<p>Join a dynamic Revenue Accounting team that supports Sales Strategic Business Units. This role manages Order-to-Cash (O2C) processes for an assigned portfolio of customers and collaborates across Sales and Finance divisions to deliver valuable insights and ensure operational excellence. </p><p><br></p><p>This will by a hybrid role with 3 days onsite and the rest remote.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Ensure timely collections, manage open invoices, resolve payment delays, and serve as an expert in customer payment processes like EDI setups and vendor portals.</li><li>Trade & Deductions Management: Research and resolve customer deductions for trade promotions and supply-chain claims, maintain balances, analyze charges, and collaborate with Sales Planning and Finance to monitor budgets effectively</li><li>Delegate and audit deduction resolution tasks handled by the Broker’s BPO division and ensure compliance with KPIs.</li><li>Serve as the primary point of contact for portfolio analysis, customer P& L reviews, financial forecasts, and trade-spend research.</li></ul><p><br></p>
<p><strong>Job Description: Financial Analyst</strong></p><p>The Financial Analyst is responsible for analyzing financial data, preparing reports, and providing strategic insights to help the organization make informed business decisions. This role involves evaluating financial performance, identifying trends, forecasting future earnings, and contributing to the planning and budgeting process. The Financial Analyst collaborates with cross-functional teams and provides recommendations to improve financial outcomes and support long-term company goals.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting</strong>: Prepare and present accurate financial reports, dashboards, and summaries to management.</li><li><strong>Data Analysis</strong>: Analyze financial data, including revenue, expenses, and profitability, to identify trends and opportunities for improvement.</li><li><strong>Forecasting</strong>: Develop financial models to forecast future performance and help the organization plan strategically.</li><li><strong>Budgeting</strong>: Assist in the preparation and monitoring of annual budgets, ensuring alignment with organizational objectives.</li><li><strong>Variance Analysis</strong>: Perform variance analysis to compare actual results to budgets and forecasts and provide explanations for discrepancies.</li><li><strong>Market Research</strong>: Conduct industry and market research to benchmark financial performance and identify competitive opportunities.</li><li><strong>Business Support</strong>: Collaborate with departments to provide financial insights that inform key business decisions.</li><li><strong>Compliance</strong>: Ensure compliance with financial regulations, standards, and internal policies related to reporting and analysis.</li><li><strong>Risk Assessment</strong>: Evaluate potential financial risks and propose strategies to mitigate them.</li><li><strong>Continuous Improvement</strong>: Identify and implement process improvements to increase efficiency in financial analysis and reporting.</li></ol><p><br></p>
<p>We are looking for a highly skilled Staff Financial Analyst to support our financial operations and strategic decision-making processes. In this role, you will leverage your expertise to perform comprehensive financial analyses, build detailed models, and provide actionable insights that drive business performance. This position is based in San Francisco, California. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Deliver engaging and persuasive presentations by blending storytelling with data to inspire teams and drive prioritization.</li><li>Lead the monthly forecasting process, preparing and presenting insights to Finance leadership.</li><li>Oversee consolidated planning and maintain integrated financial models, including forecasts, scenario planning, and variance analysis.</li><li>Create executive-level reports such as dashboards, management packages, and Board presentations.</li><li>Streamline and automate reporting processes using Pigment, Looker, and related tools.</li><li>Translate business strategies into financial outcomes through investment evaluations, sensitivity models, and ROI analysis.</li><li>Modernize legacy reporting by building scalable, forward-looking tools and frameworks that provide timely and accurate insights.</li><li>Collaborate with Accounting during close cycles to ensure reported financials align with forecasts.</li><li>Support development and maintenance of three-statement models and scenario-based forecasting.</li></ul>
<p><strong>Michelle Espejo with Robert Half Finance & Accounting</strong> is recruiting for a<strong> Financial Due Diligence, M& A Associate</strong> at an advisory firm. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in San Francisco, California. This role is ideal for someone with a strong background in financial analysis, budgeting, and forecasting, particularly within the nonprofit sector. If you have extensive experience managing government grants and supporting audit processes, we encourage you to apply. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Perform detailed financial analysis, including variance analysis and forecasting, to support organizational goals.</p><p>• Develop and maintain financial models to enhance decision-making and strategic planning.</p><p>• Manage and track government grants, ensuring compliance with regulations and reporting requirements.</p><p>• Support audit processes by preparing necessary documentation and collaborating with auditors.</p><p>• Assist in creating and monitoring budgets, ensuring alignment with organizational priorities.</p><p>• Conduct ad hoc financial analyses to address specific business needs and challenges.</p><p>• Utilize data mining techniques to extract valuable insights for financial reporting and decision-making.</p><p>• Collaborate with cross-functional teams to provide financial expertise and recommendations.</p><p>• Identify opportunities for process improvement and implement strategies to enhance efficiency.</p><p>• Present financial findings and recommendations to senior leadership in a clear and actionable manner.</p>
We are looking for a talented Financial Analyst to join our team on a part-time contract basis. This role requires approximately 20 hours per week and offers the opportunity to work on diverse financial tasks while collaborating with senior team members. Based in Menlo Park, California, this position is ideal for someone with a strong background in financial analysis and a keen eye for detail.<br><br>Responsibilities:<br>• Maintain and update portfolio company data in financial forecasting systems, ensuring accuracy and consistency.<br>• Generate reports and assist in preparing materials for portfolio performance review meetings.<br>• Compile standardized financial documents and organize them for investor use.<br>• Collect, clean, and structure financial and operational data from portfolio companies.<br>• Support the creation of presentations and documents that highlight portfolio metrics and trends.<br>• Assist with ad hoc reporting and document-related tasks as needed.<br>• Collaborate with senior team members to ensure seamless communication and workflow.<br>• Utilize tools like Salesforce to manage and monitor portfolio data efficiently.
<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>Robert Half is seeking a skilled Financial Analyst for an exciting opportunity with a dynamic and growing company in the Consumer Packaged Goods (CPG) sector. The ideal candidate will possess a strong background in financial analysis, solid experience in CPG environments, and advanced proficiency with Oracle Finance systems. This role will provide strategic decision-making support, detailed financial reporting, and actionable insights to enhance business performance.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Perform comprehensive budgeting, forecasting, and variance analysis, specifically tailored to the CPG industry.</li><li>Leverage Oracle ERP systems for financial data extraction, reporting, and reconciliation.</li><li>Create detailed financial models to evaluate products, pricing strategies, and promotional programs.</li><li>Analyze operational metrics, supply chain costs, sales trends, and market data to inform strategic decisions.</li><li>Develop reports and dashboards that clearly illustrate key performance indicators (KPIs) and financial results.</li><li>Collaborate with cross-functional teams, including supply chain, marketing, and sales, to ensure alignment on financial goals.</li><li>Recommend process improvements to optimize financial reporting and Oracle utilization.</li><li>Stay current with CPG industry trends and provide insights on risks and opportunities.</li></ul><p><br></p>
<p>Our company is seeking a skilled Financial Analyst with a background in forecasting and budgeting within the Consumer Packaged Goods (CPG) industry, specializing in food and beverage. As part of our finance team, you will play a key role in delivering data-driven insights, managing FP& A cycles, and supporting strategic business decisions in a fast-paced manufacturing environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Develop and maintain robust financial forecasts for sales, costs, and operational performance, aligning with business goals.</li><li>Prepare and enhance annual budgets and rolling forecasts, collaborating with cross-functional teams including sales, operations, and supply chain.</li><li>Analyze variances, identify trends, and present actionable recommendations to business partners.</li><li>Provide timely monthly, quarterly, and annual reporting, including P& L analysis and KPI dashboards.</li><li>Support scenario modeling and ad hoc analysis for new product launches, pricing strategies, and margin improvement initiatives.</li><li>Partner with senior leadership to support strategic planning and performance management.</li><li>Ensure compliance with internal controls and industry standards.</li></ul><p><br></p>
<p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
We are looking for a Senior Financial Analyst based in Fremont, California to join our team on a contract basis. This role involves leveraging your expertise in financial analysis and modeling to support strategic decision-making within a dynamic environment. Ideal candidates will have a strong background in corporate financial planning and manufacturing-related industries.<br><br>Responsibilities:<br>• Conduct comprehensive financial analyses to evaluate business performance and identify opportunities for growth.<br>• Develop and maintain financial models to support forecasting and strategic planning efforts.<br>• Perform variance analysis to assess the differences between planned and actual financial outcomes.<br>• Prepare detailed ad hoc financial reports to address specific business inquiries and challenges.<br>• Collaborate with cross-functional teams to gather relevant data and provide actionable insights.<br>• Assist in corporate FP& A activities, ensuring alignment with organizational goals.<br>• Support budgeting and forecasting processes, ensuring accuracy and timeliness.<br>• Analyze financial trends within the manufacturing sector to guide decision-making.<br>• Present findings and recommendations to senior management in a clear and concise manner.<br>• Utilize advanced Excel skills to streamline financial processes and reporting.
We are looking for an experienced Sales Tax Manager to join our team in Burlingame, California, on a long-term contract basis. This role involves conducting a comprehensive sales tax feasibility study for various products, with a focus on software as a service (SaaS) and subscription billing. The ideal candidate will bring extensive expertise in sales tax and a strong familiarity with NetSuite.<br><br>Responsibilities:<br>• Conduct a thorough sales tax feasibility study for a range of products, focusing on SaaS and subscription billing models.<br>• Analyze and interpret tax laws and regulations to ensure compliance with applicable sales tax requirements.<br>• Prepare and review sales tax returns, ensuring accuracy and adherence to deadlines.<br>• Collaborate with internal teams to address sales tax implications for new and existing products.<br>• Provide expert guidance on sales tax matters, including entity formation and corporate tax compliance.<br>• Utilize NetSuite to manage and analyze sales tax data effectively.<br>• Develop and implement processes to streamline sales tax reporting and compliance.<br>• Monitor changes in tax laws and regulations to assess potential impacts on the business.<br>• Support the preparation of annual income tax provisions and corporate tax returns.<br>• Work closely with external consultants or auditors during reviews or audits of sales tax processes.
<p>Robert Half is in search for a Manager of Investor Relations and Treasury, reporting to the VP, supports key IR and treasury initiatives while partnering with leadership, finance, legal, and other teams. The role interacts with rating agencies, investors, banks, and auditors, requiring strong curiosity about the mortgage insurance industry and market trends. Bay Area candidates preferred; remote option available.</p><p><br></p><p><strong>Investor & Rating Agency Relations</strong></p><p> • Lead quarterly earnings prep, including draft press releases, scripts, and Q& A materials.</p><p> • Create investor, rating agency, and board presentations.</p><p> • Coordinate responses to rating agency reviews and surveys.</p><p> • Oversee IR materials for accuracy and approval.</p><p> • Track analyst models and market expectations.</p><p> • Maintain relationships with analysts and investors.</p><p> • Conduct competitive benchmarking and market analysis.</p><p> • Prepare management briefings on market, regulatory, and peer updates.</p><p> • Manage IR database, website, and calendar of investor events.</p><p> • Handle logistics for conferences, roadshows, and targeting activities.</p><p> • Monitor shareholder movements and support various IR projects.</p><p><br></p><p><strong>Treasury Management</strong></p><p> • Maintain cash flow forecasts across entities.</p><p> • Develop strategies to optimize liquidity and investment returns.</p><p> • Monitor $3.1B bond portfolio with investment manager and report credit updates.</p><p> • Participate in portfolio reviews, OTTI discussions, and investment forecasting.</p><p> • Prepare quarterly investment presentations for the Board.</p><p> • Assist with portfolio stress testing and ensure treasury controls compliance.</p>
<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>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p>We are looking for an experienced and strategic Director of Finance to oversee financial planning and analysis for our organization. This leadership role requires an individual with a strong grasp of financial operations and the ability to drive fiscal efficiency while supporting business objectives. Join our team in Oakland, California, and play a pivotal role in shaping our financial future.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the development of annual and long-term operating budgets in partnership with executive leadership and the Board, aligning financial planning with strategic and capital goals.</li><li>Conduct detailed budget variance analyses and evaluate revenue streams to strengthen organizational financial stability.</li><li>Oversee all day-to-day accounting and finance operations, managing a team that includes controllers, specialists, and assistants.</li><li>Administer financial systems (NetSuite, Bill.com, etc.), lead the transition from QuickBooks to NetSuite, and ensure accurate and timely monthly and year-end closes in compliance with GAAP.</li><li>Design and maintain strong internal controls and financial reporting processes.</li><li>Oversee contract and grant accounting, ensuring proper management of restricted/unrestricted funds and compliance with donor and federal requirements.</li><li>Provide financial oversight for real estate and development projects, including Community Land Trusts, residential properties, and new construction.</li><li>Manage complex financing structures such as Low-Income Housing Tax Credits (LIHTC) and New Markets Tax Credits (NMTC).</li><li>Lead compliance efforts, including preparation and filing of all tax returns (e.g., IRS Form 990) and coordination of annual financial audits.</li><li>Serve as primary liaison with external auditors and implement strategies to identify and mitigate financial risks.</li></ul>
<p>Lisa Cole with Robert Half is seeking a detail-oriented <strong>Accounts Payable (AP) Supervisor</strong> to join a dynamic company and support the full-cycle AP Team. The ideal candidate will bring a strong understanding of the full Accounts Payable process, invoicing, leadership and vendor compliance, with a focus on accuracy, efficiency, and organizational excellence. This is a direct hire position that will start in the office for training and then move to a hybrid schedule. Please call Lisa Cole at 916-649-0832 for more information.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Supervise and mentor the accounts payable team, including workload management, training, and performance evaluations.</li><li>Oversee the full-cycle accounts payable process, including invoice review, coding, approvals, and payment execution.</li><li>Ensure compliance with company policies, GAAP, and regulatory requirements.</li><li>Monitor and reconcile accounts payable sub-ledger to the general ledger; resolve discrepancies promptly.</li><li>Manage vendor relationships, including responding to inquiries and resolving payment issues.</li><li>Review and approve weekly payment runs, ACH transfers, and check disbursements.</li><li>Prepare and analyze AP aging reports and other metrics for management review.</li><li>Assist with month-end and year-end close processes, including accruals and reporting.</li><li>Implement and maintain internal controls to safeguard company assets and ensure accurate financial reporting.</li><li>Identify and lead process improvement initiatives to streamline AP operations and enhance efficiency</li></ul>
<p>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.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><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><p><strong>Estate Planning Responsibilities:</strong></p><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><p><strong>Partnership Accounting Responsibilities:</strong></p><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><p><br></p>
<p><strong>About the Firm</strong></p><p>This is a globally recognized venture capital firm with decades of experience backing category-defining companies. With over $24 billion in assets under management and offices across North America, Europe, and Asia, the firm partners with entrepreneurs from the earliest stages through all phases of growth.</p><p>Known for its people-first approach, the firm values originality, collaboration, and long-term relationships. Its portfolio includes hundreds of successful companies across tech, consumer, and enterprise sectors.</p><p><br></p><p><strong>The Role</strong></p><p>This is a high-impact leadership position within the firm’s <strong>Management Company Finance Team</strong>. Depending on your background, the title may range from <strong>Manager</strong> to <strong>Assistant Controller</strong> or <strong>Controller</strong>. You’ll be responsible for overseeing day-to-day financial operations, driving process improvements, and supporting strategic decision-making.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage general ledger, accounts payable, financial reporting, and FP& A</li><li>Prepare global consolidated budgets and quarterly forecasts with variance analysis</li><li>Oversee expense allocations across entities and automate allocation processes</li><li>Lead selection and implementation of new accounting and FP& A systems</li><li>Improve AP/AR workflows through outsourcing or tech solutions</li><li>Communicate cross-functionally with a commercial mindset and business acumen</li><li>Balance budget discipline with operational flexibility</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>100% employer-paid medical, dental, and vision</li><li>Additional coverage: short-term disability, long-term care, life, and AD& D</li><li>401(k) match up to 10%, plus annual profit sharing</li><li>Paid holidays + company-wide winter break</li><li>Annual CalTrain pass provided</li><li>Gym membership reimbursement</li><li>Daily lunch + Monday breakfast</li><li>Long-standing, well-established firm with tremendous growth opportunity</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>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>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</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>Robert Half Management Resources is in search of an interim Manager of FP& A to join our client's team in the Biotech industry, situated in Brisbane, California. This role involves working closely with various departments, offering critical business analysis, leading budgeting and forecasting processes, and continuously striving for process improvements. This role is 3 days/week onsite in Brisbane, CA and 2 days/week remote. </p><p><br></p><p>Responsibilities</p><p>• Collaborate strategically with SG& A departments, offering valuable analysis for key business decisions</p><p>• Monitor and facilitate efficient processing of purchasing requisitions, purchase orders, and timely recognition of expenses</p><p>• Constantly evaluate and implement best practices to instigate change and improve processes</p><p>• Leverage your proficiency in Excel, NetSuite ERP and Adaptive Planning to support finance operations</p><p>• Apply your understanding of the accounting close process and accrual accounting to maintain financial accuracy</p><p>• Use your experience and knowledge in corporate finance operations, particularly IT / software.</p>
