Description
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance & Operations Manager at a large Investment Firm. This is a full-time permanent role based in San Mateo.
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.
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.
Responsibilities
Manage accounts payable processes and verify invoices.
Maintain vendor and banking relationships to ensure smooth financial workflows.
Assist with payroll processing, benefits administration, and employee compensation statements.
Oversee wire and ACH payments with precision.
Maintain financial records, support tax filings, and ensure compliance with reporting requirements.
Prepare financial reports, budgets, and forecasts.
Contribute to process improvements, including payroll transitions and system upgrades.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
4+ years of experience in financial services with financial operations, accounts payable, payroll, or a related role.
Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment.
Proficiency in MS Office, with experience in financial tools like Bill.com or Paychex being a plus.
A bachelor's degree in business, finance, or accounting is preferred.
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
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