<p>We are looking for a Legal Operations Manager to join our team in the Silicon Valley. In this role, you will oversee key aspects of legal and investment operations, ensuring seamless management of equity and debt portfolios, vendor contracts, and compliance processes. The ideal candidate thrives in a fast-paced environment, is detail-oriented, and is eager to contribute to process optimization and technology implementation.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with legal and finance teams to support investment and exit transactions, including compliance checks, document preparation, due diligence, and post-closing administration.</p><p>• Manage portfolio-related requests, such as processing stockholder consents, audit confirmations, and due diligence tasks.</p><p>• Coordinate vendor and contract management processes, including negotiation, onboarding, and payment processing for various contract types.</p><p>• Oversee the operation and management of key programs, such as external consultant initiatives and workflow optimization.</p><p>• Maintain and optimize legal technology solutions, including platforms like Ironclad, SimpleLegal, DocuSign, and AODocs.</p><p>• Drive process improvement initiatives to enhance efficiency and effectiveness within legal operations.</p><p>• Compile, organize, and analyze data to support internal and external reporting requirements, including public filings.</p><p>• Perform administrative tasks, such as document filing, data organization, and tracking daily activities to ensure smooth legal operations.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Our client is seeking a strategic and highly organized Legal Operations Manager to support their legal team in driving operational excellence, cross-functional collaboration, and compliance initiatives. This is a full-time ongoing contract role with potential for conversion. This person would need to be able to report on-site to their San Francisco office at least 2 times a week.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and coordinate Legal Team projects such as whistleblower program management, SOX compliance, training modules, corporate calendar oversight, CLM implementation, template development, policy updates, and audits.</li><li>Act as a liaison between Legal and other departments to ensure alignment, track requests, monitor progress, and manage deliverables.</li><li>Support corporate-level compliance initiatives in partnership with the General Counsel, Deputy General Counsel, and other key stakeholders.</li><li>Identify and implement process improvements to enhance Legal Team efficiency and cross-functional collaboration.</li><li>Manage vendor onboarding, billing, and budget tracking in coordination with the General Counsel.</li></ul>
<p><strong>Operations Lead / Manager (Title Flexible)</strong></p><p>📍 Palo Alto, CA (5 days onsite)</p><p>💰 $100,000 – $120,000 base (stretch up to $130,000 DOE) + 10–15% bonus + benefits</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a rapidly growing <strong>venture capital firm. </strong>They are seeking an <strong>Operations Lead/Manager</strong> to join its Palo Alto headquarters. With significant assets under management and continued expansion on the horizon, the firm provides a unique opportunity to gain hands-on exposure to the inner workings of venture capital while working alongside investors, founders, and senior executives.</p><p>This is an ideal role for an ambitious, intelligent, resourceful, and eager to grow into a <strong>Chief of Staff</strong>. The firm fosters a collaborative, high-energy culture and offers direct access to leadership and investors, making it a strong platform for career growth in VC operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Meeting & Investment Support</strong></p><ul><li>Track portfolio updates and investment team priorities using Airtable (or similar tools).</li><li>Prepare, organize, and manage documentation for weekly pitch and portfolio review meetings.</li><li>Ensure materials are accurate, timely, and presentation-ready.</li></ul><p><strong>Project & Investor Support</strong></p><ul><li>Support a team of investors, keeping projects, deliverables, and priorities organized.</li><li>Manage quarterly reporting and other investor communications with accuracy and professionalism.</li><li>Implement and streamline workflows using Notion, Airtable, or comparable systems.</li></ul><p><strong>Office & Operations Management</strong></p><ul><li>Oversee day-to-day office operations, ensuring a polished and professional environment.</li><li>Anticipate investor and guest needs, from meeting logistics to hospitality.</li><li>Serve as a primary point of contact, fostering a welcoming and professional atmosphere.</li></ul><p><strong>Event Planning & Relationship Management</strong></p><ul><li>Plan and execute investor dinners, sponsorships, and high-profile events.</li><li>Manage guest lists, vendor relationships, and logistics to ensure seamless experiences.</li><li>Represent the firm with polish in interactions with executives, investors, and UHNW individuals.</li></ul>
<p><strong>Associate Director of Operations</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A well-established, SEC-registered investment advisory firm with approximately $1.9 billion in assets under management is seeking an experienced and strategic <strong>Associate Director of Operations</strong> to join its high-performing team. This is a dynamic leadership role focused on optimizing client service operations and supporting investment activities across a sophisticated client base.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Associate Director of Operations will manage a team of client service professionals and collaborate closely with investment operations, reporting, and advisory teams. This role is ideal for a seasoned professional with deep RIA experience, strong custodial knowledge, and a passion for process improvement and team leadership.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and mentor a team of four client service professionals</li><li>Coordinate with custodians and external data providers to ensure seamless operations</li><li>Allocate team resources across multiple advisor locations</li><li>Oversee daily, monthly, quarterly, and annual transactions and ensure regulatory compliance</li><li>Refine and implement processes for client onboarding, maintenance, CRM workflows, and investment reconciliation</li><li>Collaborate with the reporting team to deliver timely and accurate client data</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Highly competitive compensation package</li><li>Potential for equity stake after three years of service</li><li>Full healthcare and dental coverage for individuals</li><li>401(k) participation with profit-sharing contributions up to 5% of total compensation (after one year)</li><li>15 days paid time off (increases with tenure) + 10 paid holidays</li><li>Gym membership stipend</li><li>Commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a dedicated Operations Specialist to oversee and manage daily operations for a high-profile household in Fremont, California. This position requires a detail-oriented individual with exceptional organizational and multitasking skills. You will play a critical role in ensuring seamless property management, staff coordination, and guest support.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily household operations to maintain an organized and functional environment.</p><p>• Schedule and oversee the activities of staff, vendors, and service providers to ensure timely and high-quality results.</p><p>• Manage household budgets, track expenses, and maintain inventory levels for necessary supplies.</p><p>• Provide exceptional support to the principal and guests, ensuring all needs are met efficiently and discreetly.</p><p>• Maintain strict privacy and security protocols to safeguard the property and its occupants.</p><p>• Conduct routine property inspections to identify and address maintenance needs proactively.</p><p>• Collaborate with vendors to source and manage products and services for household requirements.</p>
<p>We are looking for a highly motivated and detail-oriented Project Manager to join our team on a long-term contract basis. In this role, you will collaborate closely with a serial entrepreneur who oversees a diverse portfolio of businesses, including SaaS, fintech, education, retail, and real estate. This position offers the unique opportunity to gain hands-on experience across multiple ventures, including supporting the launch of new companies and driving strategic initiatives to completion.</p><p><br></p><p>Responsibilities:</p><p>• Lead the execution of complex, multi-disciplinary projects across a portfolio of businesses.</p><p>• Monitor progress on company initiatives, ensuring deadlines, tasks, and deliverables are met.</p><p>• Work directly with the founder to transform strategic goals into actionable plans.</p><p>• Coordinate marketing efforts by managing internal teams and external contractors.</p><p>• Organize and oversee multiple simultaneous projects with minimal supervision.</p><p>• Ensure accountability by documenting meeting outcomes and tracking follow-ups.</p><p>• Collaborate with various departments, including finance, HR, software development, and clinical teams.</p><p>• Assist with budgeting, operational tracking, and basic financial modeling.</p><p>• Drive operational readiness and go-to-market strategies for new business launches.</p><p>• Manage vendor relationships and outsourced workflows as needed.</p>
<p>Our healthcare client is seeking a dynamic Project Manager – Strategic Initiatives to support the CEO and executive leadership team in advancing critical organizational priorities. This role is ideal for someone who thrives in a fast-paced, highly visible environment, working directly with executive leadership while driving meaningful operational improvements across multiple departments. </p><p><br></p><p>Role Overview: Reporting directly to the CEO (with a dotted-line to systemwide leadership), the Project Manager will provide structure, oversight, and execution support for strategic initiatives that strengthen compliance, streamline operations, and enhance member and provider experiences. Unlike traditional departmental management, this role focuses on special projects and cross-functional coordination, requiring a hands-on approach to both planning and execution. </p><p> </p><p>Key Responsibilities: Partner closely with the CEO to scope, plan, and execute high-impact initiatives. Assess current state processes and develop actionable project plans to ensure forward progress. Collaborate with diverse groups including IT, Quality, Medical Directors, Claims & Processing, and Utilization Management. Support governance activities with the executive leadership team and external oversight bodies. Stand up and coordinate new steering committees for emerging initiatives. Develop project tracking and reporting tools, leveraging systems such as Jira, Qlik, and data visualization platforms. Translate business and regulatory requirements into structured reporting, dashboards, and metrics to monitor progress. Ensure consistent project documentation, progress tracking, and alignment with organizational priorities. Focus Areas Regulatory Compliance: Map and standardize workflows, strengthen internal audit tools, and prepare the organization for state and federal oversight. Claims Operations: Redesign workflows to improve timeliness, accuracy, and efficiency while partnering with IT to implement automation and payment integrity solutions. Utilization Management: Standardize UM processes, improve turnaround times, and support Medical Directors in consistent clinical decision-making.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a fiduciary Registered Investment Advisory (RIA) firm specializing in retirement planning and investment supervisory services. The firm has grown to manage more than $1.48 billion in assets as of December 2022.</p><p> They are seeking a <strong>Finance Operations Associate</strong> to join their growing San Ramon team. This is an excellent opportunity to gain hands-on experience across finance, operations, and administration while supporting a collaborative and professional office environment. </p><p> </p><p><strong>Responsibilities </strong></p><ul><li><strong>Financial Reporting & Accounting</strong>: Assist with QuickBooks entries, reconciliations, and monthly reporting.</li><li><strong>Payroll Support</strong>: Help with payroll processing to ensure accuracy and timeliness.</li><li><strong>HR Administration</strong>: Support onboarding, benefits coordination, and other HR-related tasks.</li><li><strong>Office Administration</strong>: Manage supplies, scheduling, and day-to-day office needs.</li><li><strong>Technology Coordination</strong>: Provide basic IT troubleshooting and liaise with vendors as needed.</li><li><strong>Special Projects</strong>: Partner with the Office Manager and Operations Manager on ad hoc initiatives.</li></ul>
<p>We are looking for a skilled and dynamic Part Time General Manager to oversee daily operations and ensure the efficient functioning of our team in Oakland, California. This contract position requires a proactive leader who can balance administrative tasks, operational management, and staff development while fostering a safe and productive environment. If you have a passion for leadership and enjoy managing diverse responsibilities, this role is designed for you.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and guide operational activities to ensure efficiency and productivity.</p><p>• Perform administrative tasks such as scheduling, handling deposits, and managing inventory.</p><p>• Lead daily operations while empowering supervisors to maintain smooth workflows.</p><p>• Organize and conduct safety training sessions to promote workplace safety standards.</p><p>• Address HR-related inquiries and resolve issues effectively.</p><p>• Ensure compliance with food safety regulations and uphold quality standards.</p><p>• Monitor team performance and provide constructive feedback to drive improvement.</p><p>• Manage financial functions including accounts payable, accounts receivable, and payroll systems.</p><p>• Utilize tools such as CRM systems and accounting software to streamline operations.</p>
<p><strong>Job Summary</strong></p><p>We are seeking a <strong>Sr.</strong> <strong>Real Estate Manager</strong> to oversee all operational aspects of a <strong>single, mixed-use property</strong> with <strong>six distinct budgets</strong>. This role includes <strong>budget oversight, vendor management, lease enforcement</strong>, and overall day-to-day property management responsibilities.</p><p>You will work alongside an <strong>on-site Assistant Manager</strong> to ensure operational excellence and tenant satisfaction across the property.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee <strong>day-to-day property operations</strong> including site inspections, vendor supervision, and service oversight</li><li>Manage and review <strong>vendor contracts, bids, and invoices</strong></li><li>Conduct <strong>lease reviews</strong> and enforce lease terms and property rules</li><li>Participate in <strong>leasing calls and coordination</strong> with stakeholders</li><li>Manage and track <strong>multiple property budgets</strong></li><li>Prepare written reports, emails, and documentation for stakeholders</li><li>Collaborate with the <strong>Assistant Manager</strong> to deliver high-quality property management services</li></ul>
We are looking for a detail-oriented Operations Coordinator to join our team in San Jose, California. In this long-term contract position, you will play a vital role in supporting property management operations, ensuring smooth administrative processes, and maintaining accurate records. This role is ideal for someone with strong organizational skills and experience in operational coordination.<br><br>Responsibilities:<br>• Provide administrative support to property management staff, including handling work orders, scheduling contractor tasks, preparing contracts, and monitoring vendor compliance.<br>• Oversee and maintain the property management contract database to ensure accurate and up-to-date records.<br>• Assist in managing applications for non-commercial activities and ensure compliance with program guidelines.<br>• Issue and manage open/close notices and prepare Notices of Non-Responsibility as required.<br>• Review and approve vendor Certificates of Insurance to ensure adherence to company standards.<br>• Maintain and update the Master Utility Meter Spreadsheet to track and organize utility-related data effectively.
We are looking for an experienced IT Service Delivery Manager to lead and enhance the delivery of user-centered IT support within a dynamic healthcare environment. Based in Oakland, California, this role focuses on optimizing IT services to ensure accessibility, efficiency, and alignment with organizational needs. The ideal candidate will bring strategic vision, leadership expertise, and a strong commitment to operational excellence.<br><br>Responsibilities:<br>• Drive initiatives to improve the overall user experience by embedding proactive support and usability principles into IT service delivery.<br>• Lead and mentor a team of IT support analysts and system specialists, fostering collaboration and encouraging growth.<br>• Develop and implement strategies to optimize IT support processes, tools, and response models.<br>• Oversee the resolution of technical issues, identifying trends and systemic causes to enhance service performance.<br>• Manage the creation and delivery of end-user training programs and self-service resources to improve technology adoption.<br>• Monitor and analyze service performance metrics, including SLAs, user satisfaction, and operational effectiveness, to identify improvement opportunities.<br>• Collaborate with cross-functional teams to ensure IT services align with organizational goals and operational needs.<br>• Ensure timely and clear communication regarding system outages, updates, and changes to minimize business disruption.<br>• Maintain relationships with external vendors, ensuring service quality and alignment with company expectations.<br>• Represent end-user perspectives in enterprise IT projects, supporting change management and post-deployment evaluations.
We are looking for an experienced Office Manager to oversee and streamline the daily operations of our office in Campbell, California. This is a long-term contract position that requires a proactive and organized individual to ensure the office runs smoothly while supporting team events and administrative needs. Join our dynamic team and contribute to an innovative organization at the forefront of data management and AI.<br><br>Responsibilities:<br>• Manage day-to-day office operations, including scheduling maintenance, handling mail and shipments, and ensuring the availability of office supplies and equipment.<br>• Maintain a clean and organized office environment, including overseeing the kitchen area and maintaining common spaces.<br>• Prepare beverages for the office as needed and coordinate weekly snack and beverage purchases.<br>• Plan and execute team events such as monthly lunches, happy hours, and company-wide gatherings, while staying within budget.<br>• Coordinate logistics for offsite events, including venue selection, travel arrangements, and post-event evaluations.<br>• Handle the procurement and management of promotional materials and event-related items.<br>• Perform general administrative tasks, including filing, calendar management, and supporting various ad hoc projects.<br>• Assist with receptionist duties and provide support for accounts payable processes as needed.<br>• Take on additional responsibilities as assigned by management.
<p>Robert Half's enterprise client is looking for a Senior Program Manager in IT Operations for a remote 6-month contract with a strong likelihood of extending and possibility of converting to full-time employment. This role encompasses end-to-end program management responsibilities, including roadmap planning, analysis, technology launch coordination, stakeholder collaboration, and risk mitigation.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Scope, plan, and deliver strategic programs in partnership with executives and stakeholders.</li><li>Lead multiple programs simultaneously, ensuring alignment across distributed teams.</li><li>Develop comprehensive project plans with timelines, milestones, and task definitions.</li><li>Define and implement roadmap strategies, KPIs, prioritization, and launch activities.</li><li>Identify and proactively manage risks while coordinating with other program managers.</li><li>Drive change management initiatives (internal and external).</li><li>Foster collaboration among teams to achieve program goals, factoring in resources, budgets, dependencies, and constraints.</li><li>Prepare and present program progress reports and risk analyses.</li><li>Act as a trusted advisor to leadership, maximizing customer ROI and user experience.</li><li>Align strategy and execution while providing updates to executive teams and stakeholders.</li></ul><p>Preferred Qualifications:</p><ul><li>Ability to manage competing priorities and foster cross-functional alignment in a tech environment.</li><li>Enthusiasm for driving transformation in high-growth organizations.</li><li>Self-starter with a collaborative mindset, adept in change management.</li><li>Skilled communicator, capable of simplifying complex programs and adapting ideas for diverse audiences.</li><li>Emotional intelligence and judgment to navigate stakeholder relationships and program dynamics effectively.</li></ul><p><br></p><p>This role combines strategic vision with operational execution, making it ideal for a leader who thrives amidst complexity, innovation, and collaboration.</p><p><br></p>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p>We are seeking a Property Administrative Assistant to provide critical support to its property management team during a transitional period. This role is ideal for a detail-oriented and organized individual who is ready to contribute to the smooth operations of affordable housing properties.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Provide administrative support to property management staff at multiple sites, ensuring seamless communication and coordination.</li><li>Assist with preparing, organizing, and maintaining property-related documentation, including contracts, lease agreements, and compliance paperwork.</li><li>Utilize the Yardi system for data entry and tenant management as needed (prior experience with Yardi is a plus).</li><li>Respond to tenant inquiries and concerns in a professional and timely manner, directing issues to the appropriate department.</li><li>Support any compliance or regulatory requirements for affordable housing properties.</li><li>Perform general administrative tasks, such as scheduling meetings, processing reports, and maintaining office files.</li></ul>
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><strong>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA (4–5 days in office)</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its growing finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that blends financial performance with social impact, particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>This premier organization has a national footprint and a strong track record of investing in real estate assets that support community development. With over $1 billion in assets under management and a collaborative team culture, the firm operates through joint ventures, direct acquisitions, and strategic partnerships. The team is lean, agile, and committed to excellence in both investment outcomes and operational execution.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, this role will be instrumental in enhancing internal and external financial reporting, supporting fund operations, and driving process improvements. You’ll collaborate across departments including Operations and Asset Management, and play a key role in managing audits, investor communications, and system implementations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee quarterly fund and property-level financial reviews</li><li>Ensure compliance with partnership agreements and reporting requirements</li><li>Lead quarterly reporting to limited partners, joint venture partners, and internal stakeholders</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administrators and property managers</li><li>Manage post-acquisition prorations and onboarding processes</li><li>Drive improvements in accounting systems, policies, and procedures</li><li>Assist with treasury and cash management across multiple platforms</li><li>Document and refine financial policies and procedures</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Opportunities for professional growth and leadership</li><li>A collaborative, entrepreneurial work environment</li><li>Office culture based in San Francisco’s Financial District (4 days/week)</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its expanding finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that combines strong financial performance with meaningful social impact—particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over $1 billion in assets under management, this nationally recognized firm invests in real estate assets that promote community development. Operating through joint ventures, direct acquisitions, and strategic partnerships, the team is lean, agile, and committed to excellence in both investment outcomes and operational execution. The culture is collaborative, purpose-driven, and entrepreneurial.</p><p><br></p><p><strong>Role Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, you’ll play a key role in strengthening financial reporting, supporting fund operations, and driving process improvements. This cross-functional role involves close collaboration with teams across Operations, Asset Management, and Investor Relations, and offers exposure to audits, investor communications, and systems implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead quarterly financial reviews at both fund and property levels</li><li>Ensure compliance with partnership agreements and reporting standards</li><li>Manage quarterly reporting to limited partners, joint venture partners, and internal stakeholders</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administrators and property managers</li><li>Oversee post-acquisition prorations and onboarding processes</li><li>Drive enhancements in accounting systems, policies, and procedures</li><li>Assist with treasury and cash management across multiple platforms</li><li>Document and refine financial policies and internal controls</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive base salary and performance-based bonus</li><li>Opportunities for professional growth and leadership</li><li>A collaborative, entrepreneurial work environment</li><li>Office culture based in San Francisco’s Financial District (4–5 days/week in office)</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your career goals, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
<p>We’re looking for a <strong>bilingual (English/Spanish) Office Manager</strong> to lead daily operations and keep our office running efficiently. The ideal candidate is highly organized, proactive, and comfortable handling administrative, financial, and scheduling responsibilities in a fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative & Office Management</strong></p><ul><li>Oversee daily administrative tasks to ensure smooth office operations</li><li>Develop and enforce office policies and procedures</li><li>Identify and implement process improvements</li><li>Maintain office supplies and manage mail and deliveries</li><li>Organize and update filing systems (e.g., DMV, insurance, workers’ comp, vendors)</li><li>Manage vendor relationships and coordinate internal/external resources</li></ul><p><strong>Financial & Data Management</strong></p><ul><li>Enter time cards and purchase data</li><li>Prepare invoices, estimates, and sales records in <strong>QuickBooks Online</strong></li><li>Track job costs and manage accounts receivable</li><li>Review timesheets and process payroll</li><li>Monitor office budget and ensure timely vendor payments</li></ul><p><strong>Scheduling & Coordination</strong></p><ul><li>Schedule appointments, meetings, and staff calendars</li><li>Support executive and staff scheduling</li><li>Maintain and organize calendars</li></ul><p><strong>Additional Duties</strong></p><ul><li>Provide administrative support, including research, reports, and meeting notes</li><li>Visit job sites for project-related tasks as needed</li></ul><p><br></p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p>Colleen McAuliffe is seeking an experienced Senior Accountant to join our team in San Jose, California. In this role, you will leverage your expertise to oversee accounting operations, ensure compliance with industry standards, and contribute to the financial integrity of our organization. This position is ideal for an individual with a strong background in construction accounting and a proactive approach to managing complex financial tasks.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze monthly journal entries, account reconciliations, and financial reports to ensure accuracy.</p><p>• Lead month-end and year-end closing processes, delivering timely and precise financial statements.</p><p>• Maintain and reconcile general ledger accounts, with a focus on construction job cost accounting.</p><p>• Manage accounts payable, accounts receivable, and payroll processes, ensuring operational accuracy.</p><p>• Collaborate closely with project managers to track job costing, work-in-progress schedules, and conduct variance analyses.</p><p>• Support budgeting and forecasting initiatives, providing critical financial insights.</p><p>• Ensure adherence to industry standards and internal controls to maintain regulatory compliance.</p><p>• Assist in preparing documentation and schedules for internal and external audits.</p><p>• Drive process improvements to enhance efficiency and accuracy across accounting functions.</p><p>• Provide mentorship and guidance to entry-level accounting staff to foster team development.</p>
<p>We are looking for an experienced Senior Treasury Consultant to join our client in San Jose. California. This is a long-term contract position offering the opportunity to oversee and optimize global banking operations while implementing innovative solutions to enhance working capital management. In this role, you will play a key part in managing cash flow, ensuring liquidity, and building strong relationships across financial institutions and internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Lead the optimization of global banking activities, including account rationalization, fee minimization, and intercompany funding.</p><p>• Develop and enforce treasury policies and controls to streamline operations and mitigate risks.</p><p>• Oversee the utilization of treasury infrastructure tools, including workstations, to improve efficiency and accuracy.</p><p>• Manage trade confirmations and settlements for foreign exchange and investment transactions.</p><p>• Build and maintain strategic relationships with corporate bankers, operational counterparts, and technology providers.</p><p>• Monitor cash flows and balances to minimize uninvested funds and ensure same-day liquidity for business needs.</p><p>• Collaborate with cross-functional teams to share insights on banking activities and operational best practices.</p><p>• Provide leadership in centralizing treasury functions and driving related projects with clear objectives.</p><p>• Ensure compliance with banking regulations and implement market-standard technologies.</p><p>• Support organizational finance leaders in aligning treasury operations with broader business goals.</p>
<p><strong>Job Summary</strong></p><p>We are seeking a <strong>Real Estate Manager</strong> to oversee all operational aspects of a <strong>single, mixed-use property</strong> with <strong>six distinct budgets</strong>. This role includes <strong>budget oversight, vendor management, lease enforcement</strong>, and overall day-to-day property management responsibilities.</p><p>You will work alongside an <strong>on-site Assistant Manager</strong> to ensure operational excellence and tenant satisfaction across the property.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee <strong>day-to-day property operations</strong> including site inspections, vendor supervision, and service oversight</li><li>Manage and review <strong>vendor contracts, bids, and invoices</strong></li><li>Conduct <strong>lease reviews</strong> and enforce lease terms and property rules</li><li>Participate in <strong>leasing calls and coordination</strong> with stakeholders</li><li>Manage and track <strong>multiple property budgets</strong></li><li>Prepare written reports, emails, and documentation for stakeholders</li><li>Collaborate with the <strong>Assistant Manager</strong> to deliver high-quality property management services</li></ul>
