<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>6-8+ Month Contract Role - Benefits, PTO, Bonus available!</strong></p><p>We are looking for a skilled Non-Qualified Plan Administrator to join our team on a long-term contract basis. In this role, you will oversee the administration of deferred compensation plans, 409A, 401k plans, ensuring compliance and accuracy in all processes. You will collaborate with internal teams and external vendors to manage participant communications, data reconciliation, and plan-related inquiries. This position offers an opportunity to work in a dynamic environment while contributing to the efficiency and effectiveness of savings plan operations.</p><p><br></p><p>Responsibilities:</p><p>• Administer annual enrollment processes for multiple deferred compensation plans, including coordination with vendors and review of participant communications.</p><p>• Process distribution payments for various participant events, such as vesting, separation of service, and domestic relations orders, in compliance with established schedules.</p><p>• Manage employer discretionary allocation reviews, developing timelines, processing deposits, and drafting participant notifications.</p><p>• Compile and analyze year-end compensation data to support non-discrimination testing and plan analysis.</p><p>• Maintain and update plan materials to ensure accuracy and compliance.</p><p>• Collaborate with vendors and internal teams to identify and resolve data discrepancies and file transmission errors.</p><p>• Respond to participant inquiries regarding plan eligibility, contributions, distributions, and vesting calculations.</p><p>• Investigate payroll deduction variances and initiate wire deposit requests for plan funding.</p><p>• Participate in team projects, offering recommendations to improve processes and enhance operational efficiency.</p>
<p>We are seeking a hands-on Workday Project Manager/Consultant with proven public sector Workday experience. This individual will actively support testing cycles and go‑live preparation, partnering directly with internal teams to keep the implementation moving forward.</p><p>This role will be a 4–5-month contract.</p><p><br></p><p>Responsibilities</p><ul><li>Lead daily project management activities across unit testing, end‑to‑end testing, and transition-to-go-live efforts.</li><li>Participate in cross-functional meetings and drive issue resolution across Finance, Payroll, and related workstreams.</li><li>Track and manage all dependencies between Finance and Payroll to maintain alignment and prevent delays.</li><li>Provide functional, hands-on Workday Finance support in areas such as:</li><li>Financial Accounting</li><li>Projects</li><li>Grants</li><li>Procurement</li><li>Workday Strategic Sourcing</li><li>Collaborate with SMEs to manage tasks, identify risks, track decisions, and follow through on action items.</li><li>Support validation of integrations, security, cashiering, and customer account processes.</li><li>Contribute to testing documentation, job aids, and knowledge-transfer materials.</li><li>Communicate with consistency and professionalism, remaining steady and collaborative under pressure.</li></ul><p><br></p>
<p>Robert Half Management Resources is looking for an experienced Workday Financials Project Manager to lead a critical implementation for one of our clients on an interim basis. This long-term contract position offers the opportunity to shape key financial systems and processes, utilizing your expertise in Workday ERP solutions. Located in San Ramon, California, this role involves collaboration with cross-functional teams and stakeholders to deliver impactful results.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Oversee the design, configuration, and testing of Workday Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, and Asset Management.</p><p>• Partner with stakeholders to analyze business needs and translate them into optimized Workday financial processes.</p><p>• Manage all phases of the implementation lifecycle, from planning and data conversion to testing and post-production support.</p><p>• Provide strategic guidance and recommend best practices to ensure successful deployment and avoid common challenges.</p><p>• Collaborate with integration and reporting teams to align functional designs with technical requirements.</p><p>• Lead functional workstreams to ensure timely and accurate execution of project goals.</p><p>• Develop and implement solutions that enhance financial operations and ensure compliance with organizational standards.</p><p>• Facilitate cross-departmental communication to ensure seamless integration of Workday Financials with existing systems.</p><p>• Identify risks and develop mitigation strategies to ensure project success.</p><p>• Deliver training and support to end-users, ensuring smooth adoption of new systems.</p>
<p>We are looking for a detail-oriented Financial Accountant & Cash Manager to join our team in San Francisco, California. This role requires expertise in financial analysis, modeling, and reporting to help drive informed decision-making and optimize financial performance. The ideal candidate will possess advanced analytical skills and a proactive approach to problem-solving. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Oversee cash flow management, including bank reconciliations and the recording and deposit of all revenues.</li><li>Review monthly Capital Asset Support Corporation savings statements and record related interest income.</li><li>Review quarterly Capital Asset Support Corporation investment statements, recording unrealized gains and losses at fair market value and distributions of realized income.</li><li>Regularly forecast operating cash flows and coordinate funding needs from short-term deposits or long-term investments as appropriate.</li><li>Present quarterly reviews of the financial position to the Council.</li><li>Manage purchasing, inventory, and accounts payable processes.</li><li>Oversee customer billing and accounts receivable for all public events.</li><li>Administer and monitor U.S. Bank debit card activity.</li><li>Produce monthly, quarterly, and year-end financial reports.</li><li>Prepare and present financial and operational performance reports.</li><li>Ensure compliance with quarterly sales tax filings, annual 1099 reporting, and year-end parishioner contribution reporting.</li><li>Track restricted contributions and ensure funds are distributed in accordance with donor restrictions.</li></ul>
<p>Our client in Emeryville is seeking an interim Controller for a 3-6 month engagement. This interim role requires a strategic leader to oversee accounting operations, financial reporting, internal controls, and treasury functions. Reporting directly to the Chief Financial Officer, you will play a pivotal role in shaping financial policies, ensuring compliance, and supporting the organization’s growth in the manufacturing sector. This role is hybrid, requiring 3 days/week onsite in Emeryville. Pay is expected to be between $70-$75/hr.</p><p><br></p><p>Responsibilities:</p><p>• Oversee all accounting operations, including financial reporting, period close activities, and the development of accounting policies and procedures</p><p>• Ensure compliance with federal regulations, including Uniform Guidance for grants, Cost Accounting Standards, and Generally Accepted Accounting Principles</p><p>• Collaborate across departments to ensure accurate and timely financial data for internal and external reporting purposes, including government fund accounting</p><p>• Lead system implementations and improvements for financial processes, such as Order-to-Cash and Procure-to-Pay cycles</p><p>• Mentor and develop the accounting and general ledger teams to enhance their attention to detail and support organizational goals</p><p>• Establish clear communication channels and build strong relationships with internal stakeholders across various departments</p><p>• Coordinate with external service providers for audits, tax filings, and staff augmentation as needed</p><p>• Drive strategic initiatives and operational improvements to support the organization’s financial objectives</p><p>• Manage relationships with banking partners and oversee treasury functions</p><p>• Perform other duties as required to support the financial health and growth of the organization</p>
<p>A well-established, independent RIA firm in the East Bay is seeking a <strong>Relationship Manager </strong>to join their collaborative, tight-knit team. You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Collaborate with the growth team to facilitate new client onboarding and oversee seamless asset transitions to the firm</li><li>Advise clients through account setup, transfer of assets, and ongoing servicing requests</li><li>Process distribution requests, including oversight of Required Minimum Distributions (RMDs) and annual compliance tracking</li><li>Coordinate with custodial institutions to manage account servicing and maintenance activities</li><li>Elevate complex client issues to appropriate internal partners and ensure comprehensive documentation of all communications</li><li>Schedule and organize client meetings and portfolio review sessions for the Advisor</li><li>Maintain precise and up-to-date client data within the firm’s CRM system</li></ul><p><br></p>
We are looking for an experienced Payroll Manager with expertise in stock compensation to join our team on a long-term contract basis. This role is based in San Francisco, California, and requires someone with strong attention to detail who is capable of handling complex equity administration processes with precision. The ideal candidate will play a critical role in managing stock-related operations and ensuring compliance with regulatory standards while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Manage daily stock administration tasks, including equity grants, exercises, and settlements, ensuring accuracy and compliance.<br>• Collaborate with HR and legal teams to coordinate stock-related matters and maintain consistent communication.<br>• Administer Restricted Stock Units (RSUs) with a focus on efficiency, accuracy, and adherence to company policies.<br>• Ensure compliance with equity taxation regulations and oversee related processes.<br>• Develop and update stock administration policies and procedures to align with industry best practices.<br>• Work closely with finance and accounting teams to reconcile equity-related transactions and maintain accurate reporting.<br>• Utilize platforms like Equity Edge Online to enhance stock administration efficiency and streamline processes.<br>• Stay updated on trends and practices in the software industry that impact stock administration.<br>• Provide guidance to stakeholders on equity plans and regulatory requirements.
<p>Robert Half is looking for a detail-oriented Plan Administrator to join our team on a long-term contract basis. This fully remote position requires candidates to work within the time zone of the organization while supporting the administration of various plans. If you are experienced in compensation and benefits management and thrive in a collaborative environment, this role offers an excellent opportunity to contribute to impactful projects. This is a temporary position, and you must be comfortable working PST hours.</p><p><br></p><p>Plan Administrator Responsibilities:</p><p>• Manage the annual online enrollment processes for multiple plans, including participant communication reviews and vendor coordination.</p><p>• Oversee plan distribution payments, ensuring accurate processing for events like vesting, scheduled distributions, separations, and domestic relations orders.</p><p>• Support Employer Discretionary allocation reviews by preparing timelines, delivering allocation data, processing deposits, and drafting communications.</p><p>• Compile and analyze compensation data from payroll systems to identify Highly Compensated Employees and assist with year-end reporting and compliance testing.</p><p>• Update and maintain plan materials to ensure accuracy and relevance.</p><p>• Collaborate with vendors and internal teams to resolve data discrepancies, file transmission issues, and recordkeeping gaps.</p><p>• Address participant inquiries regarding plan eligibility, contributions, distributions, and vesting calculations.</p><p>• Investigate payroll deduction variances and reconcile discrepancies before initiating funding requests.</p><p>• Contribute to departmental initiatives and special projects aimed at improving productivity and efficiency.</p><p>• Recommend improvements to streamline processes and enhance team effectiveness.</p><p><br></p><p>If you are interested in this Plan Administrator position, please submit your resume for immediate consideration today!</p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<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>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p><strong>Payroll and Accounting Contract Opportunity</strong></p><p><br></p><p>We are hiring skilled contractors interested in supporting a dynamic organization’s payroll and finance team. This role offers a chance to contribute to daily operations while streamlining payroll processes and ensuring financial accuracy. This role is hybrid (3-4 days onsite) with some possibilities of 5 days per week during the close cycle. Our client is growing in the Artificial Intelligence (AI) space and is growing their client book. Apply today!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage semi-monthly payroll cycles for U.S. staff using ADP workforce now</li><li>Validate employee deductions for 401(k), HSA, and FSA programs each pay period.</li><li>Complete payroll reconciliations for general ledger accounts, including paid time off, bonuses, accruals, liabilities, and benefit expenses as part of monthly closing.</li><li>Record and reconcile payroll entries in NetSuite.</li><li>Handle quarterly equity grants for employees and process share exercises, ensuring accurate tax withholdings for reporting.</li><li>Work alongside accounts payable to verify vendor invoices in NetSuite and employee spending reports in Expensify.</li><li>Maintain working knowledge of state and federal tax regulations covering wages, garnishments, benefits, leaves of absence, retirement accounts, and relocation aid.</li><li>Address any payroll tax correspondence and inquiries.</li><li>Facilitate registration for tax and unemployment insurance in new states when needed.</li><li>Audit quarterly and annual payroll tax submissions generated by ADP.</li><li>Assist auditors with requests tied to payroll and accounting duties during annual review.</li><li>Tackle special projects as assigned.</li></ul><p><br></p>
<p>We are looking for a skilled Residential Loan Specialist to join our client's team in San Francisco, California. In this Contract to permanent position, you will play a pivotal role in managing residential loan processes from start to finish while ensuring precision and compliance at every step. This opportunity is ideal for professionals with a strong background in mortgage lending and a commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary liaison for residential lending, partnering with Relationship and Portfolio Managers to understand borrower needs and guide clients from application through funding.</li><li>Evaluate borrower financials to structure appropriate loan solutions and prepare clear, accurate approval materials.</li><li>Manage the full loan lifecycle, coordinating documentation, conditions, underwriting steps, and closing timelines to ensure smooth execution.</li><li>Maintain oversight of a dynamic loan pipeline, monitoring workflow progress, reviewing documents for accuracy and compliance, and proactively resolving issues.</li><li>Support clients with post‑closing follow‑ups, documentation requests, and ongoing service needs, while occasionally assisting with commercial loan activities as required.</li></ul>
<p>We are looking for an experienced Senior Loan Closer to join our clients team on a contract basis in San Francisco, California. In this role, you will manage the end-to-end loan closing process, ensuring accuracy, compliance, and timely execution. This position requires a strong understanding of commercial lending practices and attention to detail to support smooth and efficient loan closings.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as the central point of coordination for residential and commercial loan closings, partnering with Relationship and Portfolio Managers to ensure borrower needs are fully understood and files are accurately prepared for finalization.</li><li>Review borrower financials and loan terms to validate eligibility, confirm accuracy of approval documentation, and ensure readiness for closing.</li><li>Oversee all closing activities, including document preparation, condition tracking, underwriting coordination, and deadline management to keep each transaction on schedule.</li><li>Maintain control of an active closing pipeline by monitoring progress, identifying discrepancies, ensuring compliance, and resolving issues before they impact funding.</li><li>Handle post‑closing requirements such as document retrieval, corrections, client follow‑ups, and coordination of any remaining loan actions, with occasional support for commercial transactions.</li></ul>
