<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> 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.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><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><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></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><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Portfolio Operations Analyst | Menlo Park | Hybrid | Up to $120K base + bonus + profit sharing + equity + excellent benefits</strong></p><p> </p><p>Join a growing private markets platform and work directly with private equity deal teams. This employee-owned firm manages a wide range of strategies for major institutions, endowments, and high-net-worth investors. The culture is collaborative, development-focused, and ideal for early-career professionals looking to grow.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner with private equity deal teams, fund accounting, marketing/RFP, and investor relations</li><li>Support portfolio analysis, reporting, and valuation work</li><li>Manage quarterly financials, cap tables, insurance details, and other key data</li><li>Assist with recurring valuations and portfolio tracking</li><li>Prepare materials for strategy discussions, performance reviews, and board meetings</li><li>Support fundraising initiatives, including RFP responses and dataroom management</li><li>Maintain and analyze portfolio company data for reporting and marketing</li><li>Draft content for newsletters, website, and events</li><li>Track investment pipeline and help coordinate deal closings</li><li>Identify opportunities to streamline processes and improve efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable packages on a bi-weekly basis, ensuring timely approvals and accurate coding of invoices.</p><p>• Oversee lease administration processes, including reviewing agreements and maintaining compliance with terms.</p><p>• Perform annual reconciliations, analyzing financial data and resolving discrepancies from January through June.</p><p>• Prepare and deliver accurate financial reports for a portfolio of clients and properties.</p><p>• Handle large data sets, utilizing Excel to organize, analyze, and present information effectively.</p><p>• Collaborate with team members to complete project-based financial tasks after reconciliation periods.</p><p>• Apply cash and accrual accounting principles to maintain accurate financial records.</p><p>• Communicate professionally with stakeholders, addressing inquiries and providing clear financial insights.</p><p>• Support problem-solving efforts by identifying and addressing issues within financial processes.</p><p>• Ensure compliance with organizational standards and procedures in all financial activities.</p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect and explore this opportunity with you!</p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the intersection of fund operations, technology, and data analytics, ensuring systems and processes scale effectively as the organization grows. The ideal candidate combines financial expertise with strong technical skills in data management, automation, and platform implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain data pipelines and integrations across multiple systems to ensure accuracy and efficiency.</li><li>Develop dashboards and reporting frameworks to deliver actionable insights.</li><li>Drive process optimization through workflow automation in finance and operations.</li><li>Execute data migrations and platform upgrades as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and explore this opportunity with you!</strong></p><p><br></p><p><strong>Senior Fund Operations & Data Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Fund Operations & Data Analyst</strong> to join a high-performing finance and operations team. This role sits at the crossroads of <strong>fund operations, technology, and data analytics</strong>, ensuring systems and processes scale seamlessly as the organization grows. The ideal candidate blends financial acumen with strong technical expertise in <strong>data management, automation, and platform implementation</strong>.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Evaluate, implement, and manage financial and operational applications, including CRM and reporting platforms.</li><li>Build and maintain <strong>data pipelines and integrations</strong> across multiple systems for accuracy and efficiency.</li><li>Develop <strong>dashboards and reporting frameworks</strong> to deliver actionable insights.</li><li>Drive <strong>process optimization</strong> through workflow automation in finance and operations.</li><li>Execute <strong>data migrations and platform upgrades</strong> as needed.</li><li>Ensure compliance and risk management best practices across all processes.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li><strong>100% employer-paid medical, dental, and vision coverage</strong>.</li><li><strong>401(k) match up to 10% + annual profit sharing</strong>.</li><li>Paid holidays and year-end office closure.</li><li>Annual commuter benefits and wellness reimbursements.</li><li>Daily catered lunch and a collaborative, team-oriented culture.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Portfolio Operations Analyst</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Portfolio Operations Analyst to join our team. In this key role, you’ll support portfolio analysis, marketing initiatives, and deal execution. You’ll collaborate across departments to streamline operations, enhance reporting, and contribute to strategic projects that drive growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Portfolio Analysis & Reporting:</strong> Gather financial data, assist with valuations, and prepare performance reports</li><li><strong>Marketing & Fundraising Support:</strong> Develop investor materials, manage data rooms, and support branding initiatives</li><li><strong>Deal Pipeline Management:</strong> Track investments and coordinate closing processes with operations teams</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive base salary + annual bonus</li><li>Profit sharing and equity appreciation program</li><li>Comprehensive health coverage and 401(k) match</li><li>Generous PTO and holidays</li></ul>
<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>Accountant/AP</strong></p><p><strong>90K-120K+bonus+Excellent Benefits</strong></p><p> </p><p>We are looking for a dedicated Accountant (AP focus) to join a dynamic, well-established company with a strong reputation and exceptional benefits, including fully paid health coverage and a generous 401k match. The ideal candidate will have a comprehensive understanding of accounts payable and general ledger accounting, contributing to the company’s financial operations and reporting.</p><p> </p><p>Responsibilities:</p><p>• Manage the full cycle of accounts payable processes, including bill payments and expense report handling.</p><p>• Reconcile vendor payments, identify discrepancies, and resolve payment issues efficiently.</p><p>• Prepare journal entries and maintain the general ledger to ensure accurate financial records.</p><p>• Oversee month-end and year-end close procedures, ensuring timely and accurate completion.</p><p>• Perform bank reconciliations and review monthly financial statements, including profit and loss, balance sheets, and general ledger.</p><p>• Assist in the implementation of accounting systems to streamline processes and improve functionality.</p><p>• Process and review employee expense reports using Ramp, ensuring compliance with company policies.</p><p>• Support annual audits by preparing schedules, analyses, and necessary documentation.</p><p>-Participate in annual audit including preparation of audit schedules, analyses, and support.</p><p>-Review general ledger and perform monthly budget to variance analysis</p><p>• Contribute to annual budget and forecast planning, as well as the preparation of financial reports.</p><p> </p><p><br></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Fund Accounting Manager / Senior Manager – Venture Capital</strong></p><p>A leading venture capital firm is seeking a <strong>Senior Accounting Manager</strong> to join its finance team. This critical role partners closely with the CFO, Controller, and broader finance organization to ensure accurate, timely fund and management company reporting while maintaining compliance with RIA regulations. You’ll collaborate with investment partners, limited partners, auditors, and tax advisors in a dynamic, fast-paced environment.</p><p><br></p><p><strong>About the Role</strong></p><p>You’ll manage and mentor a team of fund accountants, oversee financial reporting for multiple funds and SPVs, and help design and implement policies that elevate the finance function. This is a hands-on role for a proactive leader who thrives on detail and process improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review quarterly/annual financial statements, audits, tax returns, and regulatory filings</li><li>Serve as primary liaison with fund administrators, auditors, and tax teams</li><li>Oversee accounting for fund investments, expenses, and capital activity</li><li>Manage investor communications and reporting portal</li><li>Monitor banking activity, wires, capital calls/distributions, and credit line requests</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Mentor and develop finance staff</li></ul><p><strong>Benefits</strong></p><ul><li>Annual bonus: 10%</li><li>Carry: 1x salary</li><li>Comprehensive benefits package</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><strong>115K-130K + BONUS, AMAZING BENEFITS (25 days PTO, 100% 401k match)</strong></p><p><br></p><p>Well established investment foundation (ranked top 15 in the US) with over 13B in AUM is seeing a strong Senior Accountant to join their expanding team. This is a newly created position due to growth. This position is responsible for managing general ledger and reporting, overseeing treasury relations with banking partners, participating in the annual financial statement audit, managing the budget process, and providing analytical support to senior staff for strategic planning. </p><p> </p><p><strong><u>Essential Duties and Responsibilities</u></strong></p><p>· Manage general ledger operations and ensure accurate financial reporting</p><p>· Prepare journal entries, reconciliations to confirm transactions are properly classified. </p><p>· Support the annual financial statement audit by preparing documentation and schedules for auditors. </p><p>· Support the annual budget preparation process in collaboration with senior staff. </p><p>· Monitor budget performance, undertake benchmarking and variance analysis, provide financial insights to support decision-making. </p><p>· Manage banking relationships and coordinate with external banking partners for foundation's treasury needs. </p><p>· Oversee the chart of accounts and general ledger and administer financial reporting to ensure accuracy and adherence to accounting standards and regulations. </p><p>· Supports the annual budget preparation process in collaboration with senior staff. </p><p>· Join cross-functional project teams, contributing to the assessment, evaluation, and improvement of existing processes and business controls.</p><p>· Make recommendations on accounting for complex transactions and determining accounting treatments for new activities.</p><p>· Participate in knowledge sharing and cross-train in the responsibilities of other Finance roles to enhance team collaboration and support.</p><p><br></p><p><strong><u>Required Skills</u></strong></p><p>· CPA license or successful completion of the Uniform CPA exam is required.</p><p>· Bachelor’s Degree with a minimum of four years of increasingly responsible accounting and/or auditing experience required. </p><p>· Proficient in accounting, including journal entries, account reconciliation, general ledger, financial statements preparation.</p><p>· Strong analytical and problem-solving skills with attention to detail and accuracy. </p><p>· Strong communication skills, both written and verbal</p><p><br></p>
<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>
<p><strong>Finance Manager/ Sr. Finance Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Finance Manager or Sr. Finance Manager</strong> to join a dynamic finance organization supporting multiple investment funds and related entities. This role is critical in managing entity-level accounting, valuation analysis, and financial reporting. You’ll collaborate with fund administrators, auditors, and tax providers to ensure accurate and timely reporting, valuations, and investor communications. The position also involves special projects, system enhancements, and process improvements, including upgrades to financial platforms.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Accounting, Reporting, and 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>Support consistency in reporting across funds, upper-tier entities, and management companies.</li></ul><p><strong>Valuation Analysis and 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>Act as a day-to-day contact for fund administrators on accounting and reporting matters.</li><li>Maintain 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 and 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>
<p>We are looking for an experienced Senior Accountant to join our team in Solano County, California. This role is ideal for someone who excels in financial reporting, compliance, and analysis. The position offers an opportunity to lead critical accounting processes and contribute to strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Manage month-end, quarter-end, and year-end close processes to ensure timely and accurate financial reporting.</p><p>• Prepare, review, and analyze complex journal entries, account reconciliations, and monthly financial statements.</p><p>• Oversee the accounting of fixed assets, including capitalization, depreciation schedules, and tracking capital projects.</p><p>• Handle lease accounting responsibilities, including maintaining asset registers and ensuring compliance with relevant standards.</p><p>• Analyze financial data and trends to provide insights that support organizational goals and strategic decisions.</p><p>• Assist in the preparation of budgets, forecasts, and variance analyses to guide fiscal planning.</p><p>• Ensure adherence to U.S. GAAP standards and provide expertise on financial reporting requirements.</p><p>• Utilize NetSuite software for accounting functions and maintain advanced proficiency in Microsoft Excel for data analysis.</p><p>• Collaborate with cross-functional teams to enhance accounting processes and improve operational efficiency.</p>
We are looking for an experienced Accounting Manager/Supervisor to lead our financial operations in Concord, California. This role requires a strategic thinker who can oversee accounting functions while ensuring compliance with financial regulations and organizational standards. The ideal candidate will excel in managing teams, analyzing financial data, and presenting accurate financial reports to stakeholders.<br><br>Responsibilities:<br>• Manage daily activities within the accounting department, ensuring smooth operations and adherence to organizational policies.<br>• Supervise accounts payable and receivable processes, general ledger maintenance, account reconciliations, and financial reporting systems.<br>• Implement and maintain internal controls to safeguard revenue, costs, and budget expenditures.<br>• Prepare accurate and timely financial statements and reports for review by stakeholders.<br>• Monitor and evaluate accounting data to identify trends and areas of improvement.<br>• Coordinate and oversee audit processes to ensure compliance with regulatory requirements.<br>• Align grant and program budgets with expenditures throughout the funding period, maintaining consistent financial oversight.<br>• Recruit, train, and mentor team members to encourage growth and enhance departmental capabilities.<br>• Develop and promote a positive work environment by strengthening communication and collaboration within the team.<br>• Present financial reports and insights to the board of directors when necessary.
We are looking for an experienced Accounting Manager to join our team in San Francisco, California. In this role, you will oversee critical financial processes, ensuring accuracy and efficiency in reconciliations and variance analysis. This is a long-term contract position, offering a great opportunity to work in the dynamic Real Estate and Property industry.<br><br>Responsibilities:<br>• Perform daily reconciliations between financial systems to identify and address discrepancies in data accuracy, expense classifications, and budget tracking.<br>• Investigate and resolve variances by analyzing root causes, such as timing differences, coding errors, and system integration issues.<br>• Submit support requests to financial platforms to correct identified variances promptly.<br>• Develop and maintain detailed documentation for financial reconciliation procedures and variance resolution processes.<br>• Identify and implement process improvements to enhance reconciliation accuracy and efficiency.<br>• Collaborate with teams to ensure seamless data integration and alignment between budgeting systems.<br>• Generate and deliver regular reports highlighting the status of reconciliations and unresolved variances.<br>• Work closely with cross-functional teams to ensure financial commitments align with budgeted figures and company goals.
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
<p>Robert Half is looking for a PT Administrative Assistant to start beginning of January. Support the daily operations of a leading investment/financial firm. Core responsibilities include mail distribution, answering phones and emails, managing office supplies, and handling confidential documents. This contract role offers an excellent introduction to the finance industry.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Distribute mail and packages</li><li>Answer and direct calls and email inquiries</li><li>Organize and replenish office supplies</li><li>Manage confidential documents</li><li>Provide general office support as needed</li></ul>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<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>Senior Tax Preparer</strong></p><p>Join a leading wealth management firm dedicated to delivering holistic financial solutions for high-net-worth clients. This role offers the opportunity to work closely with an experienced tax team and contribute to impactful tax strategies in a collaborative, client-focused environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare individual tax returns (primarily 1040) with accuracy and efficiency</li><li>Liaise directly with clients to collect documentation and ensure a smooth process</li><li>Provide tax analysis, projections, and estimated payment calculations</li><li>Stay current on tax laws and advise clients on compliance and optimization strategies</li><li>Support internal education for wealth advisors and collaborate on planning initiatives</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary + bonus</li><li>Comprehensive benefits (Medical, Dental, Vision, Life, Disability)</li><li><strong>401(k) with 3% match</strong></li><li>Wellness allowance, commuter benefits, and monthly cell phone stipend</li><li>Generous parental leave, PTO (including birthday and volunteer days)</li><li>Learning & development stipend and donation match program</li></ul>
<p>We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. This role is 100% remote, and focuses on ensuring accurate and timely financial reporting for our organization. Ideal candidates will bring strong expertise in financial management and reporting systems, as well as a proactive approach to delivering high-quality results. You must have experience with preparing form 990, proficiency in Workday Financial software, and Workiva. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage comprehensive financial reports, ensuring compliance with regulatory standards and organizational policies.</p><p>• Utilize Workday Financial Management and Workday ERP systems to optimize reporting workflows.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely delivery of financial data.</p><p>• Leverage tools such as Workiva and Power BI to enhance reporting efficiency and data visualization.</p><p>• Review and analyze financial statements to identify trends and provide actionable insights.</p><p>• Ensure adherence to all financial reporting requirements and assist with audits as needed.</p><p>• Drive improvements in reporting processes to achieve greater accuracy and efficiency.</p><p>• Maintain up-to-date knowledge of financial regulations and reporting standards.</p><p>• Provide leadership and guidance to team members involved in reporting activities.</p>
