<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>
<p>We are looking for a detail-oriented Accounting Manager to oversee and enhance financial operations within our organization. Based in San Francisco, California, this role is ideal for someone with a strong background in accounting systems and processes who thrives in a dynamic environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support external fund administrators with general ledger management, fund accounting, investor allocations, and capital activity (calls/distributions).</li><li>Oversee financial reporting and accounting for a real estate private equity fund in accordance with GAAP and investor standards.</li><li>Manage month-end and quarter-end close for portfolio companies, including reconciliations and loan accounting.</li><li>Prepare and review financial statements such as balance sheets, income statements, and cash flow reports for stakeholders.</li><li>Coordinate with auditors and tax advisors to ensure timely audits, K-1 issuance, and tax filings.</li><li>Monitor fund performance, asset valuations, and cash flows to guide investment strategy.</li><li>Work closely with acquisitions and asset management teams to track investments, capital spending, and financing.</li><li>Ensure compliance with fund agreements, regulatory requirements, and investor reporting obligations.</li><li>Improve internal controls, accounting policies, and financial reporting systems to enhance efficiency.</li></ul>
<p>We're seeking a hands-on Accounting Manager who thrives in a fast-paced environment and brings strong experience in financial reporting and FP& A.</p><p><br></p><p><strong>What’s in it for you:</strong></p><ul><li>Competitive base salary</li><li>Excellent benefits package</li><li>Opportunity to join a dynamic and innovative tech company</li><li>High visibility role with leadership potential</li></ul><p><br></p><p><strong>What We’re Looking For:</strong></p><ul><li>Proven experience in accounting, financial reporting, and FP& A</li><li>Strong GAAP knowledge and analytical skills</li><li>Ability to work onsite in Fremont, CA</li><li>CPA or public accounting background is a plus</li><li>Software industry experience</li><li>Comfortable working in stand-alone role</li></ul><p><br></p><p>Contact Gary Daum at Robert Half.</p><p><br></p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p>We are looking for a highly skilled Accounting Manager/Supervisor to oversee and optimize financial processes within our organization in Solano County, California. This role offers the opportunity to manage critical accounting functions, ensure compliance with financial regulations, and contribute to the organization's overall financial health. The ideal candidate will bring expertise in accounting systems, financial reporting, and team collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the monthly financial close process, including preparing journal entries, accruals, and consolidations for the parent company.</p><p>• Manage customer billing processes, record deposits, and ensure accurate tracking of airplane sales revenue and account balances.</p><p>• Perform bank reconciliations and post all related transactions in a timely manner.</p><p>• Audit and process employee expense reports using the travel expense system.</p><p>• Conduct detailed reconciliations and analyses of balance sheet accounts within assigned areas of responsibility.</p><p>• Prepare comprehensive schedules, analyses, and supporting documentation for year-end audits.</p><p>• Collaborate with external tax professionals and government agencies to ensure the accurate and timely filing of direct and indirect taxes.</p><p>• Act as a financial liaison, fostering collaboration with various departments across the organization.</p><p>• Generate ad-hoc financial reports and analyses for cross-functional teams and management as needed.</p>
<p>Are you ready to take on a new, exciting challenge in accounting leadership? We are seeking a skilled accounting expert to join our team in a newly created <strong>Accounting Manager</strong> role. If you have a passion for financial precision, excellent analytical abilities, and experience leading teams, we’d love to hear from you! This is a high-impact position, offering the opportunity to implement processes, drive insights for decision-making, and help ensure the financial health of our organization.</p><p><br></p><p>What You’ll Do:</p><p>In this well-rounded Accounting Manager position, you will:</p><ul><li><strong>Shape Financial Reporting</strong>: Prepare and ensure the accuracy of financial statements and reports, leveraging your systems experience.</li><li><strong>Drive Financial Insights</strong>: Conduct financial analysis and assist with internal audits, supported by a team of 5–6 accounting clerks. You'll help organize workflows while recognizing the varying availability and skill levels of your team.</li><li><strong>Team Guidance</strong>: Oversee and review staff-prepared bank reconciliations to verify account balances and ensure best practices.</li><li><strong>Process Improvement</strong>: Evaluate current accounting practices and procedures, and recommend enhancements to improve efficiency and accuracy.</li><li><strong>Policy Building</strong>: Take the lead in developing an accounting manual that will shape internal processes and ensure consistency across the organization.</li><li><strong>Data Analysis</strong>: Utilize Excel for in-depth analysis and leverage software for general ledger accounting and financial statement preparation.</li></ul>
We are looking for a highly skilled Finance Manager to join our team on a contract basis in San Francisco, California. In this role, you will leverage your expertise in financial planning, reporting, and multi-entity consolidations to drive strategic insights and optimize workflows. This position offers the opportunity to collaborate with cross-functional teams and contribute to the financial success of our organization.<br><br>Responsibilities:<br>• Oversee the financial consolidation and reporting processes using Datarails, ensuring accuracy and timeliness across multiple entities.<br>• Manage budgeting, forecasting, and variance analysis to support strategic decision-making.<br>• Analyze complex financial data to provide actionable insights for senior leadership.<br>• Collaborate with various departments to implement cost-saving strategies and enhance financial efficiency.<br>• Automate financial processes by leveraging tools like Datarails and Excel, while addressing and resolving reporting challenges.<br>• Ensure accurate intercompany transactions and eliminate redundancies in multi-entity consolidations.<br>• Support system upgrades and integrations to streamline financial workflows and improve efficiency.<br>• Stay informed about industry trends and regulatory updates to maintain compliance with financial policies and procedures.
<p>We are looking for a meticulous Accounting Manager/Supervisor to lead our accounting team in Solano County, California. In this role, you will oversee critical financial operations, ensure compliance with regulations, and drive process improvements to optimize workflows. This position offers an excellent opportunity for individuals with strong leadership skills and auditing expertise to advance their careers in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily accounting operations, including financial reporting, budgeting, and forecasting.</p><p>• Ensure compliance with internal controls and regulatory standards while mitigating financial risks.</p><p>• Lead the accounting team by mentoring staff, conducting training sessions, and fostering skill development.</p><p>• Oversee month-end and year-end closing processes to ensure accuracy and timeliness.</p><p>• Collaborate with external auditors, vendors, and stakeholders to maintain smooth operational relationships.</p><p>• Leverage auditing experience to manage internal and external audit requirements effectively.</p><p>• Identify inefficiencies and implement process improvements to enhance accounting workflows.</p><p>• Participate in department-specific projects such as system upgrades, documentation, and financial integrations.</p>
<p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>
<p>We are looking for a skilled and resourceful Senior Administrative Assistant with a strong technical aptitude to join our team on a long-term contract basis. Based in Alameda, California, this role involves providing administrative and technical support to ensure seamless program operations and effective communication with providers and partners. If you enjoy working in a dynamic environment and are passionate about streamlining processes, we encourage you to apply.</p><p><br></p><p><strong>Responsibilities</strong>: budgeting, reporting, and compliance. </p><ul><li>Manage the financial aspects of grants, including budgeting, forecasting, tracking expenditures, and ensuring proper fund allocation</li><li>Prepare and submit detailed financial reports to grantors to ensure accuracy and compliance with funding guidelines</li><li>Monitor grant obligations and expenditures to ensure alignment with program goals and deadlines.</li></ul><p><br></p>
We are inviting applications for the position of FP& A Manager to be a part of our team located in Napa, California. This role will primarily focus on financial planning and analysis in the wine industry, providing strategic decision-making support through budgeting, forecasting, financial modeling, and performance analysis.<br><br>Responsibilities:<br>• Lead and coordinate the annual budgeting and forecasting process to align with the organization's objectives.<br>• Construct and manage financial models to examine revenue, costs, profitability, and trends.<br>• Deliver comprehensive financial analysis to assist strategic initiatives, product launches, and pricing strategies.<br>• Collaborate with sales, operations, and marketing teams to assess financial performance and pinpoint growth opportunities.<br>• Compile and present monthly financial reports, comprising variance analysis and key performance indicators (KPIs).<br>• Assist leadership with ad hoc financial analysis, scenario planning, and investment decision-making.<br>• Enhance and simplify financial processes and reporting systems to boost efficiency and precision.<br>• Keep abreast with industry trends, market conditions, and regulatory changes influencing the wine business.<br>• Provide analytical support to the marketing team to evaluate campaign performance, ROI, and customer insights.
<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p>Job Posting: Accounting Manager</p><p>Employment Type: Full-Time</p><p>Location: San Francisco (Hybrid)</p><p>Salary: $125-135k base + bonus</p><p> </p><p>We are currently partnering with a prominent real estate investment firm based in San Francisco on an exciting search for an experienced Accounting Manager. This vertically integrated owner-operator specializes in multifamily, student housing, and single-family rental properties across the Western U.S. With over $2 billion in assets under management, they are known for their hands-on approach to property acquisition, renovation, and management. The firm values teamwork, integrity, and excellence, offering a dynamic environment for professionals looking to make a meaningful impact in the real estate sector.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Manage day-to-day accounting functions and oversee the monthly financial close to ensure timely and accurate reporting, including consolidation of joint venture financials.</li><li>Lead the preparation and review of complex journal entries tied to key transactions such as acquisitions, sales, refinances, capital events, and partnership structures.</li><li>Ensure capital contributions and distributions are aligned with partnership agreements and entity governance documents.</li><li>Research and resolve discrepancies in financial data, ensuring reconciliations are completed accurately and in a timely manner.</li><li>Interpret legal and financial documents—including operating and management agreements, loan contracts, and leases—to inform and guide property-level financial reporting.</li><li>Provide leadership and development support to team members, including mentoring and conducting periodic performance evaluations.</li><li>Continuously evaluate and enhance internal accounting workflows and controls to improve efficiency and accuracy.</li><li>Take on additional projects and tasks as requested by senior accounting leadership or company executives.</li></ul><p><br></p>
<p>Our client is a privately held and highly regarded real estate company specializing in both the development and management of a diverse portfolio of properties. The organization has a long-standing reputation for quality, innovation, and community-centered developments. This is an exciting opportunity to join a firm that combines entrepreneurial thinking with operational excellence.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Controller will play a critical leadership role within the organization, overseeing all aspects of accounting and financial management to ensure the company’s continued growth and success. Reporting directly to the CFO, the Controller will manage the day-to-day accounting operations, provide strategic financial insights, and support the executive team in making informed decisions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Financial Management & Reporting:</strong></p><ul><li>Oversee the preparation and delivery of accurate and timely financial statements in accordance with GAAP.</li><li>Manage monthly, quarterly, and annual close processes, ensuring all financial reports and reconciliations are completed on time.</li><li>Develop budgets, forecasts, and cash flow projections to support both operations and new development projects.</li></ul><p><strong>Accounting Operations:</strong></p><ul><li>Supervise the accounting team, including Accounts Payable, Accounts Receivable, Payroll, and General Ledger functions.</li><li>Monitor and maintain internal controls to ensure the integrity of financial records and compliance with applicable laws and regulations.</li><li>Oversee accounting for real estate development projects, including job costing, construction draws, and capitalization of completed assets.</li></ul><p><strong>Property Management Finance Support:</strong></p><ul><li>Collaborate with property management teams to monitor property-level performance, analyzing variances, and advising on strategies to optimize NOI (Net Operating Income).</li><li>Ensure timely preparation of property management financials, including tenant billings, CAM reconciliations, and lease compliance.</li></ul><p><strong>Strategic Planning & Analysis:</strong></p><ul><li>Provide financial analysis on existing assets, acquisition opportunities, and development initiatives to support strategic decision-making.</li><li>Play an active role in identifying opportunities for operational improvements in the financial and development processes.</li></ul><p><strong>Regulatory Compliance & Tax:</strong></p><ul><li>Partner with external tax firms to coordinate the preparation of federal and state tax returns.</li><li>Stay updated on real estate and construction-specific tax laws (e.g., 1031 exchanges, depreciation, interest expense limitations).</li><li>Ensure compliance with all lender reporting requirements for construction loans and permanent financing.</li></ul><p><strong>Leadership & Collaboration:</strong></p><ul><li>Hire, mentor, and develop accounting staff, fostering a collaborative and accountable team environment.</li><li>Work closely with project managers, asset managers, and other departments to streamline workflows and ensure alignment across the organization.</li></ul><p><br></p>
We are looking for an experienced Grant Accounting Manager to oversee the financial management and compliance of grant-funded projects in Santa Rosa, California. This role involves supervising a team of accountants, managing a portfolio of significant grants, and ensuring adherence to grant terms and organizational objectives. The ideal candidate will bring expertise in grant administration, financial reporting, and compliance with nonprofit accounting standards.<br><br>Responsibilities:<br>• Supervise and guide the daily activities of a team of Staff Accountants to ensure effective operations.<br>• Monitor grant-funded contracts to ensure compliance with terms and alignment with organizational goals.<br>• Review and approve monthly grant claims, verifying accuracy and reasonableness of expenditures before submission.<br>• Maintain and reconcile grant receivable balances on a monthly basis to ensure accuracy.<br>• Prepare and present monthly grant status reports, collaborating with program directors to address any financial or contractual concerns.<br>• Oversee the preparation and submission of required financial reports, including quarterly and year-end closeout reports.<br>• Ensure compliance with single audit requirements through proper documentation and reporting.<br>• Collaborate with program teams to resolve grant-related accounting issues and support budget preparation for new and ongoing contracts.<br>• Provide documentation and assistance during grant monitoring reviews and site visits by grantors.<br>• Maintain strong knowledge of nonprofit accounting standards and ensure adherence to Generally Accepted Accounting Principles (GAAP).
<p>We are in the healthcare, hospitals, and social assistance industry, located in Hayward, California, and we're currently seeking a Staff Accountant to join our team. In this role, you will be tasked with maintaining financial records, processing journal entries, and collaborating with cross-functional teams to improve accounting processes. </p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Handle general ledger duties including journal entry preparation/posting, account reconciliations, and maintaining accurate financial records.</li><li>Reconcile key balance sheet accounts (e.g., cash, prepaid expenses, fixed assets, accruals).</li><li>Develop and maintain schedules for recurring journal entries and reconciliations.</li><li>Partner with various departments to resolve accounting issues and enhance processes.</li><li>Support month-end and year-end closings to ensure timely and accurate financial reporting.</li><li>Assist the Accounting Manager with financial reporting, variance analysis, and special reports.</li><li>Help with internal and external audits by supplying necessary documentation and explanations.</li><li>Provide backup for Accounts Payable and Payroll tasks, such as data entry and payment processing.</li><li>Carry out additional tasks as assigned by the Accounting Manager or CFO.</li></ul>
<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Tax Manager </strong>at a <strong>Private Equity Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</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.</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>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
<p>We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul><p><strong>Estate Planning Responsibilities:</strong></p><ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul><p><strong>Partnership Accounting Responsibilities:</strong></p><ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul><p><br></p>
<p><strong>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>The Controller (or Assistant Controller DOE) is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>Serves as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CFO of Investments to address and align on tax requirements and financial strategies.</p><p>Maintains accurate and current books and records for all assigned entities.</p><p>Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo leaders, such as estate leadership.</p><p>Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>Maintains accurate and timely records of intercompany transactions.</p><p>Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions.</p><p>Partners with Human Resources and Administration to monitor bill payments and track cost savings in coordination with estate managers.</p><p>Prepares annual financial plans in collaboration with estate management.</p><p>Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners.</p><p>Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status.</p><p>Assist in managing fleet operations to ensure regulatory compliance and adherence to company policies. Serves as the liaison between the Fleet Manager and CEO.</p><p>Coordinates with external partners in preparing tax returns for the principals.Ensures tax returns appear accurate and reasonable.</p>
<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>
We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business.<br><br>Responsibilities:<br><br>• Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations.<br><br>• Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies.<br><br>• Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders.<br><br>• Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy.<br><br>• Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters.<br><br>• Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts.<br><br>• Developing, documenting, and maintaining control systems within the Hotels to ensure compliance.<br><br>• Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support.<br><br>• Working within the Talent Management System to ensure the departmental performance of staff is productive.<br><br>• Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.
Oversees Finance Department operations, including accounting, accounts payable/receivable, audits, and financial reporting.<br><br>Develops and implements departmental goals, policies, and procedures to improve efficiency, compliance, and service delivery.<br><br>Manages budgeting processes, prepares complex financial reports, and ensures timely completion of financial statements and audits.<br><br>Supervises and evaluates finance staff, handles performance issues, and provides training and guidance.<br><br>Advises on financial policy and compliance, conducts studies, and recommends improvements to systems, operations, and procedures.
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Tax Manager </strong>at a <strong>Private Equity Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</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.</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>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
