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Financial Planner at RIA

Mountain View, CA
remote
Permanent / Full Time
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:23:38Z

Finance Manager at Top VC Firm

Palo Alto, CA
remote
Permanent / Full Time
170000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Venture Capital | Palo Alto | Hybrid | Base + Bonus + Profit Sharing Our client is a well-established venture capital firm backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders. Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale. Responsibilities<ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:23:38Z

Associate Wealth Advisor

San Ramon, CA
remote
Permanent / Full Time
105000.00 - 135000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, highly regarded wealth management firm known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a long-term career in financial advising with strong mentorship, training, and exposure to experienced advisors. Partner closely with a highly productive Senior Advisor across financial planning, client meetings, planning analysis, and ongoing relationship management. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions. Responsibilities<ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:23:38Z

Management Company, Controller

San Francisco, CA
remote
Permanent / Full Time
250000.00 - 400000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Management Company Controller | Hedge Fund | San Francisco Join a rapidly growing hedge fund at an exciting stage of expansion. This is a high-visibility opportunity to take ownership of the management company’s accounting and financial operations, partnering closely with leadership in a sophisticated, high-performance environment. The Controller will have broad ownership across accounting, financial reporting, AP, budgeting, payroll, tax, partner activity, treasury, and internal controls. Ideal for a hands-on accounting leader who enjoys building processes, improving infrastructure, and working closely with senior stakeholders. Competitive compensation, bonus potential, and long-term growth upside. Responsibilities<ul><li>Own management company accounting, GL, and monthly close</li><li>Oversee financial reporting, journal entries, accruals, prepaids, fixed assets, and reconciliations</li><li>Manage AP, vendor relationships, payment processes, and cash controls</li><li>Lead budgeting, forecasting, and actual vs. budget analysis</li><li>Oversee payroll and employee benefit accounting</li><li>Coordinate management company and partner tax matters with external advisors</li><li>Oversee partner capital activity, allocations, contributions, and withdrawals</li><li>Develop and maintain accounting policies, procedures, and internal controls</li><li>Oversee treasury activities, banking relationships, and cash movements</li><li>Partner with department heads and employees on financial and operational matters</li><li>Drive process improvements and leverage technology to strengthen the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:23:38Z

Associate Advisor

San Ramon, CA
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Advisor | Wealth Management Firm | San Ramon Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a high-visibility role working closely with senior advisors and leadership, with broad exposure across financial planning, investments, operations, and client service. Ideal for someone looking to deepen their financial planning experience and grow toward a client-facing role. Supportive leadership, strong work/life balance, and company support for licensing and professional development. Responsibilities<ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Accounting Manager

Manchester, NH
onsite
Permanent / Full Time
75000.00 - 85000.00 USD / Yearly
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie! If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly. Robert Half is looking for an Accounting Manager to oversee financial operations and deliver accurate reporting that supports informed business decisions for a client in the Manchester, New Hampshire area. This Accounting Manager role will guide daily accounting activities, strengthen internal controls, and ensure records are maintained in accordance with accounting standards and regulatory expectations. The Accounting Manager will also partner with leadership to provide financial insight, improve processes, and be a hands on Accounting Manager. This is a great role for a Sr. Accountant with some supervisory skills to take a next step up to Accounting Manager. Responsibilities:• Direct day-to-day accounting functions across payables, receivables, payroll, cash management, tax-related activities, and the general ledger.• Manage the monthly close process and prepare timely financial statements for leadership review and decision support.• Produce required quarterly and annual financial and regulatory reports with a high level of accuracy and completeness.• Review reconciliations, journal entries, and account activity to maintain the integrity of the general ledger and related bank accounts.• Monitor daily balance sheet activity, cash position reporting, fixed asset records, and other key financial controls.• Serve as the primary accounting contact during external audits, coordinating documentation and responses with internal teams and auditors.• Establish, refine, and enforce accounting policies and procedures that align with current regulations and consistent operational practices.• Lead, coach, and evaluate accounting staff while promoting accountability, cross-training, and continuous improvement across the department.• Identify opportunities to improve workflow efficiency and perform financial analyses or special projects requested by management.
2026-11-04T22:18:42Z

Senior Fund Accountant for Asset Management Firm

San Francisco, CA
remote
Permanent / Full Time
120000.00 - 170000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Fund Accountant | Asset Management Firm | San Francisco; Hybrid (3 days onsite) Join a global investment platform with a growing private markets business focused on innovation and long-term value creation. This is a high-impact, hands-on role supporting sophisticated evergreen and open-ended funds with direct exposure to senior leadership and investment teams. Ideal for someone who enjoys building processes and working on complex private fund structures in a fast-paced environment. Strong executive mentorship, broad private markets exposure, health benefits, generous PTO, and 401(k) matching. Responsibilities<ul><li>Own day-to-day accounting and operations for private investment funds</li><li>Manage NAVs, capital activity, liquidity, subscriptions, redemptions, and distributions</li><li>Support investment closings, funding, exits, and portfolio activity</li><li>Review NAV packages, investor allocations, financial statements, and fee calculations</li><li>Partner with fund administrators, auditors, tax advisors, banks, and investment teams</li><li>Support investor reporting, valuation, and GAAP financial reporting</li><li>Review activity against fund documents and fee terms</li><li>Support onboarding of new fund structures</li><li>Improve controls, processes, and automation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Wealth Advisor

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Senior Finance Associate

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Senior Fund Accountant, Hedge Fund

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Management Company, Accounting & Finance Manager

Menlo Park, CA
remote
Permanent / Full Time
160000.00 - 200000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Management Company Accounting & Finance Manager | Venture Capital Firm | Menlo Park; Hybrid (3-4 days onsite) Join a highly respected venture capital firm investing in innovative companies across technology, healthcare, and other transformative sectors. This is a high-visibility, broad-scope management company role partnering with leadership across accounting, finance, payroll, benefits, and HR. Ideal for someone who wants ownership and the opportunity to be a strategic business partner in a lean, collaborative environment. Bonus potential, profit sharing, strong benefits, complimentary meals, and a highly team-oriented culture. Responsibilities<ul><li>Oversee management company GL, close, reconciliations, AP/AR, and reporting</li><li>Manage cash, budgeting, forecasting, and expenses</li><li>Oversee payroll and employee benefits</li><li>Coordinate with tax, audit, payroll, and HR providers</li><li>Support HR administration, onboarding, and offboarding</li><li>Support tax filings and firm-level compliance</li><li>Partner with leadership on financial analysis and special projects</li><li>Improve accounting and finance processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Accounting Specialist

Minneapolis, MN
onsite
Temporary / Contract
26.13 - 30.25 USD / Hourly
We are looking for a detail-oriented Accounting Specialist to support a non-profit organization in Minneapolis, Minnesota through a part-time Contract assignment. This role will contribute to daily financial operations with an emphasis on payables, receivables, and accurate transaction processing across core accounting systems. The ideal candidate brings a hands-on approach, strong organizational skills, and the ability to manage multiple administrative and accounting tasks with precision. Responsibilities: • Manage vendor invoice intake, review documentation for accuracy, and record payable activity in the appropriate financial platforms. • Enter and track expense and payment data in Ramp while helping maintain accurate synchronization with Sage Intacct. • Oversee company card activity by reviewing transactions, organizing support, and ensuring proper coding for accounting records. • Assist with recurring accounts receivable tasks, including posting incoming payments and supporting monthly receivable processing. • Perform account reconciliations in Excel to identify discrepancies and maintain reliable financial records. • Receive, sort, and direct incoming mail to the appropriate internal contacts while prioritizing time-sensitive financial documents. • Process checks and charitable contributions with careful attention to documentation, handling, and recording requirements. • Prepare and complete bank deposits in a timely manner and help ensure funds are reflected accurately in the accounting records.
2026-11-04T22:18:42Z

Claims Representative Associate

Everett, WA
onsite
Temporary / Contract
21.00 - 22.00 USD / Hourly
We are looking for a Medical Biller/Claims Associate billing in Everett, WA. This Long-term Contract opportunity is ideal for someone who is organized, detail-focused, and comfortable working with medical documentation and payer submissions in a fast-paced customer service environment. Helpful to know EOB, medical billing and denial claims.Responsibilities:• Will review statementsObtain medical documentation from appropriate sources and prepare records for submission to insurance carriers based on claim needs.• Review incoming information for completeness, accuracy, and proper formatting before forwarding materials for claim processing.• Submit required documentation to insurance companies within established timelines and follow up on outstanding items as needed.• Maintain clear and accurate claim-related records, notes, and status updates across internal systems.• Communicate with internal teams, providers, or other stakeholders to resolve missing information and support timely claim handling.• Assist with day-to-day customer service tasks related to claim administration, documentation requests, and case updates.• Use assigned systems and tools to track workflows, monitor open requests, and ensure records are routed correctly.• Learn and apply department procedures during training and adapt to updates in processes or supporting platforms, including Epic when applicable.
2026-11-04T22:13:44Z

Sr. Accountant

Saint Paul, MN
onsite
Temporary / Contract
50.00 - 65.00 USD / Hourly
We are looking for an experienced Sr. Accountant to join a nonprofit organization in Saint Paul, Minnesota on a Contract basis. This role will provide hands-on accounting support during a critical period. The ideal candidate is comfortable stepping into a fast-moving environment, resolving historical accounting issues, and partnering with staff to strengthen day-to-day finance practices. This role requires you to be in-office 5 days a week. Responsibilities:• Lead core accounting activities by reviewing the general ledger, preparing journal entries, and ensuring financial records are complete and accurate.• Reconcile balance sheet accounts and investigate outstanding items dating back to the beginning of the year to improve financial integrity.• Establish, refine, and document a reliable month-end close process that supports consistency, timeliness, and strong internal controls.• Perform bank reconciliations and other account analyses to identify discrepancies and resolve issues efficiently.• Partner with finance leadership to address backlog items, clean up legacy accounting problems, and create a stable foundation for ongoing operations.• Contribute nonprofit-focused accounting insight, including support for grants or restricted fund tracking where applicable.
2026-11-04T22:13:44Z

Procurement Manager

Hazle Township, PA
onsite
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
Join a growing organization where you'll play a key role in sourcing, purchasing, supplier management, and contract administration. This position partners closely with operations, project teams, and suppliers to ensure the timely delivery of goods and services while driving value, cost savings, and operational efficiency. Key Responsibilities<ul><li>Manage sourcing activities, RFQs, tenders, supplier evaluations, and purchasing processes.</li><li>Build and maintain strong supplier relationships while monitoring performance, delivery, quality, and service levels.</li><li>Negotiate pricing and commercial terms to achieve the best balance of cost, quality, delivery, and risk.</li><li>Coordinate purchasing activities with internal stakeholders to support operational and project requirements.</li><li>Track procurement milestones, supplier commitments, costs, and risks, escalating issues when necessary.</li><li>Analyze spend, supplier performance, and commercial opportunities to identify savings and process improvements.</li><li>Maintain purchasing, supplier, and contract records within the ERP system.</li><li>Support contract administration, renewals, supplier agreements, and performance reviews.</li><li>Resolve purchasing, inventory, delivery, and data discrepancies in collaboration with Finance and Operations.</li><li>Ensure compliance with procurement policies, approval processes, and internal controls.</li></ul>
2026-11-04T22:13:44Z

Payroll Specialist

Dallas, TX
onsite
Temporary / Contract
25.00 - 29.00 USD / Hourly
We are looking for a Payroll Specialist to support accurate and timely payroll operations for a high-volume workforce in Dallas, Texas. This Contract position requires someone who can manage end-to-end payroll processing across multiple states while maintaining compliance with company policies and applicable regulations. The ideal candidate brings strong attention to detail, experience with large employee populations, and the ability to coordinate payroll and benefits-related activities effectively. Responsibilities: • Process full-cycle payroll for a large employee population, ensuring wages, deductions, and tax withholdings are calculated correctly and delivered on schedule. • Administer multi-state payroll activities in compliance with federal, state, and local regulations, including jurisdiction-specific payroll requirements. • Review payroll data for accuracy, investigate discrepancies, and resolve issues related to earnings, deductions, taxes, and employee records. • Maintain payroll records and supporting documentation while following established controls, confidentiality standards, and audit requirements. • Partner with HR, finance, and benefits teams to coordinate benefit deductions, enrollment changes, and other payroll-impacting updates. • Use payroll systems such as Paycom and comparable platforms to enter, validate, and manage payroll information efficiently. • Support payroll processing for organizations with more than 500 employees, helping ensure consistent service levels during busy payroll cycles.
2026-11-04T22:13:44Z

Accounting Manager

Houston, TX
onsite
Permanent / Full Time
100000.00 - 125000.00 USD / Yearly
A well-established mission-focused organization is seeking an experienced Accounting Manager to oversee key accounting and financial operations. This leadership role will manage day-to-day accounting functions, supervise a small team, and ensure the integrity of financial reporting, compliance, and internal controls. The ideal candidate will bring a blend of technical accounting expertise, staff leadership experience, and a hands-on approach to financial management. Key Responsibilities<ul><li>Oversee the month-end and year-end close processes, including account reconciliations, journal entries, and maintenance of the general ledger.</li><li>Manage daily accounting functions, including accounts payable, accounts receivable, payroll processing, and cash management activities.</li><li>Prepare and analyze financial statements, management reports, and supporting schedules to provide meaningful insights and ensure reporting accuracy.</li><li>Supervise, mentor, and develop accounting staff while fostering a collaborative and accountable team environment.</li><li>Assist with annual budget preparation, forecasting activities, and variance analysis.</li><li>Maintain and enhance internal controls, accounting procedures, and financial policies to support compliance and operational efficiency.</li><li>Coordinate external audit engagements and serve as a primary point of contact during audit fieldwork and financial reviews.</li><li>Support tax-related reporting requirements, information filings, and compliance activities.</li><li>Oversee fixed asset accounting, including capitalization, depreciation, disposals, and record maintenance.</li><li>Assist with treasury-related functions, including cash flow monitoring, banking activity, wire transfers, and investment account reconciliations.</li><li>Partner with organizational leadership on special projects, financial analysis, and strategic initiatives as needed.</li></ul>If interested in this opportunity, apply today or reach out to Farhan Charania directly on LinkedIn.
2026-11-04T22:08:42Z

Sr. Data Engineer

Minneapolis, MN
onsite
Permanent / Full Time
115000.00 - 144000.00 USD / Yearly
We are looking for a Senior Data Engineer to strengthen our data foundation and help deliver reliable, scalable information solutions across Minneapolis, Minnesota. In this role, you will create and optimize modern data platforms that power analytics, reporting, and machine learning initiatives. You will collaborate with technical and business partners to turn complex source data into trusted, accessible assets that support better decisions across the organization. Responsibilities: • Build and maintain scalable data pipelines that ingest, transform, and deliver information from a variety of enterprise and operational data sources. • Design data models and warehouse structures that improve reporting performance, support analytics use cases, and enable long-term scalability. • Develop and orchestrate ETL and ELT workflows using cloud-based and workflow automation tools to ensure dependable data movement across systems. • Create batch and near-real-time processing solutions that provide timely, accurate datasets for downstream applications and analytical teams. • Write efficient, well-structured Python and SQL code to cleanse, transform, and validate large and complex datasets. • Monitor pipeline health, investigate failures, and tune jobs for reliability, cost control, and overall platform performance. • Establish data quality checks, testing routines, and governance practices to maintain consistency, integrity, and compliance across the data environment. • Partner with architects, analysts, data scientists, AI/ML engineers, and DevOps teams to support production-ready data products, automated deployments, and reproducible machine learning workflows.
2026-11-04T22:08:42Z

Attorney/Lawyer

Phoenix, AZ
onsite
Permanent / Full Time
120000.00 - 200000.00 USD / Yearly
We are looking for an experienced Attorney/Lawyer to support personal injury matters in Phoenix, Arizona. This role is suited for a litigation specialist who can manage cases from early filing through court appearances while working effectively in either a remote or office-based setting. The position offers the opportunity to contribute strong advocacy, motion practice, and discovery skills in a fast-paced legal environment. Responsibilities: • Handle personal injury litigation matters through all active phases of the case lifecycle. • Prepare, file, and manage pleadings, motions, and other court documents in accordance with applicable deadlines. • Represent clients at hearings and other court proceedings with sound judgment. • Conduct written advocacy by drafting briefs and persuasive legal arguments for contested matters. • Lead discovery efforts, including preparing responses, reviewing productions, and developing case strategy based on evidence. • Coordinate case progress with internal teams and maintain organized, accurate litigation records. • Manage assigned matters independently while adapting to remote or in-office work arrangements as needed.
2026-11-04T22:08:42Z

Family Office Controller

San Francisco, CA
remote
Permanent / Full Time
200000.00 - 250000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Family Office | San Francisco | Base + Bonus + Great Perks! A well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued. This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment. Responsibilities<ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:04:01Z

Hedge Fund Controller

Orinda, CA
remote
Permanent / Full Time
190000.00 - 250000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Investment Firm | Orinda; Hybrid Join a highly regarded investment firm with a thoughtful, long-term investment approach and strong reputation in the market. This is a high-visibility, hands-on role with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests. Ideal for someone who enjoys wearing multiple hats, solving problems, and taking ownership in a sophisticated investment environment. Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:04:01Z

Hedge Fund Operations Associate

Orinda, CA
remote
Permanent / Full Time
140000.00 - 170000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Operations | Hedge Fund | East Bay Join a highly regarded investment firm with a strong track record, thoughtful investment approach, and collaborative, high-caliber team. This is a highly visible opportunity to work closely with the investment and finance teams while gaining exposure to sophisticated fund and investment operations. The role is hands-on, varied, and flexible, with responsibilities that can grow based on your experience and interests. Ideal for someone coming from fund accounting, investment operations, finance, or a related background who wants meaningful ownership and the opportunity to expand their skill set. Excellent benefits, unlimited PTO, strong employee tenure, and a collaborative in-office culture. Responsibilities<ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support trade settlements, corporate actions, cash movements, and related activity</li><li>Gain exposure to additional fund structures as the role develops</li><li>Take ownership of ad hoc projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:04:01Z

Audit Staff - Public

Springfield, MA
onsite
Permanent / Full Time
65000.00 - 95000.00 USD / Yearly
Public Accounting Opportunity – Western MassachusettsReference: SF0013458771Recruiter Contact: Sal Fiorillo — Sal.Fiorillo@RobertHalf We are partnering with a well-established and highly respected CPA firm in the Greater Springfield area that is continuing to grow and looking to add accounting professionals to its team. The firm is open to a variety of experience levels, but is currently targeting:Staff Accountant (Audit & Accounting Focus) – 2-5 years' experience Why consider this opportunity?• Established local CPA firm with an outstanding reputation• Broad exposure across audit, tax, accounting, consulting, and advisory services• Diverse client base including privately held businesses, nonprofits, and employee benefit plans• Direct interaction with clients and firm leadership• Strong employee tenure and collaborative culture• Quality of life is a priority • Growth-oriented firm with long-term advancement opportunities Main responsibilities include:<ul><li>Audit, review, and compilation engagements</li><li>Financial statement preparation</li><li>Client-facing accounting and advisory work</li><li>Exposure to a variety of industries and engagement types</li><li>Direct involvement in client meetings and presentations</li></ul>Ideal background:<ul><li>2-5 years of public accounting experience</li><li>Audit and accounting experience</li><li>Strong communication and client relationship skills</li><li>CPA or CPA-track preferred</li></ul>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above.All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.
2026-11-04T22:04:01Z

Financial Planner at RIA

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:04:01Z

Sr. Accountant

Hartford, CT
onsite
Permanent / Full Time
80000.00 - 90000.00 USD / Yearly
Senior Accountant📍 Greater Hartford area, CT - Hybrid opportunityPosition Type: Full Time/Permanent PositionRecruiter Contact: Sal Fiorillo - Sal.Fiorillo@RoberthalfReference: SF0013384435 A growing, private equity–backed environmental services organization is adding a Senior Accountant to support continued U.S. expansion following a recent acquisition. This is a high-impact role within a lean, collaborative accounting team, offering exposure to multi-entity reporting, process improvements, and an upcoming ERP implementation. What You’ll Do:<ul><li>Contribute to monthly, quarterly, and annual close</li><li>Support multi-entity consolidations and GAAP financial reporting</li><li>Prepare balance sheet reconciliations and assist with audit support</li><li>Partner with FP& A on variance analysis</li><li>Apply GAAP across revenue, leases, accruals, and reserves</li><li>Help strengthen internal controls in a PE-backed environment</li></ul>What They’re Looking For:<ul><li>Bachelor’s in Accounting or Finance</li><li>3–5+ years of progressive accounting experience</li><li>Strong monthly close + financial reporting background</li><li>Audit experience (public or corporate audit support)</li></ul>Pluses:<ul><li>Public accounting foundation</li><li>Multi-entity or PE-backed exposure</li><li>Microsoft Dynamics Business Central</li></ul>Why Consider It?<ul><li>High-growth platform company</li><li>Exposure to PE reporting + scaling operations</li><li>Clear visibility and mentorship from senior leadership</li></ul>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013384435.All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.
2026-11-04T22:04:01Z

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