<p><strong>SENIOR ACCOUNTANT </strong></p><p>We're on the lookout for an experienced accounting professional to take on the full-time role of Senior Accountant at a large company offering remote work option. The Senior Accountant is responsible for the more complex activities associated with maintaining general ledger accounts and for developing financial statements and reports. This position offers a great long-term growth potential, including a strong compensation and benefits package for the candidate. We are seeking an individual with strong analytical skills that excels working in a challenging and fast-paced work environment while contributing to the continued success of the firm.</p>
We are looking for a skilled Financial Analyst to join our team in San Francisco, California. This long-term contract role requires someone with a strong attention to detail and a solid background in financial analysis and modeling. You will play a key part in analyzing data, providing actionable insights, and supporting strategic decision-making processes.<br><br>Responsibilities:<br>• Conduct detailed financial analysis to identify trends, variances, and opportunities for improvement.<br>• Develop and maintain financial models to support business planning and forecasting.<br>• Perform ad hoc financial analysis to address specific business needs or challenges.<br>• Prepare variance analyses and reports to evaluate financial performance against budgets and forecasts.<br>• Utilize data mining techniques to extract, analyze, and interpret large datasets.<br>• Collaborate with cross-functional teams to deliver actionable financial insights.<br>• Support strategic planning by providing in-depth analysis and recommendations.<br>• Present findings and reports to stakeholders in a clear and concise manner.<br>• Ensure accuracy and integrity in all financial data and analyses.<br>• Stay updated on industry trends and best practices to enhance analytical methods.
<ul><li>Prepare monthly, quarterly, and annual financial reports, including variance analysis and executive summaries.</li><li>Develop and maintain financial models to support forecasting, budgeting, and long-term planning.</li><li>Analyze revenue, expenses, and profitability trends to identify risks and opportunities.</li><li>Support the annual budgeting process and periodic reforecasting cycles.</li><li>Conduct cost analysis and recommend process improvements to increase operational efficiency.</li><li>Partner with department leaders to monitor financial performance against KPIs.</li><li>Assist with month-end and year-end close activities, including journal entries and reconciliations.</li><li>Support audit preparation and ensure compliance with GAAP and internal controls.</li><li>Prepare presentations using Excel and PowerPoint to communicate findings to leadership.</li><li>Maintain data integrity across ERP systems and financial reporting tools</li></ul>
We are looking for an experienced Senior Financial Analyst to join our team in San Jose, California. In this long-term contract position, you will play a critical role in driving financial performance while supporting strategic initiatives for the organization. This role requires a strong analytical mindset and a deep understanding of financial processes within the credit union industry.<br><br>Responsibilities:<br>• Conduct detailed financial analysis to evaluate organizational performance and identify areas for improvement.<br>• Develop complex financial models to support strategic decision-making processes.<br>• Perform variance analysis to compare actual financial results against forecasts and budgets.<br>• Generate ad hoc financial reports and analyses to address specific business needs and questions.<br>• Utilize data mining techniques to extract and interpret relevant financial information.<br>• Collaborate with the Asset/Liability Committee to provide insights and recommendations.<br>• Prepare comprehensive financial reports and presentations for senior management.<br>• Ensure the accuracy and timeliness of financial data to support planning and forecasting activities.<br>• Monitor market trends and economic factors impacting the credit union industry.<br>• Assist in implementing best practices for financial operations and analysis.
<p>We are looking for an experienced Senior Financial Analyst to join our team remotely. In this role, you will provide advanced financial insights and recommendations to support strategic decision-making and long-term planning for various departments. This is a long-term contract position within the healthcare industry, offering the opportunity to work on impactful projects and collaborate with executive leadership.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth financial analyses to evaluate actual performance, forecast future trends, and support strategic decision-making.</p><p>• Develop comprehensive financial models and pro formas to assess potential mergers, acquisitions, and other business initiatives.</p><p>• Collaborate with cross-functional teams, including finance, strategy, and executive leadership, to align business objectives and financial goals.</p><p>• Lead high-profile projects, ensuring deliverables meet quality standards and provide actionable insights.</p><p>• Utilize advanced data mining techniques and software tools to extract, analyze, and interpret complex financial data.</p><p>• Prepare detailed reports and presentations to effectively communicate findings and recommendations to stakeholders.</p><p>• Provide guidance and expertise in streamlining processes and implementing best practices for financial operations.</p><p>• Support merger and acquisition activities, including due diligence, model development, and transaction documentation.</p><p>• Identify opportunities for performance improvement and growth within the organization.</p><p>• Ensure compliance with legal and fiscal regulations while conducting financial evaluations.</p>
<p>Kevin Eckhardt with Robert Half is looking for a skilled Senior Financial Analyst to join his client's team. This role is pivotal in providing strategic financial insights and supporting decision-making processes to drive revenue growth and optimize gross profit. The ideal candidate will excel in analyzing complex data, delivering accurate reports, and collaborating across teams to ensure financial consistency.</p><p><br></p><p>Responsibilities:</p><p>• Develop, streamline, and automate both recurring and ad-hoc reports and forecasts related to revenue and gross profit.</p><p>• Produce analytical reports that highlight key business metrics such as traffic, conversion rates, average ticket size, and comparative growth.</p><p>• Provide actionable recommendations based on data analysis to support revenue growth and gross profit optimization.</p><p>• Gather and evaluate forecast inputs from business stakeholders, assess risks and opportunities to financial plans, and communicate findings to finance leadership.</p><p>• Prepare accurate month-end close reports along with detailed business commentary.</p><p>• Collaborate with finance and accounting teams to share best practices and ensure uniformity across departments.</p><p>• Manage and enhance budgeting and planning processes for retail stores and e-commerce operations.</p>
<p>Overview:</p><p>The Senior FP& A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP& A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP& A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul><p><br></p>
<p>We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
<p>We are looking for an experienced Senior FP& A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead all FP& A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP& A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
<p>We are seeking a detail-oriented and analytical Accounting Operations Analyst to support daily cash operations, reconciliations, and financial reporting within a high-volume accounting environment. This role goes beyond transactional processing and focuses on data analysis, reporting accuracy, and continuous process improvement.</p><p><br></p><p>This is an excellent opportunity for an early-career accounting professional who enjoys working with data and wants exposure to operational finance functions.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><ul><li>Monitor and reconcile daily cash activity across multiple bank accounts</li><li>Analyze and post customer payments (ACH, wire, lockbox, credit card)</li><li>Investigate and resolve payment variances and unapplied cash</li><li>Prepare daily and weekly cash reporting dashboards using Excel</li><li>Perform detailed account reconciliations and identify trends or discrepancies</li><li>Support internal controls and audit documentation related to cash processes</li><li>Assist with month-end close including cash rollforwards and supporting schedules</li><li>Recommend process improvements to streamline reconciliation workflows</li></ul><p><br></p>
<p>We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
<p>We are looking for an experienced Senior Fraud Analyst focused on transaction monitoring to join a startup financial service company located in San Francisco, California. This 3-month contract role has a possibility of becoming permanent. The main focuses include <strong>real‑time authorization decisions, fraud rule strategy, and performance optimization</strong> across fraud losses and false positives. The ideal candidate brings deep experience from an <strong>issuing bank, BIN sponsor, or program manager environment.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Perform <strong>real‑time authorization decisioning and queue review</strong>, approving or declining flagged transactions</li><li><strong>Build, tune, and maintain fraud rules</strong>, including velocity rules, spend pattern logic, and merchant category (MCC) restrictions</li><li>Analyze transaction data to <strong>identify emerging fraud trends</strong> and design new detection strategies</li><li>Balance <strong>fraud loss prevention with false‑positive management</strong> to meet approval‑rate and loss targets</li><li>Partner cross‑functionally with Product, Risk, and Operations to improve authorization performance</li><li>Leverage issuer fraud platforms and rule engines such as <strong>Falcon, Forter, Sardine, Sift, or similar tools</strong></li><li>Apply a strong understanding of <strong>interchange, authorization flows, and network decline codes</strong> to decisioning and rule design</li></ul>
<p>We are looking for a skilled Sr. Compliance Analyst to join our team on a long-term contract basis. This role is remote for a Financial Technology Firm in San Francisco, California, and involves reviewing marketing material and ensuring adherence to federal regulations while collaborating closely with the marketing team. The ideal candidate will have substantial expertise in compliance and financial product marketing within the banking and financial sectors.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough compliance reviews to ensure adherence to federal regulations and industry standards.</p><p>• Collaborate with the marketing team to identify and address potential compliance issues in financial product marketing.</p><p>• Develop and implement compliance strategies to minimize risks and maintain regulatory alignment.</p><p>• Monitor and evaluate marketing efforts to ensure they meet regulatory guidelines and standards.</p><p>• Provide expertise on compliance requirements around UDAAP and TILA.</p><p>• Prepare comprehensive reports on compliance assessments and findings for stakeholders.</p><p>• Stay updated on changes to federal regulations and ensure integration into organizational practices.</p><p>• Offer guidance and support to internal teams regarding financial products and services marketing compliance policies and procedures.</p>
<p>We are looking for a skilled Sourcing Analyst to join our team in San Francisco, California. As a key contributor, you will collaborate across departments to optimize vendor relationships, negotiate contracts, and enhance procurement strategies. This is a Long-term Contract position offering the opportunity to shape the future of procurement within a dynamic and evolving industry.</p><p><br></p><p>Responsibilities:</p><p>• Develop and refine strategic sourcing practices to maximize efficiency and value.</p><p>• Negotiate contracts with suppliers, ensuring favorable terms and compliance with organizational policies.</p><p>• Manage contract review processes, coordinating with legal and other stakeholders to ensure timely execution.</p><p>• Lead supplier rationalization initiatives to improve vendor performance and reduce costs.</p><p>• Establish and oversee vendor life-cycle strategies, including onboarding, performance management, and offboarding.</p><p>• Conduct financial analysis and create dashboards to support data-driven decision-making in procurement.</p><p>• Identify and mitigate risks associated with key vendors while monitoring supplier compliance.</p><p>• Provide training to stakeholders to promote procurement best practices and policy adherence.</p><p>• Resolve supplier performance issues promptly to maintain quality and consistency.</p><p>• Support various ad hoc projects to enhance procurement processes and systems.</p>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p>We are looking for a Senior Finance Manager to join our team in Oakland, California. In this role, you will lead financial planning and analysis efforts, providing insights that drive strategic decision-making. You will work closely with cross-functional teams to deliver accurate forecasting and budgeting while ensuring the organization’s financial goals are achieved.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead short- and long-term financial modeling, forecasting, budgeting, and planning</li><li>Analyze and report financial results; improve close processes and forecast accuracy</li><li>Partner with leaders to deliver insights, manage KPIs, and support strategic decisions</li><li>Drive process improvements, cost savings, and capital planning</li><li>Manage capital approvals and evaluate investments, M& A, and divestitures</li><li>Prioritize investments, monitor performance, and assess financing options</li><li>Deliver strategic analysis, executive/Board support, and develop FP& A talent</li></ul>
<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><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>Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a high-level project manager and strategic partner </li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li></ul><p><strong>Operations/Client Service</strong></p><ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul><p><strong>Financial Planning and Investment Process</strong></p><ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul><p><strong> </strong></p>
<p>We are looking for an experienced Systems Business Analyst to lead a 6 month project. This role is 100% remote. In this role, you will play a key part in implementing and optimizing Workiva. You will create reporting solutions while collaborating with multiple teams to ensure seamless integration and functionality. This is a 6-month (possibly 7-8 months), W-2 hourly position. If you have led multiple Workiva (WDesk) implementations or optimizations, then you will be a perfect fit for this. Our client needs someone that is hands-on (done tagging and created reports). You will also train staff members on how to use the tool. If you are looking for an opportunity to work on impactful projects within the non-profit sector, this is it! Please apply today...</p><p><br></p><p>Responsibilities:</p><p>• Lead the implementation and setup of Workiva reporting software, ensuring all necessary configurations and functionalities are in place.</p><p>• Develop and build detailed reports using Workiva, providing guidance and training to team members on effective usage.</p><p>• Collaborate closely with IT, accounting, and systems teams to align reporting solutions with organizational needs.</p><p>• Integrate Workday Financials with Workiva to enable automated reporting and advanced analytics.</p><p>• Manage timelines and deliverables for reporting projects, ensuring tasks are completed efficiently and accurately.</p><p>• Utilize Power BI and other Power Platform tools to enhance reporting capabilities and streamline processes.</p><p>• Support cross-functional teams in understanding and utilizing reporting tools for improved decision-making.</p><p>• Ensure compliance with GAAP accounting standards and SOX requirements in all reporting activities.</p><p>• Identify opportunities for process improvements and implement solutions that optimize reporting workflows.</p>
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
<p>We are working with a large tech company in Palo Alto, CA that is looking for an interim Topline FP& A Manager consultant that partners closely with senior leadership to support revenue growth and commercial strategy across the business. This team provides critical financial insight across bookings, recurring revenue, billing, and margin performance, helping leaders understand trends, evaluate trade-offs, and make informed decisions. Through strong cross-functional collaboration, the team influences planning processes, operational discipline, and long-term financial outcomes. This is a long-term contract position, offering a unique opportunity to collaborate with cross-functional teams and contribute to high-impact decision-making processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><strong>Revenue & Growth Planning</strong></p><ul><li>Own and enhance detailed financial models supporting revenue, ARR, billings, and gross margin performance</li><li>Develop inputs and analysis for annual budgets, rolling forecasts, and long-range planning cycles</li><li>Analyze monthly performance to assess business momentum and forecast accuracy</li></ul><p><strong>Scenario Analysis & Decision Support</strong></p><ul><li>Build and evaluate scenario models related to pricing changes, product launches, and go-to-market initiatives</li><li>Partner with cross-functional teams to assess revenue risks and opportunities throughout the quarter</li><li>Support quarter-end forecasting efforts by synthesizing inputs from sales operations, deal desk, order management, and product teams</li></ul><p><br></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>
We are looking for an Operations & Finance Associate to join our team in Belmont, California. This long-term contract position involves providing essential administrative, financial, and operational support to ensure the smooth functioning of our business. You will play a key role in managing office systems, assisting with financial processes, and maintaining a detail-oriented and organized environment.<br><br>Responsibilities:<br>• Prepare and facilitate domestic and international wire transfers for review and approval.<br>• Monitor and report weekly bank balances to ensure accurate financial tracking.<br>• Organize and categorize expenses in QuickBooks Online while maintaining accurate financial records.<br>• Oversee office systems and technology, ensuring equipment such as Zoom and AV setups function seamlessly.<br>• Set up, tidy, and reset meeting spaces to maintain a detail-oriented environment.<br>• Maintain office organization, ensuring supplies are stocked and areas like the kitchen and refrigerator are clean.<br>• Coordinate lunch orders and refreshments for meetings and events.<br>• Compile and prepare travel and expense reports for firm partners.<br>• Support financial operations such as capital calls and distributions as needed.<br>• Perform general administrative tasks and address ad hoc operational needs to maintain office efficiency.
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
