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    38 results for Cfo Start Saas in San Francisco, CA

    CFO <p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p> CFO - Chief Financial Officer <p>Our non-profit client in Oakland is seeking in interim hands-on Chief Financial Officer (CFO) for a 2+ month engagement. As a CFO, your key responsibilities would revolve around managing financial functions, including budgeting, forecasting, cash flow management, and overseeing investments. This role entails regular interaction with the board of directors and other senior management members. This is a 100% remote role and expected to pay between $80-$100/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the financial planning, budgeting, and forecasting processes</p><p>• Manage the organization's cash flow and treasury functions to ensure financial stability</p><p>• Engage in strategic financial decisions and provide financial insights to the board and other top management</p><p>• Use financial software tools such as Paycom, Sage Intacct, and Concur for financial management and reporting</p><p>• Ensure accuracy and integrity in financial reporting and compliance with financial regulations and standards</p><p>• Work closely with the Controller and Finance Manager to identify and address financial issues and gaps</p><p>• Participate in board meetings and present financial reports and updates</p><p>• Develop and implement financial policies and procedures that align with the organization's mission and goals</p><p>• Manage the organization's investment portfolio to ensure it is aligned with the organization's financial objectives</p><p>• Oversee the allocation and expenditure of the organization's resources in line with contractual agreements and program objectives</p> Tax Manager - Family Office <p>Please<strong> contact <u>Michelle Espejo via LinkedIn or Email </u></strong>for fastest consideration for this opportunity.</p><p><br></p><p>An esteemed <strong>venture capital </strong>firm in <strong>Palo Alto</strong> is on the hunt for a seasoned Tax Manager to join their Family Office team. This unique role provides the opportunity to work with high-profile entrepreneurs and investors, managing the financial intricacies of their families. The firm, known for its exceptional service and client-oriented approach, cultivates an environment that strongly encourages growth and development.</p><p><br></p><p>With a commitment to a true work-life balance, the firm promotes a <strong>standard 40-hour work </strong>week with exceptional benefits fully paid for by the company. An attractive profit-sharing plan coupled with a strong dedication to employee growth, makes this role a compelling career move.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Overseeing tax returns for family office clients</li><li>Nurturing client relationships</li><li>Conducting and reviewing tax assessments, extensions, and returns</li><li>Performing in-depth tax issue research and responding to notices</li><li>Assisting the CFO and Directors on special projects</li></ul><p><strong>Ideal Start Date: Very flexible: Q2/Q3 2025</strong></p><p><br></p><p><strong>Please contact <u>Michelle Espejo via LinkedIn or email</u> for additional info or any questions you may have. </strong></p> Corporate Controller at Thriving Investment Firm <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Join a mission-driven investment firm managing over $1 billion in assets. This role offers the chance to lead financial operations, support impact-driven investments, and grow into a CFO position.</p><p> </p><p>Work with a team that blends finance and social impact. You’ll take on leadership responsibilities, influence strategic decisions, and enjoy a collaborative, entrepreneurial environment. Perks include unlimited PTO, 401(k) match and competitive pay.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Lead financial strategy and oversee accounting operations.</li><li>Manage tax compliance, audits, and reporting.</li><li>Support investment teams with valuations and fund metrics.</li><li>Strengthen internal controls and risk management.</li><li>Drive budgeting, forecasting, and financial analysis.</li><li>Collaborate on impact-driven initiatives.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Fund Controller - Investment Firm <p>Reach out to<strong><u> Michelle Espejo via LinkedIn or email </u></strong>for immediate consideration and additional info. </p><p><br></p><p>Ready to make your mark in an innovative, fast-growing firm on the Peninsula? Step into a <em>high-impact</em> Controller role that brings you close to the heart of decision-making alongside the CFO. Our client is transforming the investment management industry, and they’re searching for a driven Controller to help lead the charge. With a <strong>competitive compensation package</strong>, a <strong>flexible hybrid schedule</strong>, and a <strong>dynamic, entrepreneurial environment</strong> that celebrates your contributions, this opportunity is one not to miss!</p><p><br></p><p>What You’ll Do:</p><ul><li>Oversee fund accounting, including preparation of financial statements, NAV calculations, and investor reporting, ensuring accuracy and timeliness.</li><li>Manage capital calls, distributions, waterfall calculations, and maintain relationships with third-party service providers.</li><li>Drive process improvements to enhance efficiency and provide strategic insights on fund structuring, cash flow, and overall financial strategy.</li><li>Collaborate with the investment team on funding strategies, liquidity planning, and banking relationships.</li><li>Supervise tax filings, regulatory compliance, and quarterly performance reports.</li><li>Lead the annual audit process and assist the CFO in finance department initiatives.</li></ul><p>Reach out to<strong><u> Michelle Espejo via LinkedIn or email </u></strong>for immediate consideration and additional info. </p> Controller <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> Private Equity Tax Manager <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client, a prestigious private equity firm managing ~$10B in assets, specializes in transformative investments across buyouts, leveraged acquisitions, growth capital, and more. With a focus on industries poised for growth—characterized by high fragmentation, scalable potential, and robust demand drivers—this firm is driving innovation and economic progress. This is a <strong>hybrid </strong>role in <strong>San Francisco</strong>.</p><p><br></p><p>This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a <strong>healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families</strong>, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul><p><strong>START DATE: FLEXIBLE - depends on candidate</strong></p><p><br></p><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Tax Manager - Private Equity Firm <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client, a prestigious private equity firm managing ~$10B in assets, specializes in transformative investments across buyouts, leveraged acquisitions, growth capital, and more. With a focus on industries poised for growth—characterized by high fragmentation, scalable potential, and robust demand drivers—this firm is driving innovation and economic progress. This is a <strong>hybrid </strong>role in <strong>San Francisco</strong>.</p><p><br></p><p>This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a <strong>healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families</strong>, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul><p><strong>START DATE: FLEXIBLE - depends on candidate</strong></p><p><br></p><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Accounting Supervisor <p>We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities.</p><p><br></p><p>Responsibilities:</p><ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul> Controller <p>A prominent non-profit organization is seeking an experienced and dedicated Controller. This vital role, supporting and reporting to the CFO, is responsible for managing the financial operations of the organization's real estate portfolio, which includes affordable housing and commercial real estate development projects.</p><p><br></p><p>This Controller role involves comprehensive financial management including preparation of periodic financial statements for the real estate portfolio, ensuring accurate financial reporting related to real estate operations, and providing financial data to funders, board of directors, and other stakeholders.</p><p><br></p><p>The successful Controller will be tasked with overseeing the general ledger and subsidiary ledgers for real estate assets, reconciling bank and credit card statements, and managing accounts payable and receivable associated with real estate operations. They will also be required to prepare journal entries to log real estate transactions, such as rent revenues, property taxes, insurance, and maintenance expenditures.</p><p><br></p><p>The Controller will also be entrusted with developing and managing the real estate portfolio's annual budgets. This will involve preparing and tracking cash flow forecasts, conducting variance analyses, and recommending budget alterations. A key part of their role will be to carry out financial analysis - working with financial data to spot trends and potential opportunities.</p><p>Part of their responsibilities will include preparing financial projections for new real estate development projects and assisting with formulating grant and financing proposals. In addition, they will need to implement and maintain robust internal controls, ensuring compliance with all applicable laws, regulations, GAAP, and non-profit accounting standards.</p> Finance Manager <p>Our manufacturing client in San Leandro is seeking an interim Sr. Manager of Finance - Supply Chain for a 6 month engagement. As a Sr. Finance Manager, you will play a significant role in providing strategic financial insights to their Procurement, Supply Chain, and Operations departments. This role involves leading the Close processes for Supply Chain Finance, supporting budget and forecast activities, and managing Cost of Goods, manufacturing variance, inventory analysis, and data management. This is a hybrid role requiring onsite work 3 days per week. Pay is expected to be $80-$90/hr. DOE.</p><p><br></p><p>Responsibilities</p><p>• Offer valuable insights and decision support to division leadership teams and corporate finance to enable accurate monthly forecasts</p><p>• Develop timelines and deliverables to meet corporate requirements as part of leading the close process for Supply Chain Finance</p><p>• Ensure that manufacturing variances identified during close are included in each new submission as part of supporting the budget and forecast processes</p><p>• Support the standard cost data process for new products as well as annual standard cost updates and inventory valuation</p><p>• Collaborate with the Engineering team to develop analysis for capital investment request</p><p>• Participate in various cross-functional project teams as a representative of Finance</p><p>• Develop daily, weekly, and monthly reporting packages that offer timely and comprehensible summaries of financial results</p><p>• Advocate for cost management and waste reduction opportunities by creating relevant visibility and measurement that inspires action</p><p>• Deliver insightful reporting, analysis, and KPIs, and perform analysis to optimize tactics, depth, and effectiveness of planning and execution</p><p>• Influence Operations and Finance leadership in the areas of business case analysis and provide valuable insights and input to Corporate Budgeting and Forecasting cycles</p> Controller <p>We are offering an opportunity for a Controller to join our client's team in Redwood City, California. As part of a dynamic team in the life science and biotech industry, you will play a crucial role in managing financial operations and ensuring adherence to regulatory standards. This role offers a contract to permanent employment opportunity.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the preparation and timely filing of monthly, quarterly, and annual financial statements in compliance with GAAP (Generally Accepted Accounting Principles) and SEC regulations.</li><li>Ensure that the financial reports are accurate, complete, and aligned with the company's goals.</li><li>Review and analyze financial performance, providing actionable insights to senior leadership.</li><li>Manage the quarterly earnings process, ensuring timely and accurate filings with the SEC (10-Q, 10-K), and support the CFO in managing investor relations.</li><li>Manage the accrual process for late-stage clinical trials, ensuring that clinical trial expenses are accurately captured and recorded in the financial statements.</li><li>Work closely with the clinical operations team to understand trial progress and forecast future costs, ensuring proper timing and accuracy of accrual entries.</li><li>Establish, maintain, and improve internal controls to safeguard assets and ensure compliance with financial regulations and company policies.</li><li>Ensure adherence to SOX (Sarbanes-Oxley) compliance requirements, and manage internal and external audits.</li></ul> Fund Accounting Manager (Venture Capital) <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Our client, an innovative<strong> venture capital </strong>firm based in <strong>Menlo Park</strong>, is dedicated to empowering startups from inception to IPO and beyond. They are seeking a talented professional to join their dynamic team and collaborate closely with finance, partners, and team leads. This hybrid role offers a unique blend of traditional accounting responsibilities alongside strategic initiatives.<strong> Enjoy a competitive benefits package, comprehensive insurance, a Phantom share plan, and unlimited PTO.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review weekly transactions and manage investment documentation.</li><li>Calculate capital call allocations.</li><li>Track and report cash and stock distributions.</li><li>Analyze partners’ quarterly and year-to-date capital allocations.</li><li>Mentor and develop the accounting staff.</li><li>Conduct and document technical research for complex transactions.</li><li>Update limited partner interest transfers and contact information.</li><li>Prepare and document quarterly valuation analyses for portfolio companies.</li><li>Stay informed on industry best practices and valuation guidance.</li><li>Identify key assumptions in valuation models and communicate findings.</li><li>Assist with the quarterly close and preparation of financial statements.</li><li>Coordinate audit requests and prepare year-end financial statements and notes.</li></ul><p><strong>Start Date: Very flexible, depending on the candidate</strong></p><p><br></p><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Controller <p>Jeff Abrams with Robert Half is offering an exciting opportunity for a Controller in the financial industry for his client. The Controller will oversee the financial operations, including general ledger, accounts payable, and financial statement preparation. The role also involves forecasting, budgeting, and collaboration with different teams for various initiatives. This role is pivotal for managing external stakeholders and ensuring the accuracy of all financial transactions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the daily financial operations, including managing the general ledger and accounts payable </p><p>• Prepare financial statements and conduct research on new technical accounting standards for US GAAP and IFRS </p><p>• Collaborate with the CFO in preparing the global consolidated management company budget and provide quarterly updates </p><p>• Redesign the Management Company Reporting Package for senior management use </p><p>• Present semi-annually to the Partnership on the firm’s profitability and assist in allocating expenses to internal investment teams </p><p>• Collaborate cross-functionally with the Digital Transformation Team on various initiatives, including the selection of new Global Accounting Software Solution, an Invoice Automation Solution, and a Digital Document Management System </p><p>• Assist the CFO in global treasury management and ensure tax-efficient funding of the global management companies </p><p>• Evaluate and improve workflows and internal procedures to mitigate financial risk </p><p>• Streamline workflows and operational efficiencies to best utilize team members located in the U.S. and globally </p><p>• Manage external stakeholders to address audit, compliance, and reporting requirements.</p><p><br></p><p>If interested in the role, please reach out to Jeff Abrams via LinkedIn </p> Senior SEC Manager <p>We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting.</p><p><br></p><p><strong>SEC Financial Reporting</strong></p><ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p><strong>Technical Accounting</strong></p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p><strong>Equity & Complex Financial Reporting</strong></p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p><strong>Other Responsibilities</strong></p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul><p>Technical Accounting</p><ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul><p>Equity & Complex Financial Reporting</p><ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul><p>Other Responsibilities</p><ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul> Accounting Manager <p>We are offering an exciting opportunity for an Accounting Manager in Vallejo, California. In this role, you will be tasked with the management and coordination of accounting functions and systems. This includes ensuring the accuracy of accounts, handling financial services, and resolving any related inquiries. We are subcontractor with a reputation for quality work and excellent customer relationships. As part of a close-knit team, we maintain a focus on efficient business practices while delivering exceptional services to our clients.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Oversee all accounting functions, including accounts payable, accounts receivable, payroll, and general ledger activities.</li><li>Prepare and analyze monthly, quarterly, and annual financial statements to provide insights into financial performance.</li><li>Maintain the company's chart of accounts and ensure accurate transaction coding.</li><li>Collaborate with the owner to develop, monitor, and update budgets and cash flow forecasts.</li><li>Provide financial forecasts to support strategic business decision-making.</li><li>Ensure compliance with federal, state, and local tax regulations and filing requirements.</li><li>Prepare for and coordinate external audits, including providing necessary documentation and reports.</li><li>Process Improvements and Internal Controls:</li><li>Develop and implement accounting policies, procedures, and internal controls to protect the financial integrity of the company.</li><li>Identify inefficiencies and implement process improvements to enhance accuracy and timeliness of reporting.</li><li>Supervise and mentor one accounting clerk, providing guidance on day-to-day tasks and fostering professional development.</li><li>Delegate tasks effectively and ensure deadlines are met.</li><li>Manage accounting software and perform system updates, if needed.</li><li>Work closely with management to ensure effective use of financial systems for decision-making.</li><li>Prepare ad hoc financial reports and analyses as requested by the owner.</li><li>Maintain vendor and client relationships related to financial transactions.</li></ul> Director of Internal Audit <p>We are offering an exciting opportunity located in Oakland, California. The role of an Audit Director involves managing auditing processes and utilizing various accounting software systems. This position is pivotal in maintaining the financial accuracy and integrity of our operations.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Supports internal audits, advisory services, investigations, external audit coordination, and strategic initiatives</li><li>Develops and implements the annual audit plan</li><li>Leads complex audit, advisory, and investigation projects</li><li>Develops training programs and ensures compliance with professional standards</li><li>Participates in the preparation and execution of audit plans</li><li>Advises on financial, HR, IT, and operational issues</li><li>Assists in developing policies, methodologies, and monitoring services</li><li>Manages staff and co-sourcing partners, fostering professional growth</li><li>Collaborates on strategic direction and internal audit decisions</li><li>Promotes a customer-focused, collaborative environment</li></ul> Finance & Operations Manager <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Join a top-tier boutique investment firm managing $20 billion in assets. With a reputation for pioneering behavioral finance strategies, this firm offers a collaborative, growth-oriented environment where innovation meets excellence.</p><p> </p><p>Work with industry leaders \while enjoying competitive compensation, profit-sharing, a 401(k) match, and full benefits. This is an opportunity to develop your career in a collaborative, growth-focused environment where your contributions directly impact financial operations, payroll, and accounting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage accounts payable processes and verify invoices.</li><li>Maintain vendor and banking relationships to ensure smooth financial workflows.</li><li>Assist with payroll processing, benefits administration, and employee compensation statements.</li><li>Oversee wire and ACH payments with precision.</li><li>Maintain financial records, support tax filings, and ensure compliance with reporting requirements.</li><li>Prepare financial reports, budgets, and forecasts.</li><li>Contribute to process improvements, including payroll transitions and system upgrades.</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Accounting Manager/Supervisor <p>We are offering an exciting opportunity for an Accounting Manager/Supervisor in Union City, California. The successful candidate will be tasked with overseeing accounts payable and accounts receivable functions, ensuring compliance with internal controls and accounting policies across multiple sites.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Supervise AP and AR across multiple sites, ensuring compliance with policies.</li><li>Review AP entries for accurate coding and timely payments.</li><li>Ensure three-way match process and resolve discrepancies.</li><li>Monitor Received Not Invoiced and AP aging reports with GL alignment.</li><li>Assist with ACH payments, AP accruals, and weekly check runs.</li><li>Validate AR entries for revenue recognition and payment terms.</li><li>Review cash receipts and monitor AR aging reports.</li><li>Assist with collections and resolve billing issues with customer service.</li><li>Ensure POs and packing slips match customer billings.</li><li>Provide AP/AR backup during staff absences.</li><li>Manage audit documentation and assist with month-end close.</li><li>Prepare journal entries and account reconciliations.</li><li>Perform ad-hoc duties as needed.</li></ul><p><br></p><p><br></p> Accounting Manager/Supervisor <p>We are offering an exciting opportunity in Livermore, California, for an Accounting Manager. The chosen candidate will be part of a team that ensures the smooth running of our accounting operations. The role involves supervising the close of monthly financial statements, managing the internal accounting team, and ensuring compliance with Generally Accepted Accounting Principles (GAAP).</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead and execute the accurate and timely closing of the general ledger and monthly financial statements.</li><li>Ensure compliance with Generally Accepted Accounting Principles (GAAP).</li><li>Prepare monthly budget-to-actual comparisons and financial reports.</li><li>Manage and optimize internal accounting operations, including process improvements.</li><li>Develop and improve tracking of key business performance metrics and processes.</li><li>Conduct cost analysis and implement cost-control initiatives.</li><li>Mentor, train, and develop accounting team members to support business growth.</li><li>Oversee timely filing of tax returns and statutory filings with external consultants.</li><li>Monitor cash flow through weekly forecasts and risk management.</li><li>Calculate and manage commissions, bonuses, profit sharing, and payroll postings.</li><li>Provide technical accounting support and enhance ERP (Epicor-P21) reporting solutions.</li><li>Audit financial processes, review internal controls, and ensure compliance with policies and standards.</li><li>Maintain and update finance-related policies to align with evolving business needs.</li></ul> Accounting Manager <p>Robert Half Management Resources is seeking a highly motivated and detail-oriented Accounting Consultant to join our client's team on a 2-year remote contract. This role will be critical in supporting the accounting and finance team during a complex system implementation, ensuring the accurate and timely completion of key accounting functions. Your expertise will be vital in maintaining financial integrity and supporting the successful adoption of the new system.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Perform month-end, quarter-end, and year-end closing activities, including journal entries, reconciliations, and financial reporting.</p><p>• Analyze and interpret financial data to identify trends and variances.</p><p>• Assist in the development and implementation of accounting policies and procedures.</p><p>• Provide support during the system implementation, including data validation, testing, and troubleshooting.</p><p>• Collaborate with cross-functional teams to ensure accurate financial data and reporting.</p><p>• Prepare and maintain documentation related to accounting processes and procedures.</p><p>• Support internal and external audits.</p><p>• Assist with ad-hoc financial analysis and reporting as needed.</p><p>• Maintain and manage general ledger accounts.</p> Accounting Manager/Supervisor <p>We are offering an exciting opportunity for an Accounting Manager/Supervisor at our location in Petaluma, California. This role involves managing the daily operations of the Accounting Department, including supervising the staff accountants and carrying out daily, weekly, and monthly accounting-related tasks.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Guide and supervise the accounting team to ensure efficient workflow and adherence to deadlines</p><p>• Manage the end-of-month close process, including journal entries, reconciliations, and financial reporting</p><p>• Oversee the accuracy and timeliness of accounts payable, accounts receivable, cashbook processes, and the general ledger</p><p>• Conduct daily cashbook reconciliation and manage intercompany AP/AR accounts</p><p>• Handle cash management tasks, including payroll processing and intercompany payments</p><p>• Review AR Trial Balance and ensure proper reconciliation of outstanding balances</p><p>• Perform sales tax reconciliation and filings across multiple states</p><p>• Conduct inventory and fixed asset reconciliation and oversee related management processes</p><p>• Analyze foreign exchange fluctuations and prepare reports on foreign currency transactions</p><p>• Oversee cost accounting functions, including cost implosion, goods in transit, and work-in-progress tracking</p><p>• Conduct purchase price variance analysis and inspection cost reviews to optimize financial performance</p><p>• Manage 1099 reporting to ensure accurate and timely filings</p><p>• Support financial audits and ensure compliance with internal controls</p><p><br></p> Tax Senior or Tax Manager - VC/PE <p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. <strong>FLEXIBLE REMOTE WORK (must live in the Bay Area)</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p> Personal Wealth Manager - Family Office <p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Join a prestigious family office managing a $1B+ portfolio, founded by a tech entrepreneur. Based in San Francisco, this collaborative team focuses on investing, portfolio management, startup incubation, and philanthropy. This role provides an opportunity to work directly with the principal, shaping financial strategy and operations in a dynamic environment.</p><p> </p><p>Work closely with senior leadership, advise on financial strategy, and manage investments, cash flows, and risk. This is a high-impact role with exposure to both strategic planning and hands-on execution, offering significant professional growth. The office values entrepreneurship, innovation, and collaboration.</p><p> </p><p>Responsibilities:</p><ul><li>Be the principal's personal wealth advisor</li><li>Develop and execute investment and financial strategies aligned with estate planning</li><li>Manage investments, liquidity, reporting, and tax preparation</li><li>Oversee risk management and internal controls with the Family Office Controller</li><li>Lead a small internal team and coordinate with external partners</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p> Accounting Manager/Supervisor <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>