<p>We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>
<p>Colleen McAuliffe is seeking a Financial Cost Analyst for an organization to join its finance and accounting team in the <strong>Silicon Valley area. .</strong> This role supports critical functions across financial planning, cost accounting, project analysis, and government contracting. The ideal candidate will bring strong analytical abilities, attention to detail, and effective communication skills to drive financial accuracy and compliance for federally funded initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze monthly financial results and compare actual performance against forecasts and budgets.</li><li>Prepare, review, and submit monthly billing statements in accordance with internal standards and government requirements.</li><li>Perform detailed financial and cost accounting analyses, including funding profiles, cost variances, and rate assessments.</li><li>Collaborate with internal teams and external auditors to support successful government audit outcomes.</li><li>Monitor project expenditures and ensure alignment with financial plans and contract terms.</li><li>Manage and optimize the Unanet Accounting System, continuously improving financial tools, reporting, and processes to enhance operational efficiency.</li></ul><p><br></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for a <strong>Portfolio Finance Manager</strong> opportunity with a<strong> leading venture capital firm</strong> based in <strong>Menlo Park / San Francisco</strong>. Known for backing bold ideas and industry-shaping founders, this firm has invested in hundreds of companies across technology, life sciences, AI and more. With a thoughtful, collaborative culture and a sharp focus on innovation, this is an incredible environment for someone looking to grow in the world of venture capital.</p><p><br></p><p>This isn’t your typical back-office role. As a Senior Analyst, you'll be at the pulse of the portfolio—diving into board materials from cutting-edge companies, refining fund performance metrics, and helping shape the way the firm monitors and values its investments. If you're energized by data, excited by innovation, and ready to join a team that genuinely values curiosity and teamwork, this is your opportunity. Add in excellent benefits, a hybrid schedule, and a culture that actually walks the walk on work-life balance—and you've got a compelling next step.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Gather and review financials, forecasts, and key metrics from portfolio companies</li><li>Set up new companies in the system and keep data accurate and up to date</li><li>Create easy-to-read internal reports and dashboards</li><li>Run ad hoc analyses to support team needs</li><li>Track and report fund performance, including IRR and investment multiples</li><li>Assist with investor presentations and firm-wide materials</li><li>Help prepare quarterly valuations and build supporting models</li><li>Communicate valuation results to internal teams and auditors</li><li>Look for ways to improve systems and automate manual work</li><li>Support audits and contribute to special projects across the firm</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for a <strong>Senior Tax Manager </strong>at a Growing Venture Capital Fund. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>They’ve successfully launched companies across many industries and foster a collaborative, entrepreneurial culture—ideal for professionals ready to make an impact. In this role, you’ll manage tax work for a variety of startups and growing companies. You’ll work with external advisors, handle tax compliance, and support business growth. Plus, you’ll earn equity in the startups you support, giving you a real stake in their success. This is a great chance to grow your career in a supportive, innovative environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage daily tax tasks for management companies, funds, and portfolio startups</li><li>Coordinate with external tax accountants for timely and accurate filings</li><li>Review and finalize tax returns, K-1s, and state filings</li><li>Handle investor tax questions and maintain partner info</li><li>Support tax structuring and transaction research</li><li>Ensure startups stay compliant during early and growth stages</li><li>Manage informational returns (e.g., 1099s), tax notices, and deadlines</li><li>Keep up with tax laws and improve processes</li></ul><p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise.</p><p><br></p><p>As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>Reach out to <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p>
<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>Reach out to <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p>
<p>Michelle Espejo with Robert Half Finance & Accounting is recruiting for a <strong>Tax Manager </strong>at a Fund Services Provider. This is a full-time permanent role.</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>FULLY 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>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>
<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><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS </strong></p><p><br></p><p><strong>TAX MANAGER </strong></p><p>Well established and stable real estate company is seeking a Tax Manager with experience in real estate investment trusts (REITs). This is an excellent opportunity to join a company with a great culture and has been on the list of Best Companies to Work.</p><p>Responsibilities:</p><p>The Tax Manager is responsible for assisting with all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed.</p><p>• Prepare/Review/Assist with income tax compliance matters including accurate preparation and timely filing of federal and state income and franchise tax returns, extensions, and estimated tax payments</p><p>• Assist with organizing and registering entities with various state and local tax jurisdictions</p><p>• Prepare/Review quarterly and year-end tax provision and related footnote disclosures</p><p>• Prepare/Review REIT tests and REIT administration activities</p><p>• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status</p><p>• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk</p><p>• Provide ad hoc tax analyses and other special projects as needed</p><p><br></p><p><br></p>
We are offering an exciting opportunity for a Tax Director/Manager - Corporate in Santa Clara, California. Our focus is on the corporate tax industry, where you will have the chance to utilize your skills and contribute to our team. The role encompasses a variety of tasks related to tax provision and compliance, with a strong reliance on your abilities in Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, CCH Sales Tax, and Compliance software. <br><br>Responsibilities:<br><br>• Accurately processing tax provisions<br>• Overseeing corporate tax operations for 5-7+ years<br>• Utilizing Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, and CCH Sales Tax in daily tasks<br>• Ensuring compliance with tax regulations using Compliance software<br>• Maintaining documentation for auditing purposes<br>• Balancing tasks between Big 4 Public / Private mix operations<br>• Implementing SAP in managing and organizing tax-related activities<br>• Performing various accounting functions to support the corporate tax department<br>• Managing the annual income tax provision process<br>• Addressing and resolving any tax-related issues as they arise
