements to create abstracts, rent projections, and detailed cash flow forecasts.• Conduct year-end reconciliations and manage audits for commercial properties.• Collaborate with property management teams to document and explain variances in quarterly and annual reports.• Ensure compliance with accounting standards and practices while meeting reporting deadlines.• Utilize advanced Excel and Yardi capabilities to streamline financial processes and reporting

Assistant Controller We are looking for a detail-oriented and experienced Assistant Controller to join our team in Fairfield, California. This role involves managing financial operations, ensuring accuracy in reporting, and supporting the organization’s fiscal objectives. The ideal candidate will bring strong leadership skills and a deep understanding of accounting principles to oversee financial processes and drive operational efficiency. Responsibilities: • Prepare and deliver accurate and timely monthly financial statements and daily cash management reports. • Oversee month-end closings, balance sheet reconciliations, and ensure the accuracy of financial data. • Manage cash flow, including weekly payment selections, international wire transfers, and credit line maintenance. • Generate and analyze monthly gross margin reports and customer profit and loss statements. • Coordinate and support bank audits and year-end reviews to ensure compliance. • Supervise the Accounting Manager while providing indirect oversight of Accounts Receivable and Accounts Payable functions. • File quarterly sales and use tax reports in adherence to regulations. • Maintain and enhance internal controls while following all applicable policies and procedures. • Collaborate with the Controller to address financial issues and propose actionable recommendations. • Assist with the annual budget process and perform additional tasks or reconciliations as needed.

Family Office Tax Manager Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Family Office Tax Manager at a an esteemed venture capital firm. This is a full-time permanent role based in Palo Alto with a Hybrid schedule. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development. With a commitment to a true work-life balance, the firm promotes a standard 40-hour work week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move. Responsibilities:<ul><li>Overseeing tax returns for family office clients</li><li>Nurturing client relationships</li><li>Conducting and reviewing tax assessments, extensions, and returns</li><li>Performing in-depth tax issue research and responding to notices</li><li>Assisting the CFO and Directors on special projects</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

FP&A Manager We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis. Responsibilities: • Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives. • Construct and manage financial models to examine revenue, costs, profitability, and trends. • Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies. • Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities. • Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs). • Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making. • Enhance and simplify financial processes and reporting systems to boost efficiency and precision. • Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business. • Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.

Controller Our client is a privately held and highly regarded real estate company specializing in both the development and management of a diverse portfolio of properties. The organization has a long-standing reputation for quality, innovation, and community-centered developments. This is an exciting opportunity to join a firm that combines entrepreneurial thinking with operational excellence. Position Overview:The Controller will play a critical leadership role within the organization, overseeing all aspects of accounting and financial management to ensure the company’s continued growth and success. Reporting directly to the CFO, the Controller will manage the day-to-day accounting operations, provide strategic financial insights, and support the executive team in making informed decisions. Key Responsibilities:Financial Management & Reporting:<ul><li>Oversee the preparation and delivery of accurate and timely financial statements in accordance with GAAP.</li><li>Manage monthly, quarterly, and annual close processes, ensuring all financial reports and reconciliations are completed on time.</li><li>Develop budgets, forecasts, and cash flow projections to support both operations and new development projects.</li></ul>Accounting Operations:<ul><li>Supervise the accounting team, including Accounts Payable, Accounts Receivable, Payroll, and General Ledger functions.</li><li>Monitor and maintain internal controls to ensure the integrity of financial records and compliance with applicable laws and regulations.</li><li>Oversee accounting for real estate development projects, including job costing, construction draws, and capitalization of completed assets.</li></ul>Property Management Finance Support:<ul><li>Collaborate with property management teams to monitor property-level performance, analyzing variances, and advising on strategies to optimize NOI (Net Operating Income).</li><li>Ensure timely preparation of property management financials, including tenant billings, CAM reconciliations, and lease compliance.</li></ul>Strategic Planning & Analysis:<ul><li>Provide financial analysis on existing assets, acquisition opportunities, and development initiatives to support strategic decision-making.</li><li>Play an active role in identifying opportunities for operational improvements in the financial and development processes.</li></ul>Regulatory Compliance & Tax:<ul><li>Partner with external tax firms to coordinate the preparation of federal and state tax returns.</li><li>Stay updated on real estate and construction-specific tax laws (e.g., 1031 exchanges, depreciation, interest expense limitations).</li><li>Ensure compliance with all lender reporting requirements for construction loans and permanent financing.</li></ul>Leadership & Collaboration:<ul><li>Hire, mentor, and develop accounting staff, fostering a collaborative and accountable team environment.</li><li>Work closely with project managers, asset managers, and other departments to streamline workflows and ensure alignment across the organization.</li></ul>

Controller at Family Office Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Controller on behalf of a private, mission-driven family office based in Marin County. This is a full-time, permanent role with a hybrid schedule, supporting two generations across multiple households. 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. 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. Responsibilities:<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>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Controller at Start Up Family Office Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Controller on behalf of a private, mission-driven family office based in Marin County. This is a full-time, permanent role with a hybrid schedule, supporting two generations across multiple households. 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. 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. Responsibilities:<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>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Controller The Controller is responsible for overseeing the Company’s accounting activities including general ledger preparation, financial reporting, and operational analysis. This position also evaluates and ensures that the system of internal accounting controls is adequate, supports budget and forecast functions and provides analyses and recommendations to Senior Management. Job Duties Ensure accurate and timely month-end and year-end accounting closesComplete financial reporting and analyses within established timelinesRespond to executive inquiries regarding financial results and special reporting and analysis requests including maintaining client financialsEnsure accurate financial data is provided by the collection system. This includes accurate and timely posting of transactions, effective balancing and control procedures, and accurate and timely client reportingPrepare annual budget, forecasts, and variance analysis by business segmentCoordinate annual financial statement audit, and provide accounting support for statutory and client auditsManage operational cash availability, forecasting, and bankingManage expense authorization process to ensure that vendor invoices are reviewed and approved by an authorized approver prior to processing paymentsEnsure that balance sheet accounts are being reconciled and that any discrepancies between the ledger balances and supporting operational systems are researched and resolvedManagement of staff, including hiring, coaching, and development of staff. Administrative tasks such as time-keeping and management of assignmentsEvaluate department workflows and document internal control proceduresDevelop plans for efficiency improvements without compromising accuracyAbility to establish and maintain positive working relationships with other employeesAbility to meet department attendance requirementsAbility to work effectively under departmental pressure/stress situationsAssist with Requests for Proposal for potential new client acquisitionsReview commission and bonus calculations for accuracy and consistency with programs’ documentationPerforms other similar or associated duties as necessary to accomplish job objectives in an effective manner as assigned by Management or as responsibilities necessitate

Controller PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL200K-250K Responsibilities-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds-Maintain the general ledgers and accounting entries for the Family and their investment portfolio- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.-Preparation of quarterly performance track record reporting-Liaise with external auditors and manage the annual audit process for the fund(s).- Work closely with Executive team on maintaining and improving the internal control framework -Manage and mentor a staff Requirements:-Bachelor’s degree in business, accounting, or finance-Public/private mix, CPA preferred-Family Office or Fund Accounting experience-Experience working with auditors and fund administrators required-Strong analytical skills, attention to detail, and accuracy

Controller We are on the search for a Controller to join our team in Concord, California. In this role, your main focus will be to manage all financial aspects of the business, including accounting operations, financial reporting, and budgeting. This position is in the manufacturing and construction industry, and thus requires a strong understanding of the related accounting principles. Responsibilities: • Oversee the accuracy and integrity of all financial data • Develop, implement, and uphold accounting policies and procedures • Handle the company's accounts payable, accounts receivable, general ledger, and payroll operations • Manage the closing processes at the end of each month and year • Prepare and analyze financial statements in accordance with GAAP on a monthly, quarterly, and annual basis • Develop and maintain key performance indicators (KPIs) to monitor financial performance • Provide insightful financial analysis to support strategic decision-making • Prepare and present financial reports to senior management and external stakeholders • Develop and manage the annual budget and forecasting process, including monitoring budget variances and providing explanations for deviations • Establish and maintain effective internal controls to safeguard company assets • Ensure compliance with all relevant accounting standards, tax regulations, and legal requirements • Oversee job costing, including tracking project costs and revenue recognition • Manage and understand the cost of materials, labor, and overhead within a manufacturing and construction environment • Understand and manage the subcontractor accounting for construction contracts • Foster a collaborative and high-performing work environment within the accounting team.

Assistant Controller We are offering an exciting opportunity in the accounting industry, based in SAN FRANCISCO, California. We are in need of an Assistant Controller who will be involved in a variety of accounting functions, including handling Accounting Software Systems, ADP - Financial Services, Concur, Crystal Reports, and DCAA. For immediate consideration, please contact Tra Nguyen directly via Linked-In. Responsibilities:<ul><li>Support the senior controller in preparing monthly financial statements and maintaining internal controls</li><li>Research accounting standards and tax issues for compliance and accuracy</li><li>Reconcile and analyze specific general ledger accounts as assigned</li><li>Monitor aging and transactions of designated balance sheet accounts</li><li>Handle invoicing and tracking of agency-wide expenses</li><li>Contribute to financial forecasting and projections</li><li>Work with CFO, senior controller, and affiliate accounting manager to manage affiliate financial reports</li><li>Prepare audit documentation for annual external reviews</li><li>Conduct petty cash counts and resolve discrepancies across the agency</li><li>Assist with weekly bank deposits and monitor monthly insurance and benefit payments</li><li>Lead and support ad hoc projects as assigned by leadership</li><li>Aid in training and development of finance staff</li><li>Partner with the senior controller to develop departmental strategies and performance benchmarks</li><li>Collaborate with HR on payroll and union-related processes</li><li>Supervise and mentor the affiliate accounting manager and senior accountant</li></ul>

Controller We are in search of a Controller to join our team located in Napa, California. This role is primarily accountable for the management of financial operations within our organization. The Controller will be responsible for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions, as well as providing strategic financial insights and proactive risk management. Prior experience in a closely held business with construction, vineyards, and wine production is preferred. Responsibilities• Oversee the accuracy and compliance of all accounting functions, including accounts payable and receivable, auditing, and general ledger management.• Develop and implement financial systems, processes, and internal controls to ensure operational efficiency.• Coordinate and maintain strong relationships with banking teams for financial transactions and manage banking relationships.• Oversee the preparation and distribution of monthly, quarterly, and annual financial reports, reviewing them with senior management.• Ensure insurance coverage is current and sufficient for all organizational needs and coordinate with insurance brokers to manage policies.• Manage intercompany transactions and maintain accurate and timely records.• Oversee the financial planning and management of various projects, ensuring adherence to financial targets.• Coordinate with external partners in preparing tax returns, ensuring they are accurate and reasonable.• Participate in special projects and initiatives as requested by senior management.• Oversee the costs for large scale construction projects, meeting with contractors/vendors to approve costs and budget changes