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Robert Half International Operations Accountant in San Mateo, California


If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.


Our client is a Registered Investment Advisor, with $9B AUM, seeking to transform traditional wealth management. Their quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with their clients. They are an independent, employee-owned company, adhering to the fiduciary standard to put their clients’ interests first. As an employee-owned firm, they focus their efforts on helping clients meet their financial goals, without the distractions and limitations that can arise within much larger organizations. They will continue to originate ideas that capitalize on market opportunities, pool assets to drive cost-savings, and materially co-invest alongside their clients.


Reports to : CFO (total of 3 individuals on the team, including the CFO and this position)


  • 3-5 years of experience max.

  • A/P, A/R, bank Recon and expense reporting

  • Ideally coming from Professional services company.

  • NetSuite experience is a huge Plus (they are currently implementing NetSuite)

  • Must have strong communications and solid presentation skills (this person will be interacting with Client facing individuals)

For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume. You may also contact my direct line at 925 357-1313.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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Salary: DOE

Location: San Mateo, CA

Date Posted: February 14, 2021

Employment Type: Full-time

Job Reference: 00412-9502853898

Staffing Area: Full-Time Accounting u0026 Finance