<p>We are looking for a skilled Lien Specialist to join our team in Bonita Springs, Florida. In this long-term contract position, you will play a key role in ensuring compliance with lien and bond rights, supporting accounts receivable collections, and assisting with the resolution of at-risk accounts. This role is ideal for detail-oriented professionals with a background in legal risk management and a commitment to accuracy and collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate whether lien and bond rights should be pursued based on customer account risks and outstanding accounts receivable.</p><p>• Verify the eligibility of equipment for lien or bond claims in compliance with state statutes.</p><p>• Conduct ownership and contractor research to ensure the accuracy of Preliminary Notices.</p><p>• Collaborate with field teams to confirm and update jobsite information in internal systems.</p><p>• Document all activities in designated systems to maintain accurate and accessible records.</p><p>• Monitor and meet critical deadlines and service level agreements (SLAs).</p><p>• Assess business types to determine eligibility for lien and bond claims.</p><p>• Provide appropriate lien releases to customers based on job details and payment status.</p><p>• Assist the Legal Services Team in resolving at-risk accounts by preparing payment plans and final demand letters.</p><p>• Promote and actively participate in the company’s safety culture, ensuring the well-being of team members and customers.</p>
We are looking for an experienced Procurement Manager to lead sourcing and inventory strategy for a manufacturing operation in Foley, Alabama. This role is responsible for securing metals and other essential raw materials, strengthening supplier partnerships, and supporting production through thoughtful planning and cost control. The ideal candidate brings strong commercial judgment, market awareness, and the ability to guide a team while improving procurement and inventory performance.<br><br>Responsibilities:<br>• Create and carry out sourcing plans for metals and other production materials to support business demand and operational goals.<br>• Track commodity activity, market pricing, trade conditions, and supply trends to reduce exposure and uncover purchasing advantages.<br>• Lead supplier negotiations for pricing, contract terms, and service agreements that improve value and protect the organization’s interests.<br>• Maintain productive partnerships with vendors and key supply partners to support continuity, quality, and long-term performance.<br>• Direct inventory planning efforts to balance material availability with effective control of working capital and stock levels.<br>• Manage cycle count activities and inventory review processes to improve accuracy, accountability, and audit readiness.<br>• Review consumption patterns, forecast inputs, and inventory movement data to support production needs and business planning.<br>• Partner with operations, production, planning, and finance teams to align purchasing decisions with company priorities.<br>• Establish procurement reporting, performance measurements, and key indicators to monitor results and drive accountability.<br>• Supervise, coach, and develop procurement and inventory team members while advancing process improvements and best practices.
We are looking for a strategic finance leader to guide financial planning and operational oversight for a real estate portfolio in New Orleans, Louisiana. This role serves as a key advisor to senior client leadership while directing budgeting, forecasting, reporting, and financial controls across a complex property environment. The ideal candidate brings strong commercial judgment, deep real estate finance expertise, and the ability to lead high-performing teams in a fast-moving setting.<br><br>Responsibilities:<br>• Serve as the primary finance partner to senior client leadership, providing insight that supports business decisions and long-term planning.<br>• Direct the daily operations of the finance function, setting priorities for the team and ensuring accurate, timely delivery of accounting and reporting activities.<br>• Develop and oversee annual budgets, rolling forecasts, cash flow projections, and financial models to support portfolio performance.<br>• Monitor financial results, evaluate variances, and highlight risks and opportunities that may affect budget or forecast outcomes.<br>• Maintain strong governance over ledgers, accounting workflows, and internal controls to support compliance and reliable financial reporting.<br>• Coordinate expense reporting, cash oversight, and disbursement activity while ensuring appropriate treatment of operating costs and related tax considerations.<br>• Prepare consolidated monthly profit and loss statements, balance sheet reporting, and other internal financial summaries for management review.<br>• Partner with regional accounting leadership to align financial practices with established service standards and client expectations.<br>• Lead communication across regional finance teams through regular meetings, sharing updates, resolving issues, and promoting consistent execution.<br>• Support team capability building by participating in training initiatives, sharing best practices, and driving ongoing process improvement.
<p>We are looking for a senior integration engineer to lead the design and support of complex connections between Workday and enterprise applications. This position is ideal for someone who brings deep Workday expertise along with strong software and integration engineering fundamentals across platforms. The role focuses on building reliable, secure, and observable integrations while partnering with technical teams to ensure orchestration tools support, rather than bypass, system-of-record rules.</p><p><br></p><p>Responsibilities:</p><p>• Architect, develop, and maintain integrations between Workday and enterprise platforms using Workday APIs, web services, and related integration capabilities.</p><p>• Investigate and resolve integration failures by reviewing request and response data, business process behavior, and cross-system sequencing issues.</p><p>• Create integration flows that emphasize pre-write validation, consistent execution, recoverability, and traceable audit logging.</p><p>• Analyze payload structures, security settings, authentication methods, and connectivity issues to ensure stable data exchange.</p><p>• Collaborate with engineering teams to implement orchestration approaches through platforms such as Power Automate and other automation tools.</p><p>• Ensure integration designs preserve Workday business rules, approval paths, and system-of-record responsibilities across connected applications.</p><p>• Perform hands-on troubleshooting without relying solely on abstraction layers, including direct inspection of service calls and message structures.</p><p>• Support implementation and configuration activities related to integration architecture, monitoring, and operational reliability.</p>
<p>Robert Half is currently recruiting for a detail-oriented Accounting Clerk to support daily financial and administrative activities for one of our clients in the property management industry in Newport News, Virginia. This role is ideal for someone who enjoys maintaining accurate records, working collaboratively with colleagues and vendors, and contributing to efficient office operations. The position offers an opportunity to strengthen accounting skills while growing within a supportive team environment.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices, verify supporting documentation, and help ensure payments are completed accurately and on schedule.</p><p>• Maintain accounts receivable records by tracking incoming payments, updating account details, and following up on outstanding balances as needed.</p><p>• Enter financial and administrative data into company systems with a high degree of accuracy and attention to detail.</p><p>• Provide day-to-day clerical and administrative support that helps keep accounting and office functions organized and efficient.</p><p>• Assist with bookkeeping-related tasks to support routine financial operations across the organization.</p><p>• Partner with team members and outside vendors to resolve questions related to billing, payments, and account information.</p><p>• Contribute to assigned projects and other operational tasks as business needs evolve.</p><p><br></p><p>This position is 100% onsite and will require someone to live in or around the Newport News area. For immediate consideration please contact Courtney Faircloth at 757-981-0961 to set up an interview. </p>
<p>Well-established law firm in the SW metro is looking to add an experienced Insurance Defense Attorney. This attorney will step into active cases and work directly with insurers and long-standing clients from day one, with the opportunity to build their own client relationships over time.</p><p><br></p><p>The firm is seeking someone with at least 3-7+ years of insurance defense or other transferable defense-side litigation experience who wants to continue growing their practice. This is a partner-track role with a reasonable billable requirement and a clear path to building your own client base within a supportive, respected firm. A book of business is <em>not</em> required.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage an active litigation caseload from intake through resolution and trial</li><li>Handle all aspects of discovery, depositions, motion practice, hearings, mediations, and trials</li><li>Evaluate cases and develop litigation strategy in partnership with clients and carriers</li><li>Draft pleadings, briefs, motions, and other litigation documents</li><li>Conduct legal research and prepare substantive written work product</li><li>Communicate effectively with clients, adjusters, opposing counsel, and internal team members</li><li>Represent clients in court for hearings, arbitrations, and trials</li><li>Participate in settlement discussions and mediation</li></ul>
<p>We are seeking a detail-oriented <strong>Surgery Medical Coder</strong> to join our team. This role is primarily remote, but candidates must live close enough to Indianapolis, IN to attend minimal onsite training and occasional in-person meetings as needed. The ideal candidate will have coding experience in a surgical specialty environment and hold an active coding certification.</p><p><br></p><p><strong>PLEASE NOTE</strong>: One of the following certifications is required:</p><ul><li>Certified Professional Coder (CPC)</li><li>Certified Coding Specialist – Physician-based (CCS-P)</li><li>Certified Orthopedic Surgery Coder (COSC)</li></ul><p><br></p><p><br></p><p><strong>Hours</strong>: Monday - Friday, 8am -5pm</p><p><br></p><p><strong>Responsibilities for the position include the following</strong>:</p><ul><li>Review and accurately code surgical procedures, diagnoses, and related services</li><li>Ensure coding compliance with payer, regulatory, and organizational guidelines</li><li>Analyze medical documentation to assign appropriate CPT, ICD-10, and HCPCS codes</li><li>Work closely with providers and staff to clarify documentation as needed</li><li>Maintain productivity and accuracy standards in a remote work environment</li><li>Support billing and reimbursement processes through precise code assignment</li><li>Participate in minimal onsite training sessions and periodic team meetings</li></ul>
<p><strong>Job Summary</strong></p><p>We are seeking a friendly, organized, and detail-oriented Medical Front Desk / Patient Scheduling candidates to join our client's healthcare team. This role is responsible for providing excellent customer service while managing patient scheduling, registration, and front office operations in a fast-paced medical environment. Most positions are onsite in Palo Alto, CA.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Answer high-volume inbound calls and assist patients with scheduling appointments</li><li>Check patients in and out for appointments</li><li>Verify insurance information and update patient demographics</li><li>Maintain accurate patient records in the electronic medical record (EMR) system</li><li>Provide patients with information regarding appointments, referrals, and office policies</li><li>Coordinate schedules for providers and ensure efficient patient flow</li><li>Handle front desk administrative duties including scanning, filing, faxing, and data entry</li><li>Maintain HIPAA compliance and patient confidentiality at all times</li><li>Deliver professional and compassionate customer service to patients, families, and staff</li></ul>
<p>Our client a successful law firm, is seeking a Legal Administrative Assistant to work in their Family Law department. This role is ideal for someone who is organized, dependable, and comfortable managing priorities in a collaborative legal environment. You will work closely with attorneys and colleagues across offices, helping maintain smooth daily operations through strong communication, scheduling, and document coordination.</p><p><br></p><p><strong>Locations:</strong> Boston office OR Worcester office</p><p><strong>Salary:</strong> $72,000 - $100,000 (depending on experience)</p><p><strong>Schedule: </strong>Hybrid (4 days in, 1 day remote)</p><p><strong>Hours: </strong>8:30am - 5:00pm</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and maintain attorney calendars, including scheduling appointments, meetings, court appearances, and travel arrangements</li><li>Draft, proofread, and format legal documents, correspondence, and reports with a high level of accuracy and attention to detail</li><li>Support attorneys with case management by organizing, updating, and maintaining case files and related documentation</li><li>Prepare and process legal documents, including pleadings, motions, e-filings, and correspondence, while ensuring compliance with legal procedures and deadlines</li><li>Maintain electronic and physical filing systems to ensure records are accurate, organized, and easily accessible</li><li>Assist with billing and invoicing functions, including time entry, expense tracking, and responding to client billing inquiries</li><li>Provide administrative support by managing phone communications, greeting clients, and coordinating incoming and outgoing mail</li><li>Collaborate with and provide backup support to other legal administrative assistants as needed</li><li>Perform additional administrative and operational duties as assigned to support the legal team and office operations</li></ul>
Position: Sr Software Engineer / Sr Software Developer -- TECHNICAL LEAD<br>Location: onsite -- QUAD CITIES<br>Salary: $95,000 - 125,000 base annual salary + excellent benefits<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>A leading technology‑driven product company is seeking a Development Lead to step into a critical succession role. This position offers 1.5 years of hands‑on knowledge transfer before fully taking over as the future ERP Development Manager and joining the leadership team.<br><br>Why This Opportunity Stands Out -- Exceptional career growth plan with stability!<br><br>Work for a true technology-first organization where the product is what you build.<br>Step into a clear growth path to Development Manager.<br>Lead a blended team across the U.S. and India.<br>High stability: onboarding now for a planned retirement in 2027.<br><br><br>What You’ll Do<br><br>Spend 50–75% coding (60% maintenance, 40% new feature development).<br>Lead and guide a team of 7 developers (3 U.S., 4 India).<br>Assign work, manage delivery, and support daily development activities.<br>Partner closely with QA and Product for requirements, design, and execution.<br>Work full‑stack: 60–70% backend, 30–40% frontend.<br>Eventually own 1:1s and all responsibilities of the Development Manager.<br><br><br>Core Requirements<br><br>5+ years of software development experience (senior level).<br>1–2+ years leading projects or managing developers.<br>Java 8, MySQL, JavaScript/jQuery.<br>Experience in Linux environments and Java Tomcat.<br>Stable work history (no job hoppers).<br>Must currently live within 30 miles of the Quad Cities.<br><br>Bonus Skills<br><br>ERP background<br>Accounting/financial applications<br>C# experience<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
<p>Robert Half Talent Solutions, Technology Division is partnering with a <strong>well-established Memphis-based organization</strong> to add an <strong>IT Support Analyst</strong> to their team. This role is <strong>100% onsite</strong> and offers a <strong>contract-to-hire path</strong> for the right person.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><ul><li>Provide day-to-day support for end users across hardware, software, and network issues</li><li>Troubleshoot and resolve issues related to desktops, laptops, printers, applications, and connectivity</li><li>Support Microsoft environments (Windows, Office 365)</li><li>Assist with user account management (Active Directory)</li><li>Perform software installations, updates, and equipment setup</li><li>Document all work and resolutions in the ticketing system</li><li>Partner with internal teams to support IT initiatives and system improvements</li><li>Assist with inventory tracking and hardware lifecycle management</li></ul><p><br></p>
We are looking for an organized and detail-oriented Legal Assistant to join our team in Farmington Hills, Michigan. This role involves providing comprehensive support to attorneys, managing legal documentation, and ensuring smooth scheduling and e-filing processes. If you have experience in civil litigation, a strong understanding of legal procedures, and a proactive approach to problem-solving, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare, file, and manage legal documents, including e-filing and court submissions.<br>• Coordinate and maintain attorneys’ schedules, ensuring all deadlines and appointments are met.<br>• Assist with civil litigation tasks, including drafting correspondence and legal documentation.<br>• Act as a liaison between attorneys, clients, and court personnel to facilitate communication.<br>• Ensure all court filings are accurate and submitted in a timely manner.<br>• Support attorneys with administrative tasks, such as organizing case files and maintaining records.<br>• Monitor and update calendars with key dates, hearings, and deadlines.<br>• Handle scheduling of meetings, hearings, and depositions.<br>• Conduct research to support case preparation and legal proceedings.<br>• Provide general office support to ensure smooth daily operations.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>VP, Finance | TOP Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a detail-oriented Credit Analyst to support commercial credit and collections activities for a company in south Orange County. This contract to permanent role focuses on evaluating customer accounts, managing credit exposure, and helping maintain healthy cash flow. The ideal candidate will bring strong analytical judgment, sound knowledge of commercial credit practices, and the ability to communicate effectively with both internal teams and external customers.</p><p><br></p><p>Responsibilities:</p><p>• Review credit applications and supporting financial information to assess customer risk and recommend appropriate credit decisions.</p><p>• Monitor outstanding receivables, follow up on past-due balances, and work with customers to resolve payment issues in a timely manner.</p><p>• Evaluate commercial account activity to identify potential exposure and support ongoing credit limit management.</p><p>• Partner with sales, customer service, and finance teams to address account concerns while balancing business growth with risk control.</p><p>• Maintain accurate account records, payment status updates, and documentation related to credit reviews and collection efforts.</p><p>• Investigate billing or payment discrepancies and help coordinate solutions that support timely account resolution.</p><p>• Prepare credit and collections reporting to highlight trends, aging performance, and areas requiring attention.</p><p>• Contribute to process-related activities tied to commercial credit and collections operations as needed</p>
<p>Overview:</p><p>The Bookkeeper is responsible for maintaining accurate financial records, processing daily accounting transactions, and supporting the overall financial operations of the organization. This role helps ensure timely recording of financial activity, proper documentation, and accuracy in AP, AR, bank reconciliations, and general ledger support. Bookkeepers play an important role in keeping financial information organized and up to date for reporting and compliance purposes. Based on general knowledge.</p><p>Key Responsibilities:</p><ul><li>Record day-to-day financial transactions, including accounts payable, accounts receivable, cash receipts, and disbursements. Based on general knowledge.</li><li>Reconcile bank accounts, credit card statements, and other financial records. Based on general knowledge.</li><li>Maintain and update general ledger entries and assist with month-end close activities. Based on general knowledge.</li><li>Process invoices, payments, expense reports, and customer billing. Based on general knowledge.</li><li>Monitor outstanding receivables and follow up on overdue accounts as needed. Based on general knowledge.</li><li>Maintain accurate financial files, records, and supporting documentation. Based on general knowledge.</li><li>Assist with payroll processing and related recordkeeping, if applicable. Based on general knowledge.</li><li>Prepare standard financial reports and provide support for audits or tax preparation. Based on general knowledge.</li><li>Identify discrepancies and help resolve accounting or documentation issues. Based on general knowledge.</li><li>Support process improvements to enhance efficiency and accuracy in bookkeeping functions. Based on general knowledge.</li></ul>
We are looking for a detail-oriented Accounting Clerk to support day-to-day financial and administrative tasks for a team in Palo Alto, California. This Long-term Contract position offers a flexible part-time schedule of approximately 8 to 10 hours per week, with the possibility of additional hours based on business needs. The ideal candidate will be comfortable working with invoices, financial records, and reporting tools while maintaining accuracy and organization in a fast-paced office environment.<br><br>Responsibilities:<br>• Enter accounts payable transactions accurately and ensure vendor invoices are recorded in a timely manner.<br>• Process invoices in QuickBooks and maintain up-to-date financial records for routine accounting activity.<br>• Organize and file accounting documents so records remain accessible, complete, and compliant.<br>• Review lengthy credit card statements, reconcile charges, and help identify discrepancies when needed.<br>• Prepare and generate financial or transaction reports to support office and accounting operations.<br>• Coordinate outgoing check mailings and confirm payments are distributed properly and on schedule.<br>• Provide additional administrative and accounting support to other team members as workload demands increase.
Overview: The Senior General Ledger Accountant is responsible for managing, analyzing, and reconciling complex financial transactions using Sage accounting software. This role is critical to ensuring accurate and timely financial reporting, maintaining strong internal controls, and supporting month-end and year-end close processes. The Senior GL Accountant also serves as a subject matter expert for Sage within the accounting team and is a key resource for process improvement initiatives. Key Responsibilities: Oversee and execute all general ledger activities, including preparation, review, and posting of journal entries within Sage. Lead month-end and year-end close processes, ensuring timely account reconciliations and the production of accurate financial statements. Analyze complex financial data, identify variances, and provide management with actionable insights. Maintain, document, and strengthen accounting controls, ensuring compliance with GAAP and company policies. Reconcile balance sheet and income statement accounts using Sage, promptly investigating and resolving discrepancies. Prepare schedules, reports, and documentation to support internal and external audits. Mentor and provide guidance to entry level accounting team members. Collaborate with cross-functional teams to resolve accounting issues and drive business initiatives. Identify and recommend automation opportunities or process improvements using Sage functions.
Overview: The Senior General Ledger Accountant is responsible for managing complex accounting functions and ensuring the integrity of financial records in Oracle NetSuite. This role plays a critical part in month-end and year-end close, financial reporting, and maintaining strong internal controls. The Senior GL Accountant collaborates with cross-functional teams and provides guidance to entry level staff to drive accuracy, compliance, and process improvement. Key Responsibilities: Oversee all GL activities, including preparation, review, and posting of journal entries in NetSuite. Lead and execute month-end and year-end close processes, ensuring timely and accurate reconciliations and financial statements. Analyze and interpret complex financial data, providing insights to management and supporting strategic decision-making. Maintain and enhance accounting controls, ensuring compliance with company policies and GAAP. Review and reconcile balance sheet and income statement accounts using NetSuite, investigating discrepancies as needed. Support audits by preparing schedules and documentation within NetSuite and addressing auditor requests. Mentor and guide entry level accountants and contribute to their development. Identify and implement automation and process improvements to increase efficiency and accuracy. Collaborate with finance, operations, and other departments to resolve accounting issues and support business initiatives.
<p>Robert Half is seeking an Accounting Manager to engage in daily accounting operations and ensure the accuracy of financial reporting in Chico, CA. This role requires a hands-on, detail-oriented professional with a forensic mindset who can stabilize accounting processes, resolve legacy reconciliation issues, and provide guidance to junior staff.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Oversee and manage general accounting functions, including bank reconciliations, accounts payable, accounts receivable and the general ledger</li><li>Prepare and review financial statements to ensure accuracy and compliance with accounting standards</li><li>Collaborate with finance and operations teams to support budgeting, forecasting and strategic planning</li><li>Identify opportunities for process improvements and implement best practices in accounting operations</li><li>Ensure timely and accurate financial reporting for internal and external stakeholders</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks</strong></p><p> </p><p>Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.</p><p>This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite </strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>A growing Bay Area intellectual property boutique is seeking a Patent Agent or Patent Attorney to support its patent prosecution practice on a contract-to-hire basis. This role supports a diverse portfolio of startup and emerging growth clients across software, AI, SaaS, ecommerce, consumer products, and related technologies. The team is seeking a practitioner who can own prosecution workflow end-to-end, communicate directly with inventors and clients, and operate with a high level of independence in a fast-moving environment. This is a strong opportunity for someone seeking hands-on responsibility, direct client exposure, and long-term growth within a lean IP practice.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft and prosecute U.S. utility and design patent applications across software, AI, SaaS, ecommerce, and related technologies </li><li>Prepare Office Action responses, including arguments addressing §§101, 102, 103, and 112 </li><li>Manage an active prosecution docket, including tracking deadlines via USPTO Patent Center and internal systems </li><li>Act as a primary point of contact for inventors, founders, engineers, and clients on assigned matters </li><li>Conduct invention intake discussions and support ongoing portfolio development </li><li>Prepare prosecution-related materials, including IDS filings, client correspondence, and status reporting </li><li>Perform prior art review, patentability analysis, and legal research as needed </li><li>Support continuation, divisional, and broader prosecution strategy </li><li>Assist with additional IP matters, including FTO analysis, due diligence, and portfolio review </li><li>Collaborate directly with firm leadership in a lean, entrepreneurial environment</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a detail-oriented Administrative Assistant to support construction contract operations in Modesto, California. This contract-to-permanent opportunity is ideal for someone who can manage documentation, coordinate billing activities, and keep project records organized in a fast-paced contractor environment. The role will work closely with project and subcontractor documentation while helping maintain efficient day-to-day office support.<br><br>Responsibilities:<br>• Draft and distribute clear written communications, ensuring accuracy and a well-presented format in all correspondence.<br>• Examine agency and project agreements for compliance and assemble the documentation needed to support contract administration activities.<br>• Create and manage subcontract packages, master service agreements, work orders, and purchase orders for active construction projects.<br>• Process change-related documentation, lien releases, preliminary notices, and other subcontractor records in accordance with project requirements.<br>• Coordinate monthly invoicing and subcontractor payment processing to meet established accounting and month-end timelines.<br>• Track subcontractor bonds, insurance certificates, and business licenses, maintaining complete and current compliance files.<br>• Prepare project startup documentation along with recurring and closeout reports required for public sector work, including federal and state projects.<br>• Provide general administrative support by handling mail and shipments, maintaining office supplies, and assisting with additional construction administration tasks as needed.