• Finance & Operations Manager

    Robert Half Finance & Accounting (San Mateo, CA)


    Description

    NOTE: Please apply here & send a ping or personal message via LinkedIn to notify me about your submission!

     

    LinkedIn: Jonathan Christian (JC) del Rosario

     

    Company's Background

     

    The company is a privately held investment management firm with decades of experience applying research-driven strategies to equity markets. Their focus is on delivering long-term value through disciplined investment processes informed by behavioral and fundamental insights. With a diverse client base that includes institutional investors and financial intermediaries, they manage assets across a range of equity strategies and are committed to providing consistent, client-focused investment solutions.

    Role Overview:

    This position supports key financial functions and office operations, reporting directly to the CFO. The ideal candidate will work closely with both internal teams and external vendors to ensure smooth day-to-day processes and contribute to broader operational efficiency.

    Key Responsibilities:

    + Accounts Payable: Support AP processes, analyze invoices/expense reports, and ensure timely payments.

    + Vendor Coordination: Serve as the liaison for vendor relationships and coordinate with corporate banking partners.

    + Payroll & Benefits: Collaborate with payroll providers to ensure accurate payroll inputs, administer HSA plans, and assist with benefits and compensation processes.

    + Internship Program: Support intern onboarding/offboarding, including background checks and change processing.

    + Financial Transactions: Accurately manage wire and ACH transactions.

    + Compensation & Benefits: Prepare annual compensation statements and assist with insurance and benefits renewals.

    + Project Support: Help with payroll provider transitions and implement voluntary benefit plans.

    + Accounting & Tax Support:

    + Review management company ledgers and assist with quarterly/year-end closings.

    + Prepare materials for external tax advisors and review draft returns and K-1 packages.

    + Assist with timely tax filings and compliance reporting (e.g., SOI, franchise, property, and use taxes).

    + Prepare budgets, forecasts, and quarterly budget-to-actual analyses.

    + Review financial statements for managed funds.

    Company's Highlight:

    + Opportunity to work at a respected investment firm associated with two Nobel Prize winners

    + Competitive salary commensurate with experience and education

    + 401(k) with company match

    + Medical, dental, and vision coverage

    + Short-term and long-term disability

    + Life insurance

    + Profit sharing

    Requirements

    Qualifications/Experiences:

    + Minimum of 4 years of experience in financial operations, accounts payable, payroll administration, or a similar role.

    Skills:

    + Highly detail-oriented with strong organizational and communication abilities.

    + Capable of managing multiple priorities efficiently in a fast-paced environment.

    + Proactive problem-solver with a strong sense of accountability and follow-through.

    Technology Proficiency:

    + Proficient in Microsoft Office Suite, particularly Excel, Word, and Outlook.

    + Experience with financial and payroll systems such as Bill.com and Paychex is preferred.

    Education:

    + Bachelor’s degree in Business Administration, Accounting, Finance, or a related field is preferred.

     

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

    • 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .